Civic Intelligence

Rossi Financial Services

Plan context: Rossi Financial Services Inc. 401(K) Plan

EIN 20-4479860 • Lincoln, NE • 26 filings • 4 plans

8101 O Street, Suite 301Lincoln, NE 68510
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,149,659

2024 Contributions

$150,858

Historical Graphs

Total Assets Over Time

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

$4,149,659$2,074,830$0200720162024YearValue
$4,149,659Latest year 2024

Participants Over Time

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

630200720162024YearValue
4Latest 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
202424$4,149,659$150,858$37,715iApproximate average salary by contribution assumption: employee only about $942,863 at 4% or $628,575 at 6%; with 50% employer match about $628,575 at 4% or $419,050 at 6%; with 100% employer match about $471,431 at 4% or $314,288 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$2,176,114$150,858$37,715iApproximate average salary by contribution assumption: employee only about $942,863 at 4% or $628,575 at 6%; with 50% employer match about $628,575 at 4% or $419,050 at 6%; with 100% employer match about $471,431 at 4% or $314,288 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-4$1,973,545--
202326$3,259,368$294,026$49,004iApproximate average salary by contribution assumption: employee only about $1,225,108 at 4% or $816,739 at 6%; with 50% employer match about $816,739 at 4% or $544,493 at 6%; with 100% employer match about $612,554 at 4% or $408,369 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$1,728,790$124,026$24,805iApproximate average salary by contribution assumption: employee only about $620,130 at 4% or $413,420 at 6%; with 50% employer match about $413,420 at 4% or $275,613 at 6%; with 100% employer match about $310,065 at 4% or $206,710 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-6$1,530,578$170,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
202226$2,301,771$327,578$54,596iApproximate average salary by contribution assumption: employee only about $1,364,908 at 4% or $909,939 at 6%; with 50% employer match about $909,939 at 4% or $606,626 at 6%; with 100% employer match about $682,454 at 4% or $454,969 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$1,331,631$111,579$22,316iApproximate average salary by contribution assumption: employee only about $557,895 at 4% or $371,930 at 6%; with 50% employer match about $371,930 at 4% or $247,953 at 6%; with 100% employer match about $278,948 at 4% or $185,965 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-6$970,140$215,999$36,000iApproximate average salary by contribution assumption: employee only about $899,996 at 4% or $599,997 at 6%; with 50% employer match about $599,997 at 4% or $399,998 at 6%; with 100% employer match about $449,998 at 4% or $299,999 at 6%.
202126$2,582,256$249,834$41,639iApproximate average salary by contribution assumption: employee only about $1,040,975 at 4% or $693,983 at 6%; with 50% employer match about $693,983 at 4% or $462,656 at 6%; with 100% employer match about $520,488 at 4% or $346,992 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$1,511,540$107,559$21,512iApproximate average salary by contribution assumption: employee only about $537,795 at 4% or $358,530 at 6%; with 50% employer match about $358,530 at 4% or $239,020 at 6%; with 100% employer match about $268,898 at 4% or $179,265 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-6$1,070,716$142,275$23,713iApproximate average salary by contribution assumption: employee only about $592,813 at 4% or $395,208 at 6%; with 50% employer match about $395,208 at 4% or $263,472 at 6%; with 100% employer match about $296,406 at 4% or $197,604 at 6%.
202025$1,996,144$238,348$47,670iApproximate average salary by contribution assumption: employee only about $1,191,740 at 4% or $794,493 at 6%; with 50% employer match about $794,493 at 4% or $529,662 at 6%; with 100% employer match about $595,870 at 4% or $397,247 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$1,148,634$96,526$24,132iApproximate average salary by contribution assumption: employee only about $603,288 at 4% or $402,192 at 6%; with 50% employer match about $402,192 at 4% or $268,128 at 6%; with 100% employer match about $301,644 at 4% or $201,096 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-5$847,510$141,822$28,364iApproximate average salary by contribution assumption: employee only about $709,110 at 4% or $472,740 at 6%; with 50% employer match about $472,740 at 4% or $315,160 at 6%; with 100% employer match about $354,555 at 4% or $236,370 at 6%.
201924$1,454,013$226,306$56,577iApproximate average salary by contribution assumption: employee only about $1,414,413 at 4% or $942,942 at 6%; with 50% employer match about $942,942 at 4% or $628,628 at 6%; with 100% employer match about $707,206 at 4% or $471,471 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$914,101$65,331$16,333iApproximate average salary by contribution assumption: employee only about $408,319 at 4% or $272,213 at 6%; with 50% employer match about $272,213 at 4% or $181,475 at 6%; with 100% employer match about $204,159 at 4% or $136,106 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-4$539,912$160,975$40,244iApproximate average salary by contribution assumption: employee only about $1,006,094 at 4% or $670,729 at 6%; with 50% employer match about $670,729 at 4% or $447,153 at 6%; with 100% employer match about $503,047 at 4% or $335,365 at 6%.
201824$966,745$251,351$62,838iApproximate average salary by contribution assumption: employee only about $1,570,944 at 4% or $1,047,296 at 6%; with 50% employer match about $1,047,296 at 4% or $698,197 at 6%; with 100% employer match about $785,472 at 4% or $523,648 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$665,506$86,448$21,612iApproximate average salary by contribution assumption: employee only about $540,300 at 4% or $360,200 at 6%; with 50% employer match about $360,200 at 4% or $240,133 at 6%; with 100% employer match about $270,150 at 4% or $180,100 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-4$301,239$164,903$41,226iApproximate average salary by contribution assumption: employee only about $1,030,644 at 4% or $687,096 at 6%; with 50% employer match about $687,096 at 4% or $458,064 at 6%; with 100% employer match about $515,322 at 4% or $343,548 at 6%.
