Civic Intelligence

Rotenberg & Co., L.L.P.

Plan context: Rotenberg & Co., L.L.P. Pension Plan

EIN 16-0953867 • Rochester, NY • 14 filings • 6 plans

Four Cambridge Place, Suite 2001870 Winton Road SouthRochester, NY 14618
Current Snapshot

Latest Year

2009

2009 Participants

74

2009 Assets

$5,121,063

2009 Contributions

$477,743

Historical Graphs

Total Assets Over Time

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

$7,287,378$3,643,689$0199920042009YearValue
$5,121,063Latest year 2009

Participants Over Time

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

74370199920042009YearValue
74Latest year 2009

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
2009174$5,121,063$477,743$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-74$5,121,063$477,743$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
2008155$3,804,778$487,035$8,855iApproximate average salary by contribution assumption: employee only about $221,380 at 4% or $147,586 at 6%; with 50% employer match about $147,586 at 4% or $98,391 at 6%; with 100% employer match about $110,690 at 4% or $73,793 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-55$3,804,778$487,035$8,855iApproximate average salary by contribution assumption: employee only about $221,380 at 4% or $147,586 at 6%; with 50% employer match about $147,586 at 4% or $98,391 at 6%; with 100% employer match about $110,690 at 4% or $73,793 at 6%.
2007153$6,170,585$586,611$11,068iApproximate average salary by contribution assumption: employee only about $276,703 at 4% or $184,469 at 6%; with 50% employer match about $184,469 at 4% or $122,979 at 6%; with 100% employer match about $138,352 at 4% or $92,234 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-53$6,170,585$586,611$11,068iApproximate average salary by contribution assumption: employee only about $276,703 at 4% or $184,469 at 6%; with 50% employer match about $184,469 at 4% or $122,979 at 6%; with 100% employer match about $138,352 at 4% or $92,234 at 6%.
2006165$7,287,378$505,001$7,769iApproximate average salary by contribution assumption: employee only about $194,231 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,116 at 4% or $64,744 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-65$7,287,378$505,001$7,769iApproximate average salary by contribution assumption: employee only about $194,231 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,116 at 4% or $64,744 at 6%.
2005170$6,297,112$523,442$7,478iApproximate average salary by contribution assumption: employee only about $186,944 at 4% or $124,629 at 6%; with 50% employer match about $124,629 at 4% or $83,086 at 6%; with 100% employer match about $93,472 at 4% or $62,315 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-70$6,297,112$523,442$7,478iApproximate average salary by contribution assumption: employee only about $186,944 at 4% or $124,629 at 6%; with 50% employer match about $124,629 at 4% or $83,086 at 6%; with 100% employer match about $93,472 at 4% or $62,315 at 6%.
2004167$5,540,875$520,317$7,766iApproximate average salary by contribution assumption: employee only about $194,148 at 4% or $129,432 at 6%; with 50% employer match about $129,432 at 4% or $86,288 at 6%; with 100% employer match about $97,074 at 4% or $64,716 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-67$5,540,875$520,317$7,766iApproximate average salary by contribution assumption: employee only about $194,148 at 4% or $129,432 at 6%; with 50% employer match about $129,432 at 4% or $86,288 at 6%; with 100% employer match about $97,074 at 4% or $64,716 at 6%.
2003169$5,497,495$505,667$7,329iApproximate average salary by contribution assumption: employee only about $183,213 at 4% or $122,142 at 6%; with 50% employer match about $122,142 at 4% or $81,428 at 6%; with 100% employer match about $91,606 at 4% or $61,071 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-69$5,497,495$505,667$7,329iApproximate average salary by contribution assumption: employee only about $183,213 at 4% or $122,142 at 6%; with 50% employer match about $122,142 at 4% or $81,428 at 6%; with 100% employer match about $91,606 at 4% or $61,071 at 6%.
2002173$4,283,742$468,511$6,418iApproximate average salary by contribution assumption: employee only about $160,449 at 4% or $106,966 at 6%; with 50% employer match about $106,966 at 4% or $71,311 at 6%; with 100% employer match about $80,224 at 4% or $53,483 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-73$4,283,742$468,511$6,418iApproximate average salary by contribution assumption: employee only about $160,449 at 4% or $106,966 at 6%; with 50% employer match about $106,966 at 4% or $71,311 at 6%; with 100% employer match about $80,224 at 4% or $53,483 at 6%.
2001261$4,597,651$1,318,157$21,609iApproximate average salary by contribution assumption: employee only about $540,228 at 4% or $360,152 at 6%; with 50% employer match about $360,152 at 4% or $240,101 at 6%; with 100% employer match about $270,114 at 4% or $180,076 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-61$4,597,651$168,255$2,758iApproximate average salary by contribution assumption: employee only about $68,957 at 4% or $45,971 at 6%; with 50% employer match about $45,971 at 4% or $30,648 at 6%; with 100% employer match about $34,478 at 4% or $22,986 at 6%.
Rotenberg & Co., L.L.P. Section 401K Profit Sharing Plan & Trust-0-$1,149,902-
2000232$5,012,248$329,491$10,297iApproximate average salary by contribution assumption: employee only about $257,415 at 4% or $171,610 at 6%; with 50% employer match about $171,610 at 4% or $114,407 at 6%; with 100% employer match about $128,707 at 4% or $85,805 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-32$3,687,995$172,612$5,394iApproximate average salary by contribution assumption: employee only about $134,853 at 4% or $89,902 at 6%; with 50% employer match about $89,902 at 4% or $59,935 at 6%; with 100% employer match about $67,427 at 4% or $44,951 at 6%.
Rotenberg & Co., L.L.P. Section 401K Profit Sharing Plan & Trust-32$1,324,253$156,879$4,902iApproximate average salary by contribution assumption: employee only about $122,562 at 4% or $81,708 at 6%; with 50% employer match about $81,708 at 4% or $54,472 at 6%; with 100% employer match about $61,281 at 4% or $40,854 at 6%.
1999234$4,660,231$299,436$8,807iApproximate average salary by contribution assumption: employee only about $220,174 at 4% or $146,782 at 6%; with 50% employer match about $146,782 at 4% or $97,855 at 6%; with 100% employer match about $110,087 at 4% or $73,391 at 6%.
Rotenberg & Co., L.L.P. Pension Plan-34$3,289,181$157,755$4,640iApproximate average salary by contribution assumption: employee only about $115,996 at 4% or $77,331 at 6%; with 50% employer match about $77,331 at 4% or $51,554 at 6%; with 100% employer match about $57,998 at 4% or $38,665 at 6%.
Rotenberg & Co., L.L.P. Section 401K Profit Sharing Plan & Trust-34$1,371,050$141,681$4,167iApproximate average salary by contribution assumption: employee only about $104,177 at 4% or $69,451 at 6%; with 50% employer match about $69,451 at 4% or $46,301 at 6%; with 100% employer match about $52,089 at 4% or $34,726 at 6%.