Civic Intelligence

Michael Rose, CPA PC

Plan context: Michael Rose, CPA PC 401(K) P/S Plan

EIN 20-4031869 • Missouri City, TX • 13 filings • 1 plans

614 Texas ParkwaySuite 300Missouri City, TX 77489
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$507,871

2024 Contributions

$99,140

Historical Graphs

Total Assets Over Time

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

$835,339$417,670$0201220182024YearValue
$507,871Latest year 2024

Participants Over Time

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

950201220182024YearValue
9Latest 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
202419$507,871$99,140$11,016iApproximate average salary by contribution assumption: employee only about $275,389 at 4% or $183,593 at 6%; with 50% employer match about $183,593 at 4% or $122,395 at 6%; with 100% employer match about $137,694 at 4% or $91,796 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-9$507,871$99,140$11,016iApproximate average salary by contribution assumption: employee only about $275,389 at 4% or $183,593 at 6%; with 50% employer match about $183,593 at 4% or $122,395 at 6%; with 100% employer match about $137,694 at 4% or $91,796 at 6%.
202318$463,896$66,957$8,370iApproximate average salary by contribution assumption: employee only about $209,241 at 4% or $139,494 at 6%; with 50% employer match about $139,494 at 4% or $92,996 at 6%; with 100% employer match about $104,620 at 4% or $69,747 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-8$463,896$66,957$8,370iApproximate average salary by contribution assumption: employee only about $209,241 at 4% or $139,494 at 6%; with 50% employer match about $139,494 at 4% or $92,996 at 6%; with 100% employer match about $104,620 at 4% or $69,747 at 6%.
202218$644,398$80,607$10,076iApproximate average salary by contribution assumption: employee only about $251,897 at 4% or $167,931 at 6%; with 50% employer match about $167,931 at 4% or $111,954 at 6%; with 100% employer match about $125,948 at 4% or $83,966 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-8$644,398$80,607$10,076iApproximate average salary by contribution assumption: employee only about $251,897 at 4% or $167,931 at 6%; with 50% employer match about $167,931 at 4% or $111,954 at 6%; with 100% employer match about $125,948 at 4% or $83,966 at 6%.
202119$835,339$80,075$8,897iApproximate average salary by contribution assumption: employee only about $222,431 at 4% or $148,287 at 6%; with 50% employer match about $148,287 at 4% or $98,858 at 6%; with 100% employer match about $111,215 at 4% or $74,144 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-9$835,339$80,075$8,897iApproximate average salary by contribution assumption: employee only about $222,431 at 4% or $148,287 at 6%; with 50% employer match about $148,287 at 4% or $98,858 at 6%; with 100% employer match about $111,215 at 4% or $74,144 at 6%.
202018$716,193$79,037$9,880iApproximate average salary by contribution assumption: employee only about $246,991 at 4% or $164,660 at 6%; with 50% employer match about $164,660 at 4% or $109,774 at 6%; with 100% employer match about $123,495 at 4% or $82,330 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-8$716,193$79,037$9,880iApproximate average salary by contribution assumption: employee only about $246,991 at 4% or $164,660 at 6%; with 50% employer match about $164,660 at 4% or $109,774 at 6%; with 100% employer match about $123,495 at 4% or $82,330 at 6%.
201918$539,011$80,159$10,020iApproximate average salary by contribution assumption: employee only about $250,497 at 4% or $166,998 at 6%; with 50% employer match about $166,998 at 4% or $111,332 at 6%; with 100% employer match about $125,248 at 4% or $83,499 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-8$539,011$80,159$10,020iApproximate average salary by contribution assumption: employee only about $250,497 at 4% or $166,998 at 6%; with 50% employer match about $166,998 at 4% or $111,332 at 6%; with 100% employer match about $125,248 at 4% or $83,499 at 6%.
201818$375,277$72,686$9,086iApproximate average salary by contribution assumption: employee only about $227,144 at 4% or $151,429 at 6%; with 50% employer match about $151,429 at 4% or $100,953 at 6%; with 100% employer match about $113,572 at 4% or $75,715 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-8$375,277$72,686$9,086iApproximate average salary by contribution assumption: employee only about $227,144 at 4% or $151,429 at 6%; with 50% employer match about $151,429 at 4% or $100,953 at 6%; with 100% employer match about $113,572 at 4% or $75,715 at 6%.
201716$387,776$69,124$11,521iApproximate average salary by contribution assumption: employee only about $288,017 at 4% or $192,011 at 6%; with 50% employer match about $192,011 at 4% or $128,007 at 6%; with 100% employer match about $144,008 at 4% or $96,006 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-6$387,776$69,124$11,521iApproximate average salary by contribution assumption: employee only about $288,017 at 4% or $192,011 at 6%; with 50% employer match about $192,011 at 4% or $128,007 at 6%; with 100% employer match about $144,008 at 4% or $96,006 at 6%.
201615$264,138$66,882$13,376iApproximate average salary by contribution assumption: employee only about $334,410 at 4% or $222,940 at 6%; with 50% employer match about $222,940 at 4% or $148,627 at 6%; with 100% employer match about $167,205 at 4% or $111,470 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-5$264,138$66,882$13,376iApproximate average salary by contribution assumption: employee only about $334,410 at 4% or $222,940 at 6%; with 50% employer match about $222,940 at 4% or $148,627 at 6%; with 100% employer match about $167,205 at 4% or $111,470 at 6%.
201515$184,390$53,275$10,655iApproximate average salary by contribution assumption: employee only about $266,375 at 4% or $177,583 at 6%; with 50% employer match about $177,583 at 4% or $118,389 at 6%; with 100% employer match about $133,188 at 4% or $88,792 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-5$184,390$53,275$10,655iApproximate average salary by contribution assumption: employee only about $266,375 at 4% or $177,583 at 6%; with 50% employer match about $177,583 at 4% or $118,389 at 6%; with 100% employer match about $133,188 at 4% or $88,792 at 6%.
201415$136,918$55,489$11,098iApproximate average salary by contribution assumption: employee only about $277,445 at 4% or $184,963 at 6%; with 50% employer match about $184,963 at 4% or $123,309 at 6%; with 100% employer match about $138,723 at 4% or $92,482 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-5$136,918$55,489$11,098iApproximate average salary by contribution assumption: employee only about $277,445 at 4% or $184,963 at 6%; with 50% employer match about $184,963 at 4% or $123,309 at 6%; with 100% employer match about $138,723 at 4% or $92,482 at 6%.
201314$78,217$48,037$12,009iApproximate average salary by contribution assumption: employee only about $300,231 at 4% or $200,154 at 6%; with 50% employer match about $200,154 at 4% or $133,436 at 6%; with 100% employer match about $150,116 at 4% or $100,077 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-4$78,217$48,037$12,009iApproximate average salary by contribution assumption: employee only about $300,231 at 4% or $200,154 at 6%; with 50% employer match about $200,154 at 4% or $133,436 at 6%; with 100% employer match about $150,116 at 4% or $100,077 at 6%.
201214$21,425$20,392$5,098iApproximate average salary by contribution assumption: employee only about $127,450 at 4% or $84,967 at 6%; with 50% employer match about $84,967 at 4% or $56,644 at 6%; with 100% employer match about $63,725 at 4% or $42,483 at 6%.
Michael Rose, CPA PC 401(K) P/S Plan-4$21,425$20,392$5,098iApproximate average salary by contribution assumption: employee only about $127,450 at 4% or $84,967 at 6%; with 50% employer match about $84,967 at 4% or $56,644 at 6%; with 100% employer match about $63,725 at 4% or $42,483 at 6%.