Civic Intelligence

David I. Rosen, DDS

Plan context: David I Rosen Dds 401 K Profit Sharing Plan

EIN 16-1512800 • Rochester, NY • 26 filings • 7 plans

2000 Winton Road South, Building 3Rochester, NY 14618
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$1,365,583

2023 Contributions

$33,306

Historical Graphs

Total Assets Over Time

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

$1,568,479$784,240$0200020122022YearValue
$1,365,583Latest year 2022

Participants Over Time

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

530200020112022YearValue
5Latest year 2022

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
202310$0$0-
David I Rosen Dds 401 K Profit Sharing Plan-0$0--
202215$1,365,583$33,306$6,661iApproximate average salary by contribution assumption: employee only about $166,530 at 4% or $111,020 at 6%; with 50% employer match about $111,020 at 4% or $74,013 at 6%; with 100% employer match about $83,265 at 4% or $55,510 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$1,365,583$33,306$6,661iApproximate average salary by contribution assumption: employee only about $166,530 at 4% or $111,020 at 6%; with 50% employer match about $111,020 at 4% or $74,013 at 6%; with 100% employer match about $83,265 at 4% or $55,510 at 6%.
202115$1,568,479$45,120$9,024iApproximate average salary by contribution assumption: employee only about $225,600 at 4% or $150,400 at 6%; with 50% employer match about $150,400 at 4% or $100,267 at 6%; with 100% employer match about $112,800 at 4% or $75,200 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$1,568,479$45,120$9,024iApproximate average salary by contribution assumption: employee only about $225,600 at 4% or $150,400 at 6%; with 50% employer match about $150,400 at 4% or $100,267 at 6%; with 100% employer match about $112,800 at 4% or $75,200 at 6%.
202015$1,333,932$46,366$9,273iApproximate average salary by contribution assumption: employee only about $231,830 at 4% or $154,553 at 6%; with 50% employer match about $154,553 at 4% or $103,036 at 6%; with 100% employer match about $115,915 at 4% or $77,277 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$1,333,932$46,366$9,273iApproximate average salary by contribution assumption: employee only about $231,830 at 4% or $154,553 at 6%; with 50% employer match about $154,553 at 4% or $103,036 at 6%; with 100% employer match about $115,915 at 4% or $77,277 at 6%.
201915$1,091,491$46,765$9,353iApproximate average salary by contribution assumption: employee only about $233,825 at 4% or $155,883 at 6%; with 50% employer match about $155,883 at 4% or $103,922 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$1,091,491$46,765$9,353iApproximate average salary by contribution assumption: employee only about $233,825 at 4% or $155,883 at 6%; with 50% employer match about $155,883 at 4% or $103,922 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%.
201815$838,423$48,198$9,640iApproximate average salary by contribution assumption: employee only about $240,990 at 4% or $160,660 at 6%; with 50% employer match about $160,660 at 4% or $107,107 at 6%; with 100% employer match about $120,495 at 4% or $80,330 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$838,423$48,198$9,640iApproximate average salary by contribution assumption: employee only about $240,990 at 4% or $160,660 at 6%; with 50% employer match about $160,660 at 4% or $107,107 at 6%; with 100% employer match about $120,495 at 4% or $80,330 at 6%.
201715$835,309$45,075$9,015iApproximate average salary by contribution assumption: employee only about $225,375 at 4% or $150,250 at 6%; with 50% employer match about $150,250 at 4% or $100,167 at 6%; with 100% employer match about $112,688 at 4% or $75,125 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$835,309$45,075$9,015iApproximate average salary by contribution assumption: employee only about $225,375 at 4% or $150,250 at 6%; with 50% employer match about $150,250 at 4% or $100,167 at 6%; with 100% employer match about $112,688 at 4% or $75,125 at 6%.
201615$644,266$43,991$8,798iApproximate average salary by contribution assumption: employee only about $219,955 at 4% or $146,637 at 6%; with 50% employer match about $146,637 at 4% or $97,758 at 6%; with 100% employer match about $109,978 at 4% or $73,318 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-5$644,266$43,991$8,798iApproximate average salary by contribution assumption: employee only about $219,955 at 4% or $146,637 at 6%; with 50% employer match about $146,637 at 4% or $97,758 at 6%; with 100% employer match about $109,978 at 4% or $73,318 at 6%.
201512$562,256$39,410$19,705iApproximate average salary by contribution assumption: employee only about $492,625 at 4% or $328,417 at 6%; with 50% employer match about $328,417 at 4% or $218,944 at 6%; with 100% employer match about $246,313 at 4% or $164,208 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-2$562,256$39,410$19,705iApproximate average salary by contribution assumption: employee only about $492,625 at 4% or $328,417 at 6%; with 50% employer match about $328,417 at 4% or $218,944 at 6%; with 100% employer match about $246,313 at 4% or $164,208 at 6%.
201414$561,056$29,065$7,266iApproximate average salary by contribution assumption: employee only about $181,656 at 4% or $121,104 at 6%; with 50% employer match about $121,104 at 4% or $80,736 at 6%; with 100% employer match about $90,828 at 4% or $60,552 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$561,056$29,065$7,266iApproximate average salary by contribution assumption: employee only about $181,656 at 4% or $121,104 at 6%; with 50% employer match about $121,104 at 4% or $80,736 at 6%; with 100% employer match about $90,828 at 4% or $60,552 at 6%.
