Civic Intelligence
Filing

Rosenberg & Rosenberg Profit Sharing Plan

Matthew S Dulberg • EIN 11-3473172 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$218,375 → $265,683

$47,308 • 21.66%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Transfers from other plans
$45,392
Net investment result
$45,392

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202422$1,509,309$18,398$9,199iApproximate average salary by contribution assumption: employee only about $229,975 at 4% or $153,317 at 6%; with 50% employer match about $153,317 at 4% or $102,211 at 6%; with 100% employer match about $114,988 at 4% or $76,658 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$968,696--
Matthew S. Dulberg Money Purchase Plan-2$540,613$18,398$9,199iApproximate average salary by contribution assumption: employee only about $229,975 at 4% or $153,317 at 6%; with 50% employer match about $153,317 at 4% or $102,211 at 6%; with 100% employer match about $114,988 at 4% or $76,658 at 6%.
202322$1,410,864$25,497$12,749iApproximate average salary by contribution assumption: employee only about $318,713 at 4% or $212,475 at 6%; with 50% employer match about $212,475 at 4% or $141,650 at 6%; with 100% employer match about $159,356 at 4% or $106,238 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$913,821--
Matthew S. Dulberg Money Purchase Plan-2$497,043$25,497$12,749iApproximate average salary by contribution assumption: employee only about $318,713 at 4% or $212,475 at 6%; with 50% employer match about $212,475 at 4% or $141,650 at 6%; with 100% employer match about $159,356 at 4% or $106,238 at 6%.
202222$1,290,653$45,028$22,514iApproximate average salary by contribution assumption: employee only about $562,850 at 4% or $375,233 at 6%; with 50% employer match about $375,233 at 4% or $250,156 at 6%; with 100% employer match about $281,425 at 4% or $187,617 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$842,179$27,017$13,509iApproximate average salary by contribution assumption: employee only about $337,713 at 4% or $225,142 at 6%; with 50% employer match about $225,142 at 4% or $150,094 at 6%; with 100% employer match about $168,856 at 4% or $112,571 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$448,474$18,011$9,006iApproximate average salary by contribution assumption: employee only about $225,138 at 4% or $150,092 at 6%; with 50% employer match about $150,092 at 4% or $100,061 at 6%; with 100% employer match about $112,569 at 4% or $75,046 at 6%.
202122$1,325,863$30,168$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$887,666$18,101$9,051iApproximate average salary by contribution assumption: employee only about $226,263 at 4% or $150,842 at 6%; with 50% employer match about $150,842 at 4% or $100,561 at 6%; with 100% employer match about $113,131 at 4% or $75,421 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$438,197$12,067$6,034iApproximate average salary by contribution assumption: employee only about $150,838 at 4% or $100,558 at 6%; with 50% employer match about $100,558 at 4% or $67,039 at 6%; with 100% employer match about $75,419 at 4% or $50,279 at 6%.
202022$1,246,732$28,319$14,160iApproximate average salary by contribution assumption: employee only about $353,988 at 4% or $235,992 at 6%; with 50% employer match about $235,992 at 4% or $157,328 at 6%; with 100% employer match about $176,994 at 4% or $117,996 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$823,587$16,991$8,496iApproximate average salary by contribution assumption: employee only about $212,388 at 4% or $141,592 at 6%; with 50% employer match about $141,592 at 4% or $94,394 at 6%; with 100% employer match about $106,194 at 4% or $70,796 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$423,145$11,328$5,664iApproximate average salary by contribution assumption: employee only about $141,600 at 4% or $94,400 at 6%; with 50% employer match about $94,400 at 4% or $62,933 at 6%; with 100% employer match about $70,800 at 4% or $47,200 at 6%.
201922$1,162,986$40,547$20,274iApproximate average salary by contribution assumption: employee only about $506,838 at 4% or $337,892 at 6%; with 50% employer match about $337,892 at 4% or $225,261 at 6%; with 100% employer match about $253,419 at 4% or $168,946 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$763,781$24,328$12,164iApproximate average salary by contribution assumption: employee only about $304,100 at 4% or $202,733 at 6%; with 50% employer match about $202,733 at 4% or $135,156 at 6%; with 100% employer match about $152,050 at 4% or $101,367 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$399,205$16,219$8,110iApproximate average salary by contribution assumption: employee only about $202,738 at 4% or $135,158 at 6%; with 50% employer match about $135,158 at 4% or $90,106 at 6%; with 100% employer match about $101,369 at 4% or $67,579 at 6%.
