Civic Intelligence

Brian J. Rosenzweig, D.M.D. PC.

Plan context: Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan

EIN 55-0818729 • Bend, OR • 27 filings • 3 plans

3341 NW Starview DriveBend, OR 97703
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,916,811

2025 Contributions

$96,827

Historical Graphs

Total Assets Over Time

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

$3,516,561$1,758,281$0200320142025YearValue
$2,916,811Latest year 2025

Participants Over Time

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

1470200320142025YearValue
11Latest 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
2025111$2,916,811$96,827$8,802iApproximate average salary by contribution assumption: employee only about $220,061 at 4% or $146,708 at 6%; with 50% employer match about $146,708 at 4% or $97,805 at 6%; with 100% employer match about $110,031 at 4% or $73,354 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$2,916,811$96,827$8,802iApproximate average salary by contribution assumption: employee only about $220,061 at 4% or $146,708 at 6%; with 50% employer match about $146,708 at 4% or $97,805 at 6%; with 100% employer match about $110,031 at 4% or $73,354 at 6%.
2024210$3,516,561$321,059$32,106iApproximate average salary by contribution assumption: employee only about $802,648 at 4% or $535,098 at 6%; with 50% employer match about $535,098 at 4% or $356,732 at 6%; with 100% employer match about $401,324 at 4% or $267,549 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-10$2,976,327$179,109$17,911iApproximate average salary by contribution assumption: employee only about $447,773 at 4% or $298,515 at 6%; with 50% employer match about $298,515 at 4% or $199,010 at 6%; with 100% employer match about $223,886 at 4% or $149,258 at 6%.
Brian J. Rosenzweig, D.M.D. PC. Cash Balance Plan & Trust-10$540,234$141,950$14,195iApproximate average salary by contribution assumption: employee only about $354,875 at 4% or $236,583 at 6%; with 50% employer match about $236,583 at 4% or $157,722 at 6%; with 100% employer match about $177,438 at 4% or $118,292 at 6%.
2023210$2,915,790$213,264$21,326iApproximate average salary by contribution assumption: employee only about $533,160 at 4% or $355,440 at 6%; with 50% employer match about $355,440 at 4% or $236,960 at 6%; with 100% employer match about $266,580 at 4% or $177,720 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-9$2,553,503$113,252$12,584iApproximate average salary by contribution assumption: employee only about $314,589 at 4% or $209,726 at 6%; with 50% employer match about $209,726 at 4% or $139,817 at 6%; with 100% employer match about $157,294 at 4% or $104,863 at 6%.
Brian J. Rosenzweig, D.M.D. PC. Cash Balance Plan & Trust-10$362,287$100,012$10,001iApproximate average salary by contribution assumption: employee only about $250,030 at 4% or $166,687 at 6%; with 50% employer match about $166,687 at 4% or $111,124 at 6%; with 100% employer match about $125,015 at 4% or $83,343 at 6%.
202229$1,824,323$231,941$25,771iApproximate average salary by contribution assumption: employee only about $644,281 at 4% or $429,520 at 6%; with 50% employer match about $429,520 at 4% or $286,347 at 6%; with 100% employer match about $322,140 at 4% or $214,760 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-9$1,631,232$115,196$12,800iApproximate average salary by contribution assumption: employee only about $319,989 at 4% or $213,326 at 6%; with 50% employer match about $213,326 at 4% or $142,217 at 6%; with 100% employer match about $159,994 at 4% or $106,663 at 6%.
Brian J. Rosenzweig, D.M.D. PC. Cash Balance Plan & Trust-9$193,091$116,745$12,972iApproximate average salary by contribution assumption: employee only about $324,292 at 4% or $216,194 at 6%; with 50% employer match about $216,194 at 4% or $144,130 at 6%; with 100% employer match about $162,146 at 4% or $108,097 at 6%.
2021210$2,289,598$219,583$21,958iApproximate average salary by contribution assumption: employee only about $548,958 at 4% or $365,972 at 6%; with 50% employer match about $365,972 at 4% or $243,981 at 6%; with 100% employer match about $274,479 at 4% or $182,986 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-10$2,179,598$109,583$10,958iApproximate average salary by contribution assumption: employee only about $273,958 at 4% or $182,638 at 6%; with 50% employer match about $182,638 at 4% or $121,759 at 6%; with 100% employer match about $136,979 at 4% or $91,319 at 6%.
Brian J. Rosenzweig, D.M.D. PC. Cash Balance Plan & Trust-10$110,000$110,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
202019$1,839,267$100,622$11,180iApproximate average salary by contribution assumption: employee only about $279,506 at 4% or $186,337 at 6%; with 50% employer match about $186,337 at 4% or $124,225 at 6%; with 100% employer match about $139,753 at 4% or $93,169 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-9$1,839,267$100,622$11,180iApproximate average salary by contribution assumption: employee only about $279,506 at 4% or $186,337 at 6%; with 50% employer match about $186,337 at 4% or $124,225 at 6%; with 100% employer match about $139,753 at 4% or $93,169 at 6%.
