Civic Intelligence

ROSENBAUM & ASSOCIATES, P.C.

Plan context: Rosenbaum & Associates 401(K) Plan

EIN 23-2680252 • Philadelphia, PA • 34 filings • 4 plans

1818 Market Street, Suite 3200Philadelphia, PA 19103-3611
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$9,839,556

2024 Contributions

$1,012,962

Historical Graphs

Total Assets Over Time

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

$9,839,556$4,919,778$0200720162024YearValue
$9,839,556Latest year 2024

Participants Over Time

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

56280200720162024YearValue
51Latest 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
2024351$9,839,556$1,012,962$19,862iApproximate average salary by contribution assumption: employee only about $496,550 at 4% or $331,033 at 6%; with 50% employer match about $331,033 at 4% or $220,689 at 6%; with 100% employer match about $248,275 at 4% or $165,517 at 6%.
Rosenbaum & Associates 401(K) Plan-51$4,999,515$408,807$8,016iApproximate average salary by contribution assumption: employee only about $200,396 at 4% or $133,597 at 6%; with 50% employer match about $133,597 at 4% or $89,065 at 6%; with 100% employer match about $100,198 at 4% or $66,799 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-18$4,069,558$499,002$27,722iApproximate average salary by contribution assumption: employee only about $693,058 at 4% or $462,039 at 6%; with 50% employer match about $462,039 at 4% or $308,026 at 6%; with 100% employer match about $346,529 at 4% or $231,019 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-25$770,483$105,153$4,206iApproximate average salary by contribution assumption: employee only about $105,153 at 4% or $70,102 at 6%; with 50% employer match about $70,102 at 4% or $46,735 at 6%; with 100% employer match about $52,577 at 4% or $35,051 at 6%.
2023356$8,625,619$1,317,287$23,523iApproximate average salary by contribution assumption: employee only about $588,075 at 4% or $392,050 at 6%; with 50% employer match about $392,050 at 4% or $261,366 at 6%; with 100% employer match about $294,037 at 4% or $196,025 at 6%.
Rosenbaum & Associates 401(K) Plan-56$4,757,633$699,276$12,487iApproximate average salary by contribution assumption: employee only about $312,177 at 4% or $208,118 at 6%; with 50% employer match about $208,118 at 4% or $138,745 at 6%; with 100% employer match about $156,088 at 4% or $104,059 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-23$3,226,997$502,072$21,829iApproximate average salary by contribution assumption: employee only about $545,730 at 4% or $363,820 at 6%; with 50% employer match about $363,820 at 4% or $242,547 at 6%; with 100% employer match about $272,865 at 4% or $181,910 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-30$640,989$115,939$3,865iApproximate average salary by contribution assumption: employee only about $96,616 at 4% or $64,411 at 6%; with 50% employer match about $64,411 at 4% or $42,940 at 6%; with 100% employer match about $48,308 at 4% or $32,205 at 6%.
2022352$6,381,587$894,214$17,196iApproximate average salary by contribution assumption: employee only about $429,911 at 4% or $286,607 at 6%; with 50% employer match about $286,607 at 4% or $191,071 at 6%; with 100% employer match about $214,955 at 4% or $143,304 at 6%.
Rosenbaum & Associates 401(K) Plan-52$3,557,070$380,196$7,311iApproximate average salary by contribution assumption: employee only about $182,787 at 4% or $121,858 at 6%; with 50% employer match about $121,858 at 4% or $81,238 at 6%; with 100% employer match about $91,393 at 4% or $60,929 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-23$2,347,295$416,694$18,117iApproximate average salary by contribution assumption: employee only about $452,928 at 4% or $301,952 at 6%; with 50% employer match about $301,952 at 4% or $201,301 at 6%; with 100% employer match about $226,464 at 4% or $150,976 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-26$477,222$97,324$3,743iApproximate average salary by contribution assumption: employee only about $93,581 at 4% or $62,387 at 6%; with 50% employer match about $62,387 at 4% or $41,591 at 6%; with 100% employer match about $46,790 at 4% or $31,194 at 6%.
