Civic Intelligence

Irwin R. Rose & Company LLC

Plan context: Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan

EIN 27-0950641 • Indianapolis, IN • 35 filings • 3 plans

P.O. Box 40879Indianapolis, IN 46240-0879
Current Snapshot

Latest Year

2024

2024 Participants

148

2024 Assets

$16,595,730

2024 Contributions

$1,172,549

Historical Graphs

Total Assets Over Time

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

$16,595,730$8,297,865$0200920172024YearValue
$16,595,730Latest year 2024

Participants Over Time

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

176880200920172024YearValue
148Latest 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
20242148$16,595,730$1,172,549$7,923iApproximate average salary by contribution assumption: employee only about $198,066 at 4% or $132,044 at 6%; with 50% employer match about $132,044 at 4% or $88,029 at 6%; with 100% employer match about $99,033 at 4% or $66,022 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-148$16,595,730$1,172,549$7,923iApproximate average salary by contribution assumption: employee only about $198,066 at 4% or $132,044 at 6%; with 50% employer match about $132,044 at 4% or $88,029 at 6%; with 100% employer match about $99,033 at 4% or $66,022 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-135---
20232148$14,212,896$1,279,606$8,646iApproximate average salary by contribution assumption: employee only about $216,150 at 4% or $144,100 at 6%; with 50% employer match about $144,100 at 4% or $96,067 at 6%; with 100% employer match about $108,075 at 4% or $72,050 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-126$14,212,896$1,279,606$10,156iApproximate average salary by contribution assumption: employee only about $253,890 at 4% or $169,260 at 6%; with 50% employer match about $169,260 at 4% or $112,840 at 6%; with 100% employer match about $126,945 at 4% or $84,630 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-148---
20222122$12,284,033$1,150,400$9,430iApproximate average salary by contribution assumption: employee only about $235,738 at 4% or $157,158 at 6%; with 50% employer match about $157,158 at 4% or $104,772 at 6%; with 100% employer match about $117,869 at 4% or $78,579 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-122$12,284,033$1,150,400$9,430iApproximate average salary by contribution assumption: employee only about $235,738 at 4% or $157,158 at 6%; with 50% employer match about $157,158 at 4% or $104,772 at 6%; with 100% employer match about $117,869 at 4% or $78,579 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-119---
20212123$14,659,025$1,068,885$8,690iApproximate average salary by contribution assumption: employee only about $217,253 at 4% or $144,835 at 6%; with 50% employer match about $144,835 at 4% or $96,557 at 6%; with 100% employer match about $108,627 at 4% or $72,418 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-123$14,659,025$1,068,885$8,690iApproximate average salary by contribution assumption: employee only about $217,253 at 4% or $144,835 at 6%; with 50% employer match about $144,835 at 4% or $96,557 at 6%; with 100% employer match about $108,627 at 4% or $72,418 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-117---
20202140$12,786,628$1,162,969$8,307iApproximate average salary by contribution assumption: employee only about $207,673 at 4% or $138,449 at 6%; with 50% employer match about $138,449 at 4% or $92,299 at 6%; with 100% employer match about $103,837 at 4% or $69,224 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-137$12,786,628$1,162,969$8,489iApproximate average salary by contribution assumption: employee only about $212,221 at 4% or $141,480 at 6%; with 50% employer match about $141,480 at 4% or $94,320 at 6%; with 100% employer match about $106,110 at 4% or $70,740 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-140---
20192144$10,402,795$968,982$6,729iApproximate average salary by contribution assumption: employee only about $168,226 at 4% or $112,151 at 6%; with 50% employer match about $112,151 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-144$10,402,795$968,982$6,729iApproximate average salary by contribution assumption: employee only about $168,226 at 4% or $112,151 at 6%; with 50% employer match about $112,151 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-138---
20182176$8,620,038$899,824$5,113iApproximate average salary by contribution assumption: employee only about $127,816 at 4% or $85,211 at 6%; with 50% employer match about $85,211 at 4% or $56,807 at 6%; with 100% employer match about $63,908 at 4% or $42,605 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-152$8,620,038$899,824$5,920iApproximate average salary by contribution assumption: employee only about $147,997 at 4% or $98,665 at 6%; with 50% employer match about $98,665 at 4% or $65,777 at 6%; with 100% employer match about $73,999 at 4% or $49,332 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-176---