201919$1,346,411$75,697$8,411iApproximate average salary by contribution assumption: employee only about $210,269 at 4% or $140,180 at 6%; with 50% employer match about $140,180 at 4% or $93,453 at 6%; with 100% employer match about $105,135 at 4% or $70,090 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-9$1,346,411$75,697$8,411iApproximate average salary by contribution assumption: employee only about $210,269 at 4% or $140,180 at 6%; with 50% employer match about $140,180 at 4% or $93,453 at 6%; with 100% employer match about $105,135 at 4% or $70,090 at 6%.
201818$899,651$59,882$7,485iApproximate average salary by contribution assumption: employee only about $187,131 at 4% or $124,754 at 6%; with 50% employer match about $124,754 at 4% or $83,169 at 6%; with 100% employer match about $93,566 at 4% or $62,377 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-8$899,651$59,882$7,485iApproximate average salary by contribution assumption: employee only about $187,131 at 4% or $124,754 at 6%; with 50% employer match about $124,754 at 4% or $83,169 at 6%; with 100% employer match about $93,566 at 4% or $62,377 at 6%.
2017110$1,082,656$72,011$7,201iApproximate average salary by contribution assumption: employee only about $180,028 at 4% or $120,018 at 6%; with 50% employer match about $120,018 at 4% or $80,012 at 6%; with 100% employer match about $90,014 at 4% or $60,009 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-10$1,082,656$72,011$7,201iApproximate average salary by contribution assumption: employee only about $180,028 at 4% or $120,018 at 6%; with 50% employer match about $120,018 at 4% or $80,012 at 6%; with 100% employer match about $90,014 at 4% or $60,009 at 6%.
2016111$873,742$75,472$6,861iApproximate average salary by contribution assumption: employee only about $171,527 at 4% or $114,352 at 6%; with 50% employer match about $114,352 at 4% or $76,234 at 6%; with 100% employer match about $85,764 at 4% or $57,176 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$873,742$75,472$6,861iApproximate average salary by contribution assumption: employee only about $171,527 at 4% or $114,352 at 6%; with 50% employer match about $114,352 at 4% or $76,234 at 6%; with 100% employer match about $85,764 at 4% or $57,176 at 6%.
2015111$821,286$60,641$5,513iApproximate average salary by contribution assumption: employee only about $137,820 at 4% or $91,880 at 6%; with 50% employer match about $91,880 at 4% or $61,254 at 6%; with 100% employer match about $68,910 at 4% or $45,940 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$821,286$60,641$5,513iApproximate average salary by contribution assumption: employee only about $137,820 at 4% or $91,880 at 6%; with 50% employer match about $91,880 at 4% or $61,254 at 6%; with 100% employer match about $68,910 at 4% or $45,940 at 6%.
2014111$854,857$59,086$5,371iApproximate average salary by contribution assumption: employee only about $134,286 at 4% or $89,524 at 6%; with 50% employer match about $89,524 at 4% or $59,683 at 6%; with 100% employer match about $67,143 at 4% or $44,762 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$854,857$59,086$5,371iApproximate average salary by contribution assumption: employee only about $134,286 at 4% or $89,524 at 6%; with 50% employer match about $89,524 at 4% or $59,683 at 6%; with 100% employer match about $67,143 at 4% or $44,762 at 6%.
2013111$797,735$39,106$3,555iApproximate average salary by contribution assumption: employee only about $88,877 at 4% or $59,252 at 6%; with 50% employer match about $59,252 at 4% or $39,501 at 6%; with 100% employer match about $44,439 at 4% or $29,626 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$797,735$39,106$3,555iApproximate average salary by contribution assumption: employee only about $88,877 at 4% or $59,252 at 6%; with 50% employer match about $59,252 at 4% or $39,501 at 6%; with 100% employer match about $44,439 at 4% or $29,626 at 6%.
2012111$723,408$56,434$5,130iApproximate average salary by contribution assumption: employee only about $128,259 at 4% or $85,506 at 6%; with 50% employer match about $85,506 at 4% or $57,004 at 6%; with 100% employer match about $64,130 at 4% or $42,753 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$723,408$56,434$5,130iApproximate average salary by contribution assumption: employee only about $128,259 at 4% or $85,506 at 6%; with 50% employer match about $85,506 at 4% or $57,004 at 6%; with 100% employer match about $64,130 at 4% or $42,753 at 6%.
