Civic Intelligence

Jacqueline Rosen, D.D.S., M.S. PLLC

Plan context: Jacqueline Rosen, D.D.S., M.S. PLLC 401(K) Plan

EIN 36-3715965 • Buffalo Grove, IL • 23 filings • 4 plans

355 W. Dundee Rd., Ste. 215Buffalo Grove, IL 60089
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$470,614

2025 Contributions

$80,125

Historical Graphs

Total Assets Over Time

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

$2,315,143$1,157,572$0201120182025YearValue
$470,614Latest year 2025

Participants Over Time

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

1890201120182025YearValue
9Latest year 2025

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
202519$470,614$80,125$8,903iApproximate average salary by contribution assumption: employee only about $222,569 at 4% or $148,380 at 6%; with 50% employer match about $148,380 at 4% or $98,920 at 6%; with 100% employer match about $111,285 at 4% or $74,190 at 6%.
Jacqueline Rosen, D.D.S., M.S. PLLC 401(K) Plan-9$470,614$80,125$8,903iApproximate average salary by contribution assumption: employee only about $222,569 at 4% or $148,380 at 6%; with 50% employer match about $148,380 at 4% or $98,920 at 6%; with 100% employer match about $111,285 at 4% or $74,190 at 6%.
202419$335,525$78,774$8,753iApproximate average salary by contribution assumption: employee only about $218,817 at 4% or $145,878 at 6%; with 50% employer match about $145,878 at 4% or $97,252 at 6%; with 100% employer match about $109,408 at 4% or $72,939 at 6%.
Jacqueline Rosen, D.D.S., M.S. PLLC 401(K) Plan-9$335,525$78,774$8,753iApproximate average salary by contribution assumption: employee only about $218,817 at 4% or $145,878 at 6%; with 50% employer match about $145,878 at 4% or $97,252 at 6%; with 100% employer match about $109,408 at 4% or $72,939 at 6%.
2023110$214,721$70,223$7,022iApproximate average salary by contribution assumption: employee only about $175,558 at 4% or $117,038 at 6%; with 50% employer match about $117,038 at 4% or $78,026 at 6%; with 100% employer match about $87,779 at 4% or $58,519 at 6%.
Jacqueline Rosen, D.D.S., M.S. PLLC 401(K) Plan-10$214,721$70,223$7,022iApproximate average salary by contribution assumption: employee only about $175,558 at 4% or $117,038 at 6%; with 50% employer match about $117,038 at 4% or $78,026 at 6%; with 100% employer match about $87,779 at 4% or $58,519 at 6%.
2022211$116,195$84,956$7,723iApproximate average salary by contribution assumption: employee only about $193,082 at 4% or $128,721 at 6%; with 50% employer match about $128,721 at 4% or $85,814 at 6%; with 100% employer match about $96,541 at 4% or $64,361 at 6%.
Jacqueline Rosen, D.D.S., M.S. PLLC 401(K) Plan-11$116,195$84,956$7,723iApproximate average salary by contribution assumption: employee only about $193,082 at 4% or $128,721 at 6%; with 50% employer match about $128,721 at 4% or $85,814 at 6%; with 100% employer match about $96,541 at 4% or $64,361 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-0$0$0-
2021212$1,484,483$48,594$4,050iApproximate average salary by contribution assumption: employee only about $101,238 at 4% or $67,492 at 6%; with 50% employer match about $67,492 at 4% or $44,994 at 6%; with 100% employer match about $50,619 at 4% or $33,746 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-12$1,435,263$0-
Jacqueline Rosen, D.D.S., M.S. PLLC 401(K) Plan-10$49,220$48,594$4,859iApproximate average salary by contribution assumption: employee only about $121,485 at 4% or $80,990 at 6%; with 50% employer match about $80,990 at 4% or $53,993 at 6%; with 100% employer match about $60,742 at 4% or $40,495 at 6%.
2020212$1,434,543$11,956$996iApproximate average salary by contribution assumption: employee only about $24,908 at 4% or $16,606 at 6%; with 50% employer match about $16,606 at 4% or $11,070 at 6%; with 100% employer match about $12,454 at 4% or $8,303 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-12$1,434,543$0-
JACQUELINE G. ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-0$0$11,956-
2019218$2,315,143$476,577$26,477iApproximate average salary by contribution assumption: employee only about $661,913 at 4% or $441,275 at 6%; with 50% employer match about $441,275 at 4% or $294,183 at 6%; with 100% employer match about $330,956 at 4% or $220,638 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-12$1,423,682$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
JACQUELINE G. ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-18$891,461$76,577$4,254iApproximate average salary by contribution assumption: employee only about $106,357 at 4% or $70,905 at 6%; with 50% employer match about $70,905 at 4% or $47,270 at 6%; with 100% employer match about $53,178 at 4% or $35,452 at 6%.
2018215$1,598,816$284,604$18,974iApproximate average salary by contribution assumption: employee only about $474,340 at 4% or $316,227 at 6%; with 50% employer match about $316,227 at 4% or $210,818 at 6%; with 100% employer match about $237,170 at 4% or $158,113 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-10$926,505$257,000$25,700iApproximate average salary by contribution assumption: employee only about $642,500 at 4% or $428,333 at 6%; with 50% employer match about $428,333 at 4% or $285,556 at 6%; with 100% employer match about $321,250 at 4% or $214,167 at 6%.