2021347$7,083,250$833,941$17,743iApproximate average salary by contribution assumption: employee only about $443,586 at 4% or $295,724 at 6%; with 50% employer match about $295,724 at 4% or $197,149 at 6%; with 100% employer match about $221,793 at 4% or $147,862 at 6%.
Rosenbaum & Associates 401(K) Plan-47$4,365,403$329,357$7,008iApproximate average salary by contribution assumption: employee only about $175,190 at 4% or $116,793 at 6%; with 50% employer match about $116,793 at 4% or $77,862 at 6%; with 100% employer match about $87,595 at 4% or $58,397 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-21$2,259,172$415,807$19,800iApproximate average salary by contribution assumption: employee only about $495,008 at 4% or $330,006 at 6%; with 50% employer match about $330,006 at 4% or $220,004 at 6%; with 100% employer match about $247,504 at 4% or $165,003 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-23$458,675$88,777$3,860iApproximate average salary by contribution assumption: employee only about $96,497 at 4% or $64,331 at 6%; with 50% employer match about $64,331 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,166 at 6%.
2020344$5,995,036$773,483$17,579iApproximate average salary by contribution assumption: employee only about $439,479 at 4% or $292,986 at 6%; with 50% employer match about $292,986 at 4% or $195,324 at 6%; with 100% employer match about $219,739 at 4% or $146,493 at 6%.
Rosenbaum & Associates 401(K) Plan-44$3,985,773$272,671$6,197iApproximate average salary by contribution assumption: employee only about $154,927 at 4% or $103,284 at 6%; with 50% employer match about $103,284 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-20$1,667,471$415,988$20,799iApproximate average salary by contribution assumption: employee only about $519,985 at 4% or $346,657 at 6%; with 50% employer match about $346,657 at 4% or $231,104 at 6%; with 100% employer match about $259,993 at 4% or $173,328 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-21$341,792$84,824$4,039iApproximate average salary by contribution assumption: employee only about $100,981 at 4% or $67,321 at 6%; with 50% employer match about $67,321 at 4% or $44,880 at 6%; with 100% employer match about $50,490 at 4% or $33,660 at 6%.
2019335$4,667,798$655,726$18,735iApproximate average salary by contribution assumption: employee only about $468,376 at 4% or $312,250 at 6%; with 50% employer match about $312,250 at 4% or $208,167 at 6%; with 100% employer match about $234,188 at 4% or $156,125 at 6%.
Rosenbaum & Associates 401(K) Plan-35$3,305,596$227,462$6,499iApproximate average salary by contribution assumption: employee only about $162,473 at 4% or $108,315 at 6%; with 50% employer match about $108,315 at 4% or $72,210 at 6%; with 100% employer match about $81,236 at 4% or $54,158 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-15$1,135,167$351,767$23,451iApproximate average salary by contribution assumption: employee only about $586,278 at 4% or $390,852 at 6%; with 50% employer match about $390,852 at 4% or $260,568 at 6%; with 100% employer match about $293,139 at 4% or $195,426 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-15$227,035$76,497$5,100iApproximate average salary by contribution assumption: employee only about $127,495 at 4% or $84,997 at 6%; with 50% employer match about $84,997 at 4% or $56,664 at 6%; with 100% employer match about $63,748 at 4% or $42,498 at 6%.
2018330$3,512,108$644,672$21,489iApproximate average salary by contribution assumption: employee only about $537,227 at 4% or $358,151 at 6%; with 50% employer match about $358,151 at 4% or $238,767 at 6%; with 100% employer match about $268,613 at 4% or $179,076 at 6%.
