Civic Intelligence

Rosenblum & Filan LLC

Plan context: ROSENBLUM NEWFIELD LLC RETIREMENT PLAN AND TRUST

EIN 06-1337102 • Stamford, CT • 25 filings • 6 plans

1 Landmark Sq5th FloorStamford, CT 06901
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$5,960,005

2023 Contributions

$160,355

Historical Graphs

Total Assets Over Time

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

$5,960,005$2,980,003$0199920122023YearValue
$5,960,005Latest year 2023

Participants Over Time

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

21110199920112023YearValue
16Latest year 2023

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
2023116$5,960,005$160,355$10,022iApproximate average salary by contribution assumption: employee only about $250,555 at 4% or $167,036 at 6%; with 50% employer match about $167,036 at 4% or $111,358 at 6%; with 100% employer match about $125,277 at 4% or $83,518 at 6%.
ROSENBLUM NEWFIELD LLC RETIREMENT PLAN AND TRUST-16$5,960,005$160,355$10,022iApproximate average salary by contribution assumption: employee only about $250,555 at 4% or $167,036 at 6%; with 50% employer match about $167,036 at 4% or $111,358 at 6%; with 100% employer match about $125,277 at 4% or $83,518 at 6%.
2022117$4,905,425$263,787$15,517iApproximate average salary by contribution assumption: employee only about $387,922 at 4% or $258,615 at 6%; with 50% employer match about $258,615 at 4% or $172,410 at 6%; with 100% employer match about $193,961 at 4% or $129,307 at 6%.
ROSENBLUM NEWFIELD LLC RETIREMENT PLAN AND TRUST-17$4,905,425$263,787$15,517iApproximate average salary by contribution assumption: employee only about $387,922 at 4% or $258,615 at 6%; with 50% employer match about $258,615 at 4% or $172,410 at 6%; with 100% employer match about $193,961 at 4% or $129,307 at 6%.
2021118$5,697,809$325,697$18,094iApproximate average salary by contribution assumption: employee only about $452,357 at 4% or $301,571 at 6%; with 50% employer match about $301,571 at 4% or $201,048 at 6%; with 100% employer match about $226,178 at 4% or $150,786 at 6%.
ROSENBLUM NEWFIELD LLC RETIREMENT PLAN AND TRUST-18$5,697,809$325,697$18,094iApproximate average salary by contribution assumption: employee only about $452,357 at 4% or $301,571 at 6%; with 50% employer match about $301,571 at 4% or $201,048 at 6%; with 100% employer match about $226,178 at 4% or $150,786 at 6%.
2020113$4,554,979$27,366$2,105iApproximate average salary by contribution assumption: employee only about $52,627 at 4% or $35,085 at 6%; with 50% employer match about $35,085 at 4% or $23,390 at 6%; with 100% employer match about $26,313 at 4% or $17,542 at 6%.
ROSENBLUM NEWFIELD LLC RETIREMENT PLAN AND TRUST-13$4,554,979$27,366$2,105iApproximate average salary by contribution assumption: employee only about $52,627 at 4% or $35,085 at 6%; with 50% employer match about $35,085 at 4% or $23,390 at 6%; with 100% employer match about $26,313 at 4% or $17,542 at 6%.
2018112$3,431,502$296,960$24,747iApproximate average salary by contribution assumption: employee only about $618,667 at 4% or $412,444 at 6%; with 50% employer match about $412,444 at 4% or $274,963 at 6%; with 100% employer match about $309,333 at 4% or $206,222 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-12$3,431,502$296,960$24,747iApproximate average salary by contribution assumption: employee only about $618,667 at 4% or $412,444 at 6%; with 50% employer match about $412,444 at 4% or $274,963 at 6%; with 100% employer match about $309,333 at 4% or $206,222 at 6%.
201719$3,304,649$255,529$28,392iApproximate average salary by contribution assumption: employee only about $709,803 at 4% or $473,202 at 6%; with 50% employer match about $473,202 at 4% or $315,468 at 6%; with 100% employer match about $354,901 at 4% or $236,601 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-9$3,304,649$255,529$28,392iApproximate average salary by contribution assumption: employee only about $709,803 at 4% or $473,202 at 6%; with 50% employer match about $473,202 at 4% or $315,468 at 6%; with 100% employer match about $354,901 at 4% or $236,601 at 6%.
2016118$2,924,903$232,940$12,941iApproximate average salary by contribution assumption: employee only about $323,528 at 4% or $215,685 at 6%; with 50% employer match about $215,685 at 4% or $143,790 at 6%; with 100% employer match about $161,764 at 4% or $107,843 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-18$2,924,903$232,940$12,941iApproximate average salary by contribution assumption: employee only about $323,528 at 4% or $215,685 at 6%; with 50% employer match about $215,685 at 4% or $143,790 at 6%; with 100% employer match about $161,764 at 4% or $107,843 at 6%.
