Civic Intelligence

Joseph Rosati Inc

Plan context: Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust

EIN 23-2966860 • East Lansdowne, PA • 11 filings • 3 plans

1101 Pembroke AveEast Lansdowne, PA 19050-2724
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$734,518

2024 Contributions

$112,436

Historical Graphs

Total Assets Over Time

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

$734,518$367,259$0201420192024YearValue
$734,518Latest year 2024

Participants Over Time

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

43220201420192024YearValue
20Latest 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
2024120$734,518$112,436$5,622iApproximate average salary by contribution assumption: employee only about $140,545 at 4% or $93,697 at 6%; with 50% employer match about $93,697 at 4% or $62,464 at 6%; with 100% employer match about $70,273 at 4% or $46,848 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-20$734,518$112,436$5,622iApproximate average salary by contribution assumption: employee only about $140,545 at 4% or $93,697 at 6%; with 50% employer match about $93,697 at 4% or $62,464 at 6%; with 100% employer match about $70,273 at 4% or $46,848 at 6%.
2023120$588,354$100,846$5,042iApproximate average salary by contribution assumption: employee only about $126,058 at 4% or $84,038 at 6%; with 50% employer match about $84,038 at 4% or $56,026 at 6%; with 100% employer match about $63,029 at 4% or $42,019 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-20$588,354$100,846$5,042iApproximate average salary by contribution assumption: employee only about $126,058 at 4% or $84,038 at 6%; with 50% employer match about $84,038 at 4% or $56,026 at 6%; with 100% employer match about $63,029 at 4% or $42,019 at 6%.
2022117$469,927$117,642$6,920iApproximate average salary by contribution assumption: employee only about $173,003 at 4% or $115,335 at 6%; with 50% employer match about $115,335 at 4% or $76,890 at 6%; with 100% employer match about $86,501 at 4% or $57,668 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-17$469,927$117,642$6,920iApproximate average salary by contribution assumption: employee only about $173,003 at 4% or $115,335 at 6%; with 50% employer match about $115,335 at 4% or $76,890 at 6%; with 100% employer match about $86,501 at 4% or $57,668 at 6%.
2021120$475,143$116,986$5,849iApproximate average salary by contribution assumption: employee only about $146,233 at 4% or $97,488 at 6%; with 50% employer match about $97,488 at 4% or $64,992 at 6%; with 100% employer match about $73,116 at 4% or $48,744 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-20$475,143$116,986$5,849iApproximate average salary by contribution assumption: employee only about $146,233 at 4% or $97,488 at 6%; with 50% employer match about $97,488 at 4% or $64,992 at 6%; with 100% employer match about $73,116 at 4% or $48,744 at 6%.
2020120$429,608$102,303$5,115iApproximate average salary by contribution assumption: employee only about $127,879 at 4% or $85,253 at 6%; with 50% employer match about $85,253 at 4% or $56,835 at 6%; with 100% employer match about $63,939 at 4% or $42,626 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-20$429,608$102,303$5,115iApproximate average salary by contribution assumption: employee only about $127,879 at 4% or $85,253 at 6%; with 50% employer match about $85,253 at 4% or $56,835 at 6%; with 100% employer match about $63,939 at 4% or $42,626 at 6%.
2019120$282,842$84,801$4,240iApproximate average salary by contribution assumption: employee only about $106,001 at 4% or $70,668 at 6%; with 50% employer match about $70,668 at 4% or $47,112 at 6%; with 100% employer match about $53,001 at 4% or $35,334 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-20$282,842$84,801$4,240iApproximate average salary by contribution assumption: employee only about $106,001 at 4% or $70,668 at 6%; with 50% employer match about $70,668 at 4% or $47,112 at 6%; with 100% employer match about $53,001 at 4% or $35,334 at 6%.
2018117$161,307$66,676$3,922iApproximate average salary by contribution assumption: employee only about $98,053 at 4% or $65,369 at 6%; with 50% employer match about $65,369 at 4% or $43,579 at 6%; with 100% employer match about $49,026 at 4% or $32,684 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-17$161,307$66,676$3,922iApproximate average salary by contribution assumption: employee only about $98,053 at 4% or $65,369 at 6%; with 50% employer match about $65,369 at 4% or $43,579 at 6%; with 100% employer match about $49,026 at 4% or $32,684 at 6%.
2017117$120,881$52,335$3,079iApproximate average salary by contribution assumption: employee only about $76,963 at 4% or $51,309 at 6%; with 50% employer match about $51,309 at 4% or $34,206 at 6%; with 100% employer match about $38,482 at 4% or $25,654 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-17$120,881$52,335$3,079iApproximate average salary by contribution assumption: employee only about $76,963 at 4% or $51,309 at 6%; with 50% employer match about $51,309 at 4% or $34,206 at 6%; with 100% employer match about $38,482 at 4% or $25,654 at 6%.
2016143$55,644$34,564$804iApproximate average salary by contribution assumption: employee only about $20,095 at 4% or $13,397 at 6%; with 50% employer match about $13,397 at 4% or $8,931 at 6%; with 100% employer match about $10,048 at 4% or $6,698 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-43$55,644$34,564$804iApproximate average salary by contribution assumption: employee only about $20,095 at 4% or $13,397 at 6%; with 50% employer match about $13,397 at 4% or $8,931 at 6%; with 100% employer match about $10,048 at 4% or $6,698 at 6%.
2015114$17,114$14,554$1,040iApproximate average salary by contribution assumption: employee only about $25,989 at 4% or $17,326 at 6%; with 50% employer match about $17,326 at 4% or $11,551 at 6%; with 100% employer match about $12,995 at 4% or $8,663 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-14$17,114$14,554$1,040iApproximate average salary by contribution assumption: employee only about $25,989 at 4% or $17,326 at 6%; with 50% employer match about $17,326 at 4% or $11,551 at 6%; with 100% employer match about $12,995 at 4% or $8,663 at 6%.
201416$2,959$2,927$488iApproximate average salary by contribution assumption: employee only about $12,196 at 4% or $8,131 at 6%; with 50% employer match about $8,131 at 4% or $5,420 at 6%; with 100% employer match about $6,098 at 4% or $4,065 at 6%.
Joseph Rosati Inc 401(K) Profit Sharing Plan & Trust-6$2,959$2,927$488iApproximate average salary by contribution assumption: employee only about $12,196 at 4% or $8,131 at 6%; with 50% employer match about $8,131 at 4% or $5,420 at 6%; with 100% employer match about $6,098 at 4% or $4,065 at 6%.