Civic Intelligence

Rose Medical

Plan context: Rose Medical 401K Plan and Trust

EIN 38-3432754 • Grand Rapids, MI • 6 filings • 1 plans

1440 Front Ave NWGrand Rapids, MI 49504
Current Snapshot

Latest Year

2024

2024 Participants

127

2024 Assets

$5,150,488

2024 Contributions

$1,048,286

Historical Graphs

Total Assets Over Time

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

$5,150,488$2,575,244$0201920222024YearValue
$5,150,488Latest year 2024

Participants Over Time

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

145730201920222024YearValue
127Latest year 2024

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
20241127$5,150,488$1,048,286$8,254iApproximate average salary by contribution assumption: employee only about $206,356 at 4% or $137,570 at 6%; with 50% employer match about $137,570 at 4% or $91,714 at 6%; with 100% employer match about $103,178 at 4% or $68,785 at 6%.
Rose Medical 401K Plan and Trust-127$5,150,488$1,048,286$8,254iApproximate average salary by contribution assumption: employee only about $206,356 at 4% or $137,570 at 6%; with 50% employer match about $137,570 at 4% or $91,714 at 6%; with 100% employer match about $103,178 at 4% or $68,785 at 6%.
20231132$3,798,028$1,044,128$7,910iApproximate average salary by contribution assumption: employee only about $197,752 at 4% or $131,834 at 6%; with 50% employer match about $131,834 at 4% or $87,890 at 6%; with 100% employer match about $98,876 at 4% or $65,917 at 6%.
Rose Medical 401K Plan and Trust-132$3,798,028$1,044,128$7,910iApproximate average salary by contribution assumption: employee only about $197,752 at 4% or $131,834 at 6%; with 50% employer match about $131,834 at 4% or $87,890 at 6%; with 100% employer match about $98,876 at 4% or $65,917 at 6%.
20221145$2,327,284$676,225$4,664iApproximate average salary by contribution assumption: employee only about $116,591 at 4% or $77,727 at 6%; with 50% employer match about $77,727 at 4% or $51,818 at 6%; with 100% employer match about $58,295 at 4% or $38,864 at 6%.
Rose Medical 401K Plan and Trust-145$2,327,284$676,225$4,664iApproximate average salary by contribution assumption: employee only about $116,591 at 4% or $77,727 at 6%; with 50% employer match about $77,727 at 4% or $51,818 at 6%; with 100% employer match about $58,295 at 4% or $38,864 at 6%.
20211108$2,122,562$531,982$4,926iApproximate average salary by contribution assumption: employee only about $123,144 at 4% or $82,096 at 6%; with 50% employer match about $82,096 at 4% or $54,731 at 6%; with 100% employer match about $61,572 at 4% or $41,048 at 6%.
Rose Medical 401K Plan and Trust-108$2,122,562$531,982$4,926iApproximate average salary by contribution assumption: employee only about $123,144 at 4% or $82,096 at 6%; with 50% employer match about $82,096 at 4% or $54,731 at 6%; with 100% employer match about $61,572 at 4% or $41,048 at 6%.
20201100$1,409,527$449,476$4,495iApproximate average salary by contribution assumption: employee only about $112,369 at 4% or $74,913 at 6%; with 50% employer match about $74,913 at 4% or $49,942 at 6%; with 100% employer match about $56,185 at 4% or $37,456 at 6%.
Rose Medical 401K Plan and Trust-100$1,409,527$449,476$4,495iApproximate average salary by contribution assumption: employee only about $112,369 at 4% or $74,913 at 6%; with 50% employer match about $74,913 at 4% or $49,942 at 6%; with 100% employer match about $56,185 at 4% or $37,456 at 6%.
2019181$800,348$730,861$9,023iApproximate average salary by contribution assumption: employee only about $225,574 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,255 at 6%; with 100% employer match about $112,787 at 4% or $75,191 at 6%.
Rose Medical 401K Plan and Trust-81$800,348$730,861$9,023iApproximate average salary by contribution assumption: employee only about $225,574 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,255 at 6%; with 100% employer match about $112,787 at 4% or $75,191 at 6%.