Civic Intelligence

Rosner Partners, LLC

Plan context: Rosner Partners LLC 401K Retirement Plan and Trust

EIN 01-0576044 • Cleveland, OH • 15 filings • 5 plans

The Caxton Building812 Huron Road, Suite 601Cleveland, OH 44115-1172
Current Snapshot

Latest Year

2016

2016 Participants

15

2016 Assets

$2,517,064

2016 Contributions

$177,453

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,533,948$1,766,974$0200320102016YearValue
$2,517,064Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100200320102016YearValue
15Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2016215$2,517,064$177,453$11,830iApproximate average salary by contribution assumption: employee only about $295,755 at 4% or $197,170 at 6%; with 50% employer match about $197,170 at 4% or $131,447 at 6%; with 100% employer match about $147,878 at 4% or $98,585 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-15$2,517,064$125,889$8,393iApproximate average salary by contribution assumption: employee only about $209,815 at 4% or $139,877 at 6%; with 50% employer match about $139,877 at 4% or $93,251 at 6%; with 100% employer match about $104,908 at 4% or $69,938 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-0$0$51,564-
2015116$3,533,948$168,012$10,501iApproximate average salary by contribution assumption: employee only about $262,519 at 4% or $175,013 at 6%; with 50% employer match about $175,013 at 4% or $116,675 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-16$3,533,948$168,012$10,501iApproximate average salary by contribution assumption: employee only about $262,519 at 4% or $175,013 at 6%; with 50% employer match about $175,013 at 4% or $116,675 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
2014117$3,443,819$180,241$10,602iApproximate average salary by contribution assumption: employee only about $265,060 at 4% or $176,707 at 6%; with 50% employer match about $176,707 at 4% or $117,805 at 6%; with 100% employer match about $132,530 at 4% or $88,353 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-17$3,443,819$180,241$10,602iApproximate average salary by contribution assumption: employee only about $265,060 at 4% or $176,707 at 6%; with 50% employer match about $176,707 at 4% or $117,805 at 6%; with 100% employer match about $132,530 at 4% or $88,353 at 6%.
2013118$3,339,120$183,221$10,179iApproximate average salary by contribution assumption: employee only about $254,474 at 4% or $169,649 at 6%; with 50% employer match about $169,649 at 4% or $113,099 at 6%; with 100% employer match about $127,237 at 4% or $84,825 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-18$3,339,120$183,221$10,179iApproximate average salary by contribution assumption: employee only about $254,474 at 4% or $169,649 at 6%; with 50% employer match about $169,649 at 4% or $113,099 at 6%; with 100% employer match about $127,237 at 4% or $84,825 at 6%.
2012118$2,691,094$171,639$9,536iApproximate average salary by contribution assumption: employee only about $238,388 at 4% or $158,925 at 6%; with 50% employer match about $158,925 at 4% or $105,950 at 6%; with 100% employer match about $119,194 at 4% or $79,463 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-18$2,691,094$171,639$9,536iApproximate average salary by contribution assumption: employee only about $238,388 at 4% or $158,925 at 6%; with 50% employer match about $158,925 at 4% or $105,950 at 6%; with 100% employer match about $119,194 at 4% or $79,463 at 6%.
2011117$2,206,346$162,739$9,573iApproximate average salary by contribution assumption: employee only about $239,322 at 4% or $159,548 at 6%; with 50% employer match about $159,548 at 4% or $106,365 at 6%; with 100% employer match about $119,661 at 4% or $79,774 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-17$2,206,346$162,739$9,573iApproximate average salary by contribution assumption: employee only about $239,322 at 4% or $159,548 at 6%; with 50% employer match about $159,548 at 4% or $106,365 at 6%; with 100% employer match about $119,661 at 4% or $79,774 at 6%.
2010119$2,306,015$133,136$7,007iApproximate average salary by contribution assumption: employee only about $175,179 at 4% or $116,786 at 6%; with 50% employer match about $116,786 at 4% or $77,857 at 6%; with 100% employer match about $87,589 at 4% or $58,393 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-19$2,306,015$133,136$7,007iApproximate average salary by contribution assumption: employee only about $175,179 at 4% or $116,786 at 6%; with 50% employer match about $116,786 at 4% or $77,857 at 6%; with 100% employer match about $87,589 at 4% or $58,393 at 6%.
