Civic Intelligence

K. Linda Rose & Company, A.P.C.

Plan context: K. Linda Rose & Company 401K Plan

EIN 33-0592060 • Encinitas, CA • 20 filings • 3 plans

875 Chelsea LaneEncinitas, CA 92024
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$997,178

2018 Contributions

$179,812

Historical Graphs

Total Assets Over Time

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

$1,334,837$667,419$0199920102017YearValue
$997,178Latest year 2017

Participants Over Time

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

24120199920082017YearValue
3Latest year 2017

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
201810$0$0-
K. Linda Rose & Company 401K Plan-0$0$0-
201713$997,178$179,812$59,937iApproximate average salary by contribution assumption: employee only about $1,498,433 at 4% or $998,956 at 6%; with 50% employer match about $998,956 at 4% or $665,970 at 6%; with 100% employer match about $749,217 at 4% or $499,478 at 6%.
K. Linda Rose & Company 401K Plan-3$997,178$179,812$59,937iApproximate average salary by contribution assumption: employee only about $1,498,433 at 4% or $998,956 at 6%; with 50% employer match about $998,956 at 4% or $665,970 at 6%; with 100% employer match about $749,217 at 4% or $499,478 at 6%.
2016120$1,334,837$229,147$11,457iApproximate average salary by contribution assumption: employee only about $286,434 at 4% or $190,956 at 6%; with 50% employer match about $190,956 at 4% or $127,304 at 6%; with 100% employer match about $143,217 at 4% or $95,478 at 6%.
K. Linda Rose & Company 401K Plan-20$1,334,837$229,147$11,457iApproximate average salary by contribution assumption: employee only about $286,434 at 4% or $190,956 at 6%; with 50% employer match about $190,956 at 4% or $127,304 at 6%; with 100% employer match about $143,217 at 4% or $95,478 at 6%.
2015121$1,044,155$211,017$10,048iApproximate average salary by contribution assumption: employee only about $251,211 at 4% or $167,474 at 6%; with 50% employer match about $167,474 at 4% or $111,649 at 6%; with 100% employer match about $125,605 at 4% or $83,737 at 6%.
K. Linda Rose & Company 401K Plan-21$1,044,155$211,017$10,048iApproximate average salary by contribution assumption: employee only about $251,211 at 4% or $167,474 at 6%; with 50% employer match about $167,474 at 4% or $111,649 at 6%; with 100% employer match about $125,605 at 4% or $83,737 at 6%.
2014121$1,079,998$127,091$6,052iApproximate average salary by contribution assumption: employee only about $151,299 at 4% or $100,866 at 6%; with 50% employer match about $100,866 at 4% or $67,244 at 6%; with 100% employer match about $75,649 at 4% or $50,433 at 6%.
K. Linda Rose & Company 401K Plan-21$1,079,998$127,091$6,052iApproximate average salary by contribution assumption: employee only about $151,299 at 4% or $100,866 at 6%; with 50% employer match about $100,866 at 4% or $67,244 at 6%; with 100% employer match about $75,649 at 4% or $50,433 at 6%.
2013114$1,160,053$84,817$6,058iApproximate average salary by contribution assumption: employee only about $151,459 at 4% or $100,973 at 6%; with 50% employer match about $100,973 at 4% or $67,315 at 6%; with 100% employer match about $75,729 at 4% or $50,486 at 6%.
K. Linda Rose & Company 401K Plan-14$1,160,053$84,817$6,058iApproximate average salary by contribution assumption: employee only about $151,459 at 4% or $100,973 at 6%; with 50% employer match about $100,973 at 4% or $67,315 at 6%; with 100% employer match about $75,729 at 4% or $50,486 at 6%.
2012116$1,086,295$86,448$5,403iApproximate average salary by contribution assumption: employee only about $135,075 at 4% or $90,050 at 6%; with 50% employer match about $90,050 at 4% or $60,033 at 6%; with 100% employer match about $67,538 at 4% or $45,025 at 6%.
K. Linda Rose & Company 401K Plan-16$1,086,295$86,448$5,403iApproximate average salary by contribution assumption: employee only about $135,075 at 4% or $90,050 at 6%; with 50% employer match about $90,050 at 4% or $60,033 at 6%; with 100% employer match about $67,538 at 4% or $45,025 at 6%.
2011114$862,977$61,227$4,373iApproximate average salary by contribution assumption: employee only about $109,334 at 4% or $72,889 at 6%; with 50% employer match about $72,889 at 4% or $48,593 at 6%; with 100% employer match about $54,667 at 4% or $36,445 at 6%.
K. Linda Rose & Company 401K Plan-14$862,977$61,227$4,373iApproximate average salary by contribution assumption: employee only about $109,334 at 4% or $72,889 at 6%; with 50% employer match about $72,889 at 4% or $48,593 at 6%; with 100% employer match about $54,667 at 4% or $36,445 at 6%.
