Civic Intelligence

The Roseline Financial Group LLC

Plan context: The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust

EIN 20-3565508 • Richmond, VA • 20 filings • 5 plans

140 Virginia Street Ste 300Richmond, VA 23219
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,760,075

2025 Contributions

$207,977

Historical Graphs

Total Assets Over Time

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

$1,760,075$880,038$0200620162025YearValue
$1,760,075Latest year 2025

Participants Over Time

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

20100200620162025YearValue
16Latest year 2025

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
2025116$1,760,075$207,977$12,999iApproximate average salary by contribution assumption: employee only about $324,964 at 4% or $216,643 at 6%; with 50% employer match about $216,643 at 4% or $144,428 at 6%; with 100% employer match about $162,482 at 4% or $108,321 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-16$1,760,075$207,977$12,999iApproximate average salary by contribution assumption: employee only about $324,964 at 4% or $216,643 at 6%; with 50% employer match about $216,643 at 4% or $144,428 at 6%; with 100% employer match about $162,482 at 4% or $108,321 at 6%.
2024114$1,266,952$165,007$11,786iApproximate average salary by contribution assumption: employee only about $294,655 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,218 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-14$1,266,952$165,007$11,786iApproximate average salary by contribution assumption: employee only about $294,655 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,218 at 6%.
2023112$981,632$155,276$12,940iApproximate average salary by contribution assumption: employee only about $323,492 at 4% or $215,661 at 6%; with 50% employer match about $215,661 at 4% or $143,774 at 6%; with 100% employer match about $161,746 at 4% or $107,831 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-12$981,632$155,276$12,940iApproximate average salary by contribution assumption: employee only about $323,492 at 4% or $215,661 at 6%; with 50% employer match about $215,661 at 4% or $143,774 at 6%; with 100% employer match about $161,746 at 4% or $107,831 at 6%.
2022112$737,037$144,041$12,003iApproximate average salary by contribution assumption: employee only about $300,085 at 4% or $200,057 at 6%; with 50% employer match about $200,057 at 4% or $133,371 at 6%; with 100% employer match about $150,043 at 4% or $100,028 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-12$737,037$144,041$12,003iApproximate average salary by contribution assumption: employee only about $300,085 at 4% or $200,057 at 6%; with 50% employer match about $200,057 at 4% or $133,371 at 6%; with 100% employer match about $150,043 at 4% or $100,028 at 6%.
2021114$699,359$112,435$8,031iApproximate average salary by contribution assumption: employee only about $200,777 at 4% or $133,851 at 6%; with 50% employer match about $133,851 at 4% or $89,234 at 6%; with 100% employer match about $100,388 at 4% or $66,926 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-14$699,359$112,435$8,031iApproximate average salary by contribution assumption: employee only about $200,777 at 4% or $133,851 at 6%; with 50% employer match about $133,851 at 4% or $89,234 at 6%; with 100% employer match about $100,388 at 4% or $66,926 at 6%.
2020112$547,531$51,890$4,324iApproximate average salary by contribution assumption: employee only about $108,104 at 4% or $72,069 at 6%; with 50% employer match about $72,069 at 4% or $48,046 at 6%; with 100% employer match about $54,052 at 4% or $36,035 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-12$547,531$51,890$4,324iApproximate average salary by contribution assumption: employee only about $108,104 at 4% or $72,069 at 6%; with 50% employer match about $72,069 at 4% or $48,046 at 6%; with 100% employer match about $54,052 at 4% or $36,035 at 6%.
2019111$648,070$111,093$10,099iApproximate average salary by contribution assumption: employee only about $252,484 at 4% or $168,323 at 6%; with 50% employer match about $168,323 at 4% or $112,215 at 6%; with 100% employer match about $126,242 at 4% or $84,161 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-11$648,070$111,093$10,099iApproximate average salary by contribution assumption: employee only about $252,484 at 4% or $168,323 at 6%; with 50% employer match about $168,323 at 4% or $112,215 at 6%; with 100% employer match about $126,242 at 4% or $84,161 at 6%.
2018113$466,557$110,894$8,530iApproximate average salary by contribution assumption: employee only about $213,258 at 4% or $142,172 at 6%; with 50% employer match about $142,172 at 4% or $94,781 at 6%; with 100% employer match about $106,629 at 4% or $71,086 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-13$466,557$110,894$8,530iApproximate average salary by contribution assumption: employee only about $213,258 at 4% or $142,172 at 6%; with 50% employer match about $142,172 at 4% or $94,781 at 6%; with 100% employer match about $106,629 at 4% or $71,086 at 6%.
2017112$416,820$110,857$9,238iApproximate average salary by contribution assumption: employee only about $230,952 at 4% or $153,968 at 6%; with 50% employer match about $153,968 at 4% or $102,645 at 6%; with 100% employer match about $115,476 at 4% or $76,984 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-12$416,820$110,857$9,238iApproximate average salary by contribution assumption: employee only about $230,952 at 4% or $153,968 at 6%; with 50% employer match about $153,968 at 4% or $102,645 at 6%; with 100% employer match about $115,476 at 4% or $76,984 at 6%.