2009113$1,867,909$162,555$12,504iApproximate average salary by contribution assumption: employee only about $312,606 at 4% or $208,404 at 6%; with 50% employer match about $208,404 at 4% or $138,936 at 6%; with 100% employer match about $156,303 at 4% or $104,202 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-13$1,867,909$162,555$12,504iApproximate average salary by contribution assumption: employee only about $312,606 at 4% or $208,404 at 6%; with 50% employer match about $208,404 at 4% or $138,936 at 6%; with 100% employer match about $156,303 at 4% or $104,202 at 6%.
2008114$1,335,255$158,399$11,314iApproximate average salary by contribution assumption: employee only about $282,855 at 4% or $188,570 at 6%; with 50% employer match about $188,570 at 4% or $125,713 at 6%; with 100% employer match about $141,428 at 4% or $94,285 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-14$1,335,255$158,399$11,314iApproximate average salary by contribution assumption: employee only about $282,855 at 4% or $188,570 at 6%; with 50% employer match about $188,570 at 4% or $125,713 at 6%; with 100% employer match about $141,428 at 4% or $94,285 at 6%.
2007115$2,030,680$162,795$10,853iApproximate average salary by contribution assumption: employee only about $271,325 at 4% or $180,883 at 6%; with 50% employer match about $180,883 at 4% or $120,589 at 6%; with 100% employer match about $135,663 at 4% or $90,442 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-15$2,030,680$162,795$10,853iApproximate average salary by contribution assumption: employee only about $271,325 at 4% or $180,883 at 6%; with 50% employer match about $180,883 at 4% or $120,589 at 6%; with 100% employer match about $135,663 at 4% or $90,442 at 6%.
2006116$1,779,952$190,669$11,917iApproximate average salary by contribution assumption: employee only about $297,920 at 4% or $198,614 at 6%; with 50% employer match about $198,614 at 4% or $132,409 at 6%; with 100% employer match about $148,960 at 4% or $99,307 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-16$1,779,952$190,669$11,917iApproximate average salary by contribution assumption: employee only about $297,920 at 4% or $198,614 at 6%; with 50% employer match about $198,614 at 4% or $132,409 at 6%; with 100% employer match about $148,960 at 4% or $99,307 at 6%.
2005115$1,388,839$166,679$11,112iApproximate average salary by contribution assumption: employee only about $277,798 at 4% or $185,199 at 6%; with 50% employer match about $185,199 at 4% or $123,466 at 6%; with 100% employer match about $138,899 at 4% or $92,599 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-15$1,388,839$166,679$11,112iApproximate average salary by contribution assumption: employee only about $277,798 at 4% or $185,199 at 6%; with 50% employer match about $185,199 at 4% or $123,466 at 6%; with 100% employer match about $138,899 at 4% or $92,599 at 6%.
2004114$1,131,240$150,441$10,746iApproximate average salary by contribution assumption: employee only about $268,645 at 4% or $179,096 at 6%; with 50% employer match about $179,096 at 4% or $119,398 at 6%; with 100% employer match about $134,322 at 4% or $89,548 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-14$1,131,240$150,441$10,746iApproximate average salary by contribution assumption: employee only about $268,645 at 4% or $179,096 at 6%; with 50% employer match about $179,096 at 4% or $119,398 at 6%; with 100% employer match about $134,322 at 4% or $89,548 at 6%.
2003113$865,960$145,376$11,183iApproximate average salary by contribution assumption: employee only about $279,569 at 4% or $186,379 at 6%; with 50% employer match about $186,379 at 4% or $124,253 at 6%; with 100% employer match about $139,785 at 4% or $93,190 at 6%.
Rosner Partners LLC 401K Retirement Plan and Trust-13$865,960$145,376$11,183iApproximate average salary by contribution assumption: employee only about $279,569 at 4% or $186,379 at 6%; with 50% employer match about $186,379 at 4% or $124,253 at 6%; with 100% employer match about $139,785 at 4% or $93,190 at 6%.