Civic Intelligence

Rose and Associates Inc.

Plan context: Rose and Associates Inc. 401K Plan

EIN 02-0541274 • Boise, ID • 19 filings • 3 plans

6138 Clinton StreetBoise, ID 83704
Current Snapshot

Latest Year

2022

2022 Participants

24

2022 Assets

$1,762,396

2022 Contributions

$78,890

Historical Graphs

Total Assets Over Time

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

$1,762,396$881,198$0200420132021YearValue
$1,762,396Latest year 2021

Participants Over Time

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

25130200420132021YearValue
24Latest year 2021

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
202210$0$78,890-
Rose and Associates Inc. 401K Plan-0$0$78,890-
2021124$1,762,396$154,127$6,422iApproximate average salary by contribution assumption: employee only about $160,549 at 4% or $107,033 at 6%; with 50% employer match about $107,033 at 4% or $71,355 at 6%; with 100% employer match about $80,274 at 4% or $53,516 at 6%.
Rose and Associates Inc. 401K Plan-24$1,762,396$154,127$6,422iApproximate average salary by contribution assumption: employee only about $160,549 at 4% or $107,033 at 6%; with 50% employer match about $107,033 at 4% or $71,355 at 6%; with 100% employer match about $80,274 at 4% or $53,516 at 6%.
2020125$1,468,902$131,098$5,244iApproximate average salary by contribution assumption: employee only about $131,098 at 4% or $87,399 at 6%; with 50% employer match about $87,399 at 4% or $58,266 at 6%; with 100% employer match about $65,549 at 4% or $43,699 at 6%.
Rose and Associates Inc. 401K Plan-25$1,468,902$131,098$5,244iApproximate average salary by contribution assumption: employee only about $131,098 at 4% or $87,399 at 6%; with 50% employer match about $87,399 at 4% or $58,266 at 6%; with 100% employer match about $65,549 at 4% or $43,699 at 6%.
2019122$1,240,535$150,959$6,862iApproximate average salary by contribution assumption: employee only about $171,544 at 4% or $114,363 at 6%; with 50% employer match about $114,363 at 4% or $76,242 at 6%; with 100% employer match about $85,772 at 4% or $57,181 at 6%.
Rose and Associates Inc. 401K Plan-22$1,240,535$150,959$6,862iApproximate average salary by contribution assumption: employee only about $171,544 at 4% or $114,363 at 6%; with 50% employer match about $114,363 at 4% or $76,242 at 6%; with 100% employer match about $85,772 at 4% or $57,181 at 6%.
2018118$1,131,473$186,278$10,349iApproximate average salary by contribution assumption: employee only about $258,719 at 4% or $172,480 at 6%; with 50% employer match about $172,480 at 4% or $114,986 at 6%; with 100% employer match about $129,360 at 4% or $86,240 at 6%.
Rose and Associates Inc. 401K Plan-18$1,131,473$186,278$10,349iApproximate average salary by contribution assumption: employee only about $258,719 at 4% or $172,480 at 6%; with 50% employer match about $172,480 at 4% or $114,986 at 6%; with 100% employer match about $129,360 at 4% or $86,240 at 6%.
2017118$1,004,668$127,268$7,070iApproximate average salary by contribution assumption: employee only about $176,761 at 4% or $117,841 at 6%; with 50% employer match about $117,841 at 4% or $78,560 at 6%; with 100% employer match about $88,381 at 4% or $58,920 at 6%.
Rose and Associates Inc. 401K Plan-18$1,004,668$127,268$7,070iApproximate average salary by contribution assumption: employee only about $176,761 at 4% or $117,841 at 6%; with 50% employer match about $117,841 at 4% or $78,560 at 6%; with 100% employer match about $88,381 at 4% or $58,920 at 6%.
2016117$907,275$121,080$7,122iApproximate average salary by contribution assumption: employee only about $178,059 at 4% or $118,706 at 6%; with 50% employer match about $118,706 at 4% or $79,137 at 6%; with 100% employer match about $89,029 at 4% or $59,353 at 6%.
Rose and Associates Inc. 401K Plan-17$907,275$121,080$7,122iApproximate average salary by contribution assumption: employee only about $178,059 at 4% or $118,706 at 6%; with 50% employer match about $118,706 at 4% or $79,137 at 6%; with 100% employer match about $89,029 at 4% or $59,353 at 6%.
2015120$1,114,540$174,006$8,700iApproximate average salary by contribution assumption: employee only about $217,507 at 4% or $145,005 at 6%; with 50% employer match about $145,005 at 4% or $96,670 at 6%; with 100% employer match about $108,754 at 4% or $72,503 at 6%.
Rose and Associates Inc. 401K Plan-20$1,114,540$174,006$8,700iApproximate average salary by contribution assumption: employee only about $217,507 at 4% or $145,005 at 6%; with 50% employer match about $145,005 at 4% or $96,670 at 6%; with 100% employer match about $108,754 at 4% or $72,503 at 6%.
2014121$984,869$128,397$6,114iApproximate average salary by contribution assumption: employee only about $152,854 at 4% or $101,902 at 6%; with 50% employer match about $101,902 at 4% or $67,935 at 6%; with 100% employer match about $76,427 at 4% or $50,951 at 6%.
Rose and Associates Inc. 401K Plan-21$984,869$128,397$6,114iApproximate average salary by contribution assumption: employee only about $152,854 at 4% or $101,902 at 6%; with 50% employer match about $101,902 at 4% or $67,935 at 6%; with 100% employer match about $76,427 at 4% or $50,951 at 6%.
2013119$894,235$115,201$6,063iApproximate average salary by contribution assumption: employee only about $151,580 at 4% or $101,054 at 6%; with 50% employer match about $101,054 at 4% or $67,369 at 6%; with 100% employer match about $75,790 at 4% or $50,527 at 6%.
