The Rose Group 401(K) Plan
Plan context: THE ROSE GROUP 401(K) PLAN
EIN 20-5183367 • San Diego, CA • 10 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$711,654
2023 Contributions
$22,500
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 2 | $711,654 | $22,500 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 2 | $711,654 | $22,500 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2022 | 1 | 2 | $595,735 | $128,500 | $64,250iApproximate average salary by contribution assumption: employee only about $1,606,250 at 4% or $1,070,833 at 6%; with 50% employer match about $1,070,833 at 4% or $713,889 at 6%; with 100% employer match about $803,125 at 4% or $535,417 at 6%. |
| THE ROSE GROUP 401(K)PLAN | - | 2 | $595,735 | $128,500 | $64,250iApproximate average salary by contribution assumption: employee only about $1,606,250 at 4% or $1,070,833 at 6%; with 50% employer match about $1,070,833 at 4% or $713,889 at 6%; with 100% employer match about $803,125 at 4% or $535,417 at 6%. |
| 2021 | 1 | 2 | $560,625 | $122,500 | $61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 2 | $560,625 | $122,500 | $61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%. |
| 2020 | 1 | 2 | $516,052 | $120,500 | $60,250iApproximate average salary by contribution assumption: employee only about $1,506,250 at 4% or $1,004,167 at 6%; with 50% employer match about $1,004,167 at 4% or $669,444 at 6%; with 100% employer match about $753,125 at 4% or $502,083 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 2 | $516,052 | $120,500 | $60,250iApproximate average salary by contribution assumption: employee only about $1,506,250 at 4% or $1,004,167 at 6%; with 50% employer match about $1,004,167 at 4% or $669,444 at 6%; with 100% employer match about $753,125 at 4% or $502,083 at 6%. |
| 2019 | 1 | 3 | $337,458 | $124,920 | $41,640iApproximate average salary by contribution assumption: employee only about $1,041,000 at 4% or $694,000 at 6%; with 50% employer match about $694,000 at 4% or $462,667 at 6%; with 100% employer match about $520,500 at 4% or $347,000 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 3 | $337,458 | $124,920 | $41,640iApproximate average salary by contribution assumption: employee only about $1,041,000 at 4% or $694,000 at 6%; with 50% employer match about $694,000 at 4% or $462,667 at 6%; with 100% employer match about $520,500 at 4% or $347,000 at 6%. |
| 2018 | 1 | 2 | $187,269 | $116,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 2 | $187,269 | $116,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| 2017 | 1 | 2 | $75,070 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 2 | $75,070 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2016 | 2 | 2 | $63,750 | $63,750 | $31,875iApproximate average salary by contribution assumption: employee only about $796,875 at 4% or $531,250 at 6%; with 50% employer match about $531,250 at 4% or $354,167 at 6%; with 100% employer match about $398,438 at 4% or $265,625 at 6%. |
| The Rose Group 401(K) Plan | - | 2 | $31,875 | $31,875 | $15,938iApproximate average salary by contribution assumption: employee only about $398,438 at 4% or $265,625 at 6%; with 50% employer match about $265,625 at 4% or $177,083 at 6%; with 100% employer match about $199,219 at 4% or $132,813 at 6%. |
| THE ROSE GROUP 401(K) PLAN | - | 2 | $31,875 | $31,875 | $15,938iApproximate average salary by contribution assumption: employee only about $398,438 at 4% or $265,625 at 6%; with 50% employer match about $265,625 at 4% or $177,083 at 6%; with 100% employer match about $199,219 at 4% or $132,813 at 6%. |
| 2015 | 1 | 0 | $0 | $0 | - |
| The Rose Group 401(K) Plan | - | 0 | $0 | $0 | - |