Paley, Rothman, Goldstein, Rosenberg & Cooper Chartered
Plan context: Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan
EIN 52-1017106 • Bethesda, MD • 26 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
53
2023 Assets
$15,637,513
2023 Contributions
$546,141
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 53 | $15,637,513 | $546,141 | $10,305iApproximate average salary by contribution assumption: employee only about $257,614 at 4% or $171,742 at 6%; with 50% employer match about $171,742 at 4% or $114,495 at 6%; with 100% employer match about $128,807 at 4% or $85,871 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 53 | $15,637,513 | $546,141 | $10,305iApproximate average salary by contribution assumption: employee only about $257,614 at 4% or $171,742 at 6%; with 50% employer match about $171,742 at 4% or $114,495 at 6%; with 100% employer match about $128,807 at 4% or $85,871 at 6%. |
| 2021 | 1 | 69 | $29,132,314 | $1,152,671 | $16,705iApproximate average salary by contribution assumption: employee only about $417,634 at 4% or $278,423 at 6%; with 50% employer match about $278,423 at 4% or $185,615 at 6%; with 100% employer match about $208,817 at 4% or $139,211 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 69 | $29,132,314 | $1,152,671 | $16,705iApproximate average salary by contribution assumption: employee only about $417,634 at 4% or $278,423 at 6%; with 50% employer match about $278,423 at 4% or $185,615 at 6%; with 100% employer match about $208,817 at 4% or $139,211 at 6%. |
| 2020 | 1 | 78 | $30,876,717 | $1,078,285 | $13,824iApproximate average salary by contribution assumption: employee only about $345,604 at 4% or $230,403 at 6%; with 50% employer match about $230,403 at 4% or $153,602 at 6%; with 100% employer match about $172,802 at 4% or $115,201 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 78 | $30,876,717 | $1,078,285 | $13,824iApproximate average salary by contribution assumption: employee only about $345,604 at 4% or $230,403 at 6%; with 50% employer match about $230,403 at 4% or $153,602 at 6%; with 100% employer match about $172,802 at 4% or $115,201 at 6%. |
| 2019 | 1 | 76 | $23,058,387 | $971,900 | $12,788iApproximate average salary by contribution assumption: employee only about $319,704 at 4% or $213,136 at 6%; with 50% employer match about $213,136 at 4% or $142,091 at 6%; with 100% employer match about $159,852 at 4% or $106,568 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 76 | $23,058,387 | $971,900 | $12,788iApproximate average salary by contribution assumption: employee only about $319,704 at 4% or $213,136 at 6%; with 50% employer match about $213,136 at 4% or $142,091 at 6%; with 100% employer match about $159,852 at 4% or $106,568 at 6%. |
| 2018 | 1 | 75 | $24,036,921 | $901,036 | $12,014iApproximate average salary by contribution assumption: employee only about $300,345 at 4% or $200,230 at 6%; with 50% employer match about $200,230 at 4% or $133,487 at 6%; with 100% employer match about $150,173 at 4% or $100,115 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 75 | $24,036,921 | $901,036 | $12,014iApproximate average salary by contribution assumption: employee only about $300,345 at 4% or $200,230 at 6%; with 50% employer match about $200,230 at 4% or $133,487 at 6%; with 100% employer match about $150,173 at 4% or $100,115 at 6%. |
| 2017 | 1 | 80 | $22,949,154 | $4,203,442 | $52,543iApproximate average salary by contribution assumption: employee only about $1,313,576 at 4% or $875,717 at 6%; with 50% employer match about $875,717 at 4% or $583,811 at 6%; with 100% employer match about $656,788 at 4% or $437,859 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 80 | $22,949,154 | $4,203,442 | $52,543iApproximate average salary by contribution assumption: employee only about $1,313,576 at 4% or $875,717 at 6%; with 50% employer match about $875,717 at 4% or $583,811 at 6%; with 100% employer match about $656,788 at 4% or $437,859 at 6%. |
