Civic Intelligence

Rosales Partners

Plan context: Rosales & Partners Inc. 401(K) Plan

EIN 04-3398891 • Boston, MA • 19 filings • 3 plans

84 Mount Vernon St.Boston, MA 02108
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,766,376

2025 Contributions

$68,569

Historical Graphs

Total Assets Over Time

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

$1,851,786$925,893$0200720172025YearValue
$1,766,376Latest year 2025

Participants Over Time

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

840200720172025YearValue
6Latest year 2025

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
202516$1,766,376$68,569$11,428iApproximate average salary by contribution assumption: employee only about $285,704 at 4% or $190,469 at 6%; with 50% employer match about $190,469 at 4% or $126,980 at 6%; with 100% employer match about $142,852 at 4% or $95,235 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$1,766,376$68,569$11,428iApproximate average salary by contribution assumption: employee only about $285,704 at 4% or $190,469 at 6%; with 50% employer match about $190,469 at 4% or $126,980 at 6%; with 100% employer match about $142,852 at 4% or $95,235 at 6%.
202415$1,851,786$103,492$20,698iApproximate average salary by contribution assumption: employee only about $517,460 at 4% or $344,973 at 6%; with 50% employer match about $344,973 at 4% or $229,982 at 6%; with 100% employer match about $258,730 at 4% or $172,487 at 6%.
Rosales & Partners Inc. 401(K) Plan-5$1,851,786$103,492$20,698iApproximate average salary by contribution assumption: employee only about $517,460 at 4% or $344,973 at 6%; with 50% employer match about $344,973 at 4% or $229,982 at 6%; with 100% employer match about $258,730 at 4% or $172,487 at 6%.
202316$1,592,028$96,449$16,075iApproximate average salary by contribution assumption: employee only about $401,871 at 4% or $267,914 at 6%; with 50% employer match about $267,914 at 4% or $178,609 at 6%; with 100% employer match about $200,935 at 4% or $133,957 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$1,592,028$96,449$16,075iApproximate average salary by contribution assumption: employee only about $401,871 at 4% or $267,914 at 6%; with 50% employer match about $267,914 at 4% or $178,609 at 6%; with 100% employer match about $200,935 at 4% or $133,957 at 6%.
202216$1,516,385$50,899$8,483iApproximate average salary by contribution assumption: employee only about $212,079 at 4% or $141,386 at 6%; with 50% employer match about $141,386 at 4% or $94,257 at 6%; with 100% employer match about $106,040 at 4% or $70,693 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$1,516,385$50,899$8,483iApproximate average salary by contribution assumption: employee only about $212,079 at 4% or $141,386 at 6%; with 50% employer match about $141,386 at 4% or $94,257 at 6%; with 100% employer match about $106,040 at 4% or $70,693 at 6%.
202116$1,782,029$86,523$14,421iApproximate average salary by contribution assumption: employee only about $360,513 at 4% or $240,342 at 6%; with 50% employer match about $240,342 at 4% or $160,228 at 6%; with 100% employer match about $180,256 at 4% or $120,171 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$1,782,029$86,523$14,421iApproximate average salary by contribution assumption: employee only about $360,513 at 4% or $240,342 at 6%; with 50% employer match about $240,342 at 4% or $160,228 at 6%; with 100% employer match about $180,256 at 4% or $120,171 at 6%.
202016$1,322,214$119,852$19,975iApproximate average salary by contribution assumption: employee only about $499,383 at 4% or $332,922 at 6%; with 50% employer match about $332,922 at 4% or $221,948 at 6%; with 100% employer match about $249,692 at 4% or $166,461 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$1,322,214$119,852$19,975iApproximate average salary by contribution assumption: employee only about $499,383 at 4% or $332,922 at 6%; with 50% employer match about $332,922 at 4% or $221,948 at 6%; with 100% employer match about $249,692 at 4% or $166,461 at 6%.
201916$1,002,019$129,798$21,633iApproximate average salary by contribution assumption: employee only about $540,825 at 4% or $360,550 at 6%; with 50% employer match about $360,550 at 4% or $240,367 at 6%; with 100% employer match about $270,413 at 4% or $180,275 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$1,002,019$129,798$21,633iApproximate average salary by contribution assumption: employee only about $540,825 at 4% or $360,550 at 6%; with 50% employer match about $360,550 at 4% or $240,367 at 6%; with 100% employer match about $270,413 at 4% or $180,275 at 6%.
