Rosenfeld, Zweig & Associates
Plan context: Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan
EIN 36-3858677 • 17 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$2,665,543
2015 Contributions
$126,970
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 0 | - | - | - |
| 2014 | 1 | 2 | $2,665,543 | $126,970 | $63,485iApproximate average salary by contribution assumption: employee only about $1,587,125 at 4% or $1,058,083 at 6%; with 50% employer match about $1,058,083 at 4% or $705,389 at 6%; with 100% employer match about $793,563 at 4% or $529,042 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 2 | $2,665,543 | $126,970 | $63,485iApproximate average salary by contribution assumption: employee only about $1,587,125 at 4% or $1,058,083 at 6%; with 50% employer match about $1,058,083 at 4% or $705,389 at 6%; with 100% employer match about $793,563 at 4% or $529,042 at 6%. |
| 2013 | 1 | 10 | $2,471,746 | $176,634 | $17,663iApproximate average salary by contribution assumption: employee only about $441,585 at 4% or $294,390 at 6%; with 50% employer match about $294,390 at 4% or $196,260 at 6%; with 100% employer match about $220,793 at 4% or $147,195 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 10 | $2,471,746 | $176,634 | $17,663iApproximate average salary by contribution assumption: employee only about $441,585 at 4% or $294,390 at 6%; with 50% employer match about $294,390 at 4% or $196,260 at 6%; with 100% employer match about $220,793 at 4% or $147,195 at 6%. |
| 2012 | 1 | 11 | $2,004,477 | $134,878 | $12,262iApproximate average salary by contribution assumption: employee only about $306,541 at 4% or $204,361 at 6%; with 50% employer match about $204,361 at 4% or $136,240 at 6%; with 100% employer match about $153,270 at 4% or $102,180 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 11 | $2,004,477 | $134,878 | $12,262iApproximate average salary by contribution assumption: employee only about $306,541 at 4% or $204,361 at 6%; with 50% employer match about $204,361 at 4% or $136,240 at 6%; with 100% employer match about $153,270 at 4% or $102,180 at 6%. |
| 2011 | 1 | 12 | $1,709,538 | $137,090 | $11,424iApproximate average salary by contribution assumption: employee only about $285,604 at 4% or $190,403 at 6%; with 50% employer match about $190,403 at 4% or $126,935 at 6%; with 100% employer match about $142,802 at 4% or $95,201 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 12 | $1,709,538 | $137,090 | $11,424iApproximate average salary by contribution assumption: employee only about $285,604 at 4% or $190,403 at 6%; with 50% employer match about $190,403 at 4% or $126,935 at 6%; with 100% employer match about $142,802 at 4% or $95,201 at 6%. |
| 2010 | 1 | 11 | $1,588,946 | $137,714 | $12,519iApproximate average salary by contribution assumption: employee only about $312,986 at 4% or $208,658 at 6%; with 50% employer match about $208,658 at 4% or $139,105 at 6%; with 100% employer match about $156,493 at 4% or $104,329 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 11 | $1,588,946 | $137,714 | $12,519iApproximate average salary by contribution assumption: employee only about $312,986 at 4% or $208,658 at 6%; with 50% employer match about $208,658 at 4% or $139,105 at 6%; with 100% employer match about $156,493 at 4% or $104,329 at 6%. |
| 2009 | 1 | 12 | $1,349,044 | $138,360 | $11,530iApproximate average salary by contribution assumption: employee only about $288,250 at 4% or $192,167 at 6%; with 50% employer match about $192,167 at 4% or $128,111 at 6%; with 100% employer match about $144,125 at 4% or $96,083 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 12 | $1,349,044 | $138,360 | $11,530iApproximate average salary by contribution assumption: employee only about $288,250 at 4% or $192,167 at 6%; with 50% employer match about $192,167 at 4% or $128,111 at 6%; with 100% employer match about $144,125 at 4% or $96,083 at 6%. |
| 2008 | 1 | 11 | $984,875 | $132,735 | $12,067iApproximate average salary by contribution assumption: employee only about $301,670 at 4% or $201,114 at 6%; with 50% employer match about $201,114 at 4% or $134,076 at 6%; with 100% employer match about $150,835 at 4% or $100,557 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 11 | $984,875 | $132,735 | $12,067iApproximate average salary by contribution assumption: employee only about $301,670 at 4% or $201,114 at 6%; with 50% employer match about $201,114 at 4% or $134,076 at 6%; with 100% employer match about $150,835 at 4% or $100,557 at 6%. |
