Civic Intelligence

Joel a. Rose & Associates Inc.

Plan context: Joel a. Rose & Associates Inc. Profit Sharing Plan

EIN 23-2463817 • Cherry Hill, NJ • 18 filings • 3 plans

1766 Rolling LaneP.O. Box 162Cherry Hill, NJ 08003
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$366,465

2013 Contributions

$34,023

Historical Graphs

Total Assets Over Time

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

$369,063$184,532$0200020072013YearValue
$366,465Latest year 2013

Participants Over Time

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

210200020072013YearValue
1Latest year 2013

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
201311$366,465$0-
Joel a. Rose & Associates Inc. Profit Sharing Plan-1$366,465$0-
201212$364,665$0-
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$364,665$0-
201112$345,648$0-
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$345,648$0-
201012$369,063$34,023$17,012iApproximate average salary by contribution assumption: employee only about $425,288 at 4% or $283,525 at 6%; with 50% employer match about $283,525 at 4% or $189,017 at 6%; with 100% employer match about $212,644 at 4% or $141,763 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$369,063$34,023$17,012iApproximate average salary by contribution assumption: employee only about $425,288 at 4% or $283,525 at 6%; with 50% employer match about $283,525 at 4% or $189,017 at 6%; with 100% employer match about $212,644 at 4% or $141,763 at 6%.
200912$320,538$40,437$20,219iApproximate average salary by contribution assumption: employee only about $505,463 at 4% or $336,975 at 6%; with 50% employer match about $336,975 at 4% or $224,650 at 6%; with 100% employer match about $252,731 at 4% or $168,488 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$320,538$40,437$20,219iApproximate average salary by contribution assumption: employee only about $505,463 at 4% or $336,975 at 6%; with 50% employer match about $336,975 at 4% or $224,650 at 6%; with 100% employer match about $252,731 at 4% or $168,488 at 6%.
200822$264,542$45,368$22,684iApproximate average salary by contribution assumption: employee only about $567,100 at 4% or $378,067 at 6%; with 50% employer match about $378,067 at 4% or $252,044 at 6%; with 100% employer match about $283,550 at 4% or $189,033 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$264,542$45,368$22,684iApproximate average salary by contribution assumption: employee only about $567,100 at 4% or $378,067 at 6%; with 50% employer match about $378,067 at 4% or $252,044 at 6%; with 100% employer match about $283,550 at 4% or $189,033 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-0---
200712$347,300$42,733$21,367iApproximate average salary by contribution assumption: employee only about $534,163 at 4% or $356,108 at 6%; with 50% employer match about $356,108 at 4% or $237,406 at 6%; with 100% employer match about $267,081 at 4% or $178,054 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$347,300$42,733$21,367iApproximate average salary by contribution assumption: employee only about $534,163 at 4% or $356,108 at 6%; with 50% employer match about $356,108 at 4% or $237,406 at 6%; with 100% employer match about $267,081 at 4% or $178,054 at 6%.
200612$281,434$43,889$21,945iApproximate average salary by contribution assumption: employee only about $548,613 at 4% or $365,742 at 6%; with 50% employer match about $365,742 at 4% or $243,828 at 6%; with 100% employer match about $274,306 at 4% or $182,871 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$281,434$43,889$21,945iApproximate average salary by contribution assumption: employee only about $548,613 at 4% or $365,742 at 6%; with 50% employer match about $365,742 at 4% or $243,828 at 6%; with 100% employer match about $274,306 at 4% or $182,871 at 6%.
200512$222,028$39,541$19,771iApproximate average salary by contribution assumption: employee only about $494,263 at 4% or $329,508 at 6%; with 50% employer match about $329,508 at 4% or $219,672 at 6%; with 100% employer match about $247,131 at 4% or $164,754 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$222,028$39,541$19,771iApproximate average salary by contribution assumption: employee only about $494,263 at 4% or $329,508 at 6%; with 50% employer match about $329,508 at 4% or $219,672 at 6%; with 100% employer match about $247,131 at 4% or $164,754 at 6%.
200412$178,814$35,657$17,829iApproximate average salary by contribution assumption: employee only about $445,713 at 4% or $297,142 at 6%; with 50% employer match about $297,142 at 4% or $198,094 at 6%; with 100% employer match about $222,856 at 4% or $148,571 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$178,814$35,657$17,829iApproximate average salary by contribution assumption: employee only about $445,713 at 4% or $297,142 at 6%; with 50% employer match about $297,142 at 4% or $198,094 at 6%; with 100% employer match about $222,856 at 4% or $148,571 at 6%.
200312$139,247$27,357$13,679iApproximate average salary by contribution assumption: employee only about $341,963 at 4% or $227,975 at 6%; with 50% employer match about $227,975 at 4% or $151,983 at 6%; with 100% employer match about $170,981 at 4% or $113,988 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$139,247$27,357$13,679iApproximate average salary by contribution assumption: employee only about $341,963 at 4% or $227,975 at 6%; with 50% employer match about $227,975 at 4% or $151,983 at 6%; with 100% employer match about $170,981 at 4% or $113,988 at 6%.
200222$105,493$27,734$13,867iApproximate average salary by contribution assumption: employee only about $346,675 at 4% or $231,117 at 6%; with 50% employer match about $231,117 at 4% or $154,078 at 6%; with 100% employer match about $173,338 at 4% or $115,558 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$105,493$27,734$13,867iApproximate average salary by contribution assumption: employee only about $346,675 at 4% or $231,117 at 6%; with 50% employer match about $231,117 at 4% or $154,078 at 6%; with 100% employer match about $173,338 at 4% or $115,558 at 6%.
JOEL A. ROSE & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN-0---
200122$0$0-
Joel a. Rose & Associates Inc. Profit Sharing Plan-2---
JOEL A. ROSE & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN-2---
200022$33,444$33,267$16,634iApproximate average salary by contribution assumption: employee only about $415,838 at 4% or $277,225 at 6%; with 50% employer match about $277,225 at 4% or $184,817 at 6%; with 100% employer match about $207,919 at 4% or $138,613 at 6%.
JOEL A. ROSE & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN-2$18,014$17,837$8,919iApproximate average salary by contribution assumption: employee only about $222,963 at 4% or $148,642 at 6%; with 50% employer match about $148,642 at 4% or $99,094 at 6%; with 100% employer match about $111,481 at 4% or $74,321 at 6%.
Joel a. Rose & Associates Inc. Profit Sharing Plan-2$15,430$15,430$7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%.