201822$1,053,568$75,560$37,780iApproximate average salary by contribution assumption: employee only about $944,500 at 4% or $629,667 at 6%; with 50% employer match about $629,667 at 4% or $419,778 at 6%; with 100% employer match about $472,250 at 4% or $314,833 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$682,675$45,336$22,668iApproximate average salary by contribution assumption: employee only about $566,700 at 4% or $377,800 at 6%; with 50% employer match about $377,800 at 4% or $251,867 at 6%; with 100% employer match about $283,350 at 4% or $188,900 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$370,893$30,224$15,112iApproximate average salary by contribution assumption: employee only about $377,800 at 4% or $251,867 at 6%; with 50% employer match about $251,867 at 4% or $167,911 at 6%; with 100% employer match about $188,900 at 4% or $125,933 at 6%.
201723$985,711$74,860$24,953iApproximate average salary by contribution assumption: employee only about $623,833 at 4% or $415,889 at 6%; with 50% employer match about $415,889 at 4% or $277,259 at 6%; with 100% employer match about $311,917 at 4% or $207,944 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-3$651,099$44,916$14,972iApproximate average salary by contribution assumption: employee only about $374,300 at 4% or $249,533 at 6%; with 50% employer match about $249,533 at 4% or $166,356 at 6%; with 100% employer match about $187,150 at 4% or $124,767 at 6%.
Matthew S. Dulberg Money Purchase Plan-3$334,612$29,944$9,981iApproximate average salary by contribution assumption: employee only about $249,533 at 4% or $166,356 at 6%; with 50% employer match about $166,356 at 4% or $110,904 at 6%; with 100% employer match about $124,767 at 4% or $83,178 at 6%.
201622$919,462$66,625$33,313iApproximate average salary by contribution assumption: employee only about $832,813 at 4% or $555,208 at 6%; with 50% employer match about $555,208 at 4% or $370,139 at 6%; with 100% employer match about $416,406 at 4% or $277,604 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$598,956$39,975$19,988iApproximate average salary by contribution assumption: employee only about $499,688 at 4% or $333,125 at 6%; with 50% employer match about $333,125 at 4% or $222,083 at 6%; with 100% employer match about $249,844 at 4% or $166,563 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$320,506$26,650$13,325iApproximate average salary by contribution assumption: employee only about $333,125 at 4% or $222,083 at 6%; with 50% employer match about $222,083 at 4% or $148,056 at 6%; with 100% employer match about $166,563 at 4% or $111,042 at 6%.
201522$1,001,537$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$654,241$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$347,296$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201422$891,086$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$576,305$38,400$19,200iApproximate average salary by contribution assumption: employee only about $480,000 at 4% or $320,000 at 6%; with 50% employer match about $320,000 at 4% or $213,333 at 6%; with 100% employer match about $240,000 at 4% or $160,000 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$314,781$25,600$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
201322$806,641$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$518,270$37,800$18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$288,371$25,200$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
201222$711,423$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$454,733$37,200$18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$256,690$24,800$12,400iApproximate average salary by contribution assumption: employee only about $310,000 at 4% or $206,667 at 6%; with 50% employer match about $206,667 at 4% or $137,778 at 6%; with 100% employer match about $155,000 at 4% or $103,333 at 6%.
201122$626,625$61,630$30,815iApproximate average salary by contribution assumption: employee only about $770,375 at 4% or $513,583 at 6%; with 50% employer match about $513,583 at 4% or $342,389 at 6%; with 100% employer match about $385,188 at 4% or $256,792 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$397,390$36,978$18,489iApproximate average salary by contribution assumption: employee only about $462,225 at 4% or $308,150 at 6%; with 50% employer match about $308,150 at 4% or $205,433 at 6%; with 100% employer match about $231,113 at 4% or $154,075 at 6%.
Matthew S. Dulberg Money Purchase Plan-2$229,235$24,652$12,326iApproximate average salary by contribution assumption: employee only about $308,150 at 4% or $205,433 at 6%; with 50% employer match about $205,433 at 4% or $136,956 at 6%; with 100% employer match about $154,075 at 4% or $102,717 at 6%.
201023$603,113$42,210$14,070iApproximate average salary by contribution assumption: employee only about $351,750 at 4% or $234,500 at 6%; with 50% employer match about $234,500 at 4% or $156,333 at 6%; with 100% employer match about $175,875 at 4% or $117,250 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-3$391,819$25,326$8,442iApproximate average salary by contribution assumption: employee only about $211,050 at 4% or $140,700 at 6%; with 50% employer match about $140,700 at 4% or $93,800 at 6%; with 100% employer match about $105,525 at 4% or $70,350 at 6%.
Matthew S. Dulberg Money Purchase Plan-3$211,294$16,884$5,628iApproximate average salary by contribution assumption: employee only about $140,700 at 4% or $93,800 at 6%; with 50% employer match about $93,800 at 4% or $62,533 at 6%; with 100% employer match about $70,350 at 4% or $46,900 at 6%.
