Civic Intelligence

Rothstein-Tauber Inc.

Plan context: Rothstein-Tauber Inc. 401K Plan and Trust

EIN 06-1032879 • Stamford, CT • 27 filings • 8 plans

1351 Washington Blvd Ste 900Stamford, CT 06902
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$15,425,236

2024 Contributions

$667,766

Historical Graphs

Total Assets Over Time

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

$15,425,236$7,712,618$0199920122024YearValue
$15,425,236Latest year 2024

Participants Over Time

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

53270200020122024YearValue
41Latest 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
2024141$15,425,236$667,766$16,287iApproximate average salary by contribution assumption: employee only about $407,174 at 4% or $271,450 at 6%; with 50% employer match about $271,450 at 4% or $180,966 at 6%; with 100% employer match about $203,587 at 4% or $135,725 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-41$15,425,236$667,766$16,287iApproximate average salary by contribution assumption: employee only about $407,174 at 4% or $271,450 at 6%; with 50% employer match about $271,450 at 4% or $180,966 at 6%; with 100% employer match about $203,587 at 4% or $135,725 at 6%.
2023144$13,627,326$753,226$17,119iApproximate average salary by contribution assumption: employee only about $427,969 at 4% or $285,313 at 6%; with 50% employer match about $285,313 at 4% or $190,209 at 6%; with 100% employer match about $213,985 at 4% or $142,656 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-44$13,627,326$753,226$17,119iApproximate average salary by contribution assumption: employee only about $427,969 at 4% or $285,313 at 6%; with 50% employer match about $285,313 at 4% or $190,209 at 6%; with 100% employer match about $213,985 at 4% or $142,656 at 6%.
2022145$11,849,299$628,807$13,973iApproximate average salary by contribution assumption: employee only about $349,337 at 4% or $232,891 at 6%; with 50% employer match about $232,891 at 4% or $155,261 at 6%; with 100% employer match about $174,669 at 4% or $116,446 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-45$11,849,299$628,807$13,973iApproximate average salary by contribution assumption: employee only about $349,337 at 4% or $232,891 at 6%; with 50% employer match about $232,891 at 4% or $155,261 at 6%; with 100% employer match about $174,669 at 4% or $116,446 at 6%.
2021135$15,043,080$669,772$19,136iApproximate average salary by contribution assumption: employee only about $478,409 at 4% or $318,939 at 6%; with 50% employer match about $318,939 at 4% or $212,626 at 6%; with 100% employer match about $239,204 at 4% or $159,470 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-35$15,043,080$669,772$19,136iApproximate average salary by contribution assumption: employee only about $478,409 at 4% or $318,939 at 6%; with 50% employer match about $318,939 at 4% or $212,626 at 6%; with 100% employer match about $239,204 at 4% or $159,470 at 6%.
2020142$12,965,525$1,038,339$24,722iApproximate average salary by contribution assumption: employee only about $618,059 at 4% or $412,039 at 6%; with 50% employer match about $412,039 at 4% or $274,693 at 6%; with 100% employer match about $309,029 at 4% or $206,020 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-42$12,965,525$1,038,339$24,722iApproximate average salary by contribution assumption: employee only about $618,059 at 4% or $412,039 at 6%; with 50% employer match about $412,039 at 4% or $274,693 at 6%; with 100% employer match about $309,029 at 4% or $206,020 at 6%.
2019145$11,571,806$715,766$15,906iApproximate average salary by contribution assumption: employee only about $397,648 at 4% or $265,099 at 6%; with 50% employer match about $265,099 at 4% or $176,732 at 6%; with 100% employer match about $198,824 at 4% or $132,549 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-45$11,571,806$715,766$15,906iApproximate average salary by contribution assumption: employee only about $397,648 at 4% or $265,099 at 6%; with 50% employer match about $265,099 at 4% or $176,732 at 6%; with 100% employer match about $198,824 at 4% or $132,549 at 6%.
2018147$9,934,700$720,280$15,325iApproximate average salary by contribution assumption: employee only about $383,128 at 4% or $255,418 at 6%; with 50% employer match about $255,418 at 4% or $170,279 at 6%; with 100% employer match about $191,564 at 4% or $127,709 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-47$9,934,700$720,280$15,325iApproximate average salary by contribution assumption: employee only about $383,128 at 4% or $255,418 at 6%; with 50% employer match about $255,418 at 4% or $170,279 at 6%; with 100% employer match about $191,564 at 4% or $127,709 at 6%.
