Civic Intelligence

Rosen Law LLC

Plan context: Rosen Law LLC Cash Balance Plan

EIN 46-3141013 • Great Neck, NY • 19 filings • 3 plans

216 Lakeville RoadGreat Neck, NY 11020
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,652,556

2024 Contributions

$645,256

Historical Graphs

Total Assets Over Time

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

$6,652,556$3,326,278$0201320192024YearValue
$6,652,556Latest year 2024

Participants Over Time

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

1580201320192024YearValue
15Latest 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
2024215$6,652,556$645,256$43,017iApproximate average salary by contribution assumption: employee only about $1,075,427 at 4% or $716,951 at 6%; with 50% employer match about $716,951 at 4% or $477,967 at 6%; with 100% employer match about $537,713 at 4% or $358,476 at 6%.
Rosen Law LLC Cash Balance Plan-9$3,912,648$473,000$52,556iApproximate average salary by contribution assumption: employee only about $1,313,889 at 4% or $875,926 at 6%; with 50% employer match about $875,926 at 4% or $583,951 at 6%; with 100% employer match about $656,944 at 4% or $437,963 at 6%.
Rosen Law LLC Retirement Plan-15$2,739,908$172,256$11,484iApproximate average salary by contribution assumption: employee only about $287,093 at 4% or $191,396 at 6%; with 50% employer match about $191,396 at 4% or $127,597 at 6%; with 100% employer match about $143,547 at 4% or $95,698 at 6%.
2023215$5,735,212$650,233$43,349iApproximate average salary by contribution assumption: employee only about $1,083,722 at 4% or $722,481 at 6%; with 50% employer match about $722,481 at 4% or $481,654 at 6%; with 100% employer match about $541,861 at 4% or $361,241 at 6%.
Rosen Law LLC Cash Balance Plan-9$3,318,322$473,000$52,556iApproximate average salary by contribution assumption: employee only about $1,313,889 at 4% or $875,926 at 6%; with 50% employer match about $875,926 at 4% or $583,951 at 6%; with 100% employer match about $656,944 at 4% or $437,963 at 6%.
Rosen Law LLC Retirement Plan-15$2,416,890$177,233$11,816iApproximate average salary by contribution assumption: employee only about $295,388 at 4% or $196,926 at 6%; with 50% employer match about $196,926 at 4% or $131,284 at 6%; with 100% employer match about $147,694 at 4% or $98,463 at 6%.
2022215$4,694,778$638,240$42,549iApproximate average salary by contribution assumption: employee only about $1,063,733 at 4% or $709,156 at 6%; with 50% employer match about $709,156 at 4% or $472,770 at 6%; with 100% employer match about $531,867 at 4% or $354,578 at 6%.
Rosen Law LLC Cash Balance Plan-9$2,645,073$473,000$52,556iApproximate average salary by contribution assumption: employee only about $1,313,889 at 4% or $875,926 at 6%; with 50% employer match about $875,926 at 4% or $583,951 at 6%; with 100% employer match about $656,944 at 4% or $437,963 at 6%.
Rosen Law LLC Retirement Plan-15$2,049,705$165,240$11,016iApproximate average salary by contribution assumption: employee only about $275,400 at 4% or $183,600 at 6%; with 50% employer match about $183,600 at 4% or $122,400 at 6%; with 100% employer match about $137,700 at 4% or $91,800 at 6%.
202129$4,301,910$885,547$98,394iApproximate average salary by contribution assumption: employee only about $2,459,853 at 4% or $1,639,902 at 6%; with 50% employer match about $1,639,902 at 4% or $1,093,268 at 6%; with 100% employer match about $1,229,926 at 4% or $819,951 at 6%.
Rosen Law LLC Cash Balance Plan-9$2,263,915$725,000$80,556iApproximate average salary by contribution assumption: employee only about $2,013,889 at 4% or $1,342,593 at 6%; with 50% employer match about $1,342,593 at 4% or $895,062 at 6%; with 100% employer match about $1,006,944 at 4% or $671,296 at 6%.
Rosen Law LLC Retirement Plan-9$2,037,995$160,547$17,839iApproximate average salary by contribution assumption: employee only about $445,964 at 4% or $297,309 at 6%; with 50% employer match about $297,309 at 4% or $198,206 at 6%; with 100% employer match about $222,982 at 4% or $148,655 at 6%.
202029$3,070,674$803,325$89,258iApproximate average salary by contribution assumption: employee only about $2,231,458 at 4% or $1,487,639 at 6%; with 50% employer match about $1,487,639 at 4% or $991,759 at 6%; with 100% employer match about $1,115,729 at 4% or $743,819 at 6%.
Rosen Law LLC Retirement Plan-9$1,665,318$134,125$14,903iApproximate average salary by contribution assumption: employee only about $372,569 at 4% or $248,380 at 6%; with 50% employer match about $248,380 at 4% or $165,586 at 6%; with 100% employer match about $186,285 at 4% or $124,190 at 6%.
