Civic Intelligence

Paul F. Rothstein Inc.

Plan context: Paul F. Rothstein Inc. Employees Pension Plan

EIN 25-1193349 • Blue Bell, PA • 35 filings • 4 plans

716 Dekalb Pike, #224Blue Bell, PA 19422
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$432,543

2016 Contributions

$24,200

Historical Graphs

Total Assets Over Time

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

$1,598,266$799,133$0199920092015YearValue
$432,543Latest year 2015

Participants Over Time

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

530199920072015YearValue
4Latest year 2015

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-
Paul F. Rothstein Inc. Employees Pension Plan-0$0$0-
201514$432,543$24,200$6,050iApproximate average salary by contribution assumption: employee only about $151,250 at 4% or $100,833 at 6%; with 50% employer match about $100,833 at 4% or $67,222 at 6%; with 100% employer match about $75,625 at 4% or $50,417 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-4$432,543$24,200$6,050iApproximate average salary by contribution assumption: employee only about $151,250 at 4% or $100,833 at 6%; with 50% employer match about $100,833 at 4% or $67,222 at 6%; with 100% employer match about $75,625 at 4% or $50,417 at 6%.
201414$406,484$26,160$6,540iApproximate average salary by contribution assumption: employee only about $163,500 at 4% or $109,000 at 6%; with 50% employer match about $109,000 at 4% or $72,667 at 6%; with 100% employer match about $81,750 at 4% or $54,500 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-4$406,484$26,160$6,540iApproximate average salary by contribution assumption: employee only about $163,500 at 4% or $109,000 at 6%; with 50% employer match about $109,000 at 4% or $72,667 at 6%; with 100% employer match about $81,750 at 4% or $54,500 at 6%.
201324$378,004$18,360$4,590iApproximate average salary by contribution assumption: employee only about $114,750 at 4% or $76,500 at 6%; with 50% employer match about $76,500 at 4% or $51,000 at 6%; with 100% employer match about $57,375 at 4% or $38,250 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-4$378,004$18,360$4,590iApproximate average salary by contribution assumption: employee only about $114,750 at 4% or $76,500 at 6%; with 50% employer match about $76,500 at 4% or $51,000 at 6%; with 100% employer match about $57,375 at 4% or $38,250 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-0$0$0-
201225$562,205$16,600$3,320iApproximate average salary by contribution assumption: employee only about $83,000 at 4% or $55,333 at 6%; with 50% employer match about $55,333 at 4% or $36,889 at 6%; with 100% employer match about $41,500 at 4% or $27,667 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-4$357,007$16,600$4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$205,198$0-
201125$1,567,877$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,230,191$0-
Paul F. Rothstein Inc. Employees Pension Plan-4$337,686$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201025$1,598,266$11,500$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,281,199$0-
Paul F. Rothstein Inc. Employees Pension Plan-4$317,067$11,500$2,875iApproximate average salary by contribution assumption: employee only about $71,875 at 4% or $47,917 at 6%; with 50% employer match about $47,917 at 4% or $31,944 at 6%; with 100% employer match about $35,938 at 4% or $23,958 at 6%.
200925$1,512,926$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,235,755$0-
Paul F. Rothstein Inc. Employees Pension Plan-4$277,171$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200824$0$0-
Paul F. Rothstein Inc. Employees Profit Sharing Plan-4---
Paul F. Rothstein Inc. Employees Pension Plan-2---
200724$0$0-
Paul F. Rothstein Inc. Employees Pension Plan-2---
Paul F. Rothstein Inc. Employees Profit Sharing Plan-4---
200624$1,324,275$0-
Paul F. Rothstein Inc. Employees Profit Sharing Plan-4$1,324,275--
Paul F. Rothstein Inc. Employees Pension Plan-2---
200525$1,269,885$0-
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,269,885--
Paul F. Rothstein Inc. Employees Pension Plan-5---
200415$1,269,581$0-
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,269,581--
200325$1,238,235$73,956$14,791iApproximate average salary by contribution assumption: employee only about $369,780 at 4% or $246,520 at 6%; with 50% employer match about $246,520 at 4% or $164,347 at 6%; with 100% employer match about $184,890 at 4% or $123,260 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,238,235$73,956$14,791iApproximate average salary by contribution assumption: employee only about $369,780 at 4% or $246,520 at 6%; with 50% employer match about $246,520 at 4% or $164,347 at 6%; with 100% employer match about $184,890 at 4% or $123,260 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-5---
200235$1,275,167$92,748$18,550iApproximate average salary by contribution assumption: employee only about $463,740 at 4% or $309,160 at 6%; with 50% employer match about $309,160 at 4% or $206,107 at 6%; with 100% employer match about $231,870 at 4% or $154,580 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$1,275,167$92,748$18,550iApproximate average salary by contribution assumption: employee only about $463,740 at 4% or $309,160 at 6%; with 50% employer match about $309,160 at 4% or $206,107 at 6%; with 100% employer match about $231,870 at 4% or $154,580 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-5---
Paul F. Rothstein Inc. Money Purchase Plan-0---
200135$0$0-
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5---
Paul F. Rothstein Inc. Money Purchase Plan-5---
Paul F. Rothstein Inc. Employees Pension Plan-5---
200025$969,378$95,980$19,196iApproximate average salary by contribution assumption: employee only about $479,900 at 4% or $319,933 at 6%; with 50% employer match about $319,933 at 4% or $213,289 at 6%; with 100% employer match about $239,950 at 4% or $159,967 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$876,423$30,892$6,178iApproximate average salary by contribution assumption: employee only about $154,460 at 4% or $102,973 at 6%; with 50% employer match about $102,973 at 4% or $68,649 at 6%; with 100% employer match about $77,230 at 4% or $51,487 at 6%.
Paul F. Rothstein Inc. Money Purchase Plan-5$92,955$65,088$13,018iApproximate average salary by contribution assumption: employee only about $325,440 at 4% or $216,960 at 6%; with 50% employer match about $216,960 at 4% or $144,640 at 6%; with 100% employer match about $162,720 at 4% or $108,480 at 6%.
199935$1,078,494$35,952$7,190iApproximate average salary by contribution assumption: employee only about $179,760 at 4% or $119,840 at 6%; with 50% employer match about $119,840 at 4% or $79,893 at 6%; with 100% employer match about $89,880 at 4% or $59,920 at 6%.
Paul F. Rothstein Inc. Employees Profit Sharing Plan-5$820,261$9,257$1,851iApproximate average salary by contribution assumption: employee only about $46,285 at 4% or $30,857 at 6%; with 50% employer match about $30,857 at 4% or $20,571 at 6%; with 100% employer match about $23,143 at 4% or $15,428 at 6%.
Paul F. Rothstein Inc. Employees Pension Plan-5$231,538--
Paul F. Rothstein Inc. Money Purchase Plan-5$26,695$26,695$5,339iApproximate average salary by contribution assumption: employee only about $133,475 at 4% or $88,983 at 6%; with 50% employer match about $88,983 at 4% or $59,322 at 6%; with 100% employer match about $66,738 at 4% or $44,492 at 6%.