Civic Intelligence

Rosewood Advisors, LLC

Plan context: Rosewood Advisors LLC 401(K) Savings Plan

EIN 14-1948843 • Lafayette, CA • 14 filings • 2 plans

3559 MT Diablo Blvd Pmb 33Lafayette, CA 94549
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$4,066,091

2020 Contributions

$44,410

Historical Graphs

Total Assets Over Time

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

$4,066,091$2,033,046$0200720132019YearValue
$4,066,091Latest year 2019

Participants Over Time

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

1790200720132019YearValue
5Latest 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$0-
Rosewood Advisors LLC 401(K) Savings Plan-0---
201915$4,066,091$44,410$8,882iApproximate average salary by contribution assumption: employee only about $222,050 at 4% or $148,033 at 6%; with 50% employer match about $148,033 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-5$4,066,091$44,410$8,882iApproximate average salary by contribution assumption: employee only about $222,050 at 4% or $148,033 at 6%; with 50% employer match about $148,033 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
201815$3,119,467$65,415$13,083iApproximate average salary by contribution assumption: employee only about $327,075 at 4% or $218,050 at 6%; with 50% employer match about $218,050 at 4% or $145,367 at 6%; with 100% employer match about $163,538 at 4% or $109,025 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-5$3,119,467$65,415$13,083iApproximate average salary by contribution assumption: employee only about $327,075 at 4% or $218,050 at 6%; with 50% employer match about $218,050 at 4% or $145,367 at 6%; with 100% employer match about $163,538 at 4% or $109,025 at 6%.
201715$3,182,435$76,800$15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-5$3,182,435$76,800$15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%.
201615$2,971,536$66,496$13,299iApproximate average salary by contribution assumption: employee only about $332,480 at 4% or $221,653 at 6%; with 50% employer match about $221,653 at 4% or $147,769 at 6%; with 100% employer match about $166,240 at 4% or $110,827 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-5$2,971,536$66,496$13,299iApproximate average salary by contribution assumption: employee only about $332,480 at 4% or $221,653 at 6%; with 50% employer match about $221,653 at 4% or $147,769 at 6%; with 100% employer match about $166,240 at 4% or $110,827 at 6%.
201515$2,762,738$73,340$14,668iApproximate average salary by contribution assumption: employee only about $366,700 at 4% or $244,467 at 6%; with 50% employer match about $244,467 at 4% or $162,978 at 6%; with 100% employer match about $183,350 at 4% or $122,233 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-5$2,762,738$73,340$14,668iApproximate average salary by contribution assumption: employee only about $366,700 at 4% or $244,467 at 6%; with 50% employer match about $244,467 at 4% or $162,978 at 6%; with 100% employer match about $183,350 at 4% or $122,233 at 6%.
201416$2,951,710$118,703$19,784iApproximate average salary by contribution assumption: employee only about $494,596 at 4% or $329,731 at 6%; with 50% employer match about $329,731 at 4% or $219,820 at 6%; with 100% employer match about $247,298 at 4% or $164,865 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-6$2,951,710$118,703$19,784iApproximate average salary by contribution assumption: employee only about $494,596 at 4% or $329,731 at 6%; with 50% employer match about $329,731 at 4% or $219,820 at 6%; with 100% employer match about $247,298 at 4% or $164,865 at 6%.
201319$2,600,570$141,789$15,754iApproximate average salary by contribution assumption: employee only about $393,858 at 4% or $262,572 at 6%; with 50% employer match about $262,572 at 4% or $175,048 at 6%; with 100% employer match about $196,929 at 4% or $131,286 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-9$2,600,570$141,789$15,754iApproximate average salary by contribution assumption: employee only about $393,858 at 4% or $262,572 at 6%; with 50% employer match about $262,572 at 4% or $175,048 at 6%; with 100% employer match about $196,929 at 4% or $131,286 at 6%.
2012112$1,943,481$156,130$13,011iApproximate average salary by contribution assumption: employee only about $325,271 at 4% or $216,847 at 6%; with 50% employer match about $216,847 at 4% or $144,565 at 6%; with 100% employer match about $162,635 at 4% or $108,424 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-12$1,943,481$156,130$13,011iApproximate average salary by contribution assumption: employee only about $325,271 at 4% or $216,847 at 6%; with 50% employer match about $216,847 at 4% or $144,565 at 6%; with 100% employer match about $162,635 at 4% or $108,424 at 6%.
2011113$1,573,923$128,966$9,920iApproximate average salary by contribution assumption: employee only about $248,012 at 4% or $165,341 at 6%; with 50% employer match about $165,341 at 4% or $110,227 at 6%; with 100% employer match about $124,006 at 4% or $82,671 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-13$1,573,923$128,966$9,920iApproximate average salary by contribution assumption: employee only about $248,012 at 4% or $165,341 at 6%; with 50% employer match about $165,341 at 4% or $110,227 at 6%; with 100% employer match about $124,006 at 4% or $82,671 at 6%.
2010111$1,525,828$122,477$11,134iApproximate average salary by contribution assumption: employee only about $278,357 at 4% or $185,571 at 6%; with 50% employer match about $185,571 at 4% or $123,714 at 6%; with 100% employer match about $139,178 at 4% or $92,786 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-11$1,525,828$122,477$11,134iApproximate average salary by contribution assumption: employee only about $278,357 at 4% or $185,571 at 6%; with 50% employer match about $185,571 at 4% or $123,714 at 6%; with 100% employer match about $139,178 at 4% or $92,786 at 6%.
2009112$1,268,558$186,153$15,513iApproximate average salary by contribution assumption: employee only about $387,819 at 4% or $258,546 at 6%; with 50% employer match about $258,546 at 4% or $172,364 at 6%; with 100% employer match about $193,909 at 4% or $129,273 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-12$1,268,558$186,153$15,513iApproximate average salary by contribution assumption: employee only about $387,819 at 4% or $258,546 at 6%; with 50% employer match about $258,546 at 4% or $172,364 at 6%; with 100% employer match about $193,909 at 4% or $129,273 at 6%.
2008117$864,872$148,023$8,707iApproximate average salary by contribution assumption: employee only about $217,681 at 4% or $145,121 at 6%; with 50% employer match about $145,121 at 4% or $96,747 at 6%; with 100% employer match about $108,840 at 4% or $72,560 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-17$864,872$148,023$8,707iApproximate average salary by contribution assumption: employee only about $217,681 at 4% or $145,121 at 6%; with 50% employer match about $145,121 at 4% or $96,747 at 6%; with 100% employer match about $108,840 at 4% or $72,560 at 6%.
2007116$1,165,174$226,229$14,139iApproximate average salary by contribution assumption: employee only about $353,483 at 4% or $235,655 at 6%; with 50% employer match about $235,655 at 4% or $157,103 at 6%; with 100% employer match about $176,741 at 4% or $117,828 at 6%.
Rosewood Advisors LLC 401(K) Savings Plan-16$1,165,174$226,229$14,139iApproximate average salary by contribution assumption: employee only about $353,483 at 4% or $235,655 at 6%; with 50% employer match about $235,655 at 4% or $157,103 at 6%; with 100% employer match about $176,741 at 4% or $117,828 at 6%.