Civic Intelligence

Rose LI and Associates Inc.

Plan context: Rose LI and Associates Inc. 401(K)Plan

EIN 20-0021689 • Bethesda, MD • 23 filings • 8 plans

9501 Wadsworth DriveBethesda, MD 20817
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$6,084,466

2024 Contributions

$1,091,268

Historical Graphs

Total Assets Over Time

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

$6,084,466$3,042,233$0200520132024YearValue
$6,084,466Latest year 2024

Participants Over Time

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

65330200520142024YearValue
65Latest 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
2024265$6,084,466$1,091,268$16,789iApproximate average salary by contribution assumption: employee only about $419,718 at 4% or $279,812 at 6%; with 50% employer match about $279,812 at 4% or $186,542 at 6%; with 100% employer match about $209,859 at 4% or $139,906 at 6%.
Rose LI and Associates Inc. 401(K)Plan-65$4,425,674$755,339$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,677 at 6%; with 50% employer match about $193,677 at 4% or $129,118 at 6%; with 100% employer match about $145,258 at 4% or $96,838 at 6%.
ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN-50$1,658,792$335,929$6,719iApproximate average salary by contribution assumption: employee only about $167,965 at 4% or $111,976 at 6%; with 50% employer match about $111,976 at 4% or $74,651 at 6%; with 100% employer match about $83,982 at 4% or $55,988 at 6%.
2023257$4,368,167$928,801$16,295iApproximate average salary by contribution assumption: employee only about $407,369 at 4% or $271,579 at 6%; with 50% employer match about $271,579 at 4% or $181,053 at 6%; with 100% employer match about $203,684 at 4% or $135,790 at 6%.
Rose LI and Associates Inc. 401(K)Plan-57$3,145,688$624,297$10,953iApproximate average salary by contribution assumption: employee only about $273,814 at 4% or $182,543 at 6%; with 50% employer match about $182,543 at 4% or $121,695 at 6%; with 100% employer match about $136,907 at 4% or $91,271 at 6%.
ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN-43$1,222,479$304,504$7,081iApproximate average salary by contribution assumption: employee only about $177,037 at 4% or $118,025 at 6%; with 50% employer match about $118,025 at 4% or $78,683 at 6%; with 100% employer match about $88,519 at 4% or $59,012 at 6%.
2022241$3,066,431$842,633$20,552iApproximate average salary by contribution assumption: employee only about $513,801 at 4% or $342,534 at 6%; with 50% employer match about $342,534 at 4% or $228,356 at 6%; with 100% employer match about $256,900 at 4% or $171,267 at 6%.
Rose LI and Associates Inc. 401(K)Plan-41$2,218,005$506,464$12,353iApproximate average salary by contribution assumption: employee only about $308,820 at 4% or $205,880 at 6%; with 50% employer match about $205,880 at 4% or $137,253 at 6%; with 100% employer match about $154,410 at 4% or $102,940 at 6%.
ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN-33$848,426$336,169$10,187iApproximate average salary by contribution assumption: employee only about $254,673 at 4% or $169,782 at 6%; with 50% employer match about $169,782 at 4% or $113,188 at 6%; with 100% employer match about $127,337 at 4% or $84,891 at 6%.
2021231$2,658,220$611,851$19,737iApproximate average salary by contribution assumption: employee only about $493,428 at 4% or $328,952 at 6%; with 50% employer match about $328,952 at 4% or $219,301 at 6%; with 100% employer match about $246,714 at 4% or $164,476 at 6%.
Rose LI and Associates Inc. 401(K)Plan-31$2,114,140$351,462$11,337iApproximate average salary by contribution assumption: employee only about $283,437 at 4% or $188,958 at 6%; with 50% employer match about $188,958 at 4% or $125,972 at 6%; with 100% employer match about $141,719 at 4% or $94,479 at 6%.
ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN-25$544,080$260,389$10,416iApproximate average salary by contribution assumption: employee only about $260,389 at 4% or $173,593 at 6%; with 50% employer match about $173,593 at 4% or $115,728 at 6%; with 100% employer match about $130,194 at 4% or $86,796 at 6%.
2020221$1,880,441$376,649$17,936iApproximate average salary by contribution assumption: employee only about $448,392 at 4% or $298,928 at 6%; with 50% employer match about $298,928 at 4% or $199,285 at 6%; with 100% employer match about $224,196 at 4% or $149,464 at 6%.
Rose LI and Associates Inc. 401(K)Plan-21$1,615,838$112,046$5,336iApproximate average salary by contribution assumption: employee only about $133,388 at 4% or $88,925 at 6%; with 50% employer match about $88,925 at 4% or $59,284 at 6%; with 100% employer match about $66,694 at 4% or $44,463 at 6%.
ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN-16$264,603$264,603$16,538iApproximate average salary by contribution assumption: employee only about $413,442 at 4% or $275,628 at 6%; with 50% employer match about $275,628 at 4% or $183,752 at 6%; with 100% employer match about $206,721 at 4% or $137,814 at 6%.
201710$0$29,438-
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-0$0$29,438-
2016110$940,692$142,034$14,203iApproximate average salary by contribution assumption: employee only about $355,085 at 4% or $236,723 at 6%; with 50% employer match about $236,723 at 4% or $157,816 at 6%; with 100% employer match about $177,543 at 4% or $118,362 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-10$940,692$142,034$14,203iApproximate average salary by contribution assumption: employee only about $355,085 at 4% or $236,723 at 6%; with 50% employer match about $236,723 at 4% or $157,816 at 6%; with 100% employer match about $177,543 at 4% or $118,362 at 6%.
