Civic Intelligence

Rose Insurance Agency LLC

Plan context: Rose Insurance Agency 401(K) Plan

EIN 47-2639094 • Oxford, CT • 7 filings • 1 plans

350 Center Rock Grn Ste 1Oxford, CT 06478-3170
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,640,844

2025 Contributions

$165,465

Historical Graphs

Total Assets Over Time

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

$1,640,844$820,422$0201920222025YearValue
$1,640,844Latest year 2025

Participants Over Time

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

1050201920222025YearValue
10Latest 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
2025110$1,640,844$165,465$16,547iApproximate average salary by contribution assumption: employee only about $413,663 at 4% or $275,775 at 6%; with 50% employer match about $275,775 at 4% or $183,850 at 6%; with 100% employer match about $206,831 at 4% or $137,888 at 6%.
Rose Insurance Agency 401(K) Plan-10$1,640,844$165,465$16,547iApproximate average salary by contribution assumption: employee only about $413,663 at 4% or $275,775 at 6%; with 50% employer match about $275,775 at 4% or $183,850 at 6%; with 100% employer match about $206,831 at 4% or $137,888 at 6%.
202419$1,211,532$144,543$16,060iApproximate average salary by contribution assumption: employee only about $401,508 at 4% or $267,672 at 6%; with 50% employer match about $267,672 at 4% or $178,448 at 6%; with 100% employer match about $200,754 at 4% or $133,836 at 6%.
Rose Insurance Agency 401(K) Plan-9$1,211,532$144,543$16,060iApproximate average salary by contribution assumption: employee only about $401,508 at 4% or $267,672 at 6%; with 50% employer match about $267,672 at 4% or $178,448 at 6%; with 100% employer match about $200,754 at 4% or $133,836 at 6%.
202318$907,740$139,315$17,414iApproximate average salary by contribution assumption: employee only about $435,359 at 4% or $290,240 at 6%; with 50% employer match about $290,240 at 4% or $193,493 at 6%; with 100% employer match about $217,680 at 4% or $145,120 at 6%.
Rose Insurance Agency 401(K) Plan-8$907,740$139,315$17,414iApproximate average salary by contribution assumption: employee only about $435,359 at 4% or $290,240 at 6%; with 50% employer match about $290,240 at 4% or $193,493 at 6%; with 100% employer match about $217,680 at 4% or $145,120 at 6%.
202218$627,054$118,035$14,754iApproximate average salary by contribution assumption: employee only about $368,859 at 4% or $245,906 at 6%; with 50% employer match about $245,906 at 4% or $163,938 at 6%; with 100% employer match about $184,430 at 4% or $122,953 at 6%.
Rose Insurance Agency 401(K) Plan-8$627,054$118,035$14,754iApproximate average salary by contribution assumption: employee only about $368,859 at 4% or $245,906 at 6%; with 50% employer match about $245,906 at 4% or $163,938 at 6%; with 100% employer match about $184,430 at 4% or $122,953 at 6%.
202117$627,814$95,417$13,631iApproximate average salary by contribution assumption: employee only about $340,775 at 4% or $227,183 at 6%; with 50% employer match about $227,183 at 4% or $151,456 at 6%; with 100% employer match about $170,388 at 4% or $113,592 at 6%.
Rose Insurance Agency 401(K) Plan-7$627,814$95,417$13,631iApproximate average salary by contribution assumption: employee only about $340,775 at 4% or $227,183 at 6%; with 50% employer match about $227,183 at 4% or $151,456 at 6%; with 100% employer match about $170,388 at 4% or $113,592 at 6%.
202016$448,606$97,358$16,226iApproximate average salary by contribution assumption: employee only about $405,658 at 4% or $270,439 at 6%; with 50% employer match about $270,439 at 4% or $180,293 at 6%; with 100% employer match about $202,829 at 4% or $135,219 at 6%.
Rose Insurance Agency 401(K) Plan-6$448,606$97,358$16,226iApproximate average salary by contribution assumption: employee only about $405,658 at 4% or $270,439 at 6%; with 50% employer match about $270,439 at 4% or $180,293 at 6%; with 100% employer match about $202,829 at 4% or $135,219 at 6%.
201916$283,364$257,283$42,881iApproximate average salary by contribution assumption: employee only about $1,072,013 at 4% or $714,675 at 6%; with 50% employer match about $714,675 at 4% or $476,450 at 6%; with 100% employer match about $536,006 at 4% or $357,338 at 6%.
Rose Insurance Agency 401(K) Plan-6$283,364$257,283$42,881iApproximate average salary by contribution assumption: employee only about $1,072,013 at 4% or $714,675 at 6%; with 50% employer match about $714,675 at 4% or $476,450 at 6%; with 100% employer match about $536,006 at 4% or $357,338 at 6%.