Civic Intelligence

Rosa & Wesley Design Associates

Plan context: Rosa & Wesley Design Money Purchase Trust

EIN 36-3555716 • 3 filings • 3 plans

Current Snapshot

Latest Year

2000

2000 Participants

3

2000 Assets

$149,652

2000 Contributions

$16,985

Historical Graphs

Total Assets Over Time

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

$149,652$74,826$01999YearValue
$149,652Latest year 1999

Participants Over Time

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

32019992000YearValue
3Latest year 2000

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
200023$0$0-
ROSA WESLEY DESIGN PROFIT SHARING PLAN-3---
Rosa & Wesley Design Money Purchase Trust-3---
199913$149,652$16,985$5,662iApproximate average salary by contribution assumption: employee only about $141,542 at 4% or $94,361 at 6%; with 50% employer match about $94,361 at 4% or $62,907 at 6%; with 100% employer match about $70,771 at 4% or $47,181 at 6%.
Rosa & Wesley Design Money Purchase Trust-3$149,652$16,985$5,662iApproximate average salary by contribution assumption: employee only about $141,542 at 4% or $94,361 at 6%; with 50% employer match about $94,361 at 4% or $62,907 at 6%; with 100% employer match about $70,771 at 4% or $47,181 at 6%.