2010119$957,832$95,855$5,045iApproximate average salary by contribution assumption: employee only about $126,125 at 4% or $84,083 at 6%; with 50% employer match about $84,083 at 4% or $56,056 at 6%; with 100% employer match about $63,063 at 4% or $42,042 at 6%.
K. Linda Rose & Company 401K Plan-19$957,832$95,855$5,045iApproximate average salary by contribution assumption: employee only about $126,125 at 4% or $84,083 at 6%; with 50% employer match about $84,083 at 4% or $56,056 at 6%; with 100% employer match about $63,063 at 4% or $42,042 at 6%.
2009124$845,284$137,561$5,732iApproximate average salary by contribution assumption: employee only about $143,293 at 4% or $95,528 at 6%; with 50% employer match about $95,528 at 4% or $63,686 at 6%; with 100% employer match about $71,646 at 4% or $47,764 at 6%.
K. Linda Rose & Company 401K Plan-24$845,284$137,561$5,732iApproximate average salary by contribution assumption: employee only about $143,293 at 4% or $95,528 at 6%; with 50% employer match about $95,528 at 4% or $63,686 at 6%; with 100% employer match about $71,646 at 4% or $47,764 at 6%.
2008119$0$0-
K. Linda Rose & Company 401K Plan-19---
2007120$0$0-
K. Linda Rose & Company 401K Plan-20---
2006122$500,276$127,727$5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,509 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%.
K. Linda Rose & Company 401K Plan-22$500,276$127,727$5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,509 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%.
2005114$318,762$46,436$3,317iApproximate average salary by contribution assumption: employee only about $82,921 at 4% or $55,281 at 6%; with 50% employer match about $55,281 at 4% or $36,854 at 6%; with 100% employer match about $41,461 at 4% or $27,640 at 6%.
K. Linda Rose & Company 401K Plan-14$318,762$46,436$3,317iApproximate average salary by contribution assumption: employee only about $82,921 at 4% or $55,281 at 6%; with 50% employer match about $55,281 at 4% or $36,854 at 6%; with 100% employer match about $41,461 at 4% or $27,640 at 6%.
2004113$309,366$77,298$5,946iApproximate average salary by contribution assumption: employee only about $148,650 at 4% or $99,100 at 6%; with 50% employer match about $99,100 at 4% or $66,067 at 6%; with 100% employer match about $74,325 at 4% or $49,550 at 6%.
K. Linda Rose & Company 401K Plan-13$309,366$77,298$5,946iApproximate average salary by contribution assumption: employee only about $148,650 at 4% or $99,100 at 6%; with 50% employer match about $99,100 at 4% or $66,067 at 6%; with 100% employer match about $74,325 at 4% or $49,550 at 6%.
2003113$203,094$48,852$3,758iApproximate average salary by contribution assumption: employee only about $93,946 at 4% or $62,631 at 6%; with 50% employer match about $62,631 at 4% or $41,754 at 6%; with 100% employer match about $46,973 at 4% or $31,315 at 6%.
K. Linda Rose & Company 401K Plan-13$203,094$48,852$3,758iApproximate average salary by contribution assumption: employee only about $93,946 at 4% or $62,631 at 6%; with 50% employer match about $62,631 at 4% or $41,754 at 6%; with 100% employer match about $46,973 at 4% or $31,315 at 6%.
2002113$121,787$31,866$2,451iApproximate average salary by contribution assumption: employee only about $61,281 at 4% or $40,854 at 6%; with 50% employer match about $40,854 at 4% or $27,236 at 6%; with 100% employer match about $30,640 at 4% or $20,427 at 6%.
K. Linda Rose & Company 401K Plan-13$121,787$31,866$2,451iApproximate average salary by contribution assumption: employee only about $61,281 at 4% or $40,854 at 6%; with 50% employer match about $40,854 at 4% or $27,236 at 6%; with 100% employer match about $30,640 at 4% or $20,427 at 6%.
200117$0$0-
K. Linda Rose & Company 401K Plan-7---
200016$0$0-
K. Linda Rose & Company 401K Plan-6---
199918$91,530$48,508$6,064iApproximate average salary by contribution assumption: employee only about $151,588 at 4% or $101,058 at 6%; with 50% employer match about $101,058 at 4% or $67,372 at 6%; with 100% employer match about $75,794 at 4% or $50,529 at 6%.
K. Linda Rose & Company 401K Plan-8$91,530$48,508$6,064iApproximate average salary by contribution assumption: employee only about $151,588 at 4% or $101,058 at 6%; with 50% employer match about $101,058 at 4% or $67,372 at 6%; with 100% employer match about $75,794 at 4% or $50,529 at 6%.