Civic Intelligence

Shufro, Rose & Co., L.L.C.

Plan context: Shufro, Rose & Co. 401(K) Plan

EIN 13-5390713 • New York, NY • 25 filings • 5 plans

745 Fifth AvenueNew York, NY 10151-2600
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$16,158,488

2024 Contributions

$619,893

Historical Graphs

Total Assets Over Time

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

$21,563,831$10,781,916$0200020132024YearValue
$16,158,488Latest year 2024

Participants Over Time

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

26130200020122024YearValue
26Latest 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
2024126$16,158,488$619,893$23,842iApproximate average salary by contribution assumption: employee only about $596,051 at 4% or $397,367 at 6%; with 50% employer match about $397,367 at 4% or $264,912 at 6%; with 100% employer match about $298,025 at 4% or $198,684 at 6%.
Shufro, Rose & Co. 401(K) Plan-26$16,158,488$619,893$23,842iApproximate average salary by contribution assumption: employee only about $596,051 at 4% or $397,367 at 6%; with 50% employer match about $397,367 at 4% or $264,912 at 6%; with 100% employer match about $298,025 at 4% or $198,684 at 6%.
2023125$14,303,155$605,633$24,225iApproximate average salary by contribution assumption: employee only about $605,633 at 4% or $403,755 at 6%; with 50% employer match about $403,755 at 4% or $269,170 at 6%; with 100% employer match about $302,817 at 4% or $201,878 at 6%.
Shufro, Rose & Co. 401(K) Plan-25$14,303,155$605,633$24,225iApproximate average salary by contribution assumption: employee only about $605,633 at 4% or $403,755 at 6%; with 50% employer match about $403,755 at 4% or $269,170 at 6%; with 100% employer match about $302,817 at 4% or $201,878 at 6%.
2022126$12,487,298$692,518$26,635iApproximate average salary by contribution assumption: employee only about $665,883 at 4% or $443,922 at 6%; with 50% employer match about $443,922 at 4% or $295,948 at 6%; with 100% employer match about $332,941 at 4% or $221,961 at 6%.
Shufro, Rose & Co. 401(K) Plan-26$12,487,298$692,518$26,635iApproximate average salary by contribution assumption: employee only about $665,883 at 4% or $443,922 at 6%; with 50% employer match about $443,922 at 4% or $295,948 at 6%; with 100% employer match about $332,941 at 4% or $221,961 at 6%.
2021123$21,563,831$520,322$22,623iApproximate average salary by contribution assumption: employee only about $565,567 at 4% or $377,045 at 6%; with 50% employer match about $377,045 at 4% or $251,363 at 6%; with 100% employer match about $282,784 at 4% or $188,522 at 6%.
Shufro, Rose & Co. 401(K) Plan-23$21,563,831$520,322$22,623iApproximate average salary by contribution assumption: employee only about $565,567 at 4% or $377,045 at 6%; with 50% employer match about $377,045 at 4% or $251,363 at 6%; with 100% employer match about $282,784 at 4% or $188,522 at 6%.
2020123$18,821,883$453,477$19,716iApproximate average salary by contribution assumption: employee only about $492,910 at 4% or $328,607 at 6%; with 50% employer match about $328,607 at 4% or $219,071 at 6%; with 100% employer match about $246,455 at 4% or $164,303 at 6%.
Shufro, Rose & Co. 401(K) Plan-23$18,821,883$453,477$19,716iApproximate average salary by contribution assumption: employee only about $492,910 at 4% or $328,607 at 6%; with 50% employer match about $328,607 at 4% or $219,071 at 6%; with 100% employer match about $246,455 at 4% or $164,303 at 6%.
2019120$16,344,828$344,729$17,236iApproximate average salary by contribution assumption: employee only about $430,911 at 4% or $287,274 at 6%; with 50% employer match about $287,274 at 4% or $191,516 at 6%; with 100% employer match about $215,456 at 4% or $143,637 at 6%.
Shufro, Rose & Co. 401(K) Plan-20$16,344,828$344,729$17,236iApproximate average salary by contribution assumption: employee only about $430,911 at 4% or $287,274 at 6%; with 50% employer match about $287,274 at 4% or $191,516 at 6%; with 100% employer match about $215,456 at 4% or $143,637 at 6%.
2018117$14,056,388$505,330$29,725iApproximate average salary by contribution assumption: employee only about $743,132 at 4% or $495,422 at 6%; with 50% employer match about $495,422 at 4% or $330,281 at 6%; with 100% employer match about $371,566 at 4% or $247,711 at 6%.
Shufro, Rose & Co. 401(K) Plan-17$14,056,388$505,330$29,725iApproximate average salary by contribution assumption: employee only about $743,132 at 4% or $495,422 at 6%; with 50% employer match about $495,422 at 4% or $330,281 at 6%; with 100% employer match about $371,566 at 4% or $247,711 at 6%.
