Civic Intelligence

D.J. Rose and Son Inc.

Plan context: D.J. Rose and Son Inc. 401K Plan

EIN 56-0753605 • Rocky Mount, NC • 26 filings • 3 plans

216 Mayo StreetRocky Mount, NC 27802
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,614,907

2024 Contributions

$69,597

Historical Graphs

Total Assets Over Time

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

$3,243,520$1,621,760$0199920132024YearValue
$1,614,907Latest year 2024

Participants Over Time

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

27140199920122024YearValue
8Latest year 2024

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
202418$1,614,907$69,597$8,700iApproximate average salary by contribution assumption: employee only about $217,491 at 4% or $144,994 at 6%; with 50% employer match about $144,994 at 4% or $96,663 at 6%; with 100% employer match about $108,745 at 4% or $72,497 at 6%.
D.J. Rose and Son Inc. 401K Plan-8$1,614,907$69,597$8,700iApproximate average salary by contribution assumption: employee only about $217,491 at 4% or $144,994 at 6%; with 50% employer match about $144,994 at 4% or $96,663 at 6%; with 100% employer match about $108,745 at 4% or $72,497 at 6%.
202317$1,391,507$61,747$8,821iApproximate average salary by contribution assumption: employee only about $220,525 at 4% or $147,017 at 6%; with 50% employer match about $147,017 at 4% or $98,011 at 6%; with 100% employer match about $110,263 at 4% or $73,508 at 6%.
D.J. Rose and Son Inc. 401K Plan-7$1,391,507$61,747$8,821iApproximate average salary by contribution assumption: employee only about $220,525 at 4% or $147,017 at 6%; with 50% employer match about $147,017 at 4% or $98,011 at 6%; with 100% employer match about $110,263 at 4% or $73,508 at 6%.
202218$1,162,534$64,190$8,024iApproximate average salary by contribution assumption: employee only about $200,594 at 4% or $133,729 at 6%; with 50% employer match about $133,729 at 4% or $89,153 at 6%; with 100% employer match about $100,297 at 4% or $66,865 at 6%.
D.J. Rose and Son Inc. 401K Plan-8$1,162,534$64,190$8,024iApproximate average salary by contribution assumption: employee only about $200,594 at 4% or $133,729 at 6%; with 50% employer match about $133,729 at 4% or $89,153 at 6%; with 100% employer match about $100,297 at 4% or $66,865 at 6%.
202117$1,369,951$65,803$9,400iApproximate average salary by contribution assumption: employee only about $235,011 at 4% or $156,674 at 6%; with 50% employer match about $156,674 at 4% or $104,449 at 6%; with 100% employer match about $117,505 at 4% or $78,337 at 6%.
D.J. Rose and Son Inc. 401K Plan-7$1,369,951$65,803$9,400iApproximate average salary by contribution assumption: employee only about $235,011 at 4% or $156,674 at 6%; with 50% employer match about $156,674 at 4% or $104,449 at 6%; with 100% employer match about $117,505 at 4% or $78,337 at 6%.
202017$1,444,561$77,491$11,070iApproximate average salary by contribution assumption: employee only about $276,754 at 4% or $184,502 at 6%; with 50% employer match about $184,502 at 4% or $123,002 at 6%; with 100% employer match about $138,377 at 4% or $92,251 at 6%.
D.J. Rose and Son Inc. 401K Plan-7$1,444,561$77,491$11,070iApproximate average salary by contribution assumption: employee only about $276,754 at 4% or $184,502 at 6%; with 50% employer match about $184,502 at 4% or $123,002 at 6%; with 100% employer match about $138,377 at 4% or $92,251 at 6%.
201919$1,691,840$106,881$11,876iApproximate average salary by contribution assumption: employee only about $296,892 at 4% or $197,928 at 6%; with 50% employer match about $197,928 at 4% or $131,952 at 6%; with 100% employer match about $148,446 at 4% or $98,964 at 6%.
D.J. Rose and Son Inc. 401K Plan-9$1,691,840$106,881$11,876iApproximate average salary by contribution assumption: employee only about $296,892 at 4% or $197,928 at 6%; with 50% employer match about $197,928 at 4% or $131,952 at 6%; with 100% employer match about $148,446 at 4% or $98,964 at 6%.
2018112$1,462,647$110,487$9,207iApproximate average salary by contribution assumption: employee only about $230,181 at 4% or $153,454 at 6%; with 50% employer match about $153,454 at 4% or $102,303 at 6%; with 100% employer match about $115,091 at 4% or $76,727 at 6%.