2017152$10,078,254$867,254$16,678iApproximate average salary by contribution assumption: employee only about $416,949 at 4% or $277,966 at 6%; with 50% employer match about $277,966 at 4% or $185,311 at 6%; with 100% employer match about $208,475 at 4% or $138,983 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-52$10,078,254$867,254$16,678iApproximate average salary by contribution assumption: employee only about $416,949 at 4% or $277,966 at 6%; with 50% employer match about $277,966 at 4% or $185,311 at 6%; with 100% employer match about $208,475 at 4% or $138,983 at 6%.
2016153$7,961,175$928,968$17,528iApproximate average salary by contribution assumption: employee only about $438,192 at 4% or $292,128 at 6%; with 50% employer match about $292,128 at 4% or $194,752 at 6%; with 100% employer match about $219,096 at 4% or $146,064 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-53$7,961,175$928,968$17,528iApproximate average salary by contribution assumption: employee only about $438,192 at 4% or $292,128 at 6%; with 50% employer match about $292,128 at 4% or $194,752 at 6%; with 100% employer match about $219,096 at 4% or $146,064 at 6%.
2015152$6,798,431$717,000$13,788iApproximate average salary by contribution assumption: employee only about $344,712 at 4% or $229,808 at 6%; with 50% employer match about $229,808 at 4% or $153,205 at 6%; with 100% employer match about $172,356 at 4% or $114,904 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-52$6,798,431$717,000$13,788iApproximate average salary by contribution assumption: employee only about $344,712 at 4% or $229,808 at 6%; with 50% employer match about $229,808 at 4% or $153,205 at 6%; with 100% employer match about $172,356 at 4% or $114,904 at 6%.
2014146$6,837,134$762,708$16,581iApproximate average salary by contribution assumption: employee only about $414,515 at 4% or $276,343 at 6%; with 50% employer match about $276,343 at 4% or $184,229 at 6%; with 100% employer match about $207,258 at 4% or $138,172 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-46$6,837,134$762,708$16,581iApproximate average salary by contribution assumption: employee only about $414,515 at 4% or $276,343 at 6%; with 50% employer match about $276,343 at 4% or $184,229 at 6%; with 100% employer match about $207,258 at 4% or $138,172 at 6%.
2013147$5,977,553$576,527$12,267iApproximate average salary by contribution assumption: employee only about $306,663 at 4% or $204,442 at 6%; with 50% employer match about $204,442 at 4% or $136,295 at 6%; with 100% employer match about $153,332 at 4% or $102,221 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-47$5,977,553$576,527$12,267iApproximate average salary by contribution assumption: employee only about $306,663 at 4% or $204,442 at 6%; with 50% employer match about $204,442 at 4% or $136,295 at 6%; with 100% employer match about $153,332 at 4% or $102,221 at 6%.
2012147$4,916,080$563,145$11,982iApproximate average salary by contribution assumption: employee only about $299,545 at 4% or $199,697 at 6%; with 50% employer match about $199,697 at 4% or $133,131 at 6%; with 100% employer match about $149,773 at 4% or $99,848 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-47$4,916,080$563,145$11,982iApproximate average salary by contribution assumption: employee only about $299,545 at 4% or $199,697 at 6%; with 50% employer match about $199,697 at 4% or $133,131 at 6%; with 100% employer match about $149,773 at 4% or $99,848 at 6%.
2011148$4,209,192$552,147$11,503iApproximate average salary by contribution assumption: employee only about $287,577 at 4% or $191,718 at 6%; with 50% employer match about $191,718 at 4% or $127,812 at 6%; with 100% employer match about $143,788 at 4% or $95,859 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-48$4,209,192$552,147$11,503iApproximate average salary by contribution assumption: employee only about $287,577 at 4% or $191,718 at 6%; with 50% employer match about $191,718 at 4% or $127,812 at 6%; with 100% employer match about $143,788 at 4% or $95,859 at 6%.
2010145$3,945,629$736,150$16,359iApproximate average salary by contribution assumption: employee only about $408,972 at 4% or $272,648 at 6%; with 50% employer match about $272,648 at 4% or $181,765 at 6%; with 100% employer match about $204,486 at 4% or $136,324 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-45$3,945,629$736,150$16,359iApproximate average salary by contribution assumption: employee only about $408,972 at 4% or $272,648 at 6%; with 50% employer match about $272,648 at 4% or $181,765 at 6%; with 100% employer match about $204,486 at 4% or $136,324 at 6%.
2009241$3,081,825$466,193$11,371iApproximate average salary by contribution assumption: employee only about $284,264 at 4% or $189,509 at 6%; with 50% employer match about $189,509 at 4% or $126,340 at 6%; with 100% employer match about $142,132 at 4% or $94,755 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-41$3,081,825$466,193$11,371iApproximate average salary by contribution assumption: employee only about $284,264 at 4% or $189,509 at 6%; with 50% employer match about $189,509 at 4% or $126,340 at 6%; with 100% employer match about $142,132 at 4% or $94,755 at 6%.
