Civic Intelligence

Jkr Financial Consultants Ltd

Plan context: J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust

EIN 36-3512086 • Waukegan, IL • 28 filings • 14 plans

3233 W. Grand AvenueSuite #103Waukegan, IL 60085
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$915,804

2012 Contributions

$30,960

Historical Graphs

Total Assets Over Time

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

$934,227$467,114$0199920042011YearValue
$915,804Latest year 2011

Participants Over Time

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

530199920052011YearValue
3Latest year 2011

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
201220$0$0-
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-0---
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-0---
201123$915,804$30,960$10,320iApproximate average salary by contribution assumption: employee only about $258,000 at 4% or $172,000 at 6%; with 50% employer match about $172,000 at 4% or $114,667 at 6%; with 100% employer match about $129,000 at 4% or $86,000 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3$503,602$18,276$6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3$412,202$12,684$4,228iApproximate average salary by contribution assumption: employee only about $105,700 at 4% or $70,467 at 6%; with 50% employer match about $70,467 at 4% or $46,978 at 6%; with 100% employer match about $52,850 at 4% or $35,233 at 6%.
201023$934,227$24,210$8,070iApproximate average salary by contribution assumption: employee only about $201,750 at 4% or $134,500 at 6%; with 50% employer match about $134,500 at 4% or $89,667 at 6%; with 100% employer match about $100,875 at 4% or $67,250 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3$512,574$14,526$4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3$421,653$9,684$3,228iApproximate average salary by contribution assumption: employee only about $80,700 at 4% or $53,800 at 6%; with 50% employer match about $53,800 at 4% or $35,867 at 6%; with 100% employer match about $40,350 at 4% or $26,900 at 6%.
200925$838,367$43,795$8,759iApproximate average salary by contribution assumption: employee only about $218,975 at 4% or $145,983 at 6%; with 50% employer match about $145,983 at 4% or $97,322 at 6%; with 100% employer match about $109,488 at 4% or $72,992 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-5$457,845$26,277$5,255iApproximate average salary by contribution assumption: employee only about $131,385 at 4% or $87,590 at 6%; with 50% employer match about $87,590 at 4% or $58,393 at 6%; with 100% employer match about $65,693 at 4% or $43,795 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-5$380,522$17,518$3,504iApproximate average salary by contribution assumption: employee only about $87,590 at 4% or $58,393 at 6%; with 50% employer match about $58,393 at 4% or $38,929 at 6%; with 100% employer match about $43,795 at 4% or $29,197 at 6%.
200825$0$0-
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-5---
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-5---
200723$0$0-
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3---
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3---
200623$0$0-
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3---
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3---
200522$0$0-
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-2---
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-2---
200423$641,322$53,627$17,876iApproximate average salary by contribution assumption: employee only about $446,892 at 4% or $297,928 at 6%; with 50% employer match about $297,928 at 4% or $198,619 at 6%; with 100% employer match about $223,446 at 4% or $148,964 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3$321,152$21,451$7,150iApproximate average salary by contribution assumption: employee only about $178,758 at 4% or $119,172 at 6%; with 50% employer match about $119,172 at 4% or $79,448 at 6%; with 100% employer match about $89,379 at 4% or $59,586 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3$320,170$32,176$10,725iApproximate average salary by contribution assumption: employee only about $268,133 at 4% or $178,756 at 6%; with 50% employer match about $178,756 at 4% or $119,170 at 6%; with 100% employer match about $134,067 at 4% or $89,378 at 6%.
200323$583,745$52,374$17,458iApproximate average salary by contribution assumption: employee only about $436,450 at 4% or $290,967 at 6%; with 50% employer match about $290,967 at 4% or $193,978 at 6%; with 100% employer match about $218,225 at 4% or $145,483 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3$292,127$20,950$6,983iApproximate average salary by contribution assumption: employee only about $174,583 at 4% or $116,389 at 6%; with 50% employer match about $116,389 at 4% or $77,593 at 6%; with 100% employer match about $87,292 at 4% or $58,194 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3$291,618$31,424$10,475iApproximate average salary by contribution assumption: employee only about $261,867 at 4% or $174,578 at 6%; with 50% employer match about $174,578 at 4% or $116,385 at 6%; with 100% employer match about $130,933 at 4% or $87,289 at 6%.
200223$0$0-
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3---
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3---
200123$0$0-
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3---
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3---
200023$466,437$34,346$11,449iApproximate average salary by contribution assumption: employee only about $286,217 at 4% or $190,811 at 6%; with 50% employer match about $190,811 at 4% or $127,207 at 6%; with 100% employer match about $143,108 at 4% or $95,406 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3$253,228$13,739$4,580iApproximate average salary by contribution assumption: employee only about $114,492 at 4% or $76,328 at 6%; with 50% employer match about $76,328 at 4% or $50,885 at 6%; with 100% employer match about $57,246 at 4% or $38,164 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3$213,209$20,607$6,869iApproximate average salary by contribution assumption: employee only about $171,725 at 4% or $114,483 at 6%; with 50% employer match about $114,483 at 4% or $76,322 at 6%; with 100% employer match about $85,863 at 4% or $57,242 at 6%.
199923$464,250$36,201$12,067iApproximate average salary by contribution assumption: employee only about $301,675 at 4% or $201,117 at 6%; with 50% employer match about $201,117 at 4% or $134,078 at 6%; with 100% employer match about $150,838 at 4% or $100,558 at 6%.
J. Kenneth Rosko Ltd. Employees Money Purchase Pension Plan & Trust-3$251,453$14,480$4,827iApproximate average salary by contribution assumption: employee only about $120,667 at 4% or $80,444 at 6%; with 50% employer match about $80,444 at 4% or $53,630 at 6%; with 100% employer match about $60,333 at 4% or $40,222 at 6%.
J Kenneth Rosko Ltd Employees Profit Sharing Plan & Trust-3$212,797$21,721$7,240iApproximate average salary by contribution assumption: employee only about $181,008 at 4% or $120,672 at 6%; with 50% employer match about $120,672 at 4% or $80,448 at 6%; with 100% employer match about $90,504 at 4% or $60,336 at 6%.