Civic Intelligence

Rosen & Associates PC.

Plan context: Rosen & Associates PC. 401-K Profit Sharing Plan

EIN 13-3707228 • New York, NY • 20 filings • 2 plans

747 Third Ave., 3rd FloorNew York, NY 10017
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$822,595

2024 Contributions

$22,687

Historical Graphs

Total Assets Over Time

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

$1,679,830$839,915$0200520162024YearValue
$822,595Latest year 2024

Participants Over Time

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

840200520152024YearValue
2Latest year 2024

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
202412$822,595$0-
Rosen & Associates PC. 401-K Profit Sharing Plan-2$822,595$0-
202316$1,337,995$22,687$3,781iApproximate average salary by contribution assumption: employee only about $94,529 at 4% or $63,019 at 6%; with 50% employer match about $63,019 at 4% or $42,013 at 6%; with 100% employer match about $47,265 at 4% or $31,510 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-6$1,337,995$22,687$3,781iApproximate average salary by contribution assumption: employee only about $94,529 at 4% or $63,019 at 6%; with 50% employer match about $63,019 at 4% or $42,013 at 6%; with 100% employer match about $47,265 at 4% or $31,510 at 6%.
202216$1,150,784$28,067$4,678iApproximate average salary by contribution assumption: employee only about $116,946 at 4% or $77,964 at 6%; with 50% employer match about $77,964 at 4% or $51,976 at 6%; with 100% employer match about $58,473 at 4% or $38,982 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-6$1,150,784$28,067$4,678iApproximate average salary by contribution assumption: employee only about $116,946 at 4% or $77,964 at 6%; with 50% employer match about $77,964 at 4% or $51,976 at 6%; with 100% employer match about $58,473 at 4% or $38,982 at 6%.
202113$1,679,830$47,284$15,761iApproximate average salary by contribution assumption: employee only about $394,033 at 4% or $262,689 at 6%; with 50% employer match about $262,689 at 4% or $175,126 at 6%; with 100% employer match about $197,017 at 4% or $131,344 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-3$1,679,830$47,284$15,761iApproximate average salary by contribution assumption: employee only about $394,033 at 4% or $262,689 at 6%; with 50% employer match about $262,689 at 4% or $175,126 at 6%; with 100% employer match about $197,017 at 4% or $131,344 at 6%.
202017$1,450,700$43,608$6,230iApproximate average salary by contribution assumption: employee only about $155,743 at 4% or $103,829 at 6%; with 50% employer match about $103,829 at 4% or $69,219 at 6%; with 100% employer match about $77,871 at 4% or $51,914 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-7$1,450,700$43,608$6,230iApproximate average salary by contribution assumption: employee only about $155,743 at 4% or $103,829 at 6%; with 50% employer match about $103,829 at 4% or $69,219 at 6%; with 100% employer match about $77,871 at 4% or $51,914 at 6%.
201917$1,238,851$97,635$13,948iApproximate average salary by contribution assumption: employee only about $348,696 at 4% or $232,464 at 6%; with 50% employer match about $232,464 at 4% or $154,976 at 6%; with 100% employer match about $174,348 at 4% or $116,232 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-7$1,238,851$97,635$13,948iApproximate average salary by contribution assumption: employee only about $348,696 at 4% or $232,464 at 6%; with 50% employer match about $232,464 at 4% or $154,976 at 6%; with 100% employer match about $174,348 at 4% or $116,232 at 6%.
201816$951,389$37,000$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-6$951,389$37,000$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
201717$1,204,585$54,923$7,846iApproximate average salary by contribution assumption: employee only about $196,154 at 4% or $130,769 at 6%; with 50% employer match about $130,769 at 4% or $87,179 at 6%; with 100% employer match about $98,077 at 4% or $65,385 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-7$1,204,585$54,923$7,846iApproximate average salary by contribution assumption: employee only about $196,154 at 4% or $130,769 at 6%; with 50% employer match about $130,769 at 4% or $87,179 at 6%; with 100% employer match about $98,077 at 4% or $65,385 at 6%.
201618$1,019,433$35,987$4,498iApproximate average salary by contribution assumption: employee only about $112,459 at 4% or $74,973 at 6%; with 50% employer match about $74,973 at 4% or $49,982 at 6%; with 100% employer match about $56,230 at 4% or $37,486 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-8$1,019,433$35,987$4,498iApproximate average salary by contribution assumption: employee only about $112,459 at 4% or $74,973 at 6%; with 50% employer match about $74,973 at 4% or $49,982 at 6%; with 100% employer match about $56,230 at 4% or $37,486 at 6%.
