Civic Intelligence

Rose Stone Enterprises

Plan context: Rose Stone Enterprises 401(K) Profit Sharing Plan

EIN 33-0292535 • Scottsdale, AZ • 20 filings • 3 plans

8857 E. Calle DebrisasScottsdale, AZ 85255
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$7,069,064

2016 Contributions

$404,222

Historical Graphs

Total Assets Over Time

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

$7,069,064$3,534,532$0200220102016YearValue
$7,069,064Latest year 2016

Participants Over Time

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

740200220092016YearValue
5Latest year 2016

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
201625$7,069,064$404,222$80,844iApproximate average salary by contribution assumption: employee only about $2,021,110 at 4% or $1,347,407 at 6%; with 50% employer match about $1,347,407 at 4% or $898,271 at 6%; with 100% employer match about $1,010,555 at 4% or $673,703 at 6%.
Rose Stone Enterprises 401(K) Profit Sharing Plan-5$5,971,893$404,222$80,844iApproximate average salary by contribution assumption: employee only about $2,021,110 at 4% or $1,347,407 at 6%; with 50% employer match about $1,347,407 at 4% or $898,271 at 6%; with 100% employer match about $1,010,555 at 4% or $673,703 at 6%.
Rose Stone Enterprises Defined Benefit Plan II-4$1,097,171--
201526$6,377,833$70,641$11,774iApproximate average salary by contribution assumption: employee only about $294,338 at 4% or $196,225 at 6%; with 50% employer match about $196,225 at 4% or $130,817 at 6%; with 100% employer match about $147,169 at 4% or $98,113 at 6%.
Rose Stone Enterprises 401(K) Profit Sharing Plan-6$5,294,370$70,641$11,774iApproximate average salary by contribution assumption: employee only about $294,338 at 4% or $196,225 at 6%; with 50% employer match about $196,225 at 4% or $130,817 at 6%; with 100% employer match about $147,169 at 4% or $98,113 at 6%.
Rose Stone Enterprises Defined Benefit Plan II-5$1,083,463--
201426$6,109,395$1,170,541$195,090iApproximate average salary by contribution assumption: employee only about $4,877,254 at 4% or $3,251,503 at 6%; with 50% employer match about $3,251,503 at 4% or $2,167,669 at 6%; with 100% employer match about $2,438,627 at 4% or $1,625,751 at 6%.
Rose Stone Enterprises 401(K) Profit Sharing Plan-5$5,009,395$70,541$14,108iApproximate average salary by contribution assumption: employee only about $352,705 at 4% or $235,137 at 6%; with 50% employer match about $235,137 at 4% or $156,758 at 6%; with 100% employer match about $176,353 at 4% or $117,568 at 6%.
Rose Stone Enterprises Defined Benefit Plan II-6$1,100,000$1,100,000$183,333iApproximate average salary by contribution assumption: employee only about $4,583,333 at 4% or $3,055,556 at 6%; with 50% employer match about $3,055,556 at 4% or $2,037,037 at 6%; with 100% employer match about $2,291,667 at 4% or $1,527,778 at 6%.
201316$4,813,226$94,291$15,715iApproximate average salary by contribution assumption: employee only about $392,879 at 4% or $261,919 at 6%; with 50% employer match about $261,919 at 4% or $174,613 at 6%; with 100% employer match about $196,440 at 4% or $130,960 at 6%.
Rose Stone Enterprises 401(K) Profit Sharing Plan-6$4,813,226$94,291$15,715iApproximate average salary by contribution assumption: employee only about $392,879 at 4% or $261,919 at 6%; with 50% employer match about $261,919 at 4% or $174,613 at 6%; with 100% employer match about $196,440 at 4% or $130,960 at 6%.
201217$4,388,528$3,393,822$484,832iApproximate average salary by contribution assumption: employee only about $12,120,793 at 4% or $8,080,529 at 6%; with 50% employer match about $8,080,529 at 4% or $5,387,019 at 6%; with 100% employer match about $6,060,396 at 4% or $4,040,264 at 6%.