| 2007 | 1 | 10 | $1,259,813 | $129,632 | $12,963iApproximate average salary by contribution assumption: employee only about $324,080 at 4% or $216,053 at 6%; with 50% employer match about $216,053 at 4% or $144,036 at 6%; with 100% employer match about $162,040 at 4% or $108,027 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 10 | $1,259,813 | $129,632 | $12,963iApproximate average salary by contribution assumption: employee only about $324,080 at 4% or $216,053 at 6%; with 50% employer match about $216,053 at 4% or $144,036 at 6%; with 100% employer match about $162,040 at 4% or $108,027 at 6%. |
| 2006 | 1 | 11 | $1,039,646 | $121,950 | $11,086iApproximate average salary by contribution assumption: employee only about $277,159 at 4% or $184,773 at 6%; with 50% employer match about $184,773 at 4% or $123,182 at 6%; with 100% employer match about $138,580 at 4% or $92,386 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 11 | $1,039,646 | $121,950 | $11,086iApproximate average salary by contribution assumption: employee only about $277,159 at 4% or $184,773 at 6%; with 50% employer match about $184,773 at 4% or $123,182 at 6%; with 100% employer match about $138,580 at 4% or $92,386 at 6%. |
| 2005 | 1 | 9 | $878,128 | $120,358 | $13,373iApproximate average salary by contribution assumption: employee only about $334,328 at 4% or $222,885 at 6%; with 50% employer match about $222,885 at 4% or $148,590 at 6%; with 100% employer match about $167,164 at 4% or $111,443 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 9 | $878,128 | $120,358 | $13,373iApproximate average salary by contribution assumption: employee only about $334,328 at 4% or $222,885 at 6%; with 50% employer match about $222,885 at 4% or $148,590 at 6%; with 100% employer match about $167,164 at 4% or $111,443 at 6%. |
| 2004 | 1 | 9 | $710,308 | $111,083 | $12,343iApproximate average salary by contribution assumption: employee only about $308,564 at 4% or $205,709 at 6%; with 50% employer match about $205,709 at 4% or $137,140 at 6%; with 100% employer match about $154,282 at 4% or $102,855 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 9 | $710,308 | $111,083 | $12,343iApproximate average salary by contribution assumption: employee only about $308,564 at 4% or $205,709 at 6%; with 50% employer match about $205,709 at 4% or $137,140 at 6%; with 100% employer match about $154,282 at 4% or $102,855 at 6%. |
| 2003 | 1 | 11 | $539,225 | $83,455 | $7,587iApproximate average salary by contribution assumption: employee only about $189,670 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,223 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 11 | $539,225 | $83,455 | $7,587iApproximate average salary by contribution assumption: employee only about $189,670 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,223 at 6%. |
| 2002 | 1 | 8 | $383,434 | $73,087 | $9,136iApproximate average salary by contribution assumption: employee only about $228,397 at 4% or $152,265 at 6%; with 50% employer match about $152,265 at 4% or $101,510 at 6%; with 100% employer match about $114,198 at 4% or $76,132 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 8 | $383,434 | $73,087 | $9,136iApproximate average salary by contribution assumption: employee only about $228,397 at 4% or $152,265 at 6%; with 50% employer match about $152,265 at 4% or $101,510 at 6%; with 100% employer match about $114,198 at 4% or $76,132 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 8 | - | - | - |
| 2000 | 1 | 8 | $447,290 | $70,287 | $8,786iApproximate average salary by contribution assumption: employee only about $219,647 at 4% or $146,431 at 6%; with 50% employer match about $146,431 at 4% or $97,621 at 6%; with 100% employer match about $109,823 at 4% or $73,216 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 8 | $447,290 | $70,287 | $8,786iApproximate average salary by contribution assumption: employee only about $219,647 at 4% or $146,431 at 6%; with 50% employer match about $146,431 at 4% or $97,621 at 6%; with 100% employer match about $109,823 at 4% or $73,216 at 6%. |
| 1999 | 1 | 6 | $498,905 | $53,047 | $8,841iApproximate average salary by contribution assumption: employee only about $221,029 at 4% or $147,353 at 6%; with 50% employer match about $147,353 at 4% or $98,235 at 6%; with 100% employer match about $110,515 at 4% or $73,676 at 6%. |
| Rosenfeld, Zweig & Associates Ltd Profit Sharing 401K Plan | - | 6 | $498,905 | $53,047 | $8,841iApproximate average salary by contribution assumption: employee only about $221,029 at 4% or $147,353 at 6%; with 50% employer match about $147,353 at 4% or $98,235 at 6%; with 100% employer match about $110,515 at 4% or $73,676 at 6%. |