Civic Intelligence

Rothstein Kass

Plan context: Rothstein Kass 401K Plan

EIN 22-2131009 • 40 filings • 7 plans

Current Snapshot

Latest Year

2016

2016 Participants

16

2016 Assets

$57,101,215

2016 Contributions

$4,392,425

Historical Graphs

Total Assets Over Time

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

$71,748,775$35,874,388$0200120082015YearValue
$57,101,215Latest year 2015

Participants Over Time

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

1,0845420200020072014YearValue
16Latest year 2014

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
201610$0$0-
Rothstein Kass 401K Plan-0---
201510$57,101,215$0-
Rothstein Kass 401K Plan-0$57,101,215--
2014216$71,748,775$4,392,425$274,527iApproximate average salary by contribution assumption: employee only about $6,863,164 at 4% or $4,575,443 at 6%; with 50% employer match about $4,575,443 at 4% or $3,050,295 at 6%; with 100% employer match about $3,431,582 at 4% or $2,287,721 at 6%.
Rothstein Kass 401K Plan-16$71,748,775$4,392,425$274,527iApproximate average salary by contribution assumption: employee only about $6,863,164 at 4% or $4,575,443 at 6%; with 50% employer match about $4,575,443 at 4% or $3,050,295 at 6%; with 100% employer match about $3,431,582 at 4% or $2,287,721 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-0---
20132979$69,258,521$8,203,448$8,379iApproximate average salary by contribution assumption: employee only about $209,485 at 4% or $139,657 at 6%; with 50% employer match about $139,657 at 4% or $93,105 at 6%; with 100% employer match about $104,743 at 4% or $69,828 at 6%.
Rothstein Kass 401K Plan-885$69,258,521$8,203,448$9,269iApproximate average salary by contribution assumption: employee only about $231,736 at 4% or $154,491 at 6%; with 50% employer match about $154,491 at 4% or $102,994 at 6%; with 100% employer match about $115,868 at 4% or $77,245 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-979---
201221,084$56,270,691$8,681,566$8,009iApproximate average salary by contribution assumption: employee only about $200,221 at 4% or $133,480 at 6%; with 50% employer match about $133,480 at 4% or $88,987 at 6%; with 100% employer match about $100,110 at 4% or $66,740 at 6%.
Rothstein Kass 401K Plan-1,084$56,270,691$8,681,566$8,009iApproximate average salary by contribution assumption: employee only about $200,221 at 4% or $133,480 at 6%; with 50% employer match about $133,480 at 4% or $88,987 at 6%; with 100% employer match about $100,110 at 4% or $66,740 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-984---
20112965$44,492,020$7,090,875$7,348iApproximate average salary by contribution assumption: employee only about $183,701 at 4% or $122,468 at 6%; with 50% employer match about $122,468 at 4% or $81,645 at 6%; with 100% employer match about $91,851 at 4% or $61,234 at 6%.
Rothstein Kass 401K Plan-960$44,492,020$7,090,875$7,386iApproximate average salary by contribution assumption: employee only about $184,658 at 4% or $123,105 at 6%; with 50% employer match about $123,105 at 4% or $82,070 at 6%; with 100% employer match about $92,329 at 4% or $61,553 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-965---
20102801$41,136,066$6,588,244$8,225iApproximate average salary by contribution assumption: employee only about $205,626 at 4% or $137,084 at 6%; with 50% employer match about $137,084 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%.
Rothstein Kass 401K Plan-788$41,136,066$6,588,244$8,361iApproximate average salary by contribution assumption: employee only about $209,018 at 4% or $139,345 at 6%; with 50% employer match about $139,345 at 4% or $92,897 at 6%; with 100% employer match about $104,509 at 4% or $69,673 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-801---
20092821$31,876,204$6,463,926$7,873iApproximate average salary by contribution assumption: employee only about $196,831 at 4% or $131,221 at 6%; with 50% employer match about $131,221 at 4% or $87,480 at 6%; with 100% employer match about $98,415 at 4% or $65,610 at 6%.
Rothstein Kass 401K Plan-821$31,876,204$6,463,926$7,873iApproximate average salary by contribution assumption: employee only about $196,831 at 4% or $131,221 at 6%; with 50% employer match about $131,221 at 4% or $87,480 at 6%; with 100% employer match about $98,415 at 4% or $65,610 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-784---
20082918$20,453,792$6,602,301$7,192iApproximate average salary by contribution assumption: employee only about $179,801 at 4% or $119,867 at 6%; with 50% employer match about $119,867 at 4% or $79,912 at 6%; with 100% employer match about $89,901 at 4% or $59,934 at 6%.
Rothstein Kass 401K Plan-918$20,453,792$6,602,301$7,192iApproximate average salary by contribution assumption: employee only about $179,801 at 4% or $119,867 at 6%; with 50% employer match about $119,867 at 4% or $79,912 at 6%; with 100% employer match about $89,901 at 4% or $59,934 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-782---
20073827$24,381,492$6,043,286$7,307iApproximate average salary by contribution assumption: employee only about $182,687 at 4% or $121,791 at 6%; with 50% employer match about $121,791 at 4% or $81,194 at 6%; with 100% employer match about $91,344 at 4% or $60,896 at 6%.
Rothstein Kass 401K Plan-827$24,381,492$6,043,286$7,307iApproximate average salary by contribution assumption: employee only about $182,687 at 4% or $121,791 at 6%; with 50% employer match about $121,791 at 4% or $81,194 at 6%; with 100% employer match about $91,344 at 4% or $60,896 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. WELFARE PLAN-657---
