R. S. Rosenbaum & Co. Inc
Plan context: R.S. Rosenbaum 401K Profit Sharing Plan & Trust
EIN 13-2984765 • 10 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
59
2008 Assets
$6,327
2008 Contributions
$384,905
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2007 | 1 | 0 | $6,327 | $0 | - |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 0 | $6,327 | - | - |
| 2006 | 1 | 0 | $5,961 | $384,905 | - |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 0 | $5,961 | $384,905 | - |
| 2005 | 1 | 59 | $6,839,775 | $399,506 | $6,771iApproximate average salary by contribution assumption: employee only about $169,282 at 4% or $112,855 at 6%; with 50% employer match about $112,855 at 4% or $75,237 at 6%; with 100% employer match about $84,641 at 4% or $56,427 at 6%. |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 59 | $6,839,775 | $399,506 | $6,771iApproximate average salary by contribution assumption: employee only about $169,282 at 4% or $112,855 at 6%; with 50% employer match about $112,855 at 4% or $75,237 at 6%; with 100% employer match about $84,641 at 4% or $56,427 at 6%. |
| 2004 | 1 | 66 | $6,369,878 | $404,267 | $6,125iApproximate average salary by contribution assumption: employee only about $153,131 at 4% or $102,088 at 6%; with 50% employer match about $102,088 at 4% or $68,058 at 6%; with 100% employer match about $76,566 at 4% or $51,044 at 6%. |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 66 | $6,369,878 | $404,267 | $6,125iApproximate average salary by contribution assumption: employee only about $153,131 at 4% or $102,088 at 6%; with 50% employer match about $102,088 at 4% or $68,058 at 6%; with 100% employer match about $76,566 at 4% or $51,044 at 6%. |
| 2003 | 1 | 77 | $5,799,474 | $335,110 | $4,352iApproximate average salary by contribution assumption: employee only about $108,802 at 4% or $72,535 at 6%; with 50% employer match about $72,535 at 4% or $48,356 at 6%; with 100% employer match about $54,401 at 4% or $36,267 at 6%. |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 77 | $5,799,474 | $335,110 | $4,352iApproximate average salary by contribution assumption: employee only about $108,802 at 4% or $72,535 at 6%; with 50% employer match about $72,535 at 4% or $48,356 at 6%; with 100% employer match about $54,401 at 4% or $36,267 at 6%. |
| 2002 | 1 | 74 | $4,567,785 | $356,756 | $4,821iApproximate average salary by contribution assumption: employee only about $120,526 at 4% or $80,350 at 6%; with 50% employer match about $80,350 at 4% or $53,567 at 6%; with 100% employer match about $60,263 at 4% or $40,175 at 6%. |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 74 | $4,567,785 | $356,756 | $4,821iApproximate average salary by contribution assumption: employee only about $120,526 at 4% or $80,350 at 6%; with 50% employer match about $80,350 at 4% or $53,567 at 6%; with 100% employer match about $60,263 at 4% or $40,175 at 6%. |
| 2001 | 1 | 76 | $0 | $0 | - |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 76 | - | - | - |
| 2000 | 1 | 77 | $5,192,511 | $416,125 | $5,404iApproximate average salary by contribution assumption: employee only about $135,106 at 4% or $90,070 at 6%; with 50% employer match about $90,070 at 4% or $60,047 at 6%; with 100% employer match about $67,553 at 4% or $45,035 at 6%. |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 77 | $5,192,511 | $416,125 | $5,404iApproximate average salary by contribution assumption: employee only about $135,106 at 4% or $90,070 at 6%; with 50% employer match about $90,070 at 4% or $60,047 at 6%; with 100% employer match about $67,553 at 4% or $45,035 at 6%. |
| 1999 | 1 | 0 | $5,024,614 | $511,944 | - |
| R.S. Rosenbaum 401K Profit Sharing Plan & Trust | - | 0 | $5,024,614 | $511,944 | - |