Rosenbaum & Associates 401(K) Plan-30$2,703,730$222,301$7,410iApproximate average salary by contribution assumption: employee only about $185,251 at 4% or $123,501 at 6%; with 50% employer match about $123,501 at 4% or $82,334 at 6%; with 100% employer match about $92,625 at 4% or $61,750 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-14$676,959$352,699$25,193iApproximate average salary by contribution assumption: employee only about $629,820 at 4% or $419,880 at 6%; with 50% employer match about $419,880 at 4% or $279,920 at 6%; with 100% employer match about $314,910 at 4% or $209,940 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-12$131,419$69,672$5,806iApproximate average salary by contribution assumption: employee only about $145,150 at 4% or $96,767 at 6%; with 50% employer match about $96,767 at 4% or $64,511 at 6%; with 100% employer match about $72,575 at 4% or $48,383 at 6%.
2017328$3,899,950$639,582$22,842iApproximate average salary by contribution assumption: employee only about $571,055 at 4% or $380,704 at 6%; with 50% employer match about $380,704 at 4% or $253,802 at 6%; with 100% employer match about $285,528 at 4% or $190,352 at 6%.
Rosenbaum & Associates 401(K) Plan-28$3,482,656$222,288$7,939iApproximate average salary by contribution assumption: employee only about $198,471 at 4% or $132,314 at 6%; with 50% employer match about $132,314 at 4% or $88,210 at 6%; with 100% employer match about $99,236 at 4% or $66,157 at 6%.
ROSENBAUM & ASSOCIATES PENSION PLAN-10$350,973$350,973$35,097iApproximate average salary by contribution assumption: employee only about $877,433 at 4% or $584,955 at 6%; with 50% employer match about $584,955 at 4% or $389,970 at 6%; with 100% employer match about $438,716 at 4% or $292,478 at 6%.
ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN-8$66,321$66,321$8,290iApproximate average salary by contribution assumption: employee only about $207,253 at 4% or $138,169 at 6%; with 50% employer match about $138,169 at 4% or $92,113 at 6%; with 100% employer match about $103,627 at 4% or $69,084 at 6%.
2016129$2,968,787$202,548$6,984iApproximate average salary by contribution assumption: employee only about $174,610 at 4% or $116,407 at 6%; with 50% employer match about $116,407 at 4% or $77,605 at 6%; with 100% employer match about $87,305 at 4% or $58,203 at 6%.
Rosenbaum & Associates 401(K) Plan-29$2,968,787$202,548$6,984iApproximate average salary by contribution assumption: employee only about $174,610 at 4% or $116,407 at 6%; with 50% employer match about $116,407 at 4% or $77,605 at 6%; with 100% employer match about $87,305 at 4% or $58,203 at 6%.
2015128$2,714,053$185,510$6,625iApproximate average salary by contribution assumption: employee only about $165,634 at 4% or $110,423 at 6%; with 50% employer match about $110,423 at 4% or $73,615 at 6%; with 100% employer match about $82,817 at 4% or $55,211 at 6%.
Rosenbaum & Associates 401(K) Plan-28$2,714,053$185,510$6,625iApproximate average salary by contribution assumption: employee only about $165,634 at 4% or $110,423 at 6%; with 50% employer match about $110,423 at 4% or $73,615 at 6%; with 100% employer match about $82,817 at 4% or $55,211 at 6%.
2014125$2,779,552$181,443$7,258iApproximate average salary by contribution assumption: employee only about $181,443 at 4% or $120,962 at 6%; with 50% employer match about $120,962 at 4% or $80,641 at 6%; with 100% employer match about $90,722 at 4% or $60,481 at 6%.
Rosenbaum & Associates 401(K) Plan-25$2,779,552$181,443$7,258iApproximate average salary by contribution assumption: employee only about $181,443 at 4% or $120,962 at 6%; with 50% employer match about $120,962 at 4% or $80,641 at 6%; with 100% employer match about $90,722 at 4% or $60,481 at 6%.
