Civic Intelligence

Rosenberg, Freedman & Lee LLP

Plan context: The Rosenberg, Freedman & Lee Retirement Plan

EIN 04-2998315 • Newtonville, MA • 17 filings • 2 plans

246 Walnut StreetSuite 201Newtonville, MA 02460-6734
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,333,129

2024 Contributions

$144,636

Historical Graphs

Total Assets Over Time

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

$1,790,188$895,094$0200920172024YearValue
$1,333,129Latest year 2024

Participants Over Time

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

24120200820162024YearValue
13Latest year 2024

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
2024113$1,333,129$144,636$11,126iApproximate average salary by contribution assumption: employee only about $278,146 at 4% or $185,431 at 6%; with 50% employer match about $185,431 at 4% or $123,621 at 6%; with 100% employer match about $139,073 at 4% or $92,715 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-13$1,333,129$144,636$11,126iApproximate average salary by contribution assumption: employee only about $278,146 at 4% or $185,431 at 6%; with 50% employer match about $185,431 at 4% or $123,621 at 6%; with 100% employer match about $139,073 at 4% or $92,715 at 6%.
2023115$1,790,188$157,838$10,523iApproximate average salary by contribution assumption: employee only about $263,063 at 4% or $175,376 at 6%; with 50% employer match about $175,376 at 4% or $116,917 at 6%; with 100% employer match about $131,532 at 4% or $87,688 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-15$1,790,188$157,838$10,523iApproximate average salary by contribution assumption: employee only about $263,063 at 4% or $175,376 at 6%; with 50% employer match about $175,376 at 4% or $116,917 at 6%; with 100% employer match about $131,532 at 4% or $87,688 at 6%.
2022117$1,509,066$139,973$8,234iApproximate average salary by contribution assumption: employee only about $205,843 at 4% or $137,228 at 6%; with 50% employer match about $137,228 at 4% or $91,486 at 6%; with 100% employer match about $102,921 at 4% or $68,614 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-17$1,509,066$139,973$8,234iApproximate average salary by contribution assumption: employee only about $205,843 at 4% or $137,228 at 6%; with 50% employer match about $137,228 at 4% or $91,486 at 6%; with 100% employer match about $102,921 at 4% or $68,614 at 6%.
2021118$1,555,487$130,417$7,245iApproximate average salary by contribution assumption: employee only about $181,135 at 4% or $120,756 at 6%; with 50% employer match about $120,756 at 4% or $80,504 at 6%; with 100% employer match about $90,567 at 4% or $60,378 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-18$1,555,487$130,417$7,245iApproximate average salary by contribution assumption: employee only about $181,135 at 4% or $120,756 at 6%; with 50% employer match about $120,756 at 4% or $80,504 at 6%; with 100% employer match about $90,567 at 4% or $60,378 at 6%.
2020117$1,265,968$127,413$7,495iApproximate average salary by contribution assumption: employee only about $187,372 at 4% or $124,915 at 6%; with 50% employer match about $124,915 at 4% or $83,276 at 6%; with 100% employer match about $93,686 at 4% or $62,457 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-17$1,265,968$127,413$7,495iApproximate average salary by contribution assumption: employee only about $187,372 at 4% or $124,915 at 6%; with 50% employer match about $124,915 at 4% or $83,276 at 6%; with 100% employer match about $93,686 at 4% or $62,457 at 6%.
2019118$1,520,854$170,278$9,460iApproximate average salary by contribution assumption: employee only about $236,497 at 4% or $157,665 at 6%; with 50% employer match about $157,665 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,832 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-18$1,520,854$170,278$9,460iApproximate average salary by contribution assumption: employee only about $236,497 at 4% or $157,665 at 6%; with 50% employer match about $157,665 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,832 at 6%.
2018119$1,196,618$176,052$9,266iApproximate average salary by contribution assumption: employee only about $231,647 at 4% or $154,432 at 6%; with 50% employer match about $154,432 at 4% or $102,954 at 6%; with 100% employer match about $115,824 at 4% or $77,216 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-19$1,196,618$176,052$9,266iApproximate average salary by contribution assumption: employee only about $231,647 at 4% or $154,432 at 6%; with 50% employer match about $154,432 at 4% or $102,954 at 6%; with 100% employer match about $115,824 at 4% or $77,216 at 6%.
2017114$1,079,333$107,175$7,655iApproximate average salary by contribution assumption: employee only about $191,384 at 4% or $127,589 at 6%; with 50% employer match about $127,589 at 4% or $85,060 at 6%; with 100% employer match about $95,692 at 4% or $63,795 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-14$1,079,333$107,175$7,655iApproximate average salary by contribution assumption: employee only about $191,384 at 4% or $127,589 at 6%; with 50% employer match about $127,589 at 4% or $85,060 at 6%; with 100% employer match about $95,692 at 4% or $63,795 at 6%.
