Civic Intelligence

Daniel M. Rosen, CPA

Plan context: Daniel M. Rosen 401K Plan

EIN 13-3113242 • Greenwich, CT • 40 filings • 6 plans

67 Mason StreetGreenwich, CT 06830
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,961,921

2020 Contributions

$63,500

Historical Graphs

Total Assets Over Time

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

$2,475,033$1,237,517$0200020102019YearValue
$1,961,921Latest year 2019

Participants Over Time

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

530200020102019YearValue
4Latest year 2019

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
202010$0$63,500-
Daniel M. Rosen 401K Plan-0$0$63,500-
201914$1,961,921$104,844$26,211iApproximate average salary by contribution assumption: employee only about $655,275 at 4% or $436,850 at 6%; with 50% employer match about $436,850 at 4% or $291,233 at 6%; with 100% employer match about $327,638 at 4% or $218,425 at 6%.
Daniel M. Rosen 401K Plan-4$1,961,921$104,844$26,211iApproximate average salary by contribution assumption: employee only about $655,275 at 4% or $436,850 at 6%; with 50% employer match about $436,850 at 4% or $291,233 at 6%; with 100% employer match about $327,638 at 4% or $218,425 at 6%.
201814$1,537,788$104,750$26,188iApproximate average salary by contribution assumption: employee only about $654,688 at 4% or $436,458 at 6%; with 50% employer match about $436,458 at 4% or $290,972 at 6%; with 100% employer match about $327,344 at 4% or $218,229 at 6%.
Daniel M. Rosen 401K Plan-4$1,537,788$104,750$26,188iApproximate average salary by contribution assumption: employee only about $654,688 at 4% or $436,458 at 6%; with 50% employer match about $436,458 at 4% or $290,972 at 6%; with 100% employer match about $327,344 at 4% or $218,229 at 6%.
201714$1,452,403$117,950$29,488iApproximate average salary by contribution assumption: employee only about $737,188 at 4% or $491,458 at 6%; with 50% employer match about $491,458 at 4% or $327,639 at 6%; with 100% employer match about $368,594 at 4% or $245,729 at 6%.
Daniel M. Rosen 401K Plan-4$1,452,403$117,950$29,488iApproximate average salary by contribution assumption: employee only about $737,188 at 4% or $491,458 at 6%; with 50% employer match about $491,458 at 4% or $327,639 at 6%; with 100% employer match about $368,594 at 4% or $245,729 at 6%.
201614$1,213,583$96,650$24,163iApproximate average salary by contribution assumption: employee only about $604,063 at 4% or $402,708 at 6%; with 50% employer match about $402,708 at 4% or $268,472 at 6%; with 100% employer match about $302,031 at 4% or $201,354 at 6%.
Daniel M. Rosen 401K Plan-4$1,213,583$96,650$24,163iApproximate average salary by contribution assumption: employee only about $604,063 at 4% or $402,708 at 6%; with 50% employer match about $402,708 at 4% or $268,472 at 6%; with 100% employer match about $302,031 at 4% or $201,354 at 6%.
201514$1,045,532$109,733$27,433iApproximate average salary by contribution assumption: employee only about $685,831 at 4% or $457,221 at 6%; with 50% employer match about $457,221 at 4% or $304,814 at 6%; with 100% employer match about $342,916 at 4% or $228,610 at 6%.
Daniel M. Rosen 401K Plan-4$1,045,532$109,733$27,433iApproximate average salary by contribution assumption: employee only about $685,831 at 4% or $457,221 at 6%; with 50% employer match about $457,221 at 4% or $304,814 at 6%; with 100% employer match about $342,916 at 4% or $228,610 at 6%.
201414$907,689$103,455$25,864iApproximate average salary by contribution assumption: employee only about $646,594 at 4% or $431,063 at 6%; with 50% employer match about $431,063 at 4% or $287,375 at 6%; with 100% employer match about $323,297 at 4% or $215,531 at 6%.
Daniel M. Rosen 401K Plan-4$907,689$103,455$25,864iApproximate average salary by contribution assumption: employee only about $646,594 at 4% or $431,063 at 6%; with 50% employer match about $431,063 at 4% or $287,375 at 6%; with 100% employer match about $323,297 at 4% or $215,531 at 6%.
201314$737,185$81,276$20,319iApproximate average salary by contribution assumption: employee only about $507,975 at 4% or $338,650 at 6%; with 50% employer match about $338,650 at 4% or $225,767 at 6%; with 100% employer match about $253,988 at 4% or $169,325 at 6%.
Daniel M. Rosen 401K Plan-4$737,185$81,276$20,319iApproximate average salary by contribution assumption: employee only about $507,975 at 4% or $338,650 at 6%; with 50% employer match about $338,650 at 4% or $225,767 at 6%; with 100% employer match about $253,988 at 4% or $169,325 at 6%.