2015118$2,511,122$212,381$11,799iApproximate average salary by contribution assumption: employee only about $294,974 at 4% or $196,649 at 6%; with 50% employer match about $196,649 at 4% or $131,099 at 6%; with 100% employer match about $147,487 at 4% or $98,325 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-18$2,511,122$212,381$11,799iApproximate average salary by contribution assumption: employee only about $294,974 at 4% or $196,649 at 6%; with 50% employer match about $196,649 at 4% or $131,099 at 6%; with 100% employer match about $147,487 at 4% or $98,325 at 6%.
2014117$2,465,193$194,820$11,460iApproximate average salary by contribution assumption: employee only about $286,500 at 4% or $191,000 at 6%; with 50% employer match about $191,000 at 4% or $127,333 at 6%; with 100% employer match about $143,250 at 4% or $95,500 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-17$2,465,193$194,820$11,460iApproximate average salary by contribution assumption: employee only about $286,500 at 4% or $191,000 at 6%; with 50% employer match about $191,000 at 4% or $127,333 at 6%; with 100% employer match about $143,250 at 4% or $95,500 at 6%.
2013117$2,097,145$178,404$10,494iApproximate average salary by contribution assumption: employee only about $262,359 at 4% or $174,906 at 6%; with 50% employer match about $174,906 at 4% or $116,604 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-17$2,097,145$178,404$10,494iApproximate average salary by contribution assumption: employee only about $262,359 at 4% or $174,906 at 6%; with 50% employer match about $174,906 at 4% or $116,604 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.
2012116$1,625,751$151,977$9,499iApproximate average salary by contribution assumption: employee only about $237,464 at 4% or $158,309 at 6%; with 50% employer match about $158,309 at 4% or $105,540 at 6%; with 100% employer match about $118,732 at 4% or $79,155 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-16$1,625,751$151,977$9,499iApproximate average salary by contribution assumption: employee only about $237,464 at 4% or $158,309 at 6%; with 50% employer match about $158,309 at 4% or $105,540 at 6%; with 100% employer match about $118,732 at 4% or $79,155 at 6%.
2011116$1,195,597$165,649$10,353iApproximate average salary by contribution assumption: employee only about $258,827 at 4% or $172,551 at 6%; with 50% employer match about $172,551 at 4% or $115,034 at 6%; with 100% employer match about $129,413 at 4% or $86,276 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-16$1,195,597$165,649$10,353iApproximate average salary by contribution assumption: employee only about $258,827 at 4% or $172,551 at 6%; with 50% employer match about $172,551 at 4% or $115,034 at 6%; with 100% employer match about $129,413 at 4% or $86,276 at 6%.
2010121$1,014,491$139,831$6,659iApproximate average salary by contribution assumption: employee only about $166,465 at 4% or $110,977 at 6%; with 50% employer match about $110,977 at 4% or $73,985 at 6%; with 100% employer match about $83,233 at 4% or $55,488 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-21$1,014,491$139,831$6,659iApproximate average salary by contribution assumption: employee only about $166,465 at 4% or $110,977 at 6%; with 50% employer match about $110,977 at 4% or $73,985 at 6%; with 100% employer match about $83,233 at 4% or $55,488 at 6%.
2009110$946,322$178,884$17,888iApproximate average salary by contribution assumption: employee only about $447,210 at 4% or $298,140 at 6%; with 50% employer match about $298,140 at 4% or $198,760 at 6%; with 100% employer match about $223,605 at 4% or $149,070 at 6%.
ROSENBLUM NEWFIELD LLC PROFIT SHARING PLAN-10$946,322$178,884$17,888iApproximate average salary by contribution assumption: employee only about $447,210 at 4% or $298,140 at 6%; with 50% employer match about $298,140 at 4% or $198,760 at 6%; with 100% employer match about $223,605 at 4% or $149,070 at 6%.
2008111$603,958$173,298$15,754iApproximate average salary by contribution assumption: employee only about $393,859 at 4% or $262,573 at 6%; with 50% employer match about $262,573 at 4% or $175,048 at 6%; with 100% employer match about $196,930 at 4% or $131,286 at 6%.