201518$813,453$151,993$18,999iApproximate average salary by contribution assumption: employee only about $474,978 at 4% or $316,652 at 6%; with 50% employer match about $316,652 at 4% or $211,101 at 6%; with 100% employer match about $237,489 at 4% or $158,326 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-8$813,453$151,993$18,999iApproximate average salary by contribution assumption: employee only about $474,978 at 4% or $316,652 at 6%; with 50% employer match about $316,652 at 4% or $211,101 at 6%; with 100% employer match about $237,489 at 4% or $158,326 at 6%.
201417$704,445$120,509$17,216iApproximate average salary by contribution assumption: employee only about $430,389 at 4% or $286,926 at 6%; with 50% employer match about $286,926 at 4% or $191,284 at 6%; with 100% employer match about $215,195 at 4% or $143,463 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-7$704,445$120,509$17,216iApproximate average salary by contribution assumption: employee only about $430,389 at 4% or $286,926 at 6%; with 50% employer match about $286,926 at 4% or $191,284 at 6%; with 100% employer match about $215,195 at 4% or $143,463 at 6%.
201315$543,244$88,714$17,743iApproximate average salary by contribution assumption: employee only about $443,570 at 4% or $295,713 at 6%; with 50% employer match about $295,713 at 4% or $197,142 at 6%; with 100% employer match about $221,785 at 4% or $147,857 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-5$543,244$88,714$17,743iApproximate average salary by contribution assumption: employee only about $443,570 at 4% or $295,713 at 6%; with 50% employer match about $295,713 at 4% or $197,142 at 6%; with 100% employer match about $221,785 at 4% or $147,857 at 6%.
201215$435,591$82,392$16,478iApproximate average salary by contribution assumption: employee only about $411,960 at 4% or $274,640 at 6%; with 50% employer match about $274,640 at 4% or $183,093 at 6%; with 100% employer match about $205,980 at 4% or $137,320 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-5$435,591$82,392$16,478iApproximate average salary by contribution assumption: employee only about $411,960 at 4% or $274,640 at 6%; with 50% employer match about $274,640 at 4% or $183,093 at 6%; with 100% employer match about $205,980 at 4% or $137,320 at 6%.
201113$390,058$66,702$22,234iApproximate average salary by contribution assumption: employee only about $555,850 at 4% or $370,567 at 6%; with 50% employer match about $370,567 at 4% or $247,044 at 6%; with 100% employer match about $277,925 at 4% or $185,283 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-3$390,058$66,702$22,234iApproximate average salary by contribution assumption: employee only about $555,850 at 4% or $370,567 at 6%; with 50% employer match about $370,567 at 4% or $247,044 at 6%; with 100% employer match about $277,925 at 4% or $185,283 at 6%.
201012$352,712$63,018$31,509iApproximate average salary by contribution assumption: employee only about $787,725 at 4% or $525,150 at 6%; with 50% employer match about $525,150 at 4% or $350,100 at 6%; with 100% employer match about $393,863 at 4% or $262,575 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-2$352,712$63,018$31,509iApproximate average salary by contribution assumption: employee only about $787,725 at 4% or $525,150 at 6%; with 50% employer match about $525,150 at 4% or $350,100 at 6%; with 100% employer match about $393,863 at 4% or $262,575 at 6%.
200912$372,167$65,116$32,558iApproximate average salary by contribution assumption: employee only about $813,950 at 4% or $542,633 at 6%; with 50% employer match about $542,633 at 4% or $361,756 at 6%; with 100% employer match about $406,975 at 4% or $271,317 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-2$372,167$65,116$32,558iApproximate average salary by contribution assumption: employee only about $813,950 at 4% or $542,633 at 6%; with 50% employer match about $542,633 at 4% or $361,756 at 6%; with 100% employer match about $406,975 at 4% or $271,317 at 6%.
200810$237,114$71,787-
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-0$237,114$71,787-
200714$271,636$73,476$18,369iApproximate average salary by contribution assumption: employee only about $459,225 at 4% or $306,150 at 6%; with 50% employer match about $306,150 at 4% or $204,100 at 6%; with 100% employer match about $229,613 at 4% or $153,075 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-4$271,636$73,476$18,369iApproximate average salary by contribution assumption: employee only about $459,225 at 4% or $306,150 at 6%; with 50% employer match about $306,150 at 4% or $204,100 at 6%; with 100% employer match about $229,613 at 4% or $153,075 at 6%.
200613$189,119$105,212$35,071iApproximate average salary by contribution assumption: employee only about $876,767 at 4% or $584,511 at 6%; with 50% employer match about $584,511 at 4% or $389,674 at 6%; with 100% employer match about $438,383 at 4% or $292,256 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-3$189,119$105,212$35,071iApproximate average salary by contribution assumption: employee only about $876,767 at 4% or $584,511 at 6%; with 50% employer match about $584,511 at 4% or $389,674 at 6%; with 100% employer match about $438,383 at 4% or $292,256 at 6%.
200512$60,598$57,294$28,647iApproximate average salary by contribution assumption: employee only about $716,175 at 4% or $477,450 at 6%; with 50% employer match about $477,450 at 4% or $318,300 at 6%; with 100% employer match about $358,088 at 4% or $238,725 at 6%.
Rose LI and Associates Inc. 401(K) Profit Sharing Plan and Trust-2$60,598$57,294$28,647iApproximate average salary by contribution assumption: employee only about $716,175 at 4% or $477,450 at 6%; with 50% employer match about $477,450 at 4% or $318,300 at 6%; with 100% employer match about $358,088 at 4% or $238,725 at 6%.