Civic Intelligence

Irwin R. Rose & Company Inc.

Plan context: Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan

EIN 35-1355947 • 45 filings • 14 plans

Current Snapshot

Latest Year

2009

2009 Participants

172

2009 Assets

$2,290,998

2009 Contributions

$515,946

Historical Graphs

Total Assets Over Time

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

$6,100,121$3,050,061$0199920052009YearValue
$2,290,998Latest year 2009

Participants Over Time

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

172860199920042009YearValue
172Latest year 2009

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
20095172$2,290,998$515,946$3,000iApproximate average salary by contribution assumption: employee only about $74,992 at 4% or $49,995 at 6%; with 50% employer match about $49,995 at 4% or $33,330 at 6%; with 100% employer match about $37,496 at 4% or $24,997 at 6%.
Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan-147$2,290,998$515,946$3,510iApproximate average salary by contribution assumption: employee only about $87,746 at 4% or $58,497 at 6%; with 50% employer match about $58,497 at 4% or $38,998 at 6%; with 100% employer match about $43,873 at 4% or $29,249 at 6%.
Irwin R. Rose & Company Inc. Retirement Plan-----
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. MEDICAL PLAN-0---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-168---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP INSURANCE PLAN-172---
20084170$1,459,539$470,307$2,767iApproximate average salary by contribution assumption: employee only about $69,163 at 4% or $46,109 at 6%; with 50% employer match about $46,109 at 4% or $30,739 at 6%; with 100% employer match about $34,581 at 4% or $23,054 at 6%.
Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan-128$1,459,539$470,307$3,674iApproximate average salary by contribution assumption: employee only about $91,857 at 4% or $61,238 at 6%; with 50% employer match about $61,238 at 4% or $40,825 at 6%; with 100% employer match about $45,928 at 4% or $30,619 at 6%.
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-166---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. MEDICAL PLAN-164---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP INSURANCE PLAN-170---
20075166$1,576,872$432,283$2,604iApproximate average salary by contribution assumption: employee only about $65,103 at 4% or $43,402 at 6%; with 50% employer match about $43,402 at 4% or $28,935 at 6%; with 100% employer match about $32,551 at 4% or $21,701 at 6%.
Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan-117$1,576,872$432,283$3,695iApproximate average salary by contribution assumption: employee only about $92,368 at 4% or $61,579 at 6%; with 50% employer match about $61,579 at 4% or $41,053 at 6%; with 100% employer match about $46,184 at 4% or $30,789 at 6%.
IRWIN R. ROSE & COMPANY, INC AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-166---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. MEDICAL PLAN-153---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED IRVIN R. ROSE AND COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-159---
Irwin R. Rose & Company Inc. Retirement Plan-67---
20065164$1,184,700$457,017$2,787iApproximate average salary by contribution assumption: employee only about $69,667 at 4% or $46,445 at 6%; with 50% employer match about $46,445 at 4% or $30,963 at 6%; with 100% employer match about $34,834 at 4% or $23,222 at 6%.
Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan-120$1,184,700$457,017$3,808iApproximate average salary by contribution assumption: employee only about $95,212 at 4% or $63,475 at 6%; with 50% employer match about $63,475 at 4% or $42,316 at 6%; with 100% employer match about $47,606 at 4% or $31,737 at 6%.
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-151---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED IRWIN R. ROSE AND COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-164---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. MEDICAL PLAN-155---
Irwin R. Rose & Company Inc. Retirement Plan-71---
20055155$688,105$449,954$2,903iApproximate average salary by contribution assumption: employee only about $72,573 at 4% or $48,382 at 6%; with 50% employer match about $48,382 at 4% or $32,255 at 6%; with 100% employer match about $36,287 at 4% or $24,191 at 6%.
Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan-122$688,105$449,954$3,688iApproximate average salary by contribution assumption: employee only about $92,204 at 4% or $61,469 at 6%; with 50% employer match about $61,469 at 4% or $40,979 at 6%; with 100% employer match about $46,102 at 4% or $30,735 at 6%.
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-149---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. MEDICAL PLAN-152---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-155---
Irwin R. Rose & Company Inc. Retirement Plan-77---
20045157$215,195$208,157$1,326iApproximate average salary by contribution assumption: employee only about $33,146 at 4% or $22,097 at 6%; with 50% employer match about $22,097 at 4% or $14,732 at 6%; with 100% employer match about $16,573 at 4% or $11,049 at 6%.
Irwin R. Rose & Co. Inc. 401(K) Profit Sharing Plan-112$215,195$208,157$1,859iApproximate average salary by contribution assumption: employee only about $46,464 at 4% or $30,976 at 6%; with 50% employer match about $30,976 at 4% or $20,650 at 6%; with 100% employer match about $23,232 at 4% or $15,488 at 6%.
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-154---
Irwin R. Rose & Company Inc. Retirement Plan-100---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-157---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. MEDICAL PLAN-154---
20034162$6,100,121$79,494$491iApproximate average salary by contribution assumption: employee only about $12,268 at 4% or $8,178 at 6%; with 50% employer match about $8,178 at 4% or $5,452 at 6%; with 100% employer match about $6,134 at 4% or $4,089 at 6%.
Irwin R. Rose & Company Inc. Retirement Plan-119$6,100,121$79,494$668iApproximate average salary by contribution assumption: employee only about $16,700 at 4% or $11,134 at 6%; with 50% employer match about $11,134 at 4% or $7,422 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%.
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-150---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP MEDICAL PLAN-156---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-162---
20024154$0$0-
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-149---
Irwin R. Rose & Company Inc. Retirement Plan-136---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP MEDICAL PLAN-148---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-154---
20013146$5,469,577$465,340$3,187iApproximate average salary by contribution assumption: employee only about $79,682 at 4% or $53,121 at 6%; with 50% employer match about $53,121 at 4% or $35,414 at 6%; with 100% employer match about $39,841 at 4% or $26,561 at 6%.
Irwin R. Rose & Company Inc. Retirement Plan-114$5,469,577$465,340$4,082iApproximate average salary by contribution assumption: employee only about $102,048 at 4% or $68,032 at 6%; with 50% employer match about $68,032 at 4% or $45,355 at 6%; with 100% employer match about $51,024 at 4% or $34,016 at 6%.
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP MEDICAL-146---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PL-143---
20004154$0$0-
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP LIFE PLAN-148---
IRWIN R. ROSE & COMPANY, INC. AND AMALGAMATED MANAGEMENT CORP. GROUP MEDICAL PLAN-142---
IRWIN R. ROSE & COMPANY,INC. & AMALGAMATED MANAGEMENT CORP. GROUP DENTAL PLAN-154---
Irwin R. Rose & Company Inc. Retirement Plan-101---
19991110$5,831,947$304,255$2,766iApproximate average salary by contribution assumption: employee only about $69,149 at 4% or $46,099 at 6%; with 50% employer match about $46,099 at 4% or $30,733 at 6%; with 100% employer match about $34,574 at 4% or $23,050 at 6%.
Irwin R. Rose & Company Inc. Retirement Plan-110$5,831,947$304,255$2,766iApproximate average salary by contribution assumption: employee only about $69,149 at 4% or $46,099 at 6%; with 50% employer match about $46,099 at 4% or $30,733 at 6%; with 100% employer match about $34,574 at 4% or $23,050 at 6%.