Civic Intelligence

Rosales Inc

Plan context: Rosales Inc. 401 K Profit Sharing Plan Trust

EIN 27-1052738 • Westlake Village, CA • 9 filings • 2 plans

2955 E Hillcrest DrSuite 126Westlake Village, CA 91362
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,118,054

2024 Contributions

$44,278

Historical Graphs

Total Assets Over Time

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

$1,118,054$559,027$0201520202024YearValue
$1,118,054Latest year 2024

Participants Over Time

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

1260201520202024YearValue
11Latest 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
2024111$1,118,054$44,278$4,025iApproximate average salary by contribution assumption: employee only about $100,632 at 4% or $67,088 at 6%; with 50% employer match about $67,088 at 4% or $44,725 at 6%; with 100% employer match about $50,316 at 4% or $33,544 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-11$1,118,054$44,278$4,025iApproximate average salary by contribution assumption: employee only about $100,632 at 4% or $67,088 at 6%; with 50% employer match about $67,088 at 4% or $44,725 at 6%; with 100% employer match about $50,316 at 4% or $33,544 at 6%.
2023111$941,034$98,633$8,967iApproximate average salary by contribution assumption: employee only about $224,166 at 4% or $149,444 at 6%; with 50% employer match about $149,444 at 4% or $99,629 at 6%; with 100% employer match about $112,083 at 4% or $74,722 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-11$941,034$98,633$8,967iApproximate average salary by contribution assumption: employee only about $224,166 at 4% or $149,444 at 6%; with 50% employer match about $149,444 at 4% or $99,629 at 6%; with 100% employer match about $112,083 at 4% or $74,722 at 6%.
2022111$704,070$100,629$9,148iApproximate average salary by contribution assumption: employee only about $228,702 at 4% or $152,468 at 6%; with 50% employer match about $152,468 at 4% or $101,645 at 6%; with 100% employer match about $114,351 at 4% or $76,234 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-11$704,070$100,629$9,148iApproximate average salary by contribution assumption: employee only about $228,702 at 4% or $152,468 at 6%; with 50% employer match about $152,468 at 4% or $101,645 at 6%; with 100% employer match about $114,351 at 4% or $76,234 at 6%.
2021111$770,213$101,939$9,267iApproximate average salary by contribution assumption: employee only about $231,680 at 4% or $154,453 at 6%; with 50% employer match about $154,453 at 4% or $102,969 at 6%; with 100% employer match about $115,840 at 4% or $77,227 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-11$770,213$101,939$9,267iApproximate average salary by contribution assumption: employee only about $231,680 at 4% or $154,453 at 6%; with 50% employer match about $154,453 at 4% or $102,969 at 6%; with 100% employer match about $115,840 at 4% or $77,227 at 6%.
2020112$581,055$81,437$6,786iApproximate average salary by contribution assumption: employee only about $169,660 at 4% or $113,107 at 6%; with 50% employer match about $113,107 at 4% or $75,405 at 6%; with 100% employer match about $84,830 at 4% or $56,553 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-12$581,055$81,437$6,786iApproximate average salary by contribution assumption: employee only about $169,660 at 4% or $113,107 at 6%; with 50% employer match about $113,107 at 4% or $75,405 at 6%; with 100% employer match about $84,830 at 4% or $56,553 at 6%.
201915$412,101$53,970$10,794iApproximate average salary by contribution assumption: employee only about $269,850 at 4% or $179,900 at 6%; with 50% employer match about $179,900 at 4% or $119,933 at 6%; with 100% employer match about $134,925 at 4% or $89,950 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-5$412,101$53,970$10,794iApproximate average salary by contribution assumption: employee only about $269,850 at 4% or $179,900 at 6%; with 50% employer match about $179,900 at 4% or $119,933 at 6%; with 100% employer match about $134,925 at 4% or $89,950 at 6%.
201713$239,423$69,801$23,267iApproximate average salary by contribution assumption: employee only about $581,675 at 4% or $387,783 at 6%; with 50% employer match about $387,783 at 4% or $258,522 at 6%; with 100% employer match about $290,838 at 4% or $193,892 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-3$239,423$69,801$23,267iApproximate average salary by contribution assumption: employee only about $581,675 at 4% or $387,783 at 6%; with 50% employer match about $387,783 at 4% or $258,522 at 6%; with 100% employer match about $290,838 at 4% or $193,892 at 6%.
201613$139,484$58,100$19,367iApproximate average salary by contribution assumption: employee only about $484,167 at 4% or $322,778 at 6%; with 50% employer match about $322,778 at 4% or $215,185 at 6%; with 100% employer match about $242,083 at 4% or $161,389 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-3$139,484$58,100$19,367iApproximate average salary by contribution assumption: employee only about $484,167 at 4% or $322,778 at 6%; with 50% employer match about $322,778 at 4% or $215,185 at 6%; with 100% employer match about $242,083 at 4% or $161,389 at 6%.
201513$73,171$46,200$15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%.
Rosales Inc. 401 K Profit Sharing Plan Trust-3$73,171$46,200$15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%.