201215$613,125$92,597$18,519iApproximate average salary by contribution assumption: employee only about $462,985 at 4% or $308,657 at 6%; with 50% employer match about $308,657 at 4% or $205,771 at 6%; with 100% employer match about $231,493 at 4% or $154,328 at 6%.
Daniel M. Rosen 401K Plan-5$613,125$92,597$18,519iApproximate average salary by contribution assumption: employee only about $462,985 at 4% or $308,657 at 6%; with 50% employer match about $308,657 at 4% or $205,771 at 6%; with 100% employer match about $231,493 at 4% or $154,328 at 6%.
201115$485,044$91,015$18,203iApproximate average salary by contribution assumption: employee only about $455,075 at 4% or $303,383 at 6%; with 50% employer match about $303,383 at 4% or $202,256 at 6%; with 100% employer match about $227,538 at 4% or $151,692 at 6%.
Daniel M. Rosen 401K Plan-5$485,044$91,015$18,203iApproximate average salary by contribution assumption: employee only about $455,075 at 4% or $303,383 at 6%; with 50% employer match about $303,383 at 4% or $202,256 at 6%; with 100% employer match about $227,538 at 4% or $151,692 at 6%.
201034$366,023$42,899$10,725iApproximate average salary by contribution assumption: employee only about $268,119 at 4% or $178,746 at 6%; with 50% employer match about $178,746 at 4% or $119,164 at 6%; with 100% employer match about $134,059 at 4% or $89,373 at 6%.
Daniel M. Rosen 401K Plan-4$366,023$42,899$10,725iApproximate average salary by contribution assumption: employee only about $268,119 at 4% or $178,746 at 6%; with 50% employer match about $178,746 at 4% or $119,164 at 6%; with 100% employer match about $134,059 at 4% or $89,373 at 6%.
DANIEL M ROSEN MONEY PURCHASE PLAN-2---
Daniel M. Rosen Defined Benefit Plan-0$0$0-
200924$2,475,033$310,926$77,732iApproximate average salary by contribution assumption: employee only about $1,943,288 at 4% or $1,295,525 at 6%; with 50% employer match about $1,295,525 at 4% or $863,683 at 6%; with 100% employer match about $971,644 at 4% or $647,763 at 6%.
Daniel M. Rosen Defined Benefit Plan-4$2,171,921$268,179$67,045iApproximate average salary by contribution assumption: employee only about $1,676,119 at 4% or $1,117,413 at 6%; with 50% employer match about $1,117,413 at 4% or $744,942 at 6%; with 100% employer match about $838,059 at 4% or $558,706 at 6%.
Daniel M. Rosen 401K Plan-4$303,112$42,747$10,687iApproximate average salary by contribution assumption: employee only about $267,169 at 4% or $178,113 at 6%; with 50% employer match about $178,113 at 4% or $118,742 at 6%; with 100% employer match about $133,584 at 4% or $89,056 at 6%.
200834$2,455,699$307,518$76,880iApproximate average salary by contribution assumption: employee only about $1,921,988 at 4% or $1,281,325 at 6%; with 50% employer match about $1,281,325 at 4% or $854,217 at 6%; with 100% employer match about $960,994 at 4% or $640,663 at 6%.
Daniel M. Rosen Defined Benefit Plan-4$1,835,364$258,788$64,697iApproximate average salary by contribution assumption: employee only about $1,617,425 at 4% or $1,078,283 at 6%; with 50% employer match about $1,078,283 at 4% or $718,856 at 6%; with 100% employer match about $808,713 at 4% or $539,142 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2$392,006--
Daniel M. Rosen 401K Plan-4$228,329$48,730$12,183iApproximate average salary by contribution assumption: employee only about $304,563 at 4% or $203,042 at 6%; with 50% employer match about $203,042 at 4% or $135,361 at 6%; with 100% employer match about $152,281 at 4% or $101,521 at 6%.
200734$180,078$27,169$6,792iApproximate average salary by contribution assumption: employee only about $169,806 at 4% or $113,204 at 6%; with 50% employer match about $113,204 at 4% or $75,469 at 6%; with 100% employer match about $84,903 at 4% or $56,602 at 6%.
Daniel M. Rosen 401K Plan-4$180,078$27,169$6,792iApproximate average salary by contribution assumption: employee only about $169,806 at 4% or $113,204 at 6%; with 50% employer match about $113,204 at 4% or $75,469 at 6%; with 100% employer match about $84,903 at 4% or $56,602 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2---
Daniel M. Rosen Defined Benefit Plan-4---
200634$2,327,727$228,194$57,049iApproximate average salary by contribution assumption: employee only about $1,426,213 at 4% or $950,808 at 6%; with 50% employer match about $950,808 at 4% or $633,872 at 6%; with 100% employer match about $713,106 at 4% or $475,404 at 6%.
Daniel M. Rosen Defined Benefit Plan-4$1,581,480$183,488$45,872iApproximate average salary by contribution assumption: employee only about $1,146,800 at 4% or $764,533 at 6%; with 50% employer match about $764,533 at 4% or $509,689 at 6%; with 100% employer match about $573,400 at 4% or $382,267 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2$597,130--
