Civic Intelligence

Mark a Rosenbaum

Plan context: Mark a Rosenbaum Retirement Plan

EIN 38-2423987 • Kalamazoo, MI • 13 filings • 1 plans

4403 W Michigan AveKalamazoo, MI 49007
Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$325,854

2011 Contributions

$41,314

Historical Graphs

Total Assets Over Time

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

$325,854$162,927$0199920052010YearValue
$325,854Latest year 2010

Participants Over Time

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

320199920052010YearValue
3Latest year 2010

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
201110$0$0-
Mark a Rosenbaum Retirement Plan-0$0$0-
201013$325,854$41,314$13,771iApproximate average salary by contribution assumption: employee only about $344,283 at 4% or $229,522 at 6%; with 50% employer match about $229,522 at 4% or $153,015 at 6%; with 100% employer match about $172,142 at 4% or $114,761 at 6%.
Mark a Rosenbaum Retirement Plan-3$325,854$41,314$13,771iApproximate average salary by contribution assumption: employee only about $344,283 at 4% or $229,522 at 6%; with 50% employer match about $229,522 at 4% or $153,015 at 6%; with 100% employer match about $172,142 at 4% or $114,761 at 6%.
200913$284,540$0-
Mark a Rosenbaum Retirement Plan-3$284,540$0-
200813$217,950$1,709$570iApproximate average salary by contribution assumption: employee only about $14,242 at 4% or $9,494 at 6%; with 50% employer match about $9,494 at 4% or $6,330 at 6%; with 100% employer match about $7,121 at 4% or $4,747 at 6%.
Mark a Rosenbaum Retirement Plan-3$217,950$1,709$570iApproximate average salary by contribution assumption: employee only about $14,242 at 4% or $9,494 at 6%; with 50% employer match about $9,494 at 4% or $6,330 at 6%; with 100% employer match about $7,121 at 4% or $4,747 at 6%.
200713$0$0-
Mark a Rosenbaum Retirement Plan-3---
200613$325,693$8,023$2,674iApproximate average salary by contribution assumption: employee only about $66,858 at 4% or $44,572 at 6%; with 50% employer match about $44,572 at 4% or $29,715 at 6%; with 100% employer match about $33,429 at 4% or $22,286 at 6%.
Mark a Rosenbaum Retirement Plan-3$325,693$8,023$2,674iApproximate average salary by contribution assumption: employee only about $66,858 at 4% or $44,572 at 6%; with 50% employer match about $44,572 at 4% or $29,715 at 6%; with 100% employer match about $33,429 at 4% or $22,286 at 6%.
200512$277,755$39,600$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
Mark a Rosenbaum Retirement Plan-2$277,755$39,600$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
200412$217,284$20,483$10,242iApproximate average salary by contribution assumption: employee only about $256,038 at 4% or $170,692 at 6%; with 50% employer match about $170,692 at 4% or $113,794 at 6%; with 100% employer match about $128,019 at 4% or $85,346 at 6%.
Mark a Rosenbaum Retirement Plan-2$217,284$20,483$10,242iApproximate average salary by contribution assumption: employee only about $256,038 at 4% or $170,692 at 6%; with 50% employer match about $170,692 at 4% or $113,794 at 6%; with 100% employer match about $128,019 at 4% or $85,346 at 6%.
200312$198,947$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%.
Mark a Rosenbaum Retirement Plan-2$198,947$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%.
200213$138,248$26,228$8,743iApproximate average salary by contribution assumption: employee only about $218,567 at 4% or $145,711 at 6%; with 50% employer match about $145,711 at 4% or $97,141 at 6%; with 100% employer match about $109,283 at 4% or $72,856 at 6%.
Mark a Rosenbaum Retirement Plan-3$138,248$26,228$8,743iApproximate average salary by contribution assumption: employee only about $218,567 at 4% or $145,711 at 6%; with 50% employer match about $145,711 at 4% or $97,141 at 6%; with 100% employer match about $109,283 at 4% or $72,856 at 6%.
200112$0$0-
Mark a Rosenbaum Retirement Plan-2---
200012$129,973$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Mark a Rosenbaum Retirement Plan-2$129,973$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
199911$139,520$14,787$14,787iApproximate average salary by contribution assumption: employee only about $369,675 at 4% or $246,450 at 6%; with 50% employer match about $246,450 at 4% or $164,300 at 6%; with 100% employer match about $184,838 at 4% or $123,225 at 6%.
Mark a Rosenbaum Retirement Plan-1$139,520$14,787$14,787iApproximate average salary by contribution assumption: employee only about $369,675 at 4% or $246,450 at 6%; with 50% employer match about $246,450 at 4% or $164,300 at 6%; with 100% employer match about $184,838 at 4% or $123,225 at 6%.