201724$811,438$283,650$70,913iApproximate average salary by contribution assumption: employee only about $1,772,813 at 4% or $1,181,875 at 6%; with 50% employer match about $1,181,875 at 4% or $787,917 at 6%; with 100% employer match about $886,406 at 4% or $590,938 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$648,141$118,650$29,663iApproximate average salary by contribution assumption: employee only about $741,563 at 4% or $494,375 at 6%; with 50% employer match about $494,375 at 4% or $329,583 at 6%; with 100% employer match about $370,781 at 4% or $247,188 at 6%.
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-4$163,297$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
201614$435,063$71,078$17,770iApproximate average salary by contribution assumption: employee only about $444,238 at 4% or $296,158 at 6%; with 50% employer match about $296,158 at 4% or $197,439 at 6%; with 100% employer match about $222,119 at 4% or $148,079 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$435,063$71,078$17,770iApproximate average salary by contribution assumption: employee only about $444,238 at 4% or $296,158 at 6%; with 50% employer match about $296,158 at 4% or $197,439 at 6%; with 100% employer match about $222,119 at 4% or $148,079 at 6%.
201515$334,505$73,347$14,669iApproximate average salary by contribution assumption: employee only about $366,735 at 4% or $244,490 at 6%; with 50% employer match about $244,490 at 4% or $162,993 at 6%; with 100% employer match about $183,368 at 4% or $122,245 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$334,505$73,347$14,669iApproximate average salary by contribution assumption: employee only about $366,735 at 4% or $244,490 at 6%; with 50% employer match about $244,490 at 4% or $162,993 at 6%; with 100% employer match about $183,368 at 4% or $122,245 at 6%.
201415$289,302$86,400$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$289,302$86,400$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
201313$264,863$26,647$8,882iApproximate average salary by contribution assumption: employee only about $222,058 at 4% or $148,039 at 6%; with 50% employer match about $148,039 at 4% or $98,693 at 6%; with 100% employer match about $111,029 at 4% or $74,019 at 6%.
Rossi Financial Services Inc. 401(K) Plan-3$264,863$26,647$8,882iApproximate average salary by contribution assumption: employee only about $222,058 at 4% or $148,039 at 6%; with 50% employer match about $148,039 at 4% or $98,693 at 6%; with 100% employer match about $111,029 at 4% or $74,019 at 6%.
201213$177,854$26,274$8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%.
Rossi Financial Services Inc. 401(K) Plan-3$177,854$26,274$8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%.
201113$236,958$50,450$16,817iApproximate average salary by contribution assumption: employee only about $420,417 at 4% or $280,278 at 6%; with 50% employer match about $280,278 at 4% or $186,852 at 6%; with 100% employer match about $210,208 at 4% or $140,139 at 6%.
Rossi Financial Services Inc. 401(K) Plan-3$236,958$50,450$16,817iApproximate average salary by contribution assumption: employee only about $420,417 at 4% or $280,278 at 6%; with 50% employer match about $280,278 at 4% or $186,852 at 6%; with 100% employer match about $210,208 at 4% or $140,139 at 6%.
201014$211,644$48,651$12,163iApproximate average salary by contribution assumption: employee only about $304,069 at 4% or $202,713 at 6%; with 50% employer match about $202,713 at 4% or $135,142 at 6%; with 100% employer match about $152,034 at 4% or $101,356 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$211,644$48,651$12,163iApproximate average salary by contribution assumption: employee only about $304,069 at 4% or $202,713 at 6%; with 50% employer match about $202,713 at 4% or $135,142 at 6%; with 100% employer match about $152,034 at 4% or $101,356 at 6%.
200914$137,282$49,582$12,396iApproximate average salary by contribution assumption: employee only about $309,888 at 4% or $206,592 at 6%; with 50% employer match about $206,592 at 4% or $137,728 at 6%; with 100% employer match about $154,944 at 4% or $103,296 at 6%.
Rossi Financial Services Inc. 401(K) Plan-4$137,282$49,582$12,396iApproximate average salary by contribution assumption: employee only about $309,888 at 4% or $206,592 at 6%; with 50% employer match about $206,592 at 4% or $137,728 at 6%; with 100% employer match about $154,944 at 4% or $103,296 at 6%.
200815$65,097$47,938$9,588iApproximate average salary by contribution assumption: employee only about $239,690 at 4% or $159,793 at 6%; with 50% employer match about $159,793 at 4% or $106,529 at 6%; with 100% employer match about $119,845 at 4% or $79,897 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$65,097$47,938$9,588iApproximate average salary by contribution assumption: employee only about $239,690 at 4% or $159,793 at 6%; with 50% employer match about $159,793 at 4% or $106,529 at 6%; with 100% employer match about $119,845 at 4% or $79,897 at 6%.
200715$46,699$45,837$9,167iApproximate average salary by contribution assumption: employee only about $229,185 at 4% or $152,790 at 6%; with 50% employer match about $152,790 at 4% or $101,860 at 6%; with 100% employer match about $114,593 at 4% or $76,395 at 6%.
Rossi Financial Services Inc. 401(K) Plan-5$46,699$45,837$9,167iApproximate average salary by contribution assumption: employee only about $229,185 at 4% or $152,790 at 6%; with 50% employer match about $152,790 at 4% or $101,860 at 6%; with 100% employer match about $114,593 at 4% or $76,395 at 6%.