Daniel M. Rosen 401K Plan-4$149,117$44,706$11,177iApproximate average salary by contribution assumption: employee only about $279,413 at 4% or $186,275 at 6%; with 50% employer match about $186,275 at 4% or $124,183 at 6%; with 100% employer match about $139,706 at 4% or $93,138 at 6%.
200535$1,708,620$259,994$51,999iApproximate average salary by contribution assumption: employee only about $1,299,970 at 4% or $866,647 at 6%; with 50% employer match about $866,647 at 4% or $577,764 at 6%; with 100% employer match about $649,985 at 4% or $433,323 at 6%.
Daniel M. Rosen Defined Benefit Plan-4$1,107,998$219,038$54,760iApproximate average salary by contribution assumption: employee only about $1,368,988 at 4% or $912,658 at 6%; with 50% employer match about $912,658 at 4% or $608,439 at 6%; with 100% employer match about $684,494 at 4% or $456,329 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2$501,503--
Daniel M. Rosen 401K Plan-5$99,119$40,956$8,191iApproximate average salary by contribution assumption: employee only about $204,780 at 4% or $136,520 at 6%; with 50% employer match about $136,520 at 4% or $91,013 at 6%; with 100% employer match about $102,390 at 4% or $68,260 at 6%.
200435$1,359,378$251,178$50,236iApproximate average salary by contribution assumption: employee only about $1,255,890 at 4% or $837,260 at 6%; with 50% employer match about $837,260 at 4% or $558,173 at 6%; with 100% employer match about $627,945 at 4% or $418,630 at 6%.
Daniel M. Rosen Defined Benefit Plan-3$837,165$206,374$68,791iApproximate average salary by contribution assumption: employee only about $1,719,783 at 4% or $1,146,522 at 6%; with 50% employer match about $1,146,522 at 4% or $764,348 at 6%; with 100% employer match about $859,892 at 4% or $573,261 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2$464,870--
Daniel M. Rosen 401K Plan-5$57,343$44,804$8,961iApproximate average salary by contribution assumption: employee only about $224,020 at 4% or $149,347 at 6%; with 50% employer match about $149,347 at 4% or $99,564 at 6%; with 100% employer match about $112,010 at 4% or $74,673 at 6%.
200334$1,084,202$189,475$47,369iApproximate average salary by contribution assumption: employee only about $1,184,219 at 4% or $789,479 at 6%; with 50% employer match about $789,479 at 4% or $526,319 at 6%; with 100% employer match about $592,109 at 4% or $394,740 at 6%.
Daniel M. Rosen Defined Benefit Plan-2$616,813$189,475$94,738iApproximate average salary by contribution assumption: employee only about $2,368,438 at 4% or $1,578,958 at 6%; with 50% employer match about $1,578,958 at 4% or $1,052,639 at 6%; with 100% employer match about $1,184,219 at 4% or $789,479 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2$455,750--
Daniel M. Rosen 401K Plan-4$11,639--
200232$435,244$199,495$99,748iApproximate average salary by contribution assumption: employee only about $2,493,688 at 4% or $1,662,458 at 6%; with 50% employer match about $1,662,458 at 4% or $1,108,306 at 6%; with 100% employer match about $1,246,844 at 4% or $831,229 at 6%.
Daniel M. Rosen Defined Benefit Plan-2$424,244$188,495$94,248iApproximate average salary by contribution assumption: employee only about $2,356,188 at 4% or $1,570,792 at 6%; with 50% employer match about $1,570,792 at 4% or $1,047,194 at 6%; with 100% employer match about $1,178,094 at 4% or $785,396 at 6%.
Daniel M. Rosen 401K Plan-2$11,000$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2---
200122$231,150$113,859$56,930iApproximate average salary by contribution assumption: employee only about $1,423,238 at 4% or $948,825 at 6%; with 50% employer match about $948,825 at 4% or $632,550 at 6%; with 100% employer match about $711,619 at 4% or $474,413 at 6%.
Daniel M. Rosen Defined Benefit Plan-2$231,150$113,859$56,930iApproximate average salary by contribution assumption: employee only about $1,423,238 at 4% or $948,825 at 6%; with 50% employer match about $948,825 at 4% or $632,550 at 6%; with 100% employer match about $711,619 at 4% or $474,413 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2---
200022$383,563$32,496$16,248iApproximate average salary by contribution assumption: employee only about $406,200 at 4% or $270,800 at 6%; with 50% employer match about $270,800 at 4% or $180,533 at 6%; with 100% employer match about $203,100 at 4% or $135,400 at 6%.
DANIEL M. ROSEN MONEY PURCHASE PLAN-2$383,563$32,496$16,248iApproximate average salary by contribution assumption: employee only about $406,200 at 4% or $270,800 at 6%; with 50% employer match about $270,800 at 4% or $180,533 at 6%; with 100% employer match about $203,100 at 4% or $135,400 at 6%.
Daniel M. Rosen Defined Benefit Plan-2---