David B. Rosen, D.M.D.
Plan context: David B. Rosen, D.M.D. Retirement Plan
EIN 04-2712099 • Lexington, MA • 42 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$1,006,540
2020 Contributions
$141,077
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 2 | $1,006,540 | $0 | - |
| David B. Rosen, D.M.D. Retirement Plan | - | 2 | $1,006,540 | - | - |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 5 | $2,748,366 | $141,077 | $28,215iApproximate average salary by contribution assumption: employee only about $705,385 at 4% or $470,257 at 6%; with 50% employer match about $470,257 at 4% or $313,504 at 6%; with 100% employer match about $352,693 at 4% or $235,128 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,735,589 | $21,077 | $4,215iApproximate average salary by contribution assumption: employee only about $105,385 at 4% or $70,257 at 6%; with 50% employer match about $70,257 at 4% or $46,838 at 6%; with 100% employer match about $52,692 at 4% or $35,128 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $1,012,777 | $120,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2018 | 2 | 5 | $2,296,103 | $48,613 | $9,723iApproximate average salary by contribution assumption: employee only about $243,065 at 4% or $162,043 at 6%; with 50% employer match about $162,043 at 4% or $108,029 at 6%; with 100% employer match about $121,533 at 4% or $81,022 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,529,850 | $48,613 | $9,723iApproximate average salary by contribution assumption: employee only about $243,065 at 4% or $162,043 at 6%; with 50% employer match about $162,043 at 4% or $108,029 at 6%; with 100% employer match about $121,533 at 4% or $81,022 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $766,253 | $0 | - |
| 2017 | 2 | 5 | $2,372,442 | $73,703 | $14,741iApproximate average salary by contribution assumption: employee only about $368,515 at 4% or $245,677 at 6%; with 50% employer match about $245,677 at 4% or $163,784 at 6%; with 100% employer match about $184,258 at 4% or $122,838 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,580,231 | $73,703 | $14,741iApproximate average salary by contribution assumption: employee only about $368,515 at 4% or $245,677 at 6%; with 50% employer match about $245,677 at 4% or $163,784 at 6%; with 100% employer match about $184,258 at 4% or $122,838 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $792,211 | $0 | - |
| 2016 | 2 | 5 | $2,247,509 | $70,658 | $14,132iApproximate average salary by contribution assumption: employee only about $353,290 at 4% or $235,527 at 6%; with 50% employer match about $235,527 at 4% or $157,018 at 6%; with 100% employer match about $176,645 at 4% or $117,763 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,529,898 | $70,658 | $14,132iApproximate average salary by contribution assumption: employee only about $353,290 at 4% or $235,527 at 6%; with 50% employer match about $235,527 at 4% or $157,018 at 6%; with 100% employer match about $176,645 at 4% or $117,763 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $717,611 | $0 | - |
| 2015 | 2 | 5 | $2,258,586 | $134,212 | $26,842iApproximate average salary by contribution assumption: employee only about $671,060 at 4% or $447,373 at 6%; with 50% employer match about $447,373 at 4% or $298,249 at 6%; with 100% employer match about $335,530 at 4% or $223,687 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,583,698 | $74,212 | $14,842iApproximate average salary by contribution assumption: employee only about $371,060 at 4% or $247,373 at 6%; with 50% employer match about $247,373 at 4% or $164,916 at 6%; with 100% employer match about $185,530 at 4% or $123,687 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $674,888 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2014 | 2 | 5 | $2,176,766 | $92,953 | $18,591iApproximate average salary by contribution assumption: employee only about $464,765 at 4% or $309,843 at 6%; with 50% employer match about $309,843 at 4% or $206,562 at 6%; with 100% employer match about $232,382 at 4% or $154,922 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,553,342 | $72,953 | $14,591iApproximate average salary by contribution assumption: employee only about $364,765 at 4% or $243,177 at 6%; with 50% employer match about $243,177 at 4% or $162,118 at 6%; with 100% employer match about $182,383 at 4% or $121,588 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $623,424 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2013 | 2 | 5 | $2,008,677 | $91,306 | $18,261iApproximate average salary by contribution assumption: employee only about $456,530 at 4% or $304,353 at 6%; with 50% employer match about $304,353 at 4% or $202,902 at 6%; with 100% employer match about $228,265 at 4% or $152,177 