Civic Intelligence

Rosen Wellness LLC

Plan context: Rosen Wellness LLC 401K Profit Sharing Plan

EIN 20-5534162 • Mequon, WI • 2 filings • 2 plans

10336 N. Westport CircleMequon, WI 53092
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$230,441

2010 Contributions

$16,500

Historical Graphs

Total Assets Over Time

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

$230,441$115,221$020082010YearValue
$230,441Latest year 2010

Participants Over Time

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

11020082010YearValue
1Latest year 2010

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
201011$230,441$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Rosen Wellness LLC 401K Profit Sharing Plan-1$230,441$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200811$137,299$145,581$145,581iApproximate average salary by contribution assumption: employee only about $3,639,525 at 4% or $2,426,350 at 6%; with 50% employer match about $2,426,350 at 4% or $1,617,567 at 6%; with 100% employer match about $1,819,763 at 4% or $1,213,175 at 6%.
Rosen Wellness LLC 401K Profit Sharing Plan-1$137,299$145,581$145,581iApproximate average salary by contribution assumption: employee only about $3,639,525 at 4% or $2,426,350 at 6%; with 50% employer match about $2,426,350 at 4% or $1,617,567 at 6%; with 100% employer match about $1,819,763 at 4% or $1,213,175 at 6%.