JACQUELINE G. ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-15$672,311$27,604$1,840iApproximate average salary by contribution assumption: employee only about $46,007 at 4% or $30,671 at 6%; with 50% employer match about $30,671 at 4% or $20,447 at 6%; with 100% employer match about $23,003 at 4% or $15,336 at 6%.
2017214$1,399,438$286,919$20,494iApproximate average salary by contribution assumption: employee only about $512,355 at 4% or $341,570 at 6%; with 50% employer match about $341,570 at 4% or $227,713 at 6%; with 100% employer match about $256,178 at 4% or $170,785 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-9$705,922$223,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
JACQUELINE G. ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-14$693,516$63,419$4,530iApproximate average salary by contribution assumption: employee only about $113,248 at 4% or $75,499 at 6%; with 50% employer match about $75,499 at 4% or $50,333 at 6%; with 100% employer match about $56,624 at 4% or $37,749 at 6%.
2016214$987,611$249,462$17,819iApproximate average salary by contribution assumption: employee only about $445,468 at 4% or $296,979 at 6%; with 50% employer match about $296,979 at 4% or $197,986 at 6%; with 100% employer match about $222,734 at 4% or $148,489 at 6%.
JACQUELINE G. ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-14$527,904$67,962$4,854iApproximate average salary by contribution assumption: employee only about $121,361 at 4% or $80,907 at 6%; with 50% employer match about $80,907 at 4% or $53,938 at 6%; with 100% employer match about $60,680 at 4% or $40,454 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-8$459,707$181,500$22,688iApproximate average salary by contribution assumption: employee only about $567,188 at 4% or $378,125 at 6%; with 50% employer match about $378,125 at 4% or $252,083 at 6%; with 100% employer match about $283,594 at 4% or $189,063 at 6%.
2015212$696,696$325,262$27,105iApproximate average salary by contribution assumption: employee only about $677,629 at 4% or $451,753 at 6%; with 50% employer match about $451,753 at 4% or $301,169 at 6%; with 100% employer match about $338,815 at 4% or $225,876 at 6%.
JACQUELINE G. ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-12$436,893$65,262$5,439iApproximate average salary by contribution assumption: employee only about $135,963 at 4% or $90,642 at 6%; with 50% employer match about $90,642 at 4% or $60,428 at 6%; with 100% employer match about $67,981 at 4% or $45,321 at 6%.
Jacqueline G. Rosen, D.D.S., M.S. PC. Cash Balance Pension Plan & Trust-10$259,803$260,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201419$376,494$76,416$8,491iApproximate average salary by contribution assumption: employee only about $212,267 at 4% or $141,511 at 6%; with 50% employer match about $141,511 at 4% or $94,341 at 6%; with 100% employer match about $106,133 at 4% or $70,756 at 6%.
JACQUELINE ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-9$376,494$76,416$8,491iApproximate average salary by contribution assumption: employee only about $212,267 at 4% or $141,511 at 6%; with 50% employer match about $141,511 at 4% or $94,341 at 6%; with 100% employer match about $106,133 at 4% or $70,756 at 6%.
2013110$288,891$80,726$8,073iApproximate average salary by contribution assumption: employee only about $201,815 at 4% or $134,543 at 6%; with 50% employer match about $134,543 at 4% or $89,696 at 6%; with 100% employer match about $100,908 at 4% or $67,272 at 6%.
JACQUELINE ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-10$288,891$80,726$8,073iApproximate average salary by contribution assumption: employee only about $201,815 at 4% or $134,543 at 6%; with 50% employer match about $134,543 at 4% or $89,696 at 6%; with 100% employer match about $100,908 at 4% or $67,272 at 6%.
201219$177,995$77,098$8,566iApproximate average salary by contribution assumption: employee only about $214,161 at 4% or $142,774 at 6%; with 50% employer match about $142,774 at 4% or $95,183 at 6%; with 100% employer match about $107,081 at 4% or $71,387 at 6%.
JACQUELINE ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-9$177,995$77,098$8,566iApproximate average salary by contribution assumption: employee only about $214,161 at 4% or $142,774 at 6%; with 50% employer match about $142,774 at 4% or $95,183 at 6%; with 100% employer match about $107,081 at 4% or $71,387 at 6%.
201117$99,576$102,335$14,619iApproximate average salary by contribution assumption: employee only about $365,482 at 4% or $243,655 at 6%; with 50% employer match about $243,655 at 4% or $162,437 at 6%; with 100% employer match about $182,741 at 4% or $121,827 at 6%.
JACQUELINE ROSEN, D.D.S., M.S., P.C. 401(K) PROFIT SHARING PLAN-7$99,576$102,335$14,619iApproximate average salary by contribution assumption: employee only about $365,482 at 4% or $243,655 at 6%; with 50% employer match about $243,655 at 4% or $162,437 at 6%; with 100% employer match about $182,741 at 4% or $121,827 at 6%.