Civic Intelligence

Rick Rosen, M.D. PC.

Plan context: Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan

EIN 33-1093151 • Norwalk, CT • 14 filings • 4 plans

91 East AvenueNorwalk, CT 06851
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$570,428

2019 Contributions

$20,290

Historical Graphs

Total Assets Over Time

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

$570,428$285,214$0200620132019YearValue
$570,428Latest year 2019

Participants Over Time

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

320200620132019YearValue
1Latest year 2019

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
201911$570,428$20,290$20,290iApproximate average salary by contribution assumption: employee only about $507,250 at 4% or $338,167 at 6%; with 50% employer match about $338,167 at 4% or $225,444 at 6%; with 100% employer match about $253,625 at 4% or $169,083 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-1$570,428$20,290$20,290iApproximate average salary by contribution assumption: employee only about $507,250 at 4% or $338,167 at 6%; with 50% employer match about $338,167 at 4% or $225,444 at 6%; with 100% employer match about $253,625 at 4% or $169,083 at 6%.
201812$531,117$32,062$16,031iApproximate average salary by contribution assumption: employee only about $400,775 at 4% or $267,183 at 6%; with 50% employer match about $267,183 at 4% or $178,122 at 6%; with 100% employer match about $200,388 at 4% or $133,592 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$531,117$32,062$16,031iApproximate average salary by contribution assumption: employee only about $400,775 at 4% or $267,183 at 6%; with 50% employer match about $267,183 at 4% or $178,122 at 6%; with 100% employer match about $200,388 at 4% or $133,592 at 6%.
201712$537,920$39,912$19,956iApproximate average salary by contribution assumption: employee only about $498,900 at 4% or $332,600 at 6%; with 50% employer match about $332,600 at 4% or $221,733 at 6%; with 100% employer match about $249,450 at 4% or $166,300 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$537,920$39,912$19,956iApproximate average salary by contribution assumption: employee only about $498,900 at 4% or $332,600 at 6%; with 50% employer match about $332,600 at 4% or $221,733 at 6%; with 100% employer match about $249,450 at 4% or $166,300 at 6%.
201612$409,840$28,306$14,153iApproximate average salary by contribution assumption: employee only about $353,825 at 4% or $235,883 at 6%; with 50% employer match about $235,883 at 4% or $157,256 at 6%; with 100% employer match about $176,913 at 4% or $117,942 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$409,840$28,306$14,153iApproximate average salary by contribution assumption: employee only about $353,825 at 4% or $235,883 at 6%; with 50% employer match about $235,883 at 4% or $157,256 at 6%; with 100% employer match about $176,913 at 4% or $117,942 at 6%.
201512$333,711$23,408$11,704iApproximate average salary by contribution assumption: employee only about $292,600 at 4% or $195,067 at 6%; with 50% employer match about $195,067 at 4% or $130,044 at 6%; with 100% employer match about $146,300 at 4% or $97,533 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$333,711$23,408$11,704iApproximate average salary by contribution assumption: employee only about $292,600 at 4% or $195,067 at 6%; with 50% employer match about $195,067 at 4% or $130,044 at 6%; with 100% employer match about $146,300 at 4% or $97,533 at 6%.
201412$338,315$23,308$11,654iApproximate average salary by contribution assumption: employee only about $291,350 at 4% or $194,233 at 6%; with 50% employer match about $194,233 at 4% or $129,489 at 6%; with 100% employer match about $145,675 at 4% or $97,117 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$338,315$23,308$11,654iApproximate average salary by contribution assumption: employee only about $291,350 at 4% or $194,233 at 6%; with 50% employer match about $194,233 at 4% or $129,489 at 6%; with 100% employer match about $145,675 at 4% or $97,117 at 6%.
201312$283,682$27,745$13,873iApproximate average salary by contribution assumption: employee only about $346,813 at 4% or $231,208 at 6%; with 50% employer match about $231,208 at 4% or $154,139 at 6%; with 100% employer match about $173,406 at 4% or $115,604 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$283,682$27,745$13,873iApproximate average salary by contribution assumption: employee only about $346,813 at 4% or $231,208 at 6%; with 50% employer match about $231,208 at 4% or $154,139 at 6%; with 100% employer match about $173,406 at 4% or $115,604 at 6%.
201212$203,271$30,196$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$203,271$30,196$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
201112$150,836$32,096$16,048iApproximate average salary by contribution assumption: employee only about $401,200 at 4% or $267,467 at 6%; with 50% employer match about $267,467 at 4% or $178,311 at 6%; with 100% employer match about $200,600 at 4% or $133,733 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$150,836$32,096$16,048iApproximate average salary by contribution assumption: employee only about $401,200 at 4% or $267,467 at 6%; with 50% employer match about $267,467 at 4% or $178,311 at 6%; with 100% employer match about $200,600 at 4% or $133,733 at 6%.
201012$128,671$21,319$10,660iApproximate average salary by contribution assumption: employee only about $266,488 at 4% or $177,658 at 6%; with 50% employer match about $177,658 at 4% or $118,439 at 6%; with 100% employer match about $133,244 at 4% or $88,829 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$128,671$21,319$10,660iApproximate average salary by contribution assumption: employee only about $266,488 at 4% or $177,658 at 6%; with 50% employer match about $177,658 at 4% or $118,439 at 6%; with 100% employer match about $133,244 at 4% or $88,829 at 6%.
200913$107,225$22,841$7,614iApproximate average salary by contribution assumption: employee only about $190,342 at 4% or $126,894 at 6%; with 50% employer match about $126,894 at 4% or $84,596 at 6%; with 100% employer match about $95,171 at 4% or $63,447 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-3$107,225$22,841$7,614iApproximate average salary by contribution assumption: employee only about $190,342 at 4% or $126,894 at 6%; with 50% employer match about $126,894 at 4% or $84,596 at 6%; with 100% employer match about $95,171 at 4% or $63,447 at 6%.
200813$77,970$33,324$11,108iApproximate average salary by contribution assumption: employee only about $277,700 at 4% or $185,133 at 6%; with 50% employer match about $185,133 at 4% or $123,422 at 6%; with 100% employer match about $138,850 at 4% or $92,567 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-3$77,970$33,324$11,108iApproximate average salary by contribution assumption: employee only about $277,700 at 4% or $185,133 at 6%; with 50% employer match about $185,133 at 4% or $123,422 at 6%; with 100% employer match about $138,850 at 4% or $92,567 at 6%.
200713$0$0-
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-3---
200612$30,178$29,600$14,800iApproximate average salary by contribution assumption: employee only about $370,000 at 4% or $246,667 at 6%; with 50% employer match about $246,667 at 4% or $164,444 at 6%; with 100% employer match about $185,000 at 4% or $123,333 at 6%.
Rick Rosen, M.D. PC. Roth Safe-Harbor 401(K) Profit Sharing Plan-2$30,178$29,600$14,800iApproximate average salary by contribution assumption: employee only about $370,000 at 4% or $246,667 at 6%; with 50% employer match about $246,667 at 4% or $164,444 at 6%; with 100% employer match about $185,000 at 4% or $123,333 at 6%.