201518$918,593$62,957$7,870iApproximate average salary by contribution assumption: employee only about $196,741 at 4% or $131,160 at 6%; with 50% employer match about $131,160 at 4% or $87,440 at 6%; with 100% employer match about $98,370 at 4% or $65,580 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-8$918,593$62,957$7,870iApproximate average salary by contribution assumption: employee only about $196,741 at 4% or $131,160 at 6%; with 50% employer match about $131,160 at 4% or $87,440 at 6%; with 100% employer match about $98,370 at 4% or $65,580 at 6%.
201417$889,570$78,413$11,202iApproximate average salary by contribution assumption: employee only about $280,046 at 4% or $186,698 at 6%; with 50% employer match about $186,698 at 4% or $124,465 at 6%; with 100% employer match about $140,023 at 4% or $93,349 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-7$889,570$78,413$11,202iApproximate average salary by contribution assumption: employee only about $280,046 at 4% or $186,698 at 6%; with 50% employer match about $186,698 at 4% or $124,465 at 6%; with 100% employer match about $140,023 at 4% or $93,349 at 6%.
201316$792,992$63,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-6$792,992$63,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
201216$622,049$60,662$10,110iApproximate average salary by contribution assumption: employee only about $252,758 at 4% or $168,506 at 6%; with 50% employer match about $168,506 at 4% or $112,337 at 6%; with 100% employer match about $126,379 at 4% or $84,253 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-6$622,049$60,662$10,110iApproximate average salary by contribution assumption: employee only about $252,758 at 4% or $168,506 at 6%; with 50% employer match about $168,506 at 4% or $112,337 at 6%; with 100% employer match about $126,379 at 4% or $84,253 at 6%.
201118$501,270$92,422$11,553iApproximate average salary by contribution assumption: employee only about $288,819 at 4% or $192,546 at 6%; with 50% employer match about $192,546 at 4% or $128,364 at 6%; with 100% employer match about $144,409 at 4% or $96,273 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-8$501,270$92,422$11,553iApproximate average salary by contribution assumption: employee only about $288,819 at 4% or $192,546 at 6%; with 50% employer match about $192,546 at 4% or $128,364 at 6%; with 100% employer match about $144,409 at 4% or $96,273 at 6%.
201018$533,862$82,229$10,279iApproximate average salary by contribution assumption: employee only about $256,966 at 4% or $171,310 at 6%; with 50% employer match about $171,310 at 4% or $114,207 at 6%; with 100% employer match about $128,483 at 4% or $85,655 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-8$533,862$82,229$10,279iApproximate average salary by contribution assumption: employee only about $256,966 at 4% or $171,310 at 6%; with 50% employer match about $171,310 at 4% or $114,207 at 6%; with 100% employer match about $128,483 at 4% or $85,655 at 6%.
200916$396,982$64,546$10,758iApproximate average salary by contribution assumption: employee only about $268,942 at 4% or $179,294 at 6%; with 50% employer match about $179,294 at 4% or $119,530 at 6%; with 100% employer match about $134,471 at 4% or $89,647 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-6$396,982$64,546$10,758iApproximate average salary by contribution assumption: employee only about $268,942 at 4% or $179,294 at 6%; with 50% employer match about $179,294 at 4% or $119,530 at 6%; with 100% employer match about $134,471 at 4% or $89,647 at 6%.
200814$0$0-
Rosen & Associates PC. 401-K Profit Sharing Plan-4---
200713$0$0-
Rosen & Associates PC. 401-K Profit Sharing Plan-3---
200614$175,061$79,261$19,815iApproximate average salary by contribution assumption: employee only about $495,381 at 4% or $330,254 at 6%; with 50% employer match about $330,254 at 4% or $220,169 at 6%; with 100% employer match about $247,691 at 4% or $165,127 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-4$175,061$79,261$19,815iApproximate average salary by contribution assumption: employee only about $495,381 at 4% or $330,254 at 6%; with 50% employer match about $330,254 at 4% or $220,169 at 6%; with 100% employer match about $247,691 at 4% or $165,127 at 6%.
200514$88,712$87,767$21,942iApproximate average salary by contribution assumption: employee only about $548,544 at 4% or $365,696 at 6%; with 50% employer match about $365,696 at 4% or $243,797 at 6%; with 100% employer match about $274,272 at 4% or $182,848 at 6%.
Rosen & Associates PC. 401-K Profit Sharing Plan-4$88,712$87,767$21,942iApproximate average salary by contribution assumption: employee only about $548,544 at 4% or $365,696 at 6%; with 50% employer match about $365,696 at 4% or $243,797 at 6%; with 100% employer match about $274,272 at 4% or $182,848 at 6%.