| 2016 | 1 | 82 | $17,478,404 | $1,220,142 | $14,880iApproximate average salary by contribution assumption: employee only about $371,995 at 4% or $247,996 at 6%; with 50% employer match about $247,996 at 4% or $165,331 at 6%; with 100% employer match about $185,997 at 4% or $123,998 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 82 | $17,478,404 | $1,220,142 | $14,880iApproximate average salary by contribution assumption: employee only about $371,995 at 4% or $247,996 at 6%; with 50% employer match about $247,996 at 4% or $165,331 at 6%; with 100% employer match about $185,997 at 4% or $123,998 at 6%. |
| 2015 | 1 | 80 | $14,418,666 | $1,038,382 | $12,980iApproximate average salary by contribution assumption: employee only about $324,494 at 4% or $216,330 at 6%; with 50% employer match about $216,330 at 4% or $144,220 at 6%; with 100% employer match about $162,247 at 4% or $108,165 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 80 | $14,418,666 | $1,038,382 | $12,980iApproximate average salary by contribution assumption: employee only about $324,494 at 4% or $216,330 at 6%; with 50% employer match about $216,330 at 4% or $144,220 at 6%; with 100% employer match about $162,247 at 4% or $108,165 at 6%. |
| 2014 | 1 | 74 | $13,633,134 | $853,015 | $11,527iApproximate average salary by contribution assumption: employee only about $288,181 at 4% or $192,120 at 6%; with 50% employer match about $192,120 at 4% or $128,080 at 6%; with 100% employer match about $144,090 at 4% or $96,060 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 74 | $13,633,134 | $853,015 | $11,527iApproximate average salary by contribution assumption: employee only about $288,181 at 4% or $192,120 at 6%; with 50% employer match about $192,120 at 4% or $128,080 at 6%; with 100% employer match about $144,090 at 4% or $96,060 at 6%. |
| 2013 | 1 | 74 | $11,991,124 | $985,786 | $13,321iApproximate average salary by contribution assumption: employee only about $333,036 at 4% or $222,024 at 6%; with 50% employer match about $222,024 at 4% or $148,016 at 6%; with 100% employer match about $166,518 at 4% or $111,012 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 74 | $11,991,124 | $985,786 | $13,321iApproximate average salary by contribution assumption: employee only about $333,036 at 4% or $222,024 at 6%; with 50% employer match about $222,024 at 4% or $148,016 at 6%; with 100% employer match about $166,518 at 4% or $111,012 at 6%. |
| 2012 | 1 | 65 | $10,611,465 | $950,726 | $14,627iApproximate average salary by contribution assumption: employee only about $365,664 at 4% or $243,776 at 6%; with 50% employer match about $243,776 at 4% or $162,517 at 6%; with 100% employer match about $182,832 at 4% or $121,888 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 65 | $10,611,465 | $950,726 | $14,627iApproximate average salary by contribution assumption: employee only about $365,664 at 4% or $243,776 at 6%; with 50% employer match about $243,776 at 4% or $162,517 at 6%; with 100% employer match about $182,832 at 4% or $121,888 at 6%. |
| 2011 | 1 | 67 | $8,627,240 | $770,633 | $11,502iApproximate average salary by contribution assumption: employee only about $287,550 at 4% or $191,700 at 6%; with 50% employer match about $191,700 at 4% or $127,800 at 6%; with 100% employer match about $143,775 at 4% or $95,850 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 67 | $8,627,240 | $770,633 | $11,502iApproximate average salary by contribution assumption: employee only about $287,550 at 4% or $191,700 at 6%; with 50% employer match about $191,700 at 4% or $127,800 at 6%; with 100% employer match about $143,775 at 4% or $95,850 at 6%. |