2016113$898,887$120,275$9,252iApproximate average salary by contribution assumption: employee only about $231,298 at 4% or $154,199 at 6%; with 50% employer match about $154,199 at 4% or $102,799 at 6%; with 100% employer match about $115,649 at 4% or $77,099 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-13$898,887$120,275$9,252iApproximate average salary by contribution assumption: employee only about $231,298 at 4% or $154,199 at 6%; with 50% employer match about $154,199 at 4% or $102,799 at 6%; with 100% employer match about $115,649 at 4% or $77,099 at 6%.
2015114$737,664$120,190$8,585iApproximate average salary by contribution assumption: employee only about $214,625 at 4% or $143,083 at 6%; with 50% employer match about $143,083 at 4% or $95,389 at 6%; with 100% employer match about $107,313 at 4% or $71,542 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-14$737,664$120,190$8,585iApproximate average salary by contribution assumption: employee only about $214,625 at 4% or $143,083 at 6%; with 50% employer match about $143,083 at 4% or $95,389 at 6%; with 100% employer match about $107,313 at 4% or $71,542 at 6%.
2014113$1,083,403$135,878$10,452iApproximate average salary by contribution assumption: employee only about $261,304 at 4% or $174,203 at 6%; with 50% employer match about $174,203 at 4% or $116,135 at 6%; with 100% employer match about $130,652 at 4% or $87,101 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-13$1,083,403$135,878$10,452iApproximate average salary by contribution assumption: employee only about $261,304 at 4% or $174,203 at 6%; with 50% employer match about $174,203 at 4% or $116,135 at 6%; with 100% employer match about $130,652 at 4% or $87,101 at 6%.
2013114$902,245$145,170$10,369iApproximate average salary by contribution assumption: employee only about $259,232 at 4% or $172,821 at 6%; with 50% employer match about $172,821 at 4% or $115,214 at 6%; with 100% employer match about $129,616 at 4% or $86,411 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-14$902,245$145,170$10,369iApproximate average salary by contribution assumption: employee only about $259,232 at 4% or $172,821 at 6%; with 50% employer match about $172,821 at 4% or $115,214 at 6%; with 100% employer match about $129,616 at 4% or $86,411 at 6%.
2012120$1,094,030$156,777$7,839iApproximate average salary by contribution assumption: employee only about $195,971 at 4% or $130,648 at 6%; with 50% employer match about $130,648 at 4% or $87,098 at 6%; with 100% employer match about $97,986 at 4% or $65,324 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-20$1,094,030$156,777$7,839iApproximate average salary by contribution assumption: employee only about $195,971 at 4% or $130,648 at 6%; with 50% employer match about $130,648 at 4% or $87,098 at 6%; with 100% employer match about $97,986 at 4% or $65,324 at 6%.
2011124$988,252$196,983$8,208iApproximate average salary by contribution assumption: employee only about $205,191 at 4% or $136,794 at 6%; with 50% employer match about $136,794 at 4% or $91,196 at 6%; with 100% employer match about $102,595 at 4% or $68,397 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-24$988,252$196,983$8,208iApproximate average salary by contribution assumption: employee only about $205,191 at 4% or $136,794 at 6%; with 50% employer match about $136,794 at 4% or $91,196 at 6%; with 100% employer match about $102,595 at 4% or $68,397 at 6%.
2010123$829,629$348,692$15,161iApproximate average salary by contribution assumption: employee only about $379,013 at 4% or $252,675 at 6%; with 50% employer match about $252,675 at 4% or $168,450 at 6%; with 100% employer match about $189,507 at 4% or $126,338 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-23$829,629$348,692$15,161iApproximate average salary by contribution assumption: employee only about $379,013 at 4% or $252,675 at 6%; with 50% employer match about $252,675 at 4% or $168,450 at 6%; with 100% employer match about $189,507 at 4% or $126,338 at 6%.
2009123$452,708$262,439$11,410iApproximate average salary by contribution assumption: employee only about $285,260 at 4% or $190,173 at 6%; with 50% employer match about $190,173 at 4% or $126,782 at 6%; with 100% employer match about $142,630 at 4% or $95,087 at 6%.
The Rosenberg, Freedman & Lee Retirement Plan-23$452,708$262,439$11,410iApproximate average salary by contribution assumption: employee only about $285,260 at 4% or $190,173 at 6%; with 50% employer match about $190,173 at 4% or $126,782 at 6%; with 100% employer match about $142,630 at 4% or $95,087 at 6%.
2008122$0$0-
The Rosenberg, Freedman & Lee Retirement Plan-22---