Civic Intelligence

Harvey M. Rose Associates LLC

Plan context: Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan

EIN 20-3981915 • San Francisco, CA • 21 filings • 5 plans

1390 Market Street Suite 1150San Francisco, CA 94102
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$35,230,275

2024 Contributions

$698,272

Historical Graphs

Total Assets Over Time

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

$35,230,275$17,615,138$0200620152024YearValue
$35,230,275Latest year 2024

Participants Over Time

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

49250200620152024YearValue
45Latest 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
2024145$35,230,275$698,272$15,517iApproximate average salary by contribution assumption: employee only about $387,929 at 4% or $258,619 at 6%; with 50% employer match about $258,619 at 4% or $172,413 at 6%; with 100% employer match about $193,964 at 4% or $129,310 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-45$35,230,275$698,272$15,517iApproximate average salary by contribution assumption: employee only about $387,929 at 4% or $258,619 at 6%; with 50% employer match about $258,619 at 4% or $172,413 at 6%; with 100% employer match about $193,964 at 4% or $129,310 at 6%.
2023146$30,972,100$556,831$12,105iApproximate average salary by contribution assumption: employee only about $302,626 at 4% or $201,750 at 6%; with 50% employer match about $201,750 at 4% or $134,500 at 6%; with 100% employer match about $151,313 at 4% or $100,875 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-46$30,972,100$556,831$12,105iApproximate average salary by contribution assumption: employee only about $302,626 at 4% or $201,750 at 6%; with 50% employer match about $201,750 at 4% or $134,500 at 6%; with 100% employer match about $151,313 at 4% or $100,875 at 6%.
202215$25,299,138$528,941$105,788iApproximate average salary by contribution assumption: employee only about $2,644,705 at 4% or $1,763,137 at 6%; with 50% employer match about $1,763,137 at 4% or $1,175,424 at 6%; with 100% employer match about $1,322,353 at 4% or $881,568 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-5$25,299,138$528,941$105,788iApproximate average salary by contribution assumption: employee only about $2,644,705 at 4% or $1,763,137 at 6%; with 50% employer match about $1,763,137 at 4% or $1,175,424 at 6%; with 100% employer match about $1,322,353 at 4% or $881,568 at 6%.
2021144$31,840,690$516,482$11,738iApproximate average salary by contribution assumption: employee only about $293,456 at 4% or $195,637 at 6%; with 50% employer match about $195,637 at 4% or $130,425 at 6%; with 100% employer match about $146,728 at 4% or $97,819 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-44$31,840,690$516,482$11,738iApproximate average salary by contribution assumption: employee only about $293,456 at 4% or $195,637 at 6%; with 50% employer match about $195,637 at 4% or $130,425 at 6%; with 100% employer match about $146,728 at 4% or $97,819 at 6%.
2020149$28,452,246$442,998$9,041iApproximate average salary by contribution assumption: employee only about $226,019 at 4% or $150,680 at 6%; with 50% employer match about $150,680 at 4% or $100,453 at 6%; with 100% employer match about $113,010 at 4% or $75,340 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-49$28,452,246$442,998$9,041iApproximate average salary by contribution assumption: employee only about $226,019 at 4% or $150,680 at 6%; with 50% employer match about $150,680 at 4% or $100,453 at 6%; with 100% employer match about $113,010 at 4% or $75,340 at 6%.
2019147$23,131,280$350,551$7,459iApproximate average salary by contribution assumption: employee only about $186,463 at 4% or $124,309 at 6%; with 50% employer match about $124,309 at 4% or $82,873 at 6%; with 100% employer match about $93,232 at 4% or $62,154 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-47$23,131,280$350,551$7,459iApproximate average salary by contribution assumption: employee only about $186,463 at 4% or $124,309 at 6%; with 50% employer match about $124,309 at 4% or $82,873 at 6%; with 100% employer match about $93,232 at 4% or $62,154 at 6%.
2018147$19,400,147$395,500$8,415iApproximate average salary by contribution assumption: employee only about $210,372 at 4% or $140,248 at 6%; with 50% employer match about $140,248 at 4% or $93,499 at 6%; with 100% employer match about $105,186 at 4% or $70,124 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-47$19,400,147$395,500$8,415iApproximate average salary by contribution assumption: employee only about $210,372 at 4% or $140,248 at 6%; with 50% employer match about $140,248 at 4% or $93,499 at 6%; with 100% employer match about $105,186 at 4% or $70,124 at 6%.
2017144$20,355,060$232,538$5,285iApproximate average salary by contribution assumption: employee only about $132,124 at 4% or $88,083 at 6%; with 50% employer match about $88,083 at 4% or $58,722 at 6%; with 100% employer match about $66,062 at 4% or $44,041 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-44$20,355,060$232,538$5,285iApproximate average salary by contribution assumption: employee only about $132,124 at 4% or $88,083 at 6%; with 50% employer match about $88,083 at 4% or $58,722 at 6%; with 100% employer match about $66,062 at 4% or $44,041 at 6%.
2016240$34,642,758$536,486$13,412iApproximate average salary by contribution assumption: employee only about $335,304 at 4% or $223,536 at 6%; with 50% employer match about $223,536 at 4% or $149,024 at 6%; with 100% employer match about $167,652 at 4% or $111,768 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-40$17,321,379$268,243$6,706iApproximate average salary by contribution assumption: employee only about $167,652 at 4% or $111,768 at 6%; with 50% employer match about $111,768 at 4% or $74,512 at 6%; with 100% employer match about $83,826 at 4% or $55,884 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-40$17,321,379$268,243$6,706iApproximate average salary by contribution assumption: employee only about $167,652 at 4% or $111,768 at 6%; with 50% employer match about $111,768 at 4% or $74,512 at 6%; with 100% employer match about $83,826 at 4% or $55,884 at 6%.