Rose and Associates Inc. 401K Plan-19$894,235$115,201$6,063iApproximate average salary by contribution assumption: employee only about $151,580 at 4% or $101,054 at 6%; with 50% employer match about $101,054 at 4% or $67,369 at 6%; with 100% employer match about $75,790 at 4% or $50,527 at 6%.
2012115$792,159$79,913$5,328iApproximate average salary by contribution assumption: employee only about $133,188 at 4% or $88,792 at 6%; with 50% employer match about $88,792 at 4% or $59,195 at 6%; with 100% employer match about $66,594 at 4% or $44,396 at 6%.
Rose and Associates Inc. 401K Plan-15$792,159$79,913$5,328iApproximate average salary by contribution assumption: employee only about $133,188 at 4% or $88,792 at 6%; with 50% employer match about $88,792 at 4% or $59,195 at 6%; with 100% employer match about $66,594 at 4% or $44,396 at 6%.
2011114$694,978$74,577$5,327iApproximate average salary by contribution assumption: employee only about $133,173 at 4% or $88,782 at 6%; with 50% employer match about $88,782 at 4% or $59,188 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%.
Rose and Associates Inc. 401K Plan-14$694,978$74,577$5,327iApproximate average salary by contribution assumption: employee only about $133,173 at 4% or $88,782 at 6%; with 50% employer match about $88,782 at 4% or $59,188 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%.
2010111$616,590$64,444$5,859iApproximate average salary by contribution assumption: employee only about $146,464 at 4% or $97,642 at 6%; with 50% employer match about $97,642 at 4% or $65,095 at 6%; with 100% employer match about $73,232 at 4% or $48,821 at 6%.
Rose and Associates Inc. 401K Plan-11$616,590$64,444$5,859iApproximate average salary by contribution assumption: employee only about $146,464 at 4% or $97,642 at 6%; with 50% employer match about $97,642 at 4% or $65,095 at 6%; with 100% employer match about $73,232 at 4% or $48,821 at 6%.
200913$523,366$44,834$14,945iApproximate average salary by contribution assumption: employee only about $373,617 at 4% or $249,078 at 6%; with 50% employer match about $249,078 at 4% or $166,052 at 6%; with 100% employer match about $186,808 at 4% or $124,539 at 6%.
Rose and Associates Inc. 401K Plan-3$523,366$44,834$14,945iApproximate average salary by contribution assumption: employee only about $373,617 at 4% or $249,078 at 6%; with 50% employer match about $249,078 at 4% or $166,052 at 6%; with 100% employer match about $186,808 at 4% or $124,539 at 6%.
200815$425,675$46,003$9,201iApproximate average salary by contribution assumption: employee only about $230,015 at 4% or $153,343 at 6%; with 50% employer match about $153,343 at 4% or $102,229 at 6%; with 100% employer match about $115,008 at 4% or $76,672 at 6%.
Rose and Associates Inc. 401K Plan-5$425,675$46,003$9,201iApproximate average salary by contribution assumption: employee only about $230,015 at 4% or $153,343 at 6%; with 50% employer match about $153,343 at 4% or $102,229 at 6%; with 100% employer match about $115,008 at 4% or $76,672 at 6%.
200717$407,528$122,981$17,569iApproximate average salary by contribution assumption: employee only about $439,218 at 4% or $292,812 at 6%; with 50% employer match about $292,812 at 4% or $195,208 at 6%; with 100% employer match about $219,609 at 4% or $146,406 at 6%.
Rose and Associates Inc. 401K Plan-7$407,528$122,981$17,569iApproximate average salary by contribution assumption: employee only about $439,218 at 4% or $292,812 at 6%; with 50% employer match about $292,812 at 4% or $195,208 at 6%; with 100% employer match about $219,609 at 4% or $146,406 at 6%.
200617$266,364$70,285$10,041iApproximate average salary by contribution assumption: employee only about $251,018 at 4% or $167,345 at 6%; with 50% employer match about $167,345 at 4% or $111,563 at 6%; with 100% employer match about $125,509 at 4% or $83,673 at 6%.
Rose and Associates Inc. 401K Plan-7$266,364$70,285$10,041iApproximate average salary by contribution assumption: employee only about $251,018 at 4% or $167,345 at 6%; with 50% employer match about $167,345 at 4% or $111,563 at 6%; with 100% employer match about $125,509 at 4% or $83,673 at 6%.
200515$186,250$60,086$12,017iApproximate average salary by contribution assumption: employee only about $300,430 at 4% or $200,287 at 6%; with 50% employer match about $200,287 at 4% or $133,524 at 6%; with 100% employer match about $150,215 at 4% or $100,143 at 6%.
Rose and Associates Inc. 401K Plan-5$186,250$60,086$12,017iApproximate average salary by contribution assumption: employee only about $300,430 at 4% or $200,287 at 6%; with 50% employer match about $200,287 at 4% or $133,524 at 6%; with 100% employer match about $150,215 at 4% or $100,143 at 6%.
200414$123,096$36,489$9,122iApproximate average salary by contribution assumption: employee only about $228,056 at 4% or $152,038 at 6%; with 50% employer match about $152,038 at 4% or $101,358 at 6%; with 100% employer match about $114,028 at 4% or $76,019 at 6%.
Rose and Associates Inc. 401K Plan-4$123,096$36,489$9,122iApproximate average salary by contribution assumption: employee only about $228,056 at 4% or $152,038 at 6%; with 50% employer match about $152,038 at 4% or $101,358 at 6%; with 100% employer match about $114,028 at 4% or $76,019 at 6%.