200924$547,216$40,637$10,159iApproximate average salary by contribution assumption: employee only about $253,981 at 4% or $169,321 at 6%; with 50% employer match about $169,321 at 4% or $112,881 at 6%; with 100% employer match about $126,991 at 4% or $84,660 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-4$355,920$24,382$6,096iApproximate average salary by contribution assumption: employee only about $152,388 at 4% or $101,592 at 6%; with 50% employer match about $101,592 at 4% or $67,728 at 6%; with 100% employer match about $76,194 at 4% or $50,796 at 6%.
Matthew S. Dulberg Money Purchase Plan-4$191,296$16,255$4,064iApproximate average salary by contribution assumption: employee only about $101,594 at 4% or $67,729 at 6%; with 50% employer match about $67,729 at 4% or $45,153 at 6%; with 100% employer match about $50,797 at 4% or $33,865 at 6%.
200824$0$21,889$5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%.
Matthew S. Dulberg Money Purchase Plan-4-$21,889$5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-4---
200724$0$0-
Rosenberg & Rosenberg Profit Sharing Plan-4---
Matthew S. Dulberg Money Purchase Plan-4---
200624$391,343$43,250$10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%.
Rosenberg & Rosenberg Profit Sharing PlanCurrent4$265,683$25,950$6,488iApproximate average salary by contribution assumption: employee only about $162,188 at 4% or $108,125 at 6%; with 50% employer match about $108,125 at 4% or $72,083 at 6%; with 100% employer match about $81,094 at 4% or $54,063 at 6%.
Matthew S. Dulberg Money Purchase Plan-4$125,660$17,300$4,325iApproximate average salary by contribution assumption: employee only about $108,125 at 4% or $72,083 at 6%; with 50% employer match about $72,083 at 4% or $48,056 at 6%; with 100% employer match about $54,063 at 4% or $36,042 at 6%.
200524$323,462$49,137$12,284iApproximate average salary by contribution assumption: employee only about $307,106 at 4% or $204,738 at 6%; with 50% employer match about $204,738 at 4% or $136,492 at 6%; with 100% employer match about $153,553 at 4% or $102,369 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-4$218,735$29,481$7,370iApproximate average salary by contribution assumption: employee only about $184,256 at 4% or $122,838 at 6%; with 50% employer match about $122,838 at 4% or $81,892 at 6%; with 100% employer match about $92,128 at 4% or $61,419 at 6%.
Matthew S. Dulberg Money Purchase Plan-4$104,727$19,656$4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%.
200424$259,467$54,603$13,651iApproximate average salary by contribution assumption: employee only about $341,269 at 4% or $227,513 at 6%; with 50% employer match about $227,513 at 4% or $151,675 at 6%; with 100% employer match about $170,634 at 4% or $113,756 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-4$177,409$32,762$8,191iApproximate average salary by contribution assumption: employee only about $204,763 at 4% or $136,508 at 6%; with 50% employer match about $136,508 at 4% or $91,006 at 6%; with 100% employer match about $102,381 at 4% or $68,254 at 6%.
Matthew S. Dulberg Money Purchase Plan-4$82,058$21,841$5,460iApproximate average salary by contribution assumption: employee only about $136,506 at 4% or $91,004 at 6%; with 50% employer match about $91,004 at 4% or $60,669 at 6%; with 100% employer match about $68,253 at 4% or $45,502 at 6%.
200324$0$0-
Rosenberg & Rosenberg Profit Sharing Plan-4---
Matthew S. Dulberg Money Purchase Plan-4---
200224$0$0-
Rosenberg & Rosenberg Profit Sharing Plan-0---
Rosenberg & Rosenberg Profit Sharing Plan-4---
200122$102,464$12,186$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-2$77,676$12,186$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
Rosenberg & Rosenberg Profit Sharing Plan-1$24,788--
200022$0$0-
Rosenberg & Rosenberg Profit Sharing Plan-1---
Rosenberg & Rosenberg Profit Sharing Plan-2---
199912$0$0-
Rosenberg & Rosenberg Profit Sharing Plan-2---
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$265,683$47,308 change

Balance Sheet

Beginning and end of plan year.

Total assets$218,375$265,683Increase +$47,308 (21.66%)
Total liabilities$0$0No change $0
Net assets$218,375$265,683Increase +$47,308 (21.66%)

Contributions

Employer contributions$25,950
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$45,392
Total expenses$0
Net income$45,392
Source fields
Schedule I source fields
Filing Id
84037303283047
Schedule I EIN
11-3473172
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$218,375
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$218,375
Small plan total assets at end of year
$265,683
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$265,683
Small plan employer contributions
$25,950
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$19,442
Small plan total income
$45,392
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$45,392
Small Total Plan Transfers Amount
$45,392
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037303283047
Schedule R EIN
11-3473172
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3