Civic Intelligence

Rose Real Estate Team Inc.

Plan context: Rose Real Estate Team 401(K) Plan & Trust

EIN 47-2957730 • Los Gatos, CA • 15 filings • 2 plans

16780-a Lark AvenueLos Gatos, CA 95032
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$107,812

2025 Contributions

$4,214

Historical Graphs

Total Assets Over Time

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

$109,007$54,504$0201520202025YearValue
$107,812Latest year 2025

Participants Over Time

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

630201520202025YearValue
4Latest 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
202514$107,812$0-
Rose Real Estate Team 401(K) Plan & Trust-4$107,812--
202415$92,378$0-
Rose Real Estate Team 401(K) Plan & Trust-5$92,378$0-
202316$82,256$4,214$702iApproximate average salary by contribution assumption: employee only about $17,558 at 4% or $11,706 at 6%; with 50% employer match about $11,706 at 4% or $7,804 at 6%; with 100% employer match about $8,779 at 4% or $5,853 at 6%.
Rose Real Estate Team 401(K) Plan & Trust-6$82,256$4,214$702iApproximate average salary by contribution assumption: employee only about $17,558 at 4% or $11,706 at 6%; with 50% employer match about $11,706 at 4% or $7,804 at 6%; with 100% employer match about $8,779 at 4% or $5,853 at 6%.
202216$67,015$0-
Rose Real Estate Team 401(K) Plan & Trust-6$67,015$0-
202116$86,101$0-
Rose Real Estate Team 401(K) Plan & Trust-6$86,101$0-
202016$76,050$0-
Rose Real Estate Team 401(K) Plan & Trust-6$76,050$0-
201916$60,598$0-
Rose Real Estate Team 401(K) Plan & Trust-6$60,598$0-
201826$55,717$7,732$1,289iApproximate average salary by contribution assumption: employee only about $32,217 at 4% or $21,478 at 6%; with 50% employer match about $21,478 at 4% or $14,319 at 6%; with 100% employer match about $16,108 at 4% or $10,739 at 6%.
Rose Real Estate Team 401(K) Plan & Trust-6$55,717$7,550$1,258iApproximate average salary by contribution assumption: employee only about $31,458 at 4% or $20,972 at 6%; with 50% employer match about $20,972 at 4% or $13,981 at 6%; with 100% employer match about $15,729 at 4% or $10,486 at 6%.
ROSE REAL ESTATE TEAM DEFINED BENEFIT PLAN & TRUST-0$0$182-
201726$109,007$23,126$3,854iApproximate average salary by contribution assumption: employee only about $96,358 at 4% or $64,239 at 6%; with 50% employer match about $64,239 at 4% or $42,826 at 6%; with 100% employer match about $48,179 at 4% or $32,119 at 6%.
ROSE REAL ESTATE TEAM DEFINED BENEFIT PLAN & TRUST-3$61,289$16,101$5,367iApproximate average salary by contribution assumption: employee only about $134,175 at 4% or $89,450 at 6%; with 50% employer match about $89,450 at 4% or $59,633 at 6%; with 100% employer match about $67,088 at 4% or $44,725 at 6%.
Rose Real Estate Team 401(K) Plan & Trust-6$47,718$7,025$1,171iApproximate average salary by contribution assumption: employee only about $29,271 at 4% or $19,514 at 6%; with 50% employer match about $19,514 at 4% or $13,009 at 6%; with 100% employer match about $14,635 at 4% or $9,757 at 6%.
201626$85,091$23,237$3,873iApproximate average salary by contribution assumption: employee only about $96,821 at 4% or $64,547 at 6%; with 50% employer match about $64,547 at 4% or $43,031 at 6%; with 100% employer match about $48,410 at 4% or $32,274 at 6%.
ROSE REAL ESTATE TEAM DEFINED BENEFIT PLAN & TRUST-3$45,098$0-
Rose Real Estate Team 401(K) Plan & Trust-6$39,993$23,237$3,873iApproximate average salary by contribution assumption: employee only about $96,821 at 4% or $64,547 at 6%; with 50% employer match about $64,547 at 4% or $43,031 at 6%; with 100% employer match about $48,410 at 4% or $32,274 at 6%.
201526$62,350$62,350$10,392iApproximate average salary by contribution assumption: employee only about $259,792 at 4% or $173,194 at 6%; with 50% employer match about $173,194 at 4% or $115,463 at 6%; with 100% employer match about $129,896 at 4% or $86,597 at 6%.
ROSE REAL ESTATE TEAM DEFINED BENEFIT PLAN & TRUST-6$45,244$45,244$7,541iApproximate average salary by contribution assumption: employee only about $188,517 at 4% or $125,678 at 6%; with 50% employer match about $125,678 at 4% or $83,785 at 6%; with 100% employer match about $94,258 at 4% or $62,839 at 6%.
Rose Real Estate Team 401(K) Plan & Trust-6$17,106$17,106$2,851iApproximate average salary by contribution assumption: employee only about $71,275 at 4% or $47,517 at 6%; with 50% employer match about $47,517 at 4% or $31,678 at 6%; with 100% employer match about $35,638 at 4% or $23,758 at 6%.