Rose Stone Enterprises 401(K) Profit Sharing Plan-7$4,388,528$3,393,822$484,832iApproximate average salary by contribution assumption: employee only about $12,120,793 at 4% or $8,080,529 at 6%; with 50% employer match about $8,080,529 at 4% or $5,387,019 at 6%; with 100% employer match about $6,060,396 at 4% or $4,040,264 at 6%.
201127$244,071$683,027$97,575iApproximate average salary by contribution assumption: employee only about $2,439,382 at 4% or $1,626,255 at 6%; with 50% employer match about $1,626,255 at 4% or $1,084,170 at 6%; with 100% employer match about $1,219,691 at 4% or $813,127 at 6%.
Rose Stone Enterprises 401(K) Profit Sharing Plan-7$244,071$134,041$19,149iApproximate average salary by contribution assumption: employee only about $478,718 at 4% or $319,145 at 6%; with 50% employer match about $319,145 at 4% or $212,763 at 6%; with 100% employer match about $239,359 at 4% or $159,573 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-0$0$548,986-
201027$3,922,502$121,297$17,328iApproximate average salary by contribution assumption: employee only about $433,204 at 4% or $288,802 at 6%; with 50% employer match about $288,802 at 4% or $192,535 at 6%; with 100% employer match about $216,602 at 4% or $144,401 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-2$3,801,205--
Rose Stone Enterprises 401(K) Profit Sharing Plan-7$121,297$121,297$17,328iApproximate average salary by contribution assumption: employee only about $433,204 at 4% or $288,802 at 6%; with 50% employer match about $288,802 at 4% or $192,535 at 6%; with 100% employer match about $216,602 at 4% or $144,401 at 6%.
200914$4,953,651$1,200,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-4$4,953,651$1,200,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
200814$0$0-
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-4---
200714$0$0-
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-4---
200613$2,662,300$0-
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-3$2,662,300--
200513$2,592,445$527,734$175,911iApproximate average salary by contribution assumption: employee only about $4,397,783 at 4% or $2,931,856 at 6%; with 50% employer match about $2,931,856 at 4% or $1,954,570 at 6%; with 100% employer match about $2,198,892 at 4% or $1,465,928 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-3$2,592,445$527,734$175,911iApproximate average salary by contribution assumption: employee only about $4,397,783 at 4% or $2,931,856 at 6%; with 50% employer match about $2,931,856 at 4% or $1,954,570 at 6%; with 100% employer match about $2,198,892 at 4% or $1,465,928 at 6%.
200413$1,960,252$477,734$159,245iApproximate average salary by contribution assumption: employee only about $3,981,117 at 4% or $2,654,078 at 6%; with 50% employer match about $2,654,078 at 4% or $1,769,385 at 6%; with 100% employer match about $1,990,558 at 4% or $1,327,039 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-3$1,960,252$477,734$159,245iApproximate average salary by contribution assumption: employee only about $3,981,117 at 4% or $2,654,078 at 6%; with 50% employer match about $2,654,078 at 4% or $1,769,385 at 6%; with 100% employer match about $1,990,558 at 4% or $1,327,039 at 6%.
200313$1,395,655$418,000$139,333iApproximate average salary by contribution assumption: employee only about $3,483,333 at 4% or $2,322,222 at 6%; with 50% employer match about $2,322,222 at 4% or $1,548,148 at 6%; with 100% employer match about $1,741,667 at 4% or $1,161,111 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-3$1,395,655$418,000$139,333iApproximate average salary by contribution assumption: employee only about $3,483,333 at 4% or $2,322,222 at 6%; with 50% employer match about $2,322,222 at 4% or $1,548,148 at 6%; with 100% employer match about $1,741,667 at 4% or $1,161,111 at 6%.
200213$391,123$390,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
ROSE STONE ENTERPRISES DEFINED BENEFIT PENSION PLAN-3$391,123$390,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.