Civic Intelligence

David L. Rosen, M.D.

Plan context: Profit Sharing Under David L. Rosen, M.D. Retirement Trust

EIN 13-3907319 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$29,495

2005 Contributions

$50,934

Historical Graphs

Total Assets Over Time

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

$1,971,077$985,539$0199920022004YearValue
$29,495Latest year 2004

Participants Over Time

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

420199920012003YearValue
1Latest year 2003

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
200510$0$0-
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-0---
200410$29,495$0-
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-0$29,495--
200311$1,792,017$0-
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-1$1,792,017--
200214$1,683,144$50,934$12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,225 at 6%; with 50% employer match about $212,225 at 4% or $141,483 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%.
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-4$1,683,144$50,934$12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,225 at 6%; with 50% employer match about $212,225 at 4% or $141,483 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%.
200113$1,766,698$32,927$10,976iApproximate average salary by contribution assumption: employee only about $274,392 at 4% or $182,928 at 6%; with 50% employer match about $182,928 at 4% or $121,952 at 6%; with 100% employer match about $137,196 at 4% or $91,464 at 6%.
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-3$1,766,698$32,927$10,976iApproximate average salary by contribution assumption: employee only about $274,392 at 4% or $182,928 at 6%; with 50% employer match about $182,928 at 4% or $121,952 at 6%; with 100% employer match about $137,196 at 4% or $91,464 at 6%.
200013$0$0-
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-3---
199914$1,971,077$46,400$11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%.
Profit Sharing Under David L. Rosen, M.D. Retirement Trust-4$1,971,077$46,400$11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%.