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,430,853 | $71,306 | $14,261iApproximate average salary by contribution assumption: employee only about $356,530 at 4% or $237,687 at 6%; with 50% employer match about $237,687 at 4% or $158,458 at 6%; with 100% employer match about $178,265 at 4% or $118,843 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $577,824 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2012 | 2 | 5 | $1,727,484 | $70,481 | $14,096iApproximate average salary by contribution assumption: employee only about $352,405 at 4% or $234,937 at 6%; with 50% employer match about $234,937 at 4% or $156,624 at 6%; with 100% employer match about $176,203 at 4% or $117,468 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,221,714 | $69,481 | $13,896iApproximate average salary by contribution assumption: employee only about $347,405 at 4% or $231,603 at 6%; with 50% employer match about $231,603 at 4% or $154,402 at 6%; with 100% employer match about $173,703 at 4% or $115,802 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $505,770 | $1,000 | $200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%. |
| 2011 | 2 | 5 | $1,478,918 | $105,512 | $21,102iApproximate average salary by contribution assumption: employee only about $527,560 at 4% or $351,707 at 6%; with 50% employer match about $351,707 at 4% or $234,471 at 6%; with 100% employer match about $263,780 at 4% or $175,853 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,032,224 | $66,512 | $13,302iApproximate average salary by contribution assumption: employee only about $332,560 at 4% or $221,707 at 6%; with 50% employer match about $221,707 at 4% or $147,804 at 6%; with 100% employer match about $166,280 at 4% or $110,853 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $446,694 | $39,000 | $7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%. |
| 2010 | 2 | 5 | $1,443,461 | $71,059 | $14,212iApproximate average salary by contribution assumption: employee only about $355,295 at 4% or $236,863 at 6%; with 50% employer match about $236,863 at 4% or $157,909 at 6%; with 100% employer match about $177,648 at 4% or $118,432 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $1,012,492 | $69,066 | $13,813iApproximate average salary by contribution assumption: employee only about $345,330 at 4% or $230,220 at 6%; with 50% employer match about $230,220 at 4% or $153,480 at 6%; with 100% employer match about $172,665 at 4% or $115,110 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $430,969 | $1,993 | $399iApproximate average salary by contribution assumption: employee only about $9,965 at 4% or $6,643 at 6%; with 50% employer match about $6,643 at 4% or $4,429 at 6%; with 100% employer match about $4,983 at 4% or $3,322 at 6%. |
| 2009 | 2 | 5 | $1,227,275 | $28,516 | $5,703iApproximate average salary by contribution assumption: employee only about $142,580 at 4% or $95,053 at 6%; with 50% employer match about $95,053 at 4% or $63,369 at 6%; with 100% employer match about $71,290 at 4% or $47,527 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $829,903 | $28,116 | $5,623iApproximate average salary by contribution assumption: employee only about $140,580 at 4% or $93,720 at 6%; with 50% employer match about $93,720 at 4% or $62,480 at 6%; with 100% employer match about $70,290 at 4% or $46,860 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $397,372 | $400 | $80iApproximate average salary by contribution assumption: employee only about $2,000 at 4% or $1,333 at 6%; with 50% employer match about $1,333 at 4% or $889 at 6%; with 100% employer match about $1,000 at 4% or $667 at 6%. |
| 2008 | 2 | 4 | $945,058 | $25,655 | $6,414iApproximate average salary by contribution assumption: employee only about $160,344 at 4% or $106,896 at 6%; with 50% employer match about $106,896 at 4% or $71,264 at 6%; with 100% employer match about $80,172 at 4% or $53,448 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 4 | $603,563 | $25,655 | $6,414iApproximate average salary by contribution assumption: employee only about $160,344 at 4% or $106,896 at 6%; with 50% employer match about $106,896 at 4% or $71,264 at 6%; with 100% employer match about $80,172 at 4% or $53,448 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 4 | $341,495 | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | - | - | - |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | - | - | - |
| 2006 | 2 | 5 | $1,224,065 | $48,260 | $9,652iApproximate average salary by contribution assumption: employee only about $241,300 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,244 at 6%; with 100% employer match about $120,650 at 4% or $80,433 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $774,169 | $48,260 | $9,652iApproximate average salary by contribution assumption: employee only about $241,300 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,244 at 6%; with 100% employer match about $120,650 at 4% or $80,433 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $449,896 | - | - |