2011112$584,545$33,237$2,770iApproximate average salary by contribution assumption: employee only about $69,244 at 4% or $46,163 at 6%; with 50% employer match about $46,163 at 4% or $30,775 at 6%; with 100% employer match about $34,622 at 4% or $23,081 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-12$584,545$33,237$2,770iApproximate average salary by contribution assumption: employee only about $69,244 at 4% or $46,163 at 6%; with 50% employer match about $46,163 at 4% or $30,775 at 6%; with 100% employer match about $34,622 at 4% or $23,081 at 6%.
2010114$615,277$48,774$3,484iApproximate average salary by contribution assumption: employee only about $87,096 at 4% or $58,064 at 6%; with 50% employer match about $58,064 at 4% or $38,710 at 6%; with 100% employer match about $43,548 at 4% or $29,032 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-14$615,277$48,774$3,484iApproximate average salary by contribution assumption: employee only about $87,096 at 4% or $58,064 at 6%; with 50% employer match about $58,064 at 4% or $38,710 at 6%; with 100% employer match about $43,548 at 4% or $29,032 at 6%.
2009113$490,363$51,763$3,982iApproximate average salary by contribution assumption: employee only about $99,544 at 4% or $66,363 at 6%; with 50% employer match about $66,363 at 4% or $44,242 at 6%; with 100% employer match about $49,772 at 4% or $33,181 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-13$490,363$51,763$3,982iApproximate average salary by contribution assumption: employee only about $99,544 at 4% or $66,363 at 6%; with 50% employer match about $66,363 at 4% or $44,242 at 6%; with 100% employer match about $49,772 at 4% or $33,181 at 6%.
200819$368,648$93,986$10,443iApproximate average salary by contribution assumption: employee only about $261,072 at 4% or $174,048 at 6%; with 50% employer match about $174,048 at 4% or $116,032 at 6%; with 100% employer match about $130,536 at 4% or $87,024 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-9$368,648$93,986$10,443iApproximate average salary by contribution assumption: employee only about $261,072 at 4% or $174,048 at 6%; with 50% employer match about $174,048 at 4% or $116,032 at 6%; with 100% employer match about $130,536 at 4% or $87,024 at 6%.
2007110$398,147$58,270$5,827iApproximate average salary by contribution assumption: employee only about $145,675 at 4% or $97,117 at 6%; with 50% employer match about $97,117 at 4% or $64,744 at 6%; with 100% employer match about $72,838 at 4% or $48,558 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-10$398,147$58,270$5,827iApproximate average salary by contribution assumption: employee only about $145,675 at 4% or $97,117 at 6%; with 50% employer match about $97,117 at 4% or $64,744 at 6%; with 100% employer match about $72,838 at 4% or $48,558 at 6%.
2006112$336,202$127,335$10,611iApproximate average salary by contribution assumption: employee only about $265,281 at 4% or $176,854 at 6%; with 50% employer match about $176,854 at 4% or $117,903 at 6%; with 100% employer match about $132,641 at 4% or $88,427 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-12$336,202$127,335$10,611iApproximate average salary by contribution assumption: employee only about $265,281 at 4% or $176,854 at 6%; with 50% employer match about $176,854 at 4% or $117,903 at 6%; with 100% employer match about $132,641 at 4% or $88,427 at 6%.
2005111$182,406$68,514$6,229iApproximate average salary by contribution assumption: employee only about $155,714 at 4% or $103,809 at 6%; with 50% employer match about $103,809 at 4% or $69,206 at 6%; with 100% employer match about $77,857 at 4% or $51,905 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-11$182,406$68,514$6,229iApproximate average salary by contribution assumption: employee only about $155,714 at 4% or $103,809 at 6%; with 50% employer match about $103,809 at 4% or $69,206 at 6%; with 100% employer match about $77,857 at 4% or $51,905 at 6%.
2004110$106,301$60,903$6,090iApproximate average salary by contribution assumption: employee only about $152,258 at 4% or $101,505 at 6%; with 50% employer match about $101,505 at 4% or $67,670 at 6%; with 100% employer match about $76,129 at 4% or $50,753 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-10$106,301$60,903$6,090iApproximate average salary by contribution assumption: employee only about $152,258 at 4% or $101,505 at 6%; with 50% employer match about $101,505 at 4% or $67,670 at 6%; with 100% employer match about $76,129 at 4% or $50,753 at 6%.
2003113$43,247$37,903$2,916iApproximate average salary by contribution assumption: employee only about $72,890 at 4% or $48,594 at 6%; with 50% employer match about $48,594 at 4% or $32,396 at 6%; with 100% employer match about $36,445 at 4% or $24,297 at 6%.
Brian J. Rosenzweig, D.M.D. PC. 401(K) Plan-13$43,247$37,903$2,916iApproximate average salary by contribution assumption: employee only about $72,890 at 4% or $48,594 at 6%; with 50% employer match about $48,594 at 4% or $32,396 at 6%; with 100% employer match about $36,445 at 4% or $24,297 at 6%.