Rosen Law LLC Cash Balance Plan-9$1,405,356$669,200$74,356iApproximate average salary by contribution assumption: employee only about $1,858,889 at 4% or $1,239,259 at 6%; with 50% employer match about $1,239,259 at 4% or $826,173 at 6%; with 100% employer match about $929,444 at 4% or $619,630 at 6%.
2019210$2,225,237$507,083$50,708iApproximate average salary by contribution assumption: employee only about $1,267,708 at 4% or $845,138 at 6%; with 50% employer match about $845,138 at 4% or $563,426 at 6%; with 100% employer match about $633,854 at 4% or $422,569 at 6%.
Rosen Law LLC Retirement Plan-10$1,461,056$138,883$13,888iApproximate average salary by contribution assumption: employee only about $347,208 at 4% or $231,472 at 6%; with 50% employer match about $231,472 at 4% or $154,314 at 6%; with 100% employer match about $173,604 at 4% or $115,736 at 6%.
Rosen Law LLC Cash Balance Plan-9$764,181$368,200$40,911iApproximate average salary by contribution assumption: employee only about $1,022,778 at 4% or $681,852 at 6%; with 50% employer match about $681,852 at 4% or $454,568 at 6%; with 100% employer match about $511,389 at 4% or $340,926 at 6%.
2018212$1,575,308$522,209$43,517iApproximate average salary by contribution assumption: employee only about $1,087,935 at 4% or $725,290 at 6%; with 50% employer match about $725,290 at 4% or $483,527 at 6%; with 100% employer match about $543,968 at 4% or $362,645 at 6%.
Rosen Law LLC Retirement Plan-12$1,206,508$153,409$12,784iApproximate average salary by contribution assumption: employee only about $319,602 at 4% or $213,068 at 6%; with 50% employer match about $213,068 at 4% or $142,045 at 6%; with 100% employer match about $159,801 at 4% or $106,534 at 6%.
Rosen Law LLC Cash Balance Plan-8$368,800$368,800$46,100iApproximate average salary by contribution assumption: employee only about $1,152,500 at 4% or $768,333 at 6%; with 50% employer match about $768,333 at 4% or $512,222 at 6%; with 100% employer match about $576,250 at 4% or $384,167 at 6%.
201719$970,496$149,277$16,586iApproximate average salary by contribution assumption: employee only about $414,658 at 4% or $276,439 at 6%; with 50% employer match about $276,439 at 4% or $184,293 at 6%; with 100% employer match about $207,329 at 4% or $138,219 at 6%.
Rosen Law LLC Retirement Plan-9$970,496$149,277$16,586iApproximate average salary by contribution assumption: employee only about $414,658 at 4% or $276,439 at 6%; with 50% employer match about $276,439 at 4% or $184,293 at 6%; with 100% employer match about $207,329 at 4% or $138,219 at 6%.
201619$777,952$144,175$16,019iApproximate average salary by contribution assumption: employee only about $400,486 at 4% or $266,991 at 6%; with 50% employer match about $266,991 at 4% or $177,994 at 6%; with 100% employer match about $200,243 at 4% or $133,495 at 6%.
Rosen Law LLC Retirement Plan-9$777,952$144,175$16,019iApproximate average salary by contribution assumption: employee only about $400,486 at 4% or $266,991 at 6%; with 50% employer match about $266,991 at 4% or $177,994 at 6%; with 100% employer match about $200,243 at 4% or $133,495 at 6%.
201519$596,756$148,105$16,456iApproximate average salary by contribution assumption: employee only about $411,403 at 4% or $274,269 at 6%; with 50% employer match about $274,269 at 4% or $182,846 at 6%; with 100% employer match about $205,701 at 4% or $137,134 at 6%.
Rosen Law LLC Retirement Plan-9$596,756$148,105$16,456iApproximate average salary by contribution assumption: employee only about $411,403 at 4% or $274,269 at 6%; with 50% employer match about $274,269 at 4% or $182,846 at 6%; with 100% employer match about $205,701 at 4% or $137,134 at 6%.
2014113$484,059$143,678$11,052iApproximate average salary by contribution assumption: employee only about $276,304 at 4% or $184,203 at 6%; with 50% employer match about $184,203 at 4% or $122,802 at 6%; with 100% employer match about $138,152 at 4% or $92,101 at 6%.
Rosen Law LLC Retirement Plan-13$484,059$143,678$11,052iApproximate average salary by contribution assumption: employee only about $276,304 at 4% or $184,203 at 6%; with 50% employer match about $184,203 at 4% or $122,802 at 6%; with 100% employer match about $138,152 at 4% or $92,101 at 6%.
2013112$345,131$141,550$11,796iApproximate average salary by contribution assumption: employee only about $294,896 at 4% or $196,597 at 6%; with 50% employer match about $196,597 at 4% or $131,065 at 6%; with 100% employer match about $147,448 at 4% or $98,299 at 6%.
Rosen Law LLC Retirement Plan-12$345,131$141,550$11,796iApproximate average salary by contribution assumption: employee only about $294,896 at 4% or $196,597 at 6%; with 50% employer match about $196,597 at 4% or $131,065 at 6%; with 100% employer match about $147,448 at 4% or $98,299 at 6%.