2017120$15,760,108$369,890$18,495iApproximate average salary by contribution assumption: employee only about $462,363 at 4% or $308,242 at 6%; with 50% employer match about $308,242 at 4% or $205,494 at 6%; with 100% employer match about $231,181 at 4% or $154,121 at 6%.
Shufro, Rose & Co. 401(K) Plan-20$15,760,108$369,890$18,495iApproximate average salary by contribution assumption: employee only about $462,363 at 4% or $308,242 at 6%; with 50% employer match about $308,242 at 4% or $205,494 at 6%; with 100% employer match about $231,181 at 4% or $154,121 at 6%.
2016121$14,234,086$398,400$18,971iApproximate average salary by contribution assumption: employee only about $474,286 at 4% or $316,190 at 6%; with 50% employer match about $316,190 at 4% or $210,794 at 6%; with 100% employer match about $237,143 at 4% or $158,095 at 6%.
Shufro, Rose & Co. 401(K) Plan-21$14,234,086$398,400$18,971iApproximate average salary by contribution assumption: employee only about $474,286 at 4% or $316,190 at 6%; with 50% employer match about $316,190 at 4% or $210,794 at 6%; with 100% employer match about $237,143 at 4% or $158,095 at 6%.
2015121$13,387,854$350,631$16,697iApproximate average salary by contribution assumption: employee only about $417,418 at 4% or $278,279 at 6%; with 50% employer match about $278,279 at 4% or $185,519 at 6%; with 100% employer match about $208,709 at 4% or $139,139 at 6%.
Shufro, Rose & Co. 401(K) Plan-21$13,387,854$350,631$16,697iApproximate average salary by contribution assumption: employee only about $417,418 at 4% or $278,279 at 6%; with 50% employer match about $278,279 at 4% or $185,519 at 6%; with 100% employer match about $208,709 at 4% or $139,139 at 6%.
2014121$13,377,086$347,284$16,537iApproximate average salary by contribution assumption: employee only about $413,433 at 4% or $275,622 at 6%; with 50% employer match about $275,622 at 4% or $183,748 at 6%; with 100% employer match about $206,717 at 4% or $137,811 at 6%.
Shufro, Rose & Co. 401(K) Plan-21$13,377,086$347,284$16,537iApproximate average salary by contribution assumption: employee only about $413,433 at 4% or $275,622 at 6%; with 50% employer match about $275,622 at 4% or $183,748 at 6%; with 100% employer match about $206,717 at 4% or $137,811 at 6%.
2013122$14,767,747$376,208$17,100iApproximate average salary by contribution assumption: employee only about $427,509 at 4% or $285,006 at 6%; with 50% employer match about $285,006 at 4% or $190,004 at 6%; with 100% employer match about $213,755 at 4% or $142,503 at 6%.
Shufro, Rose & Co. 401(K) Plan-22$14,767,747$376,208$17,100iApproximate average salary by contribution assumption: employee only about $427,509 at 4% or $285,006 at 6%; with 50% employer match about $285,006 at 4% or $190,004 at 6%; with 100% employer match about $213,755 at 4% or $142,503 at 6%.
2012122$12,470,707$363,393$16,518iApproximate average salary by contribution assumption: employee only about $412,947 at 4% or $275,298 at 6%; with 50% employer match about $275,298 at 4% or $183,532 at 6%; with 100% employer match about $206,473 at 4% or $137,649 at 6%.
Shufro, Rose & Co. 401(K) Plan-22$12,470,707$363,393$16,518iApproximate average salary by contribution assumption: employee only about $412,947 at 4% or $275,298 at 6%; with 50% employer match about $275,298 at 4% or $183,532 at 6%; with 100% employer match about $206,473 at 4% or $137,649 at 6%.
2011122$11,253,243$347,233$15,783iApproximate average salary by contribution assumption: employee only about $394,583 at 4% or $263,055 at 6%; with 50% employer match about $263,055 at 4% or $175,370 at 6%; with 100% employer match about $197,291 at 4% or $131,528 at 6%.
Shufro, Rose & Co. 401(K) Plan-22$11,253,243$347,233$15,783iApproximate average salary by contribution assumption: employee only about $394,583 at 4% or $263,055 at 6%; with 50% employer match about $263,055 at 4% or $175,370 at 6%; with 100% employer match about $197,291 at 4% or $131,528 at 6%.
2010115$11,527,995$427,620$28,508iApproximate average salary by contribution assumption: employee only about $712,700 at 4% or $475,133 at 6%; with 50% employer match about $475,133 at 4% or $316,756 at 6%; with 100% employer match about $356,350 at 4% or $237,567 at 6%.
Shufro, Rose & Co. 401(K) Plan-15$11,527,995$427,620$28,508iApproximate average salary by contribution assumption: employee only about $712,700 at 4% or $475,133 at 6%; with 50% employer match about $475,133 at 4% or $316,756 at 6%; with 100% employer match about $356,350 at 4% or $237,567 at 6%.
2009115$9,711,395$721,888$48,126iApproximate average salary by contribution assumption: employee only about $1,203,147 at 4% or $802,098 at 6%; with 50% employer match about $802,098 at 4% or $534,732 at 6%; with 100% employer match about $601,573 at 4% or $401,049 at 6%.