201815$687,148$103,577$20,715iApproximate average salary by contribution assumption: employee only about $517,885 at 4% or $345,257 at 6%; with 50% employer match about $345,257 at 4% or $230,171 at 6%; with 100% employer match about $258,943 at 4% or $172,628 at 6%.
Rosales & Partners Inc. 401(K) Plan-5$687,148$103,577$20,715iApproximate average salary by contribution assumption: employee only about $517,885 at 4% or $345,257 at 6%; with 50% employer match about $345,257 at 4% or $230,171 at 6%; with 100% employer match about $258,943 at 4% or $172,628 at 6%.
201715$606,093$94,692$18,938iApproximate average salary by contribution assumption: employee only about $473,460 at 4% or $315,640 at 6%; with 50% employer match about $315,640 at 4% or $210,427 at 6%; with 100% employer match about $236,730 at 4% or $157,820 at 6%.
Rosales & Partners Inc. 401(K) Plan-5$606,093$94,692$18,938iApproximate average salary by contribution assumption: employee only about $473,460 at 4% or $315,640 at 6%; with 50% employer match about $315,640 at 4% or $210,427 at 6%; with 100% employer match about $236,730 at 4% or $157,820 at 6%.
201616$436,854$82,380$13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%.
Rosales & Partners Inc. 401(K) Plan-6$436,854$82,380$13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%.
201518$350,908$78,414$9,802iApproximate average salary by contribution assumption: employee only about $245,044 at 4% or $163,363 at 6%; with 50% employer match about $163,363 at 4% or $108,908 at 6%; with 100% employer match about $122,522 at 4% or $81,681 at 6%.
Rosales & Partners Inc. 401(K) Plan-8$350,908$78,414$9,802iApproximate average salary by contribution assumption: employee only about $245,044 at 4% or $163,363 at 6%; with 50% employer match about $163,363 at 4% or $108,908 at 6%; with 100% employer match about $122,522 at 4% or $81,681 at 6%.
201418$270,003$85,034$10,629iApproximate average salary by contribution assumption: employee only about $265,731 at 4% or $177,154 at 6%; with 50% employer match about $177,154 at 4% or $118,103 at 6%; with 100% employer match about $132,866 at 4% or $88,577 at 6%.
Rosales & Partners Inc. 401(K) Plan-8$270,003$85,034$10,629iApproximate average salary by contribution assumption: employee only about $265,731 at 4% or $177,154 at 6%; with 50% employer match about $177,154 at 4% or $118,103 at 6%; with 100% employer match about $132,866 at 4% or $88,577 at 6%.
201318$163,203$0-
Rosales & Partners Inc. 401(K) Plan-8$163,203--
201218$134,932$49,556$6,195iApproximate average salary by contribution assumption: employee only about $154,863 at 4% or $103,242 at 6%; with 50% employer match about $103,242 at 4% or $68,828 at 6%; with 100% employer match about $77,431 at 4% or $51,621 at 6%.
Rosales & Partners Inc. 401(K) Plan-8$134,932$49,556$6,195iApproximate average salary by contribution assumption: employee only about $154,863 at 4% or $103,242 at 6%; with 50% employer match about $103,242 at 4% or $68,828 at 6%; with 100% employer match about $77,431 at 4% or $51,621 at 6%.
201118$85,711$85,710$10,714iApproximate average salary by contribution assumption: employee only about $267,844 at 4% or $178,563 at 6%; with 50% employer match about $178,563 at 4% or $119,042 at 6%; with 100% employer match about $133,922 at 4% or $89,281 at 6%.
Rosales & Partners Inc. 401(K) Plan-8$85,711$85,710$10,714iApproximate average salary by contribution assumption: employee only about $267,844 at 4% or $178,563 at 6%; with 50% employer match about $178,563 at 4% or $119,042 at 6%; with 100% employer match about $133,922 at 4% or $89,281 at 6%.
201010$0$0-
Rosales and Partners 401(K) Plan-0---
200910$927$0-
Rosales and Partners 401(K) Plan-0$927--
200815$12,745$87,541$17,508iApproximate average salary by contribution assumption: employee only about $437,705 at 4% or $291,803 at 6%; with 50% employer match about $291,803 at 4% or $194,536 at 6%; with 100% employer match about $218,853 at 4% or $145,902 at 6%.
Rosales and Partners 401(K) Plan-5$12,745$87,541$17,508iApproximate average salary by contribution assumption: employee only about $437,705 at 4% or $291,803 at 6%; with 50% employer match about $291,803 at 4% or $194,536 at 6%; with 100% employer match about $218,853 at 4% or $145,902 at 6%.
200715$31,359$31,764$6,353iApproximate average salary by contribution assumption: employee only about $158,820 at 4% or $105,880 at 6%; with 50% employer match about $105,880 at 4% or $70,587 at 6%; with 100% employer match about $79,410 at 4% or $52,940 at 6%.
Rosales and Partners 401(K) Plan-5$31,359$31,764$6,353iApproximate average salary by contribution assumption: employee only about $158,820 at 4% or $105,880 at 6%; with 50% employer match about $105,880 at 4% or $70,587 at 6%; with 100% employer match about $79,410 at 4% or $52,940 at 6%.