Civic Intelligence

Rosen & Associates LLP

Plan context: Rosen & Associates LLP 401(K) Profit Sharing Plan

EIN 26-1593950 • Westborough, MA • 17 filings • 2 plans

1800 West Park DriveSuite 300Westborough, MA 01581-0000
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$7,202,782

2024 Contributions

$357,060

Historical Graphs

Total Assets Over Time

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

$8,366,955$4,183,478$0200920172024YearValue
$7,202,782Latest year 2024

Participants Over Time

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

58290200820162024YearValue
38Latest 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
2024138$7,202,782$357,060$9,396iApproximate average salary by contribution assumption: employee only about $234,908 at 4% or $156,605 at 6%; with 50% employer match about $156,605 at 4% or $104,404 at 6%; with 100% employer match about $117,454 at 4% or $78,303 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-38$7,202,782$357,060$9,396iApproximate average salary by contribution assumption: employee only about $234,908 at 4% or $156,605 at 6%; with 50% employer match about $156,605 at 4% or $104,404 at 6%; with 100% employer match about $117,454 at 4% or $78,303 at 6%.
2023143$6,469,789$312,568$7,269iApproximate average salary by contribution assumption: employee only about $181,726 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-43$6,469,789$312,568$7,269iApproximate average salary by contribution assumption: employee only about $181,726 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
2022143$5,719,062$275,176$6,399iApproximate average salary by contribution assumption: employee only about $159,986 at 4% or $106,657 at 6%; with 50% employer match about $106,657 at 4% or $71,105 at 6%; with 100% employer match about $79,993 at 4% or $53,329 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-43$5,719,062$275,176$6,399iApproximate average salary by contribution assumption: employee only about $159,986 at 4% or $106,657 at 6%; with 50% employer match about $106,657 at 4% or $71,105 at 6%; with 100% employer match about $79,993 at 4% or $53,329 at 6%.
2021140$6,933,139$255,908$6,398iApproximate average salary by contribution assumption: employee only about $159,943 at 4% or $106,628 at 6%; with 50% employer match about $106,628 at 4% or $71,086 at 6%; with 100% employer match about $79,971 at 4% or $53,314 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-40$6,933,139$255,908$6,398iApproximate average salary by contribution assumption: employee only about $159,943 at 4% or $106,628 at 6%; with 50% employer match about $106,628 at 4% or $71,086 at 6%; with 100% employer match about $79,971 at 4% or $53,314 at 6%.
2020145$8,366,955$257,412$5,720iApproximate average salary by contribution assumption: employee only about $143,007 at 4% or $95,338 at 6%; with 50% employer match about $95,338 at 4% or $63,559 at 6%; with 100% employer match about $71,503 at 4% or $47,669 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-45$8,366,955$257,412$5,720iApproximate average salary by contribution assumption: employee only about $143,007 at 4% or $95,338 at 6%; with 50% employer match about $95,338 at 4% or $63,559 at 6%; with 100% employer match about $71,503 at 4% or $47,669 at 6%.
2019131$7,364,139$252,820$8,155iApproximate average salary by contribution assumption: employee only about $203,887 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,616 at 6%; with 100% employer match about $101,944 at 4% or $67,962 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-31$7,364,139$252,820$8,155iApproximate average salary by contribution assumption: employee only about $203,887 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,616 at 6%; with 100% employer match about $101,944 at 4% or $67,962 at 6%.
2018158$6,111,188$239,479$4,129iApproximate average salary by contribution assumption: employee only about $103,224 at 4% or $68,816 at 6%; with 50% employer match about $68,816 at 4% or $45,877 at 6%; with 100% employer match about $51,612 at 4% or $34,408 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-58$6,111,188$239,479$4,129iApproximate average salary by contribution assumption: employee only about $103,224 at 4% or $68,816 at 6%; with 50% employer match about $68,816 at 4% or $45,877 at 6%; with 100% employer match about $51,612 at 4% or $34,408 at 6%.
2017150$7,738,193$975,388$19,508iApproximate average salary by contribution assumption: employee only about $487,694 at 4% or $325,129 at 6%; with 50% employer match about $325,129 at 4% or $216,753 at 6%; with 100% employer match about $243,847 at 4% or $162,565 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-50$7,738,193$975,388$19,508iApproximate average salary by contribution assumption: employee only about $487,694 at 4% or $325,129 at 6%; with 50% employer match about $325,129 at 4% or $216,753 at 6%; with 100% employer match about $243,847 at 4% or $162,565 at 6%.