ROSENBLUM & NEWFIELD, LLC RETIREMENT PLAN AND TRUST-11$603,958$173,298$15,754iApproximate average salary by contribution assumption: employee only about $393,859 at 4% or $262,573 at 6%; with 50% employer match about $262,573 at 4% or $175,048 at 6%; with 100% employer match about $196,930 at 4% or $131,286 at 6%.
2007111$0$0-
ROSENBLUM & NEWFIELD, LLC RETIREMENT PLAN AND TRUST-11---
2006215$475,281$63,602$4,240iApproximate average salary by contribution assumption: employee only about $106,003 at 4% or $70,669 at 6%; with 50% employer match about $70,669 at 4% or $47,113 at 6%; with 100% employer match about $53,002 at 4% or $35,334 at 6%.
ROSENBLUM & NEWFIELD, LLC RETIREMENT PLAN AND TRUST-15$475,281$63,602$4,240iApproximate average salary by contribution assumption: employee only about $106,003 at 4% or $70,669 at 6%; with 50% employer match about $70,669 at 4% or $47,113 at 6%; with 100% employer match about $53,002 at 4% or $35,334 at 6%.
Rosenblum & Filan LLC 401K Plan-0---
2005110$354,261$62,900$6,290iApproximate average salary by contribution assumption: employee only about $157,250 at 4% or $104,833 at 6%; with 50% employer match about $104,833 at 4% or $69,889 at 6%; with 100% employer match about $78,625 at 4% or $52,417 at 6%.
Rosenblum & Filan LLC 401K Plan-10$354,261$62,900$6,290iApproximate average salary by contribution assumption: employee only about $157,250 at 4% or $104,833 at 6%; with 50% employer match about $104,833 at 4% or $69,889 at 6%; with 100% employer match about $78,625 at 4% or $52,417 at 6%.
200419$268,749$43,801$4,867iApproximate average salary by contribution assumption: employee only about $121,669 at 4% or $81,113 at 6%; with 50% employer match about $81,113 at 4% or $54,075 at 6%; with 100% employer match about $60,835 at 4% or $40,556 at 6%.
Rosenblum & Filan LLC 401K Plan-9$268,749$43,801$4,867iApproximate average salary by contribution assumption: employee only about $121,669 at 4% or $81,113 at 6%; with 50% employer match about $81,113 at 4% or $54,075 at 6%; with 100% employer match about $60,835 at 4% or $40,556 at 6%.
2003111$227,360$48,189$4,381iApproximate average salary by contribution assumption: employee only about $109,520 at 4% or $73,014 at 6%; with 50% employer match about $73,014 at 4% or $48,676 at 6%; with 100% employer match about $54,760 at 4% or $36,507 at 6%.
Rosenblum & Filan LLC 401K Plan-11$227,360$48,189$4,381iApproximate average salary by contribution assumption: employee only about $109,520 at 4% or $73,014 at 6%; with 50% employer match about $73,014 at 4% or $48,676 at 6%; with 100% employer match about $54,760 at 4% or $36,507 at 6%.
2002113$167,460$38,669$2,975iApproximate average salary by contribution assumption: employee only about $74,363 at 4% or $49,576 at 6%; with 50% employer match about $49,576 at 4% or $33,050 at 6%; with 100% employer match about $37,182 at 4% or $24,788 at 6%.
Rosenblum & Filan LLC 401K Plan-13$167,460$38,669$2,975iApproximate average salary by contribution assumption: employee only about $74,363 at 4% or $49,576 at 6%; with 50% employer match about $49,576 at 4% or $33,050 at 6%; with 100% employer match about $37,182 at 4% or $24,788 at 6%.
200118$0$0-
Rosenblum & Filan LLC 401K Plan-8---
2000111$142,337$49,707$4,519iApproximate average salary by contribution assumption: employee only about $112,970 at 4% or $75,314 at 6%; with 50% employer match about $75,314 at 4% or $50,209 at 6%; with 100% employer match about $56,485 at 4% or $37,657 at 6%.
Rosenblum & Filan LLC 401K Plan-11$142,337$49,707$4,519iApproximate average salary by contribution assumption: employee only about $112,970 at 4% or $75,314 at 6%; with 50% employer match about $75,314 at 4% or $50,209 at 6%; with 100% employer match about $56,485 at 4% or $37,657 at 6%.
1999117$187,117$62,572$3,681iApproximate average salary by contribution assumption: employee only about $92,018 at 4% or $61,345 at 6%; with 50% employer match about $61,345 at 4% or $40,897 at 6%; with 100% employer match about $46,009 at 4% or $30,673 at 6%.
Rosenblum & Filan LLC 401K Plan-17$187,117$62,572$3,681iApproximate average salary by contribution assumption: employee only about $92,018 at 4% or $61,345 at 6%; with 50% employer match about $61,345 at 4% or $40,897 at 6%; with 100% employer match about $46,009 at 4% or $30,673 at 6%.