Civic Intelligence

Joel Rosen CPA PC

Plan context: Joel Rosen CPA PC Pension Plan

EIN 13-3079550 • Roslyn Heights, NY • 12 filings • 2 plans

148 Redpoll CircleRoslyn Heights, NY 11577
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$1,616,153

2009 Contributions

$24,367

Historical Graphs

Total Assets Over Time

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

$1,616,153$808,077$0199920042009YearValue
$1,616,153Latest year 2009

Participants Over Time

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

420199920032007YearValue
3Latest year 2007

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
200910$1,616,153$0-
Joel Rosen CPA PC Pension Plan-0$1,616,153--
200810$1,365,484$24,367-
Joel Rosen CPA PC Pension Plan-0$1,365,484$24,367-
200713$0$0-
Joel Rosen CPA PC Pension Plan-3---
200613$0$0-
Joel Rosen CPA PC Pension Plan-3---
200512$1,452,440$32,899$16,450iApproximate average salary by contribution assumption: employee only about $411,238 at 4% or $274,158 at 6%; with 50% employer match about $274,158 at 4% or $182,772 at 6%; with 100% employer match about $205,619 at 4% or $137,079 at 6%.
Joel Rosen CPA PC Pension Plan-2$1,452,440$32,899$16,450iApproximate average salary by contribution assumption: employee only about $411,238 at 4% or $274,158 at 6%; with 50% employer match about $274,158 at 4% or $182,772 at 6%; with 100% employer match about $205,619 at 4% or $137,079 at 6%.
200423$1,328,924$30,210$10,070iApproximate average salary by contribution assumption: employee only about $251,750 at 4% or $167,833 at 6%; with 50% employer match about $167,833 at 4% or $111,889 at 6%; with 100% employer match about $125,875 at 4% or $83,917 at 6%.
Joel Rosen CPA PC Pension Plan-3$1,328,924$30,210$10,070iApproximate average salary by contribution assumption: employee only about $251,750 at 4% or $167,833 at 6%; with 50% employer match about $167,833 at 4% or $111,889 at 6%; with 100% employer match about $125,875 at 4% or $83,917 at 6%.
Joel Rosen CPA PC Pension Plan-3---
200313$0$0-
Joel Rosen CPA PC Pension Plan-3---
200213$993,644$60,418$20,139iApproximate average salary by contribution assumption: employee only about $503,483 at 4% or $335,656 at 6%; with 50% employer match about $335,656 at 4% or $223,770 at 6%; with 100% employer match about $251,742 at 4% or $167,828 at 6%.
Joel Rosen CPA PC Pension Plan-3$993,644$60,418$20,139iApproximate average salary by contribution assumption: employee only about $503,483 at 4% or $335,656 at 6%; with 50% employer match about $335,656 at 4% or $223,770 at 6%; with 100% employer match about $251,742 at 4% or $167,828 at 6%.
200114$0$0-
Joel Rosen CPA PC Pension Plan-4---
200014$1,052,499$58,217$14,554iApproximate average salary by contribution assumption: employee only about $363,856 at 4% or $242,571 at 6%; with 50% employer match about $242,571 at 4% or $161,714 at 6%; with 100% employer match about $181,928 at 4% or $121,285 at 6%.
Joel Rosen CPA PC Pension Plan-4$1,052,499$58,217$14,554iApproximate average salary by contribution assumption: employee only about $363,856 at 4% or $242,571 at 6%; with 50% employer match about $242,571 at 4% or $161,714 at 6%; with 100% employer match about $181,928 at 4% or $121,285 at 6%.
199913$1,240,998$67,360$22,453iApproximate average salary by contribution assumption: employee only about $561,333 at 4% or $374,222 at 6%; with 50% employer match about $374,222 at 4% or $249,481 at 6%; with 100% employer match about $280,667 at 4% or $187,111 at 6%.
Joel Rosen CPA PC Pension Plan-3$1,240,998$67,360$22,453iApproximate average salary by contribution assumption: employee only about $561,333 at 4% or $374,222 at 6%; with 50% employer match about $374,222 at 4% or $249,481 at 6%; with 100% employer match about $280,667 at 4% or $187,111 at 6%.