Rosnack Financial Group Inc.
Plan context: Rosnack Financial Group Inc. Cash Balance Plan
EIN 20-3450428 • Sarasota, FL • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,281,638
2024 Contributions
$199,035
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 4 | $2,281,638 | $199,035 | $49,759iApproximate average salary by contribution assumption: employee only about $1,243,969 at 4% or $829,313 at 6%; with 50% employer match about $829,313 at 4% or $552,875 at 6%; with 100% employer match about $621,984 at 4% or $414,656 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 4 | $2,128,921 | $140,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| ROSNACK FINANCIAL GROUP 401(K) PLAN | - | 0 | $152,717 | $59,035 | - |
| 2023 | 2 | 3 | $1,905,933 | $168,671 | $56,224iApproximate average salary by contribution assumption: employee only about $1,405,592 at 4% or $937,061 at 6%; with 50% employer match about $937,061 at 4% or $624,707 at 6%; with 100% employer match about $702,796 at 4% or $468,531 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $1,816,343 | $123,216 | $41,072iApproximate average salary by contribution assumption: employee only about $1,026,800 at 4% or $684,533 at 6%; with 50% employer match about $684,533 at 4% or $456,356 at 6%; with 100% employer match about $513,400 at 4% or $342,267 at 6%. |
| ROSNACK FINANCIAL GROUP 401(K) PLAN | - | 3 | $89,590 | $45,455 | $15,152iApproximate average salary by contribution assumption: employee only about $378,792 at 4% or $252,528 at 6%; with 50% employer match about $252,528 at 4% or $168,352 at 6%; with 100% employer match about $189,396 at 4% or $126,264 at 6%. |
| 2022 | 2 | 3 | $1,624,580 | $168,005 | $56,002iApproximate average salary by contribution assumption: employee only about $1,400,042 at 4% or $933,361 at 6%; with 50% employer match about $933,361 at 4% or $622,241 at 6%; with 100% employer match about $700,021 at 4% or $466,681 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $1,582,306 | $125,734 | $41,911iApproximate average salary by contribution assumption: employee only about $1,047,783 at 4% or $698,522 at 6%; with 50% employer match about $698,522 at 4% or $465,681 at 6%; with 100% employer match about $523,892 at 4% or $349,261 at 6%. |
| ROSNACK FINANCIAL GROUP 401(K) PLAN | - | 3 | $42,274 | $42,271 | $14,090iApproximate average salary by contribution assumption: employee only about $352,258 at 4% or $234,839 at 6%; with 50% employer match about $234,839 at 4% or $156,559 at 6%; with 100% employer match about $176,129 at 4% or $117,419 at 6%. |
| 2021 | 1 | 3 | $1,428,438 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $1,428,438 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2020 | 1 | 3 | $1,189,679 | $143,444 | $47,815iApproximate average salary by contribution assumption: employee only about $1,195,367 at 4% or $796,911 at 6%; with 50% employer match about $796,911 at 4% or $531,274 at 6%; with 100% employer match about $597,683 at 4% or $398,456 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $1,189,679 | $143,444 | $47,815iApproximate average salary by contribution assumption: employee only about $1,195,367 at 4% or $796,911 at 6%; with 50% employer match about $796,911 at 4% or $531,274 at 6%; with 100% employer match about $597,683 at 4% or $398,456 at 6%. |
| 2019 | 1 | 3 | $1,031,979 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $1,031,979 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| 2018 | 1 | 3 | $778,595 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $778,595 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| 2017 | 1 | 3 | $635,004 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $635,004 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| 2016 | 1 | 3 | $455,002 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $455,002 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| 2015 | 2 | 3 | $271,718 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 3 | $271,718 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2014 | 2 | 4 | $137,928 | $140,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Rosnack Financial Group Inc. Cash Balance Plan | - | 4 | $137,874 | $140,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 2 | $54 | $0 | - |
| 2013 | 1 | 4 | $351,217 | $65,794 | $16,449iApproximate average salary by contribution assumption: employee only about $411,213 at 4% or $274,142 at 6%; with 50% employer match about $274,142 at 4% or $182,761 at 6%; with 100% employer match about $205,606 at 4% or $137,071 at 6%. |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | $351,217 | $65,794 | $16,449iApproximate average salary by contribution assumption: employee only about $411,213 at 4% or $274,142 at 6%; with 50% employer match about $274,142 at 4% or $182,761 at 6%; with 100% employer match about $205,606 at 4% or $137,071 at 6%. |
| 2012 | 1 | 4 | $233,300 | $63,229 | $15,807iApproximate average salary by contribution assumption: employee only about $395,181 at 4% or $263,454 at 6%; with 50% employer match about $263,454 at 4% or $175,636 at 6%; with 100% employer match about $197,591 at 4% or $131,727 at 6%. |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | $233,300 | $63,229 | $15,807iApproximate average salary by contribution assumption: employee only about $395,181 at 4% or $263,454 at 6%; with 50% employer match about $263,454 at 4% or $175,636 at 6%; with 100% employer match about $197,591 at 4% or $131,727 at 6%. |
| 2011 | 1 | 4 | $151,756 | $61,406 | $15,352iApproximate average salary by contribution assumption: employee only about $383,788 at 4% or $255,858 at 6%; with 50% employer match about $255,858 at 4% or $170,572 at 6%; with 100% employer match about $191,894 at 4% or $127,929 at 6%. |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | $151,756 | $61,406 | $15,352iApproximate average salary by contribution assumption: employee only about $383,788 at 4% or $255,858 at 6%; with 50% employer match about $255,858 at 4% or $170,572 at 6%; with 100% employer match about $191,894 at 4% or $127,929 at 6%. |
| 2010 | 1 | 4 | $86,811 | $0 | - |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | $86,811 | $0 | - |
| 2009 | 1 | 4 | $72,329 | $0 | - |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | $72,329 | $0 | - |
| 2008 | 1 | 4 | $54,804 | $18,898 | $4,725iApproximate average salary by contribution assumption: employee only about $118,113 at 4% or $78,742 at 6%; with 50% employer match about $78,742 at 4% or $52,494 at 6%; with 100% employer match about $59,056 at 4% or $39,371 at 6%. |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | $54,804 | $18,898 | $4,725iApproximate average salary by contribution assumption: employee only about $118,113 at 4% or $78,742 at 6%; with 50% employer match about $78,742 at 4% or $52,494 at 6%; with 100% employer match about $59,056 at 4% or $39,371 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Rosnack Financial Group Inc. Profit Sharing Plan | - | 4 | - | - | - |