2016112$291,086$94,188$7,849iApproximate average salary by contribution assumption: employee only about $196,225 at 4% or $130,817 at 6%; with 50% employer match about $130,817 at 4% or $87,211 at 6%; with 100% employer match about $98,113 at 4% or $65,408 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-12$291,086$94,188$7,849iApproximate average salary by contribution assumption: employee only about $196,225 at 4% or $130,817 at 6%; with 50% employer match about $130,817 at 4% or $87,211 at 6%; with 100% employer match about $98,113 at 4% or $65,408 at 6%.
2015111$178,582$37,353$3,396iApproximate average salary by contribution assumption: employee only about $84,893 at 4% or $56,595 at 6%; with 50% employer match about $56,595 at 4% or $37,730 at 6%; with 100% employer match about $42,447 at 4% or $28,298 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-11$178,582$37,353$3,396iApproximate average salary by contribution assumption: employee only about $84,893 at 4% or $56,595 at 6%; with 50% employer match about $56,595 at 4% or $37,730 at 6%; with 100% employer match about $42,447 at 4% or $28,298 at 6%.
2014111$184,840$48,477$4,407iApproximate average salary by contribution assumption: employee only about $110,175 at 4% or $73,450 at 6%; with 50% employer match about $73,450 at 4% or $48,967 at 6%; with 100% employer match about $55,088 at 4% or $36,725 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-11$184,840$48,477$4,407iApproximate average salary by contribution assumption: employee only about $110,175 at 4% or $73,450 at 6%; with 50% employer match about $73,450 at 4% or $48,967 at 6%; with 100% employer match about $55,088 at 4% or $36,725 at 6%.
2013114$151,778$47,847$3,418iApproximate average salary by contribution assumption: employee only about $85,441 at 4% or $56,961 at 6%; with 50% employer match about $56,961 at 4% or $37,974 at 6%; with 100% employer match about $42,721 at 4% or $28,480 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-14$151,778$47,847$3,418iApproximate average salary by contribution assumption: employee only about $85,441 at 4% or $56,961 at 6%; with 50% employer match about $56,961 at 4% or $37,974 at 6%; with 100% employer match about $42,721 at 4% or $28,480 at 6%.
2012114$141,049$81,881$5,849iApproximate average salary by contribution assumption: employee only about $146,216 at 4% or $97,477 at 6%; with 50% employer match about $97,477 at 4% or $64,985 at 6%; with 100% employer match about $73,108 at 4% or $48,739 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-14$141,049$81,881$5,849iApproximate average salary by contribution assumption: employee only about $146,216 at 4% or $97,477 at 6%; with 50% employer match about $97,477 at 4% or $64,985 at 6%; with 100% employer match about $73,108 at 4% or $48,739 at 6%.
2011117$69,599$77,508$4,559iApproximate average salary by contribution assumption: employee only about $113,982 at 4% or $75,988 at 6%; with 50% employer match about $75,988 at 4% or $50,659 at 6%; with 100% employer match about $56,991 at 4% or $37,994 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-17$69,599$77,508$4,559iApproximate average salary by contribution assumption: employee only about $113,982 at 4% or $75,988 at 6%; with 50% employer match about $75,988 at 4% or $50,659 at 6%; with 100% employer match about $56,991 at 4% or $37,994 at 6%.
201010$0$0-
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-0$0$0-
2009120$664,574$273,710$13,686iApproximate average salary by contribution assumption: employee only about $342,138 at 4% or $228,092 at 6%; with 50% employer match about $228,092 at 4% or $152,061 at 6%; with 100% employer match about $171,069 at 4% or $114,046 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-20$664,574$273,710$13,686iApproximate average salary by contribution assumption: employee only about $342,138 at 4% or $228,092 at 6%; with 50% employer match about $228,092 at 4% or $152,061 at 6%; with 100% employer match about $171,069 at 4% or $114,046 at 6%.
2008118$357,306$175,608$9,756iApproximate average salary by contribution assumption: employee only about $243,900 at 4% or $162,600 at 6%; with 50% employer match about $162,600 at 4% or $108,400 at 6%; with 100% employer match about $121,950 at 4% or $81,300 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-18$357,306$175,608$9,756iApproximate average salary by contribution assumption: employee only about $243,900 at 4% or $162,600 at 6%; with 50% employer match about $162,600 at 4% or $108,400 at 6%; with 100% employer match about $121,950 at 4% or $81,300 at 6%.
200718$223,454$117,234$14,654iApproximate average salary by contribution assumption: employee only about $366,356 at 4% or $244,238 at 6%; with 50% employer match about $244,238 at 4% or $162,825 at 6%; with 100% employer match about $183,178 at 4% or $122,119 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-8$223,454$117,234$14,654iApproximate average salary by contribution assumption: employee only about $366,356 at 4% or $244,238 at 6%; with 50% employer match about $244,238 at 4% or $162,825 at 6%; with 100% employer match about $183,178 at 4% or $122,119 at 6%.
200617$92,040$91,277$13,040iApproximate average salary by contribution assumption: employee only about $325,989 at 4% or $217,326 at 6%; with 50% employer match about $217,326 at 4% or $144,884 at 6%; with 100% employer match about $162,995 at 4% or $108,663 at 6%.
The Roseline Financial Group LLC 401(K) Profit Sharing Plan & Trust-7$92,040$91,277$13,040iApproximate average salary by contribution assumption: employee only about $325,989 at 4% or $217,326 at 6%; with 50% employer match about $217,326 at 4% or $144,884 at 6%; with 100% employer match about $162,995 at 4% or $108,663 at 6%.