Civic Intelligence

Charles Rosenbaum MD

Plan context: Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust

EIN 04-2839300 • Lexington, MA • 27 filings • 4 plans

15 Highland AvenueLexington, MA 02421
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$593,288

2020 Contributions

$8,367

Historical Graphs

Total Assets Over Time

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

$1,016,877$508,439$0200420132020YearValue
$593,288Latest year 2020

Participants Over Time

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

320200020112020YearValue
2Latest year 2020

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
202012$593,288$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$593,288--
201912$580,793$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$580,793--
201812$594,290$8,367$4,184iApproximate average salary by contribution assumption: employee only about $104,588 at 4% or $69,725 at 6%; with 50% employer match about $69,725 at 4% or $46,483 at 6%; with 100% employer match about $52,294 at 4% or $34,863 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$594,290$8,367$4,184iApproximate average salary by contribution assumption: employee only about $104,588 at 4% or $69,725 at 6%; with 50% employer match about $69,725 at 4% or $46,483 at 6%; with 100% employer match about $52,294 at 4% or $34,863 at 6%.
201712$606,799$8,344$4,172iApproximate average salary by contribution assumption: employee only about $104,300 at 4% or $69,533 at 6%; with 50% employer match about $69,533 at 4% or $46,356 at 6%; with 100% employer match about $52,150 at 4% or $34,767 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$606,799$8,344$4,172iApproximate average salary by contribution assumption: employee only about $104,300 at 4% or $69,533 at 6%; with 50% employer match about $69,533 at 4% or $46,356 at 6%; with 100% employer match about $52,150 at 4% or $34,767 at 6%.
201612$602,134$11,662$5,831iApproximate average salary by contribution assumption: employee only about $145,775 at 4% or $97,183 at 6%; with 50% employer match about $97,183 at 4% or $64,789 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$602,134$11,662$5,831iApproximate average salary by contribution assumption: employee only about $145,775 at 4% or $97,183 at 6%; with 50% employer match about $97,183 at 4% or $64,789 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%.
201512$521,939$8,942$4,471iApproximate average salary by contribution assumption: employee only about $111,775 at 4% or $74,517 at 6%; with 50% employer match about $74,517 at 4% or $49,678 at 6%; with 100% employer match about $55,888 at 4% or $37,258 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$521,939$8,942$4,471iApproximate average salary by contribution assumption: employee only about $111,775 at 4% or $74,517 at 6%; with 50% employer match about $74,517 at 4% or $49,678 at 6%; with 100% employer match about $55,888 at 4% or $37,258 at 6%.
201412$518,654$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$518,654$0-
201312$555,788$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$555,788--
201212$500,014$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$500,014$0-
201112$487,721$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$487,721$0-
201012$489,871$1,050$525iApproximate average salary by contribution assumption: employee only about $13,125 at 4% or $8,750 at 6%; with 50% employer match about $8,750 at 4% or $5,833 at 6%; with 100% employer match about $6,563 at 4% or $4,375 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$489,871$1,050$525iApproximate average salary by contribution assumption: employee only about $13,125 at 4% or $8,750 at 6%; with 50% employer match about $8,750 at 4% or $5,833 at 6%; with 100% employer match about $6,563 at 4% or $4,375 at 6%.
200923$1,016,877$3,900$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-3$552,053$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$464,824$900$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
200812$437,184$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2$437,184$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200613$538,413$450$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-3$538,413$450$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
200523$497,146$11,428$3,809iApproximate average salary by contribution assumption: employee only about $95,233 at 4% or $63,489 at 6%; with 50% employer match about $63,489 at 4% or $42,326 at 6%; with 100% employer match about $47,617 at 4% or $31,744 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-3$497,146--
CHARLES ROSENBAUM, M.D. MONEY PURCHASE PENSION PLAN-0-$11,428-
200423$462,001$11,351$3,784iApproximate average salary by contribution assumption: employee only about $94,592 at 4% or $63,061 at 6%; with 50% employer match about $63,061 at 4% or $42,041 at 6%; with 100% employer match about $47,296 at 4% or $31,531 at 6%.
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-3$270,532--
CHARLES ROSENBAUM, M.D. MONEY PURCHASE PENSION PLAN-3$191,469$11,351$3,784iApproximate average salary by contribution assumption: employee only about $94,592 at 4% or $63,061 at 6%; with 50% employer match about $63,061 at 4% or $42,041 at 6%; with 100% employer match about $47,296 at 4% or $31,531 at 6%.
200323$0$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-3---
CHARLES ROSENBAUM, M.D. MONEY PURCHASE PENSION PLAN-3---
200223$0$0-
CHARLES ROSENBAUM, M.D. MONEY PURCHASE PENSION PLAN-3---
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-3---
200122$0$0-
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2---
CHARLES ROSENBAUM, M.D. MONEY PURCHASE PENSION PLAN-2---
200022$0$0-
CHARLES ROSENBAUM, M.D. MONEY PURCHASE PENSION PLAN-2---
Charles Rosenbaum, MD HR-10 Profit Sharing Plan and Trust-2---