David M. Rosenberg LLC
Plan context: Profit Sharing Plan and Trust of David M. Rosenberg LLC
EIN 34-1925921 • Pepper Pike, OH • 23 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
3
2022 Assets
$905,702
2022 Contributions
$68,754
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 0 | $0 | $0 | - |
| 2021 | 1 | 3 | $905,702 | $68,754 | $22,918iApproximate average salary by contribution assumption: employee only about $572,950 at 4% or $381,967 at 6%; with 50% employer match about $381,967 at 4% or $254,644 at 6%; with 100% employer match about $286,475 at 4% or $190,983 at 6%. |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $905,702 | $68,754 | $22,918iApproximate average salary by contribution assumption: employee only about $572,950 at 4% or $381,967 at 6%; with 50% employer match about $381,967 at 4% or $254,644 at 6%; with 100% employer match about $286,475 at 4% or $190,983 at 6%. |
| 2020 | 1 | 3 | $759,861 | $67,740 | $22,580iApproximate average salary by contribution assumption: employee only about $564,500 at 4% or $376,333 at 6%; with 50% employer match about $376,333 at 4% or $250,889 at 6%; with 100% employer match about $282,250 at 4% or $188,167 at 6%. |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $759,861 | $67,740 | $22,580iApproximate average salary by contribution assumption: employee only about $564,500 at 4% or $376,333 at 6%; with 50% employer match about $376,333 at 4% or $250,889 at 6%; with 100% employer match about $282,250 at 4% or $188,167 at 6%. |
| 2019 | 1 | 3 | $624,731 | $66,626 | $22,209iApproximate average salary by contribution assumption: employee only about $555,217 at 4% or $370,144 at 6%; with 50% employer match about $370,144 at 4% or $246,763 at 6%; with 100% employer match about $277,608 at 4% or $185,072 at 6%. |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $624,731 | $66,626 | $22,209iApproximate average salary by contribution assumption: employee only about $555,217 at 4% or $370,144 at 6%; with 50% employer match about $370,144 at 4% or $246,763 at 6%; with 100% employer match about $277,608 at 4% or $185,072 at 6%. |
| 2018 | 1 | 3 | $527,240 | $65,740 | $21,913iApproximate average salary by contribution assumption: employee only about $547,833 at 4% or $365,222 at 6%; with 50% employer match about $365,222 at 4% or $243,481 at 6%; with 100% employer match about $273,917 at 4% or $182,611 at 6%. |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $527,240 | $65,740 | $21,913iApproximate average salary by contribution assumption: employee only about $547,833 at 4% or $365,222 at 6%; with 50% employer match about $365,222 at 4% or $243,481 at 6%; with 100% employer match about $273,917 at 4% or $182,611 at 6%. |
| 2017 | 1 | 3 | $479,573 | $0 | - |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $479,573 | - | - |
| 2016 | 1 | 3 | $417,644 | $0 | - |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $417,644 | - | - |
| 2015 | 1 | 3 | $386,551 | $0 | - |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $386,551 | $0 | - |
| 2014 | 2 | 3 | $391,553 | $0 | - |
| Profit Sharing Plan and Trust of David M. Rosenberg LLC | - | 3 | $391,553 | - | - |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2013 | 1 | 3 | $3,430,348 | $240,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $3,430,348 | $240,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2012 | 1 | 3 | $2,750,851 | $229,350 | $76,450iApproximate average salary by contribution assumption: employee only about $1,911,250 at 4% or $1,274,167 at 6%; with 50% employer match about $1,274,167 at 4% or $849,444 at 6%; with 100% employer match about $955,625 at 4% or $637,083 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $2,750,851 | $229,350 | $76,450iApproximate average salary by contribution assumption: employee only about $1,911,250 at 4% or $1,274,167 at 6%; with 50% employer match about $1,274,167 at 4% or $849,444 at 6%; with 100% employer match about $955,625 at 4% or $637,083 at 6%. |
| 2011 | 1 | 3 | $2,246,035 | $225,600 | $75,200iApproximate average salary by contribution assumption: employee only about $1,880,000 at 4% or $1,253,333 at 6%; with 50% employer match about $1,253,333 at 4% or $835,556 at 6%; with 100% employer match about $940,000 at 4% or $626,667 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $2,246,035 | $225,600 | $75,200iApproximate average salary by contribution assumption: employee only about $1,880,000 at 4% or $1,253,333 at 6%; with 50% employer match about $1,253,333 at 4% or $835,556 at 6%; with 100% employer match about $940,000 at 4% or $626,667 at 6%. |
| 2010 | 1 | 3 | $2,012,530 | $206,958 | $68,986iApproximate average salary by contribution assumption: employee only about $1,724,650 at 4% or $1,149,767 at 6%; with 50% employer match about $1,149,767 at 4% or $766,511 at 6%; with 100% employer match about $862,325 at 4% or $574,883 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $2,012,530 | $206,958 | $68,986iApproximate average salary by contribution assumption: employee only about $1,724,650 at 4% or $1,149,767 at 6%; with 50% employer match about $1,149,767 at 4% or $766,511 at 6%; with 100% employer match about $862,325 at 4% or $574,883 at 6%. |