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-0---
20063726$18,862,338$5,662,049$7,799iApproximate average salary by contribution assumption: employee only about $194,974 at 4% or $129,983 at 6%; with 50% employer match about $129,983 at 4% or $86,655 at 6%; with 100% employer match about $97,487 at 4% or $64,991 at 6%.
Rothstein Kass 401K Plan-726$18,021,760$5,662,049$7,799iApproximate average salary by contribution assumption: employee only about $194,974 at 4% or $129,983 at 6%; with 50% employer match about $129,983 at 4% or $86,655 at 6%; with 100% employer match about $97,487 at 4% or $64,991 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-25$840,578--
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-554---
20053449$20,296,301$3,515,202$7,829iApproximate average salary by contribution assumption: employee only about $195,724 at 4% or $130,483 at 6%; with 50% employer match about $130,483 at 4% or $86,988 at 6%; with 100% employer match about $97,862 at 4% or $65,241 at 6%.
Rothstein Kass 401K Plan-449$11,905,436$2,536,452$5,649iApproximate average salary by contribution assumption: employee only about $141,228 at 4% or $94,152 at 6%; with 50% employer match about $94,152 at 4% or $62,768 at 6%; with 100% employer match about $70,614 at 4% or $47,076 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-115$8,390,865$978,750$8,511iApproximate average salary by contribution assumption: employee only about $212,772 at 4% or $141,848 at 6%; with 50% employer match about $141,848 at 4% or $94,565 at 6%; with 100% employer match about $106,386 at 4% or $70,924 at 6%.
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-429---
20043555$18,947,601$3,514,769$6,333iApproximate average salary by contribution assumption: employee only about $158,323 at 4% or $105,549 at 6%; with 50% employer match about $105,549 at 4% or $70,366 at 6%; with 100% employer match about $79,161 at 4% or $52,774 at 6%.
Rothstein Kass 401K Plan-555$10,965,584$2,212,806$3,987iApproximate average salary by contribution assumption: employee only about $99,676 at 4% or $66,451 at 6%; with 50% employer match about $66,451 at 4% or $44,300 at 6%; with 100% employer match about $49,838 at 4% or $33,225 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-134$7,982,017$1,301,963$9,716iApproximate average salary by contribution assumption: employee only about $242,904 at 4% or $161,936 at 6%; with 50% employer match about $161,936 at 4% or $107,957 at 6%; with 100% employer match about $121,452 at 4% or $80,968 at 6%.
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-510---
20033504$15,072,341$3,159,691$6,269iApproximate average salary by contribution assumption: employee only about $156,731 at 4% or $104,487 at 6%; with 50% employer match about $104,487 at 4% or $69,658 at 6%; with 100% employer match about $78,365 at 4% or $52,244 at 6%.
Rothstein Kass 401K Plan-376$8,302,938$1,597,731$4,249iApproximate average salary by contribution assumption: employee only about $106,232 at 4% or $70,821 at 6%; with 50% employer match about $70,821 at 4% or $47,214 at 6%; with 100% employer match about $53,116 at 4% or $35,411 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-253$6,769,403$1,561,960$6,174iApproximate average salary by contribution assumption: employee only about $154,344 at 4% or $102,896 at 6%; with 50% employer match about $102,896 at 4% or $68,597 at 6%; with 100% employer match about $77,172 at 4% or $51,448 at 6%.
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-504---
20023443$10,865,437$2,841,553$6,414iApproximate average salary by contribution assumption: employee only about $160,359 at 4% or $106,906 at 6%; with 50% employer match about $106,906 at 4% or $71,270 at 6%; with 100% employer match about $80,179 at 4% or $53,453 at 6%.
Rothstein Kass 401K Plan-271$5,566,329$1,233,155$4,550iApproximate average salary by contribution assumption: employee only about $113,760 at 4% or $75,840 at 6%; with 50% employer match about $75,840 at 4% or $50,560 at 6%; with 100% employer match about $56,880 at 4% or $37,920 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-235$5,299,108$1,608,398$6,844iApproximate average salary by contribution assumption: employee only about $171,106 at 4% or $114,071 at 6%; with 50% employer match about $114,071 at 4% or $76,047 at 6%; with 100% employer match about $85,553 at 4% or $57,035 at 6%.
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-443---
20013406$9,071,057$1,920,480$4,730iApproximate average salary by contribution assumption: employee only about $118,256 at 4% or $78,837 at 6%; with 50% employer match about $78,837 at 4% or $52,558 at 6%; with 100% employer match about $59,128 at 4% or $39,419 at 6%.
Rothstein Kass 401K Plan-237$5,398,745$1,006,789$4,248iApproximate average salary by contribution assumption: employee only about $106,201 at 4% or $70,801 at 6%; with 50% employer match about $70,801 at 4% or $47,201 at 6%; with 100% employer match about $53,101 at 4% or $35,400 at 6%.
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-195$3,672,312$913,691$4,686iApproximate average salary by contribution assumption: employee only about $117,140 at 4% or $78,093 at 6%; with 50% employer match about $78,093 at 4% or $52,062 at 6%; with 100% employer match about $58,570 at 4% or $39,047 at 6%.
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-406---
20003376$0$0-
ROTHSTEIN, KASS & COMPANY, P.C EMPLOYEES PROFIT SHARING PLAN-0---
ROTHSTEIN, KASS & CO., P.C. EMPLOYEES HEALTH AND WELFARE PLAN-376---
ROTHSTEIN, KASS & COMPANY, P.C. RETIREMENT PLAN-141---