Civic Intelligence

Rosetree Solutions LLC

Plan context: Rosetree Solutions 401(K) Plan

EIN 46-3334390 • Dallas, TX • 7 filings • 1 plans

PO Box 701499Dallas, TX 75370
Current Snapshot

Latest Year

2025

2025 Participants

61

2025 Assets

$5,115,724

2025 Contributions

$659,933

Historical Graphs

Total Assets Over Time

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

$5,115,724$2,557,862$0201920222025YearValue
$5,115,724Latest year 2025

Participants Over Time

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

62310201920222025YearValue
61Latest year 2025

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
2025161$5,115,724$659,933$10,819iApproximate average salary by contribution assumption: employee only about $270,464 at 4% or $180,310 at 6%; with 50% employer match about $180,310 at 4% or $120,206 at 6%; with 100% employer match about $135,232 at 4% or $90,155 at 6%.
Rosetree Solutions 401(K) Plan-61$5,115,724$659,933$10,819iApproximate average salary by contribution assumption: employee only about $270,464 at 4% or $180,310 at 6%; with 50% employer match about $180,310 at 4% or $120,206 at 6%; with 100% employer match about $135,232 at 4% or $90,155 at 6%.
2024157$4,122,864$686,716$12,048iApproximate average salary by contribution assumption: employee only about $301,191 at 4% or $200,794 at 6%; with 50% employer match about $200,794 at 4% or $133,863 at 6%; with 100% employer match about $150,596 at 4% or $100,397 at 6%.
Rosetree Solutions 401(K) Plan-57$4,122,864$686,716$12,048iApproximate average salary by contribution assumption: employee only about $301,191 at 4% or $200,794 at 6%; with 50% employer match about $200,794 at 4% or $133,863 at 6%; with 100% employer match about $150,596 at 4% or $100,397 at 6%.
2023160$3,113,217$784,450$13,074iApproximate average salary by contribution assumption: employee only about $326,854 at 4% or $217,903 at 6%; with 50% employer match about $217,903 at 4% or $145,269 at 6%; with 100% employer match about $163,427 at 4% or $108,951 at 6%.
Rosetree Solutions 401(K) Plan-60$3,113,217$784,450$13,074iApproximate average salary by contribution assumption: employee only about $326,854 at 4% or $217,903 at 6%; with 50% employer match about $217,903 at 4% or $145,269 at 6%; with 100% employer match about $163,427 at 4% or $108,951 at 6%.
2022162$1,859,237$917,278$14,795iApproximate average salary by contribution assumption: employee only about $369,870 at 4% or $246,580 at 6%; with 50% employer match about $246,580 at 4% or $164,387 at 6%; with 100% employer match about $184,935 at 4% or $123,290 at 6%.
Rosetree Solutions 401(K) Plan-62$1,859,237$917,278$14,795iApproximate average salary by contribution assumption: employee only about $369,870 at 4% or $246,580 at 6%; with 50% employer match about $246,580 at 4% or $164,387 at 6%; with 100% employer match about $184,935 at 4% or $123,290 at 6%.
2021142$1,319,841$772,506$18,393iApproximate average salary by contribution assumption: employee only about $459,825 at 4% or $306,550 at 6%; with 50% employer match about $306,550 at 4% or $204,367 at 6%; with 100% employer match about $229,913 at 4% or $153,275 at 6%.
Rosetree Solutions 401(K) Plan-42$1,319,841$772,506$18,393iApproximate average salary by contribution assumption: employee only about $459,825 at 4% or $306,550 at 6%; with 50% employer match about $306,550 at 4% or $204,367 at 6%; with 100% employer match about $229,913 at 4% or $153,275 at 6%.
2020129$556,713$311,858$10,754iApproximate average salary by contribution assumption: employee only about $268,843 at 4% or $179,229 at 6%; with 50% employer match about $179,229 at 4% or $119,486 at 6%; with 100% employer match about $134,422 at 4% or $89,614 at 6%.
Rosetree Solutions 401(K) Plan-29$556,713$311,858$10,754iApproximate average salary by contribution assumption: employee only about $268,843 at 4% or $179,229 at 6%; with 50% employer match about $179,229 at 4% or $119,486 at 6%; with 100% employer match about $134,422 at 4% or $89,614 at 6%.
2019125$187,699$172,592$6,904iApproximate average salary by contribution assumption: employee only about $172,592 at 4% or $115,061 at 6%; with 50% employer match about $115,061 at 4% or $76,708 at 6%; with 100% employer match about $86,296 at 4% or $57,531 at 6%.
Rosetree Solutions 401(K) Plan-25$187,699$172,592$6,904iApproximate average salary by contribution assumption: employee only about $172,592 at 4% or $115,061 at 6%; with 50% employer match about $115,061 at 4% or $76,708 at 6%; with 100% employer match about $86,296 at 4% or $57,531 at 6%.