20172155$9,021,023$858,608$5,539iApproximate average salary by contribution assumption: employee only about $138,485 at 4% or $92,323 at 6%; with 50% employer match about $92,323 at 4% or $61,549 at 6%; with 100% employer match about $69,243 at 4% or $46,162 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-140$9,021,023$858,608$6,133iApproximate average salary by contribution assumption: employee only about $153,323 at 4% or $102,215 at 6%; with 50% employer match about $102,215 at 4% or $68,143 at 6%; with 100% employer match about $76,661 at 4% or $51,108 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-155---
20162161$7,239,539$853,161$5,299iApproximate average salary by contribution assumption: employee only about $132,478 at 4% or $88,319 at 6%; with 50% employer match about $88,319 at 4% or $58,879 at 6%; with 100% employer match about $66,239 at 4% or $44,159 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-143$7,239,539$853,161$5,966iApproximate average salary by contribution assumption: employee only about $149,154 at 4% or $99,436 at 6%; with 50% employer match about $99,436 at 4% or $66,291 at 6%; with 100% employer match about $74,577 at 4% or $49,718 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-161---
20152141$6,415,771$681,797$4,835iApproximate average salary by contribution assumption: employee only about $120,886 at 4% or $80,591 at 6%; with 50% employer match about $80,591 at 4% or $53,727 at 6%; with 100% employer match about $60,443 at 4% or $40,295 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-133$6,415,771$681,797$5,126iApproximate average salary by contribution assumption: employee only about $128,157 at 4% or $85,438 at 6%; with 50% employer match about $85,438 at 4% or $56,959 at 6%; with 100% employer match about $64,079 at 4% or $42,719 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-141---
20142154$6,282,487$660,635$4,290iApproximate average salary by contribution assumption: employee only about $107,246 at 4% or $71,497 at 6%; with 50% employer match about $71,497 at 4% or $47,665 at 6%; with 100% employer match about $53,623 at 4% or $35,749 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-135$6,282,487$660,635$4,894iApproximate average salary by contribution assumption: employee only about $122,340 at 4% or $81,560 at 6%; with 50% employer match about $81,560 at 4% or $54,373 at 6%; with 100% employer match about $61,170 at 4% or $40,780 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-154---
20133155$5,570,561$1,325,028$8,549iApproximate average salary by contribution assumption: employee only about $213,714 at 4% or $142,476 at 6%; with 50% employer match about $142,476 at 4% or $94,984 at 6%; with 100% employer match about $106,857 at 4% or $71,238 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-133$5,570,561$1,325,028$9,963iApproximate average salary by contribution assumption: employee only about $249,065 at 4% or $166,044 at 6%; with 50% employer match about $166,044 at 4% or $110,696 at 6%; with 100% employer match about $124,533 at 4% or $83,022 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-155---
IRWIN R. ROSE & COMPANY, LLC RETIREMENT PLAN-0$0--
20123166$3,576,568$3,281,351$19,767iApproximate average salary by contribution assumption: employee only about $494,179 at 4% or $329,453 at 6%; with 50% employer match about $329,453 at 4% or $219,635 at 6%; with 100% employer match about $247,090 at 4% or $164,726 at 6%.
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-153$3,573,794$526,124$3,439iApproximate average salary by contribution assumption: employee only about $85,968 at 4% or $57,312 at 6%; with 50% employer match about $57,312 at 4% or $38,208 at 6%; with 100% employer match about $42,984 at 4% or $28,656 at 6%.
IRWIN R. ROSE & COMPANY, LLC RETIREMENT PLAN-0$2,774$2,755,227-
Irwin R. Rose & Company LLC Group Insurance Plan-166---
20113162$8,990,016$539,922$3,333iApproximate average salary by contribution assumption: employee only about $83,321 at 4% or $55,548 at 6%; with 50% employer match about $55,548 at 4% or $37,032 at 6%; with 100% employer match about $41,661 at 4% or $27,774 at 6%.
IRWIN R. ROSE & COMPANY, LLC RETIREMENT PLAN-51$5,909,127--
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-134$3,080,889$539,922$4,029iApproximate average salary by contribution assumption: employee only about $100,732 at 4% or $67,154 at 6%; with 50% employer match about $67,154 at 4% or $44,770 at 6%; with 100% employer match about $50,366 at 4% or $33,577 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-162---
20103175$9,383,278$541,672$3,095iApproximate average salary by contribution assumption: employee only about $77,382 at 4% or $51,588 at 6%; with 50% employer match about $51,588 at 4% or $34,392 at 6%; with 100% employer match about $38,691 at 4% or $25,794 at 6%.
IRWIN R. ROSE & COMPANY, LLC RETIREMENT PLAN-55$6,457,158--
Irwin R. Rose & Company LLC 401(K) Profit Sharing Plan-141$2,926,120$541,672$3,842iApproximate average salary by contribution assumption: employee only about $96,041 at 4% or $64,027 at 6%; with 50% employer match about $64,027 at 4% or $42,685 at 6%; with 100% employer match about $48,021 at 4% or $32,014 at 6%.
Irwin R. Rose & Company LLC Group Insurance Plan-175---
2009158$6,898,708$0-
IRWIN R. ROSE & COMPANY, LLC RETIREMENT PLAN-58$6,898,708--