201314$504,457$38,891$9,723iApproximate average salary by contribution assumption: employee only about $243,069 at 4% or $162,046 at 6%; with 50% employer match about $162,046 at 4% or $108,031 at 6%; with 100% employer match about $121,534 at 4% or $81,023 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$504,457$38,891$9,723iApproximate average salary by contribution assumption: employee only about $243,069 at 4% or $162,046 at 6%; with 50% employer match about $162,046 at 4% or $108,031 at 6%; with 100% employer match about $121,534 at 4% or $81,023 at 6%.
201214$386,994$37,904$9,476iApproximate average salary by contribution assumption: employee only about $236,900 at 4% or $157,933 at 6%; with 50% employer match about $157,933 at 4% or $105,289 at 6%; with 100% employer match about $118,450 at 4% or $78,967 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$386,994$37,904$9,476iApproximate average salary by contribution assumption: employee only about $236,900 at 4% or $157,933 at 6%; with 50% employer match about $157,933 at 4% or $105,289 at 6%; with 100% employer match about $118,450 at 4% or $78,967 at 6%.
201114$302,940$29,283$7,321iApproximate average salary by contribution assumption: employee only about $183,019 at 4% or $122,013 at 6%; with 50% employer match about $122,013 at 4% or $81,342 at 6%; with 100% employer match about $91,509 at 4% or $61,006 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$302,940$29,283$7,321iApproximate average salary by contribution assumption: employee only about $183,019 at 4% or $122,013 at 6%; with 50% employer match about $122,013 at 4% or $81,342 at 6%; with 100% employer match about $91,509 at 4% or $61,006 at 6%.
201014$292,342$29,110$7,278iApproximate average salary by contribution assumption: employee only about $181,938 at 4% or $121,292 at 6%; with 50% employer match about $121,292 at 4% or $80,861 at 6%; with 100% employer match about $90,969 at 4% or $60,646 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$292,342$29,110$7,278iApproximate average salary by contribution assumption: employee only about $181,938 at 4% or $121,292 at 6%; with 50% employer match about $121,292 at 4% or $80,861 at 6%; with 100% employer match about $90,969 at 4% or $60,646 at 6%.
200914$232,841$30,167$7,542iApproximate average salary by contribution assumption: employee only about $188,544 at 4% or $125,696 at 6%; with 50% employer match about $125,696 at 4% or $83,797 at 6%; with 100% employer match about $94,272 at 4% or $62,848 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$232,841$30,167$7,542iApproximate average salary by contribution assumption: employee only about $188,544 at 4% or $125,696 at 6%; with 50% employer match about $125,696 at 4% or $83,797 at 6%; with 100% employer match about $94,272 at 4% or $62,848 at 6%.
200814$160,379$29,962$7,491iApproximate average salary by contribution assumption: employee only about $187,263 at 4% or $124,842 at 6%; with 50% employer match about $124,842 at 4% or $83,228 at 6%; with 100% employer match about $93,631 at 4% or $62,421 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$160,379$29,962$7,491iApproximate average salary by contribution assumption: employee only about $187,263 at 4% or $124,842 at 6%; with 50% employer match about $124,842 at 4% or $83,228 at 6%; with 100% employer match about $93,631 at 4% or $62,421 at 6%.
200714$0$0-
David I Rosen Dds 401 K Profit Sharing Plan-4---
200614$165,794$27,084$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$165,794$27,084$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
200513$121,924$21,548$7,183iApproximate average salary by contribution assumption: employee only about $179,567 at 4% or $119,711 at 6%; with 50% employer match about $119,711 at 4% or $79,807 at 6%; with 100% employer match about $89,783 at 4% or $59,856 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-3$121,924$21,548$7,183iApproximate average salary by contribution assumption: employee only about $179,567 at 4% or $119,711 at 6%; with 50% employer match about $119,711 at 4% or $79,807 at 6%; with 100% employer match about $89,783 at 4% or $59,856 at 6%.
200424$101,398$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-4$101,398$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
DAVID I. ROSEN, DDS PROFIT SHARING PLAN-0---
200322$12,628$12,628$6,314iApproximate average salary by contribution assumption: employee only about $157,850 at 4% or $105,233 at 6%; with 50% employer match about $105,233 at 4% or $70,156 at 6%; with 100% employer match about $78,925 at 4% or $52,617 at 6%.
David I Rosen Dds 401 K Profit Sharing Plan-2$12,628$12,628$6,314iApproximate average salary by contribution assumption: employee only about $157,850 at 4% or $105,233 at 6%; with 50% employer match about $105,233 at 4% or $70,156 at 6%; with 100% employer match about $78,925 at 4% or $52,617 at 6%.
DAVID I. ROSEN, DDS PROFIT SHARING PLAN-2---
200212$0$0-
DAVID I ROSEN DDS PROFIT SHARING PLAN-2---
200112$26,998$21,519$10,760iApproximate average salary by contribution assumption: employee only about $268,988 at 4% or $179,325 at 6%; with 50% employer match about $179,325 at 4% or $119,550 at 6%; with 100% employer match about $134,494 at 4% or $89,663 at 6%.
DAVID I ROSEN DDS PROFIT SHARING PLAN-2$26,998$21,519$10,760iApproximate average salary by contribution assumption: employee only about $268,988 at 4% or $179,325 at 6%; with 50% employer match about $179,325 at 4% or $119,550 at 6%; with 100% employer match about $134,494 at 4% or $89,663 at 6%.
200013$6,150$6,527$2,176iApproximate average salary by contribution assumption: employee only about $54,392 at 4% or $36,261 at 6%; with 50% employer match about $36,261 at 4% or $24,174 at 6%; with 100% employer match about $27,196 at 4% or $18,131 at 6%.
DAVID I ROSEN DDS PROFIT SHARING PLAN-3$6,150$6,527$2,176iApproximate average salary by contribution assumption: employee only about $54,392 at 4% or $36,261 at 6%; with 50% employer match about $36,261 at 4% or $24,174 at 6%; with 100% employer match about $27,196 at 4% or $18,131 at 6%.