| 2010 | 1 | 70 | $9,166,453 | $342,487 | $4,893iApproximate average salary by contribution assumption: employee only about $122,317 at 4% or $81,545 at 6%; with 50% employer match about $81,545 at 4% or $54,363 at 6%; with 100% employer match about $61,158 at 4% or $40,772 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 70 | $9,166,453 | $342,487 | $4,893iApproximate average salary by contribution assumption: employee only about $122,317 at 4% or $81,545 at 6%; with 50% employer match about $81,545 at 4% or $54,363 at 6%; with 100% employer match about $61,158 at 4% or $40,772 at 6%. |
| 2009 | 1 | 97 | $9,229,069 | $442,094 | $4,558iApproximate average salary by contribution assumption: employee only about $113,942 at 4% or $75,961 at 6%; with 50% employer match about $75,961 at 4% or $50,641 at 6%; with 100% employer match about $56,971 at 4% or $37,981 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 97 | $9,229,069 | $442,094 | $4,558iApproximate average salary by contribution assumption: employee only about $113,942 at 4% or $75,961 at 6%; with 50% employer match about $75,961 at 4% or $50,641 at 6%; with 100% employer match about $56,971 at 4% or $37,981 at 6%. |
| 2008 | 1 | 73 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 73 | - | - | - |
| 2007 | 1 | 72 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 72 | - | - | - |
| 2006 | 1 | 62 | $8,038,880 | $817,684 | $13,188iApproximate average salary by contribution assumption: employee only about $329,711 at 4% or $219,808 at 6%; with 50% employer match about $219,808 at 4% or $146,538 at 6%; with 100% employer match about $164,856 at 4% or $109,904 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 62 | $8,038,880 | $817,684 | $13,188iApproximate average salary by contribution assumption: employee only about $329,711 at 4% or $219,808 at 6%; with 50% employer match about $219,808 at 4% or $146,538 at 6%; with 100% employer match about $164,856 at 4% or $109,904 at 6%. |
| 2005 | 1 | 59 | $6,466,470 | $748,473 | $12,686iApproximate average salary by contribution assumption: employee only about $317,150 at 4% or $211,433 at 6%; with 50% employer match about $211,433 at 4% or $140,955 at 6%; with 100% employer match about $158,575 at 4% or $105,717 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 59 | $6,466,470 | $748,473 | $12,686iApproximate average salary by contribution assumption: employee only about $317,150 at 4% or $211,433 at 6%; with 50% employer match about $211,433 at 4% or $140,955 at 6%; with 100% employer match about $158,575 at 4% or $105,717 at 6%. |
| 2004 | 1 | 64 | $5,097,451 | $727,253 | $11,363iApproximate average salary by contribution assumption: employee only about $284,083 at 4% or $189,389 at 6%; with 50% employer match about $189,389 at 4% or $126,259 at 6%; with 100% employer match about $142,042 at 4% or $94,694 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 64 | $5,097,451 | $727,253 | $11,363iApproximate average salary by contribution assumption: employee only about $284,083 at 4% or $189,389 at 6%; with 50% employer match about $189,389 at 4% or $126,259 at 6%; with 100% employer match about $142,042 at 4% or $94,694 at 6%. |
| 2003 | 1 | 63 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 63 | - | - | - |
| 2002 | 2 | 62 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 62 | - | - | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 62 | - | - | - |
| 2001 | 1 | 57 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 57 | - | - | - |
| 2000 | 1 | 47 | $0 | $0 | - |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 47 | - | - | - |
| 1999 | 1 | 47 | $3,273,874 | $722,111 | $15,364iApproximate average salary by contribution assumption: employee only about $384,102 at 4% or $256,068 at 6%; with 50% employer match about $256,068 at 4% or $170,712 at 6%; with 100% employer match about $192,051 at 4% or $128,034 at 6%. |
| Paley, Rothman, Goldstein, Rosenberg & Cooper, Chartered Section 401K Plan | - | 47 | $3,273,874 | $722,111 | $15,364iApproximate average salary by contribution assumption: employee only about $384,102 at 4% or $256,068 at 6%; with 50% employer match about $256,068 at 4% or $170,712 at 6%; with 100% employer match about $192,051 at 4% or $128,034 at 6%. |