| 2005 | 2 | 5 | $991,694 | $47,022 | $9,404iApproximate average salary by contribution assumption: employee only about $235,110 at 4% or $156,740 at 6%; with 50% employer match about $156,740 at 4% or $104,493 at 6%; with 100% employer match about $117,555 at 4% or $78,370 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $622,830 | $47,022 | $9,404iApproximate average salary by contribution assumption: employee only about $235,110 at 4% or $156,740 at 6%; with 50% employer match about $156,740 at 4% or $104,493 at 6%; with 100% employer match about $117,555 at 4% or $78,370 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $368,864 | - | - |
| 2004 | 2 | 5 | $943,428 | $24,039 | $4,808iApproximate average salary by contribution assumption: employee only about $120,195 at 4% or $80,130 at 6%; with 50% employer match about $80,130 at 4% or $53,420 at 6%; with 100% employer match about $60,098 at 4% or $40,065 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $577,238 | $24,039 | $4,808iApproximate average salary by contribution assumption: employee only about $120,195 at 4% or $80,130 at 6%; with 50% employer match about $80,130 at 4% or $53,420 at 6%; with 100% employer match about $60,098 at 4% or $40,065 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $366,190 | - | - |
| 2003 | 2 | 5 | $860,465 | $110,806 | $22,161iApproximate average salary by contribution assumption: employee only about $554,030 at 4% or $369,353 at 6%; with 50% employer match about $369,353 at 4% or $246,236 at 6%; with 100% employer match about $277,015 at 4% or $184,677 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 5 | $528,497 | $15,058 | $3,012iApproximate average salary by contribution assumption: employee only about $75,290 at 4% or $50,193 at 6%; with 50% employer match about $50,193 at 4% or $33,462 at 6%; with 100% employer match about $37,645 at 4% or $25,097 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 5 | $331,968 | $95,748 | $19,150iApproximate average salary by contribution assumption: employee only about $478,740 at 4% or $319,160 at 6%; with 50% employer match about $319,160 at 4% or $212,773 at 6%; with 100% employer match about $239,370 at 4% or $159,580 at 6%. |
| 2002 | 2 | 4 | $598,367 | $112,157 | $28,039iApproximate average salary by contribution assumption: employee only about $700,981 at 4% or $467,321 at 6%; with 50% employer match about $467,321 at 4% or $311,547 at 6%; with 100% employer match about $350,491 at 4% or $233,660 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 4 | $403,638 | $13,350 | $3,338iApproximate average salary by contribution assumption: employee only about $83,438 at 4% or $55,625 at 6%; with 50% employer match about $55,625 at 4% or $37,083 at 6%; with 100% employer match about $41,719 at 4% or $27,813 at 6%. |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 3 | $194,729 | $98,807 | $32,936iApproximate average salary by contribution assumption: employee only about $823,392 at 4% or $548,928 at 6%; with 50% employer match about $548,928 at 4% or $365,952 at 6%; with 100% employer match about $411,696 at 4% or $274,464 at 6%. |
| 2001 | 2 | 4 | $452,473 | $0 | - |
| David B. Rosen, D.M.D. Retirement Plan | - | 4 | $452,473 | - | - |
| DAVID B. ROSEN, DMD DEFINED BENEFIT RETIREMENT PLAN | - | 3 | - | - | - |
| 2000 | 1 | 4 | $508,346 | $22,819 | $5,705iApproximate average salary by contribution assumption: employee only about $142,619 at 4% or $95,079 at 6%; with 50% employer match about $95,079 at 4% or $63,386 at 6%; with 100% employer match about $71,309 at 4% or $47,540 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 4 | $508,346 | $22,819 | $5,705iApproximate average salary by contribution assumption: employee only about $142,619 at 4% or $95,079 at 6%; with 50% employer match about $95,079 at 4% or $63,386 at 6%; with 100% employer match about $71,309 at 4% or $47,540 at 6%. |
| 1999 | 1 | 4 | $546,071 | $32,128 | $8,032iApproximate average salary by contribution assumption: employee only about $200,800 at 4% or $133,867 at 6%; with 50% employer match about $133,867 at 4% or $89,244 at 6%; with 100% employer match about $100,400 at 4% or $66,933 at 6%. |
| David B. Rosen, D.M.D. Retirement Plan | - | 4 | $546,071 | $32,128 | $8,032iApproximate average salary by contribution assumption: employee only about $200,800 at 4% or $133,867 at 6%; with 50% employer match about $133,867 at 4% or $89,244 at 6%; with 100% employer match about $100,400 at 4% or $66,933 at 6%. |