Directions for Decisions Profit Sharing Plan & Trust-0---
2008141$2,115,527$443,755$10,823iApproximate average salary by contribution assumption: employee only about $270,582 at 4% or $180,388 at 6%; with 50% employer match about $180,388 at 4% or $120,259 at 6%; with 100% employer match about $135,291 at 4% or $90,194 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-41$2,115,527$443,755$10,823iApproximate average salary by contribution assumption: employee only about $270,582 at 4% or $180,388 at 6%; with 50% employer match about $180,388 at 4% or $120,259 at 6%; with 100% employer match about $135,291 at 4% or $90,194 at 6%.
2007143$2,346,326$472,641$10,992iApproximate average salary by contribution assumption: employee only about $274,791 at 4% or $183,194 at 6%; with 50% employer match about $183,194 at 4% or $122,129 at 6%; with 100% employer match about $137,396 at 4% or $91,597 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-43$2,346,326$472,641$10,992iApproximate average salary by contribution assumption: employee only about $274,791 at 4% or $183,194 at 6%; with 50% employer match about $183,194 at 4% or $122,129 at 6%; with 100% employer match about $137,396 at 4% or $91,597 at 6%.
2006142$1,826,914$439,914$10,474iApproximate average salary by contribution assumption: employee only about $261,854 at 4% or $174,569 at 6%; with 50% employer match about $174,569 at 4% or $116,379 at 6%; with 100% employer match about $130,927 at 4% or $87,285 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-42$1,826,914$439,914$10,474iApproximate average salary by contribution assumption: employee only about $261,854 at 4% or $174,569 at 6%; with 50% employer match about $174,569 at 4% or $116,379 at 6%; with 100% employer match about $130,927 at 4% or $87,285 at 6%.
2005137$1,444,814$369,881$9,997iApproximate average salary by contribution assumption: employee only about $249,920 at 4% or $166,613 at 6%; with 50% employer match about $166,613 at 4% or $111,075 at 6%; with 100% employer match about $124,960 at 4% or $83,307 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-37$1,444,814$369,881$9,997iApproximate average salary by contribution assumption: employee only about $249,920 at 4% or $166,613 at 6%; with 50% employer match about $166,613 at 4% or $111,075 at 6%; with 100% employer match about $124,960 at 4% or $83,307 at 6%.
2004132$1,020,089$342,135$10,692iApproximate average salary by contribution assumption: employee only about $267,293 at 4% or $178,195 at 6%; with 50% employer match about $178,195 at 4% or $118,797 at 6%; with 100% employer match about $133,646 at 4% or $89,098 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-32$1,020,089$342,135$10,692iApproximate average salary by contribution assumption: employee only about $267,293 at 4% or $178,195 at 6%; with 50% employer match about $178,195 at 4% or $118,797 at 6%; with 100% employer match about $133,646 at 4% or $89,098 at 6%.
2003119$636,646$155,940$8,207iApproximate average salary by contribution assumption: employee only about $205,184 at 4% or $136,789 at 6%; with 50% employer match about $136,789 at 4% or $91,193 at 6%; with 100% employer match about $102,592 at 4% or $68,395 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-19$636,646$155,940$8,207iApproximate average salary by contribution assumption: employee only about $205,184 at 4% or $136,789 at 6%; with 50% employer match about $136,789 at 4% or $91,193 at 6%; with 100% employer match about $102,592 at 4% or $68,395 at 6%.
2002119$0$0-
Rothstein-Tauber Inc. 401K Plan and Trust-19---
2001118$503,873$148,708$8,262iApproximate average salary by contribution assumption: employee only about $206,539 at 4% or $137,693 at 6%; with 50% employer match about $137,693 at 4% or $91,795 at 6%; with 100% employer match about $103,269 at 4% or $68,846 at 6%.
Directions for Decisions Profit Sharing Plan & Trust-18$503,873$148,708$8,262iApproximate average salary by contribution assumption: employee only about $206,539 at 4% or $137,693 at 6%; with 50% employer match about $137,693 at 4% or $91,795 at 6%; with 100% employer match about $103,269 at 4% or $68,846 at 6%.
2000124$460,040$127,390$5,308iApproximate average salary by contribution assumption: employee only about $132,698 at 4% or $88,465 at 6%; with 50% employer match about $88,465 at 4% or $58,977 at 6%; with 100% employer match about $66,349 at 4% or $44,233 at 6%.
Rothstein-Tauber Inc. 401K Plan and Trust-24$460,040$127,390$5,308iApproximate average salary by contribution assumption: employee only about $132,698 at 4% or $88,465 at 6%; with 50% employer match about $88,465 at 4% or $58,977 at 6%; with 100% employer match about $66,349 at 4% or $44,233 at 6%.
199910$523,764$114,342-
Rothstein-Tauber Inc. 401K Plan and Trust-0$523,764$114,342-