Robert a Rose and Associates LLC
Plan context: Robert a Rose LLC Profit Sharing Plan
EIN 36-4288038 • Chicago, IL • 19 filings • 9 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$454,881
2023 Contributions
$10,074
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 2 | $454,881 | $10,074 | $5,037iApproximate average salary by contribution assumption: employee only about $125,925 at 4% or $83,950 at 6%; with 50% employer match about $83,950 at 4% or $55,967 at 6%; with 100% employer match about $62,963 at 4% or $41,975 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $454,881 | $10,074 | $5,037iApproximate average salary by contribution assumption: employee only about $125,925 at 4% or $83,950 at 6%; with 50% employer match about $83,950 at 4% or $55,967 at 6%; with 100% employer match about $62,963 at 4% or $41,975 at 6%. |
| 2022 | 1 | 2 | $578,809 | $12,189 | $6,095iApproximate average salary by contribution assumption: employee only about $152,363 at 4% or $101,575 at 6%; with 50% employer match about $101,575 at 4% or $67,717 at 6%; with 100% employer match about $76,181 at 4% or $50,788 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $578,809 | $12,189 | $6,095iApproximate average salary by contribution assumption: employee only about $152,363 at 4% or $101,575 at 6%; with 50% employer match about $101,575 at 4% or $67,717 at 6%; with 100% employer match about $76,181 at 4% or $50,788 at 6%. |
| 2021 | 1 | 0 | $637,328 | $8,838 | - |
| Robert a Rose LLC Profit Sharing Plan | - | 0 | $637,328 | $8,838 | - |
| 2020 | 1 | 2 | $614,655 | $5,985 | $2,993iApproximate average salary by contribution assumption: employee only about $74,813 at 4% or $49,875 at 6%; with 50% employer match about $49,875 at 4% or $33,250 at 6%; with 100% employer match about $37,406 at 4% or $24,938 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $614,655 | $5,985 | $2,993iApproximate average salary by contribution assumption: employee only about $74,813 at 4% or $49,875 at 6%; with 50% employer match about $49,875 at 4% or $33,250 at 6%; with 100% employer match about $37,406 at 4% or $24,938 at 6%. |
| 2019 | 1 | 2 | $607,003 | $9,905 | $4,953iApproximate average salary by contribution assumption: employee only about $123,813 at 4% or $82,542 at 6%; with 50% employer match about $82,542 at 4% or $55,028 at 6%; with 100% employer match about $61,906 at 4% or $41,271 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $607,003 | $9,905 | $4,953iApproximate average salary by contribution assumption: employee only about $123,813 at 4% or $82,542 at 6%; with 50% employer match about $82,542 at 4% or $55,028 at 6%; with 100% employer match about $61,906 at 4% or $41,271 at 6%. |
| 2018 | 1 | 0 | $585,868 | $10,422 | - |
| Robert a Rose LLC Profit Sharing Plan | - | - | $585,868 | $10,422 | - |
| 2017 | 1 | 0 | $566,696 | $0 | - |
| Robert a Rose LLC Profit Sharing Plan | - | 0 | $566,696 | - | - |
| 2016 | 1 | 0 | $563,546 | $0 | - |
| Robert a Rose LLC Profit Sharing Plan | - | 0 | $563,546 | - | - |
| 2015 | 1 | 2 | $563,022 | $12,407 | $6,204iApproximate average salary by contribution assumption: employee only about $155,088 at 4% or $103,392 at 6%; with 50% employer match about $103,392 at 4% or $68,928 at 6%; with 100% employer match about $77,544 at 4% or $51,696 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $563,022 | $12,407 | $6,204iApproximate average salary by contribution assumption: employee only about $155,088 at 4% or $103,392 at 6%; with 50% employer match about $103,392 at 4% or $68,928 at 6%; with 100% employer match about $77,544 at 4% or $51,696 at 6%. |
| 2014 | 1 | 2 | $575,374 | $24,814 | $12,407iApproximate average salary by contribution assumption: employee only about $310,175 at 4% or $206,783 at 6%; with 50% employer match about $206,783 at 4% or $137,856 at 6%; with 100% employer match about $155,088 at 4% or $103,392 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $575,374 | $24,814 | $12,407iApproximate average salary by contribution assumption: employee only about $310,175 at 4% or $206,783 at 6%; with 50% employer match about $206,783 at 4% or $137,856 at 6%; with 100% employer match about $155,088 at 4% or $103,392 at 6%. |
| 2013 | 1 | 2 | $540,165 | $14,500 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $540,165 | $14,500 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| 2012 | 1 | 2 | $535,952 | $20,678 | $10,339iApproximate average salary by contribution assumption: employee only about $258,475 at 4% or $172,317 at 6%; with 50% employer match about $172,317 at 4% or $114,878 at 6%; with 100% employer match about $129,238 at 4% or $86,158 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $535,952 | $20,678 | $10,339iApproximate average salary by contribution assumption: employee only about $258,475 at 4% or $172,317 at 6%; with 50% employer match about $172,317 at 4% or $114,878 at 6%; with 100% employer match about $129,238 at 4% or $86,158 at 6%. |
| 2011 | 1 | 2 | $515,193 | $19,408 | $9,704iApproximate average salary by contribution assumption: employee only about $242,600 at 4% or $161,733 at 6%; with 50% employer match about $161,733 at 4% or $107,822 at 6%; with 100% employer match about $121,300 at 4% or $80,867 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $515,193 | $19,408 | $9,704iApproximate average salary by contribution assumption: employee only about $242,600 at 4% or $161,733 at 6%; with 50% employer match about $161,733 at 4% or $107,822 at 6%; with 100% employer match about $121,300 at 4% or $80,867 at 6%. |
| 2010 | 1 | 2 | $495,721 | $17,206 | $8,603iApproximate average salary by contribution assumption: employee only about $215,075 at 4% or $143,383 at 6%; with 50% employer match about $143,383 at 4% or $95,589 at 6%; with 100% employer match about $107,538 at 4% or $71,692 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $495,721 | $17,206 | $8,603iApproximate average salary by contribution assumption: employee only about $215,075 at 4% or $143,383 at 6%; with 50% employer match about $143,383 at 4% or $95,589 at 6%; with 100% employer match about $107,538 at 4% or $71,692 at 6%. |
| 2009 | 1 | 2 | $453,848 | $24,407 | $12,204iApproximate average salary by contribution assumption: employee only about $305,088 at 4% or $203,392 at 6%; with 50% employer match about $203,392 at 4% or $135,594 at 6%; with 100% employer match about $152,544 at 4% or $101,696 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $453,848 | $24,407 | $12,204iApproximate average salary by contribution assumption: employee only about $305,088 at 4% or $203,392 at 6%; with 50% employer match about $203,392 at 4% or $135,594 at 6%; with 100% employer match about $152,544 at 4% or $101,696 at 6%. |
| 2008 | 1 | 2 | $451,282 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $451,282 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $664,244 | $41,320 | $20,660iApproximate average salary by contribution assumption: employee only about $516,500 at 4% or $344,333 at 6%; with 50% employer match about $344,333 at 4% or $229,556 at 6%; with 100% employer match about $258,250 at 4% or $172,167 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $332,122 | $20,660 | $10,330iApproximate average salary by contribution assumption: employee only about $258,250 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,083 at 6%. |
| Robert a Rose LLC Profit Sharing Plan | - | 2 | $332,122 | $20,660 | $10,330iApproximate average salary by contribution assumption: employee only about $258,250 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,083 at 6%. |