| 2009 | 1 | 3 | $1,572,059 | $167,368 | $55,789iApproximate average salary by contribution assumption: employee only about $1,394,733 at 4% or $929,822 at 6%; with 50% employer match about $929,822 at 4% or $619,881 at 6%; with 100% employer match about $697,367 at 4% or $464,911 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $1,572,059 | $167,368 | $55,789iApproximate average salary by contribution assumption: employee only about $1,394,733 at 4% or $929,822 at 6%; with 50% employer match about $929,822 at 4% or $619,881 at 6%; with 100% employer match about $697,367 at 4% or $464,911 at 6%. |
| 2008 | 1 | 3 | $1,180,288 | $142,580 | $47,527iApproximate average salary by contribution assumption: employee only about $1,188,167 at 4% or $792,111 at 6%; with 50% employer match about $792,111 at 4% or $528,074 at 6%; with 100% employer match about $594,083 at 4% or $396,056 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $1,180,288 | $142,580 | $47,527iApproximate average salary by contribution assumption: employee only about $1,188,167 at 4% or $792,111 at 6%; with 50% employer match about $792,111 at 4% or $528,074 at 6%; with 100% employer match about $594,083 at 4% or $396,056 at 6%. |
| 2007 | 1 | 3 | $1,285,479 | $140,068 | $46,689iApproximate average salary by contribution assumption: employee only about $1,167,233 at 4% or $778,156 at 6%; with 50% employer match about $778,156 at 4% or $518,770 at 6%; with 100% employer match about $583,617 at 4% or $389,078 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $1,285,479 | $140,068 | $46,689iApproximate average salary by contribution assumption: employee only about $1,167,233 at 4% or $778,156 at 6%; with 50% employer match about $778,156 at 4% or $518,770 at 6%; with 100% employer match about $583,617 at 4% or $389,078 at 6%. |
| 2006 | 1 | 3 | $1,091,801 | $144,290 | $48,097iApproximate average salary by contribution assumption: employee only about $1,202,417 at 4% or $801,611 at 6%; with 50% employer match about $801,611 at 4% or $534,407 at 6%; with 100% employer match about $601,208 at 4% or $400,806 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $1,091,801 | $144,290 | $48,097iApproximate average salary by contribution assumption: employee only about $1,202,417 at 4% or $801,611 at 6%; with 50% employer match about $801,611 at 4% or $534,407 at 6%; with 100% employer match about $601,208 at 4% or $400,806 at 6%. |
| 2005 | 1 | 3 | $836,379 | $150,904 | $50,301iApproximate average salary by contribution assumption: employee only about $1,257,533 at 4% or $838,356 at 6%; with 50% employer match about $838,356 at 4% or $558,904 at 6%; with 100% employer match about $628,767 at 4% or $419,178 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $836,379 | $150,904 | $50,301iApproximate average salary by contribution assumption: employee only about $1,257,533 at 4% or $838,356 at 6%; with 50% employer match about $838,356 at 4% or $558,904 at 6%; with 100% employer match about $628,767 at 4% or $419,178 at 6%. |
| 2004 | 1 | 3 | $645,921 | $148,857 | $49,619iApproximate average salary by contribution assumption: employee only about $1,240,475 at 4% or $826,983 at 6%; with 50% employer match about $826,983 at 4% or $551,322 at 6%; with 100% employer match about $620,238 at 4% or $413,492 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $645,921 | $148,857 | $49,619iApproximate average salary by contribution assumption: employee only about $1,240,475 at 4% or $826,983 at 6%; with 50% employer match about $826,983 at 4% or $551,322 at 6%; with 100% employer match about $620,238 at 4% or $413,492 at 6%. |
| 2003 | 1 | 3 | $448,069 | $142,427 | $47,476iApproximate average salary by contribution assumption: employee only about $1,186,892 at 4% or $791,261 at 6%; with 50% employer match about $791,261 at 4% or $527,507 at 6%; with 100% employer match about $593,446 at 4% or $395,631 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $448,069 | $142,427 | $47,476iApproximate average salary by contribution assumption: employee only about $1,186,892 at 4% or $791,261 at 6%; with 50% employer match about $791,261 at 4% or $527,507 at 6%; with 100% employer match about $593,446 at 4% or $395,631 at 6%. |
| 2002 | 1 | 3 | $260,767 | $140,789 | $46,930iApproximate average salary by contribution assumption: employee only about $1,173,242 at 4% or $782,161 at 6%; with 50% employer match about $782,161 at 4% or $521,441 at 6%; with 100% employer match about $586,621 at 4% or $391,081 at 6%. |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | $260,767 | $140,789 | $46,930iApproximate average salary by contribution assumption: employee only about $1,173,242 at 4% or $782,161 at 6%; with 50% employer match about $782,161 at 4% or $521,441 at 6%; with 100% employer match about $586,621 at 4% or $391,081 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| David M. Rosenberg LLC Defined Benefit Pension Plan | - | 3 | - | - | - |