2015240$32,202,418$676,990$16,925iApproximate average salary by contribution assumption: employee only about $423,119 at 4% or $282,079 at 6%; with 50% employer match about $282,079 at 4% or $188,053 at 6%; with 100% employer match about $211,559 at 4% or $141,040 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-40$16,101,214$302,308$7,558iApproximate average salary by contribution assumption: employee only about $188,943 at 4% or $125,962 at 6%; with 50% employer match about $125,962 at 4% or $83,974 at 6%; with 100% employer match about $94,471 at 4% or $62,981 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-40$16,101,204$374,682$9,367iApproximate average salary by contribution assumption: employee only about $234,176 at 4% or $156,118 at 6%; with 50% employer match about $156,118 at 4% or $104,078 at 6%; with 100% employer match about $117,088 at 4% or $78,059 at 6%.
2014138$15,977,635$312,886$8,234iApproximate average salary by contribution assumption: employee only about $205,846 at 4% or $137,231 at 6%; with 50% employer match about $137,231 at 4% or $91,487 at 6%; with 100% employer match about $102,923 at 4% or $68,615 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-38$15,977,635$312,886$8,234iApproximate average salary by contribution assumption: employee only about $205,846 at 4% or $137,231 at 6%; with 50% employer match about $137,231 at 4% or $91,487 at 6%; with 100% employer match about $102,923 at 4% or $68,615 at 6%.
2013137$14,865,884$294,204$7,951iApproximate average salary by contribution assumption: employee only about $198,786 at 4% or $132,524 at 6%; with 50% employer match about $132,524 at 4% or $88,350 at 6%; with 100% employer match about $99,393 at 4% or $66,262 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-37$14,865,884$294,204$7,951iApproximate average salary by contribution assumption: employee only about $198,786 at 4% or $132,524 at 6%; with 50% employer match about $132,524 at 4% or $88,350 at 6%; with 100% employer match about $99,393 at 4% or $66,262 at 6%.
2012136$12,444,931$200,584$5,572iApproximate average salary by contribution assumption: employee only about $139,294 at 4% or $92,863 at 6%; with 50% employer match about $92,863 at 4% or $61,909 at 6%; with 100% employer match about $69,647 at 4% or $46,431 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-36$12,444,931$200,584$5,572iApproximate average salary by contribution assumption: employee only about $139,294 at 4% or $92,863 at 6%; with 50% employer match about $92,863 at 4% or $61,909 at 6%; with 100% employer match about $69,647 at 4% or $46,431 at 6%.
2011115$11,705,771$306,429$20,429iApproximate average salary by contribution assumption: employee only about $510,715 at 4% or $340,477 at 6%; with 50% employer match about $340,477 at 4% or $226,984 at 6%; with 100% employer match about $255,357 at 4% or $170,238 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-15$11,705,771$306,429$20,429iApproximate average salary by contribution assumption: employee only about $510,715 at 4% or $340,477 at 6%; with 50% employer match about $340,477 at 4% or $226,984 at 6%; with 100% employer match about $255,357 at 4% or $170,238 at 6%.
2010118$12,251,037$3,099,784$172,210iApproximate average salary by contribution assumption: employee only about $4,305,256 at 4% or $2,870,170 at 6%; with 50% employer match about $2,870,170 at 4% or $1,913,447 at 6%; with 100% employer match about $2,152,628 at 4% or $1,435,085 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-18$12,251,037$3,099,784$172,210iApproximate average salary by contribution assumption: employee only about $4,305,256 at 4% or $2,870,170 at 6%; with 50% employer match about $2,870,170 at 4% or $1,913,447 at 6%; with 100% employer match about $2,152,628 at 4% or $1,435,085 at 6%.
2009116$8,547,906$257,286$16,080iApproximate average salary by contribution assumption: employee only about $402,009 at 4% or $268,006 at 6%; with 50% employer match about $268,006 at 4% or $178,671 at 6%; with 100% employer match about $201,005 at 4% or $134,003 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-16$8,547,906$257,286$16,080iApproximate average salary by contribution assumption: employee only about $402,009 at 4% or $268,006 at 6%; with 50% employer match about $268,006 at 4% or $178,671 at 6%; with 100% employer match about $201,005 at 4% or $134,003 at 6%.
2008119$11,279,042$538,561$28,345iApproximate average salary by contribution assumption: employee only about $708,633 at 4% or $472,422 at 6%; with 50% employer match about $472,422 at 4% or $314,948 at 6%; with 100% employer match about $354,316 at 4% or $236,211 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-19$11,279,042$538,561$28,345iApproximate average salary by contribution assumption: employee only about $708,633 at 4% or $472,422 at 6%; with 50% employer match about $472,422 at 4% or $314,948 at 6%; with 100% employer match about $354,316 at 4% or $236,211 at 6%.
2007118$15,354,332$364,644$20,258iApproximate average salary by contribution assumption: employee only about $506,450 at 4% or $337,633 at 6%; with 50% employer match about $337,633 at 4% or $225,089 at 6%; with 100% employer match about $253,225 at 4% or $168,817 at 6%.
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-18$15,354,332$364,644$20,258iApproximate average salary by contribution assumption: employee only about $506,450 at 4% or $337,633 at 6%; with 50% employer match about $337,633 at 4% or $225,089 at 6%; with 100% employer match about $253,225 at 4% or $168,817 at 6%.
2006118$14,297,693$0-
Harvey M. Rose Associates LLC 401(K) Profit Sharing Plan-18$14,297,693--