Civic Intelligence

Rosenfeld Associates PC

Plan context: Rosenfeld Associates PC 401 K Profit Sharing Plan Trust

EIN 26-2308293 • Portland, OR • 6 filings • 3 plans

7785 W. Stark St.Portland, OR 97229
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$58,464

2021 Contributions

$1,377

Historical Graphs

Total Assets Over Time

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

$58,464$29,232$0201520172020YearValue
$58,464Latest year 2020

Participants Over Time

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

320201520172020YearValue
3Latest year 2020

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
202110$0$0-
Rosenfeld Associates PC 401 K Profit Sharing Plan Trust-0$0$0-
202013$58,464$1,377$459iApproximate average salary by contribution assumption: employee only about $11,475 at 4% or $7,650 at 6%; with 50% employer match about $7,650 at 4% or $5,100 at 6%; with 100% employer match about $5,738 at 4% or $3,825 at 6%.
Rosenfeld Associates PC 401 K Profit Sharing Plan Trust-3$58,464$1,377$459iApproximate average salary by contribution assumption: employee only about $11,475 at 4% or $7,650 at 6%; with 50% employer match about $7,650 at 4% or $5,100 at 6%; with 100% employer match about $5,738 at 4% or $3,825 at 6%.
201813$48,060$7,844$2,615iApproximate average salary by contribution assumption: employee only about $65,367 at 4% or $43,578 at 6%; with 50% employer match about $43,578 at 4% or $29,052 at 6%; with 100% employer match about $32,683 at 4% or $21,789 at 6%.
Rosenfeld Associates PC 401 K Profit Sharing Plan Trust-3$48,060$7,844$2,615iApproximate average salary by contribution assumption: employee only about $65,367 at 4% or $43,578 at 6%; with 50% employer match about $43,578 at 4% or $29,052 at 6%; with 100% employer match about $32,683 at 4% or $21,789 at 6%.
201713$45,690$9,349$3,116iApproximate average salary by contribution assumption: employee only about $77,908 at 4% or $51,939 at 6%; with 50% employer match about $51,939 at 4% or $34,626 at 6%; with 100% employer match about $38,954 at 4% or $25,969 at 6%.
Rosenfeld Associates PC 401 K Profit Sharing Plan Trust-3$45,690$9,349$3,116iApproximate average salary by contribution assumption: employee only about $77,908 at 4% or $51,939 at 6%; with 50% employer match about $51,939 at 4% or $34,626 at 6%; with 100% employer match about $38,954 at 4% or $25,969 at 6%.
201613$30,057$16,484$5,495iApproximate average salary by contribution assumption: employee only about $137,367 at 4% or $91,578 at 6%; with 50% employer match about $91,578 at 4% or $61,052 at 6%; with 100% employer match about $68,683 at 4% or $45,789 at 6%.
Rosenfeld Associates PC 401 K Profit Sharing Plan Trust-3$30,057$16,484$5,495iApproximate average salary by contribution assumption: employee only about $137,367 at 4% or $91,578 at 6%; with 50% employer match about $91,578 at 4% or $61,052 at 6%; with 100% employer match about $68,683 at 4% or $45,789 at 6%.
201512$10,900$10,911$5,456iApproximate average salary by contribution assumption: employee only about $136,388 at 4% or $90,925 at 6%; with 50% employer match about $90,925 at 4% or $60,617 at 6%; with 100% employer match about $68,194 at 4% or $45,463 at 6%.
Rosenfeld Associates PC 401 K Profit Sharing Plan Trust-2$10,900$10,911$5,456iApproximate average salary by contribution assumption: employee only about $136,388 at 4% or $90,925 at 6%; with 50% employer match about $90,925 at 4% or $60,617 at 6%; with 100% employer match about $68,194 at 4% or $45,463 at 6%.