2013123$2,640,864$185,653$8,072iApproximate average salary by contribution assumption: employee only about $201,797 at 4% or $134,531 at 6%; with 50% employer match about $134,531 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,266 at 6%.
Rosenbaum & Associates 401(K) Plan-23$2,640,864$185,653$8,072iApproximate average salary by contribution assumption: employee only about $201,797 at 4% or $134,531 at 6%; with 50% employer match about $134,531 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,266 at 6%.
2012122$2,252,849$180,433$8,202iApproximate average salary by contribution assumption: employee only about $205,038 at 4% or $136,692 at 6%; with 50% employer match about $136,692 at 4% or $91,128 at 6%; with 100% employer match about $102,519 at 4% or $68,346 at 6%.
Rosenbaum & Associates 401(K) Plan-22$2,252,849$180,433$8,202iApproximate average salary by contribution assumption: employee only about $205,038 at 4% or $136,692 at 6%; with 50% employer match about $136,692 at 4% or $91,128 at 6%; with 100% employer match about $102,519 at 4% or $68,346 at 6%.
2011123$1,896,868$170,529$7,414iApproximate average salary by contribution assumption: employee only about $185,358 at 4% or $123,572 at 6%; with 50% employer match about $123,572 at 4% or $82,381 at 6%; with 100% employer match about $92,679 at 4% or $61,786 at 6%.
Rosenbaum & Associates 401(K) Plan-23$1,896,868$170,529$7,414iApproximate average salary by contribution assumption: employee only about $185,358 at 4% or $123,572 at 6%; with 50% employer match about $123,572 at 4% or $82,381 at 6%; with 100% employer match about $92,679 at 4% or $61,786 at 6%.
2010121$1,950,179$135,298$6,443iApproximate average salary by contribution assumption: employee only about $161,069 at 4% or $107,379 at 6%; with 50% employer match about $107,379 at 4% or $71,586 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
Rosenbaum & Associates 401(K) Plan-21$1,950,179$135,298$6,443iApproximate average salary by contribution assumption: employee only about $161,069 at 4% or $107,379 at 6%; with 50% employer match about $107,379 at 4% or $71,586 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
2009119$1,664,992$137,667$7,246iApproximate average salary by contribution assumption: employee only about $181,141 at 4% or $120,761 at 6%; with 50% employer match about $120,761 at 4% or $80,507 at 6%; with 100% employer match about $90,570 at 4% or $60,380 at 6%.
Rosenbaum & Associates 401(K) Plan-19$1,664,992$137,667$7,246iApproximate average salary by contribution assumption: employee only about $181,141 at 4% or $120,761 at 6%; with 50% employer match about $120,761 at 4% or $80,507 at 6%; with 100% employer match about $90,570 at 4% or $60,380 at 6%.
2008112$1,257,007$133,675$11,140iApproximate average salary by contribution assumption: employee only about $278,490 at 4% or $185,660 at 6%; with 50% employer match about $185,660 at 4% or $123,773 at 6%; with 100% employer match about $139,245 at 4% or $92,830 at 6%.
Rosenbaum & Associates 401(K) Plan-12$1,257,007$133,675$11,140iApproximate average salary by contribution assumption: employee only about $278,490 at 4% or $185,660 at 6%; with 50% employer match about $185,660 at 4% or $123,773 at 6%; with 100% employer match about $139,245 at 4% or $92,830 at 6%.
2007112$1,632,666$121,125$10,094iApproximate average salary by contribution assumption: employee only about $252,344 at 4% or $168,229 at 6%; with 50% employer match about $168,229 at 4% or $112,153 at 6%; with 100% employer match about $126,172 at 4% or $84,115 at 6%.
Rosenbaum & Associates 401(K) Plan-12$1,632,666$121,125$10,094iApproximate average salary by contribution assumption: employee only about $252,344 at 4% or $168,229 at 6%; with 50% employer match about $168,229 at 4% or $112,153 at 6%; with 100% employer match about $126,172 at 4% or $84,115 at 6%.