Civic Intelligence

The Arlene & Michael Rosen Foundation

Plan context: The Arlene & Michael Rosen Foundation 401(K) Plan

EIN 47-3040686 • Santa Barbara, CA • 9 filings • 2 plans

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7 W Figueroa Street3rd FloorSanta Barbara, CA 93101
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,303,890

2025 Contributions

$201,832

Historical Graphs

Total Assets Over Time

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

$1,303,890$651,945$0201720212025YearValue
$1,303,890Latest year 2025

Participants Over Time

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

740201720212025YearValue
7Latest 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
202517$1,303,890$201,832$28,833iApproximate average salary by contribution assumption: employee only about $720,829 at 4% or $480,552 at 6%; with 50% employer match about $480,552 at 4% or $320,368 at 6%; with 100% employer match about $360,414 at 4% or $240,276 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-7$1,303,890$201,832$28,833iApproximate average salary by contribution assumption: employee only about $720,829 at 4% or $480,552 at 6%; with 50% employer match about $480,552 at 4% or $320,368 at 6%; with 100% employer match about $360,414 at 4% or $240,276 at 6%.
202417$928,453$205,252$29,322iApproximate average salary by contribution assumption: employee only about $733,043 at 4% or $488,695 at 6%; with 50% employer match about $488,695 at 4% or $325,797 at 6%; with 100% employer match about $366,521 at 4% or $244,348 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-7$928,453$205,252$29,322iApproximate average salary by contribution assumption: employee only about $733,043 at 4% or $488,695 at 6%; with 50% employer match about $488,695 at 4% or $325,797 at 6%; with 100% employer match about $366,521 at 4% or $244,348 at 6%.
202317$641,568$253,988$36,284iApproximate average salary by contribution assumption: employee only about $907,100 at 4% or $604,733 at 6%; with 50% employer match about $604,733 at 4% or $403,156 at 6%; with 100% employer match about $453,550 at 4% or $302,367 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-7$641,568$253,988$36,284iApproximate average salary by contribution assumption: employee only about $907,100 at 4% or $604,733 at 6%; with 50% employer match about $604,733 at 4% or $403,156 at 6%; with 100% employer match about $453,550 at 4% or $302,367 at 6%.
202215$316,468$116,199$23,240iApproximate average salary by contribution assumption: employee only about $580,995 at 4% or $387,330 at 6%; with 50% employer match about $387,330 at 4% or $258,220 at 6%; with 100% employer match about $290,498 at 4% or $193,665 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-5$316,468$116,199$23,240iApproximate average salary by contribution assumption: employee only about $580,995 at 4% or $387,330 at 6%; with 50% employer match about $387,330 at 4% or $258,220 at 6%; with 100% employer match about $290,498 at 4% or $193,665 at 6%.
202115$247,402$201,634$40,327iApproximate average salary by contribution assumption: employee only about $1,008,170 at 4% or $672,113 at 6%; with 50% employer match about $672,113 at 4% or $448,076 at 6%; with 100% employer match about $504,085 at 4% or $336,057 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-5$247,402$201,634$40,327iApproximate average salary by contribution assumption: employee only about $1,008,170 at 4% or $672,113 at 6%; with 50% employer match about $672,113 at 4% or $448,076 at 6%; with 100% employer match about $504,085 at 4% or $336,057 at 6%.
202012$48,543$13,125$6,563iApproximate average salary by contribution assumption: employee only about $164,063 at 4% or $109,375 at 6%; with 50% employer match about $109,375 at 4% or $72,917 at 6%; with 100% employer match about $82,031 at 4% or $54,688 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-2$48,543$13,125$6,563iApproximate average salary by contribution assumption: employee only about $164,063 at 4% or $109,375 at 6%; with 50% employer match about $109,375 at 4% or $72,917 at 6%; with 100% employer match about $82,031 at 4% or $54,688 at 6%.
201912$28,088$12,292$6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-2$28,088$12,292$6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%.
201812$11,886$11,458$5,729iApproximate average salary by contribution assumption: employee only about $143,225 at 4% or $95,483 at 6%; with 50% employer match about $95,483 at 4% or $63,656 at 6%; with 100% employer match about $71,613 at 4% or $47,742 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-2$11,886$11,458$5,729iApproximate average salary by contribution assumption: employee only about $143,225 at 4% or $95,483 at 6%; with 50% employer match about $95,483 at 4% or $63,656 at 6%; with 100% employer match about $71,613 at 4% or $47,742 at 6%.
201712$7,481$7,083$3,542iApproximate average salary by contribution assumption: employee only about $88,538 at 4% or $59,025 at 6%; with 50% employer match about $59,025 at 4% or $39,350 at 6%; with 100% employer match about $44,269 at 4% or $29,513 at 6%.
The Arlene & Michael Rosen Foundation 401(K) Plan-2$7,481$7,083$3,542iApproximate average salary by contribution assumption: employee only about $88,538 at 4% or $59,025 at 6%; with 50% employer match about $59,025 at 4% or $39,350 at 6%; with 100% employer match about $44,269 at 4% or $29,513 at 6%.