2016146$5,750,812$321,083$6,980iApproximate average salary by contribution assumption: employee only about $174,502 at 4% or $116,334 at 6%; with 50% employer match about $116,334 at 4% or $77,556 at 6%; with 100% employer match about $87,251 at 4% or $58,167 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-46$5,750,812$321,083$6,980iApproximate average salary by contribution assumption: employee only about $174,502 at 4% or $116,334 at 6%; with 50% employer match about $116,334 at 4% or $77,556 at 6%; with 100% employer match about $87,251 at 4% or $58,167 at 6%.
2015148$5,353,251$474,973$9,895iApproximate average salary by contribution assumption: employee only about $247,382 at 4% or $164,921 at 6%; with 50% employer match about $164,921 at 4% or $109,947 at 6%; with 100% employer match about $123,691 at 4% or $82,461 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-48$5,353,251$474,973$9,895iApproximate average salary by contribution assumption: employee only about $247,382 at 4% or $164,921 at 6%; with 50% employer match about $164,921 at 4% or $109,947 at 6%; with 100% employer match about $123,691 at 4% or $82,461 at 6%.
2014150$5,199,278$418,179$8,364iApproximate average salary by contribution assumption: employee only about $209,090 at 4% or $139,393 at 6%; with 50% employer match about $139,393 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-50$5,199,278$418,179$8,364iApproximate average salary by contribution assumption: employee only about $209,090 at 4% or $139,393 at 6%; with 50% employer match about $139,393 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%.
2013149$4,504,387$290,208$5,923iApproximate average salary by contribution assumption: employee only about $148,065 at 4% or $98,710 at 6%; with 50% employer match about $98,710 at 4% or $65,807 at 6%; with 100% employer match about $74,033 at 4% or $49,355 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-49$4,504,387$290,208$5,923iApproximate average salary by contribution assumption: employee only about $148,065 at 4% or $98,710 at 6%; with 50% employer match about $98,710 at 4% or $65,807 at 6%; with 100% employer match about $74,033 at 4% or $49,355 at 6%.
2012146$3,525,670$511,004$11,109iApproximate average salary by contribution assumption: employee only about $277,720 at 4% or $185,146 at 6%; with 50% employer match about $185,146 at 4% or $123,431 at 6%; with 100% employer match about $138,860 at 4% or $92,573 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-46$3,525,670$511,004$11,109iApproximate average salary by contribution assumption: employee only about $277,720 at 4% or $185,146 at 6%; with 50% employer match about $185,146 at 4% or $123,431 at 6%; with 100% employer match about $138,860 at 4% or $92,573 at 6%.
2011144$2,629,063$250,889$5,702iApproximate average salary by contribution assumption: employee only about $142,551 at 4% or $95,034 at 6%; with 50% employer match about $95,034 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-44$2,629,063$250,889$5,702iApproximate average salary by contribution assumption: employee only about $142,551 at 4% or $95,034 at 6%; with 50% employer match about $95,034 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%.
2010141$2,448,789$283,196$6,907iApproximate average salary by contribution assumption: employee only about $172,680 at 4% or $115,120 at 6%; with 50% employer match about $115,120 at 4% or $76,747 at 6%; with 100% employer match about $86,340 at 4% or $57,560 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-41$2,448,789$283,196$6,907iApproximate average salary by contribution assumption: employee only about $172,680 at 4% or $115,120 at 6%; with 50% employer match about $115,120 at 4% or $76,747 at 6%; with 100% employer match about $86,340 at 4% or $57,560 at 6%.
2009139$1,931,041$257,152$6,594iApproximate average salary by contribution assumption: employee only about $164,841 at 4% or $109,894 at 6%; with 50% employer match about $109,894 at 4% or $73,263 at 6%; with 100% employer match about $82,421 at 4% or $54,947 at 6%.
Rosen & Associates LLP 401(K) Profit Sharing Plan-39$1,931,041$257,152$6,594iApproximate average salary by contribution assumption: employee only about $164,841 at 4% or $109,894 at 6%; with 50% employer match about $109,894 at 4% or $73,263 at 6%; with 100% employer match about $82,421 at 4% or $54,947 at 6%.
2008144$0$0-
Rosen & Associates LLP 401(K) Profit Sharing Plan-44---