Shufro, Rose & Co. 401(K) Plan-15$9,711,395$721,888$48,126iApproximate average salary by contribution assumption: employee only about $1,203,147 at 4% or $802,098 at 6%; with 50% employer match about $802,098 at 4% or $534,732 at 6%; with 100% employer match about $601,573 at 4% or $401,049 at 6%.
2008120$8,135,990$424,000$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
Shufro, Rose & Co. 401(K) Plan-20$8,135,990$424,000$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
2007123$0$0-
Shufro, Rose & Co. 401(K) Plan-23---
2006123$20,294,391$454,493$19,761iApproximate average salary by contribution assumption: employee only about $494,014 at 4% or $329,343 at 6%; with 50% employer match about $329,343 at 4% or $219,562 at 6%; with 100% employer match about $247,007 at 4% or $164,671 at 6%.
Shufro, Rose & Co. 401(K) Plan-23$20,294,391$454,493$19,761iApproximate average salary by contribution assumption: employee only about $494,014 at 4% or $329,343 at 6%; with 50% employer match about $329,343 at 4% or $219,562 at 6%; with 100% employer match about $247,007 at 4% or $164,671 at 6%.
2005122$19,770,842$414,945$18,861iApproximate average salary by contribution assumption: employee only about $471,528 at 4% or $314,352 at 6%; with 50% employer match about $314,352 at 4% or $209,568 at 6%; with 100% employer match about $235,764 at 4% or $157,176 at 6%.
Shufro, Rose & Co. 401(K) Plan-22$19,770,842$414,945$18,861iApproximate average salary by contribution assumption: employee only about $471,528 at 4% or $314,352 at 6%; with 50% employer match about $314,352 at 4% or $209,568 at 6%; with 100% employer match about $235,764 at 4% or $157,176 at 6%.
2004121$18,973,738$394,274$18,775iApproximate average salary by contribution assumption: employee only about $469,374 at 4% or $312,916 at 6%; with 50% employer match about $312,916 at 4% or $208,611 at 6%; with 100% employer match about $234,687 at 4% or $156,458 at 6%.
Shufro, Rose & Co. 401(K) Plan-21$18,973,738$394,274$18,775iApproximate average salary by contribution assumption: employee only about $469,374 at 4% or $312,916 at 6%; with 50% employer match about $312,916 at 4% or $208,611 at 6%; with 100% employer match about $234,687 at 4% or $156,458 at 6%.
2003121$17,033,339$288,801$13,752iApproximate average salary by contribution assumption: employee only about $343,811 at 4% or $229,207 at 6%; with 50% employer match about $229,207 at 4% or $152,805 at 6%; with 100% employer match about $171,905 at 4% or $114,604 at 6%.
Shufro, Rose & Co. 401(K) Plan-21$17,033,339$288,801$13,752iApproximate average salary by contribution assumption: employee only about $343,811 at 4% or $229,207 at 6%; with 50% employer match about $229,207 at 4% or $152,805 at 6%; with 100% employer match about $171,905 at 4% or $114,604 at 6%.
2002121$12,043,914$283,333$13,492iApproximate average salary by contribution assumption: employee only about $337,301 at 4% or $224,867 at 6%; with 50% employer match about $224,867 at 4% or $149,912 at 6%; with 100% employer match about $168,651 at 4% or $112,434 at 6%.
Shufro, Rose & Co. 401(K) Plan-21$12,043,914$283,333$13,492iApproximate average salary by contribution assumption: employee only about $337,301 at 4% or $224,867 at 6%; with 50% employer match about $224,867 at 4% or $149,912 at 6%; with 100% employer match about $168,651 at 4% or $112,434 at 6%.
2001119$13,464,379$234,848$12,360iApproximate average salary by contribution assumption: employee only about $309,011 at 4% or $206,007 at 6%; with 50% employer match about $206,007 at 4% or $137,338 at 6%; with 100% employer match about $154,505 at 4% or $103,004 at 6%.
Shufro, Rose & Co. 401(K) Plan-19$13,464,379$234,848$12,360iApproximate average salary by contribution assumption: employee only about $309,011 at 4% or $206,007 at 6%; with 50% employer match about $206,007 at 4% or $137,338 at 6%; with 100% employer match about $154,505 at 4% or $103,004 at 6%.
2000118$11,816,603$246,361$13,687iApproximate average salary by contribution assumption: employee only about $342,168 at 4% or $228,112 at 6%; with 50% employer match about $228,112 at 4% or $152,075 at 6%; with 100% employer match about $171,084 at 4% or $114,056 at 6%.
Shufro, Rose & Co. 401(K) Plan-18$11,816,603$246,361$13,687iApproximate average salary by contribution assumption: employee only about $342,168 at 4% or $228,112 at 6%; with 50% employer match about $228,112 at 4% or $152,075 at 6%; with 100% employer match about $171,084 at 4% or $114,056 at 6%.