D.J. Rose and Son Inc. 401K Plan-12$1,462,647$110,487$9,207iApproximate average salary by contribution assumption: employee only about $230,181 at 4% or $153,454 at 6%; with 50% employer match about $153,454 at 4% or $102,303 at 6%; with 100% employer match about $115,091 at 4% or $76,727 at 6%.
2017112$1,453,325$104,173$8,681iApproximate average salary by contribution assumption: employee only about $217,027 at 4% or $144,685 at 6%; with 50% employer match about $144,685 at 4% or $96,456 at 6%; with 100% employer match about $108,514 at 4% or $72,342 at 6%.
D.J. Rose and Son Inc. 401K Plan-12$1,453,325$104,173$8,681iApproximate average salary by contribution assumption: employee only about $217,027 at 4% or $144,685 at 6%; with 50% employer match about $144,685 at 4% or $96,456 at 6%; with 100% employer match about $108,514 at 4% or $72,342 at 6%.
2016112$1,277,798$98,096$8,175iApproximate average salary by contribution assumption: employee only about $204,367 at 4% or $136,244 at 6%; with 50% employer match about $136,244 at 4% or $90,830 at 6%; with 100% employer match about $102,183 at 4% or $68,122 at 6%.
D.J. Rose and Son Inc. 401K Plan-12$1,277,798$98,096$8,175iApproximate average salary by contribution assumption: employee only about $204,367 at 4% or $136,244 at 6%; with 50% employer match about $136,244 at 4% or $90,830 at 6%; with 100% employer match about $102,183 at 4% or $68,122 at 6%.
2015111$1,271,725$98,832$8,985iApproximate average salary by contribution assumption: employee only about $224,618 at 4% or $149,745 at 6%; with 50% employer match about $149,745 at 4% or $99,830 at 6%; with 100% employer match about $112,309 at 4% or $74,873 at 6%.
D.J. Rose and Son Inc. 401K Plan-11$1,271,725$98,832$8,985iApproximate average salary by contribution assumption: employee only about $224,618 at 4% or $149,745 at 6%; with 50% employer match about $149,745 at 4% or $99,830 at 6%; with 100% employer match about $112,309 at 4% or $74,873 at 6%.
2014114$2,584,249$88,159$6,297iApproximate average salary by contribution assumption: employee only about $157,427 at 4% or $104,951 at 6%; with 50% employer match about $104,951 at 4% or $69,967 at 6%; with 100% employer match about $78,713 at 4% or $52,476 at 6%.
D.J. Rose and Son Inc. 401K Plan-14$2,584,249$88,159$6,297iApproximate average salary by contribution assumption: employee only about $157,427 at 4% or $104,951 at 6%; with 50% employer match about $104,951 at 4% or $69,967 at 6%; with 100% employer match about $78,713 at 4% or $52,476 at 6%.
2013114$2,714,731$77,209$5,515iApproximate average salary by contribution assumption: employee only about $137,873 at 4% or $91,915 at 6%; with 50% employer match about $91,915 at 4% or $61,277 at 6%; with 100% employer match about $68,937 at 4% or $45,958 at 6%.
D.J. Rose and Son Inc. 401K Plan-14$2,714,731$77,209$5,515iApproximate average salary by contribution assumption: employee only about $137,873 at 4% or $91,915 at 6%; with 50% employer match about $91,915 at 4% or $61,277 at 6%; with 100% employer match about $68,937 at 4% or $45,958 at 6%.
2012114$2,467,994$68,597$4,900iApproximate average salary by contribution assumption: employee only about $122,495 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,247 at 4% or $40,832 at 6%.
D.J. Rose and Son Inc. 401K Plan-14$2,467,994$68,597$4,900iApproximate average salary by contribution assumption: employee only about $122,495 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,247 at 4% or $40,832 at 6%.
2011114$2,194,832$66,116$4,723iApproximate average salary by contribution assumption: employee only about $118,064 at 4% or $78,710 at 6%; with 50% employer match about $78,710 at 4% or $52,473 at 6%; with 100% employer match about $59,032 at 4% or $39,355 at 6%.
D.J. Rose and Son Inc. 401K Plan-14$2,194,832$66,116$4,723iApproximate average salary by contribution assumption: employee only about $118,064 at 4% or $78,710 at 6%; with 50% employer match about $78,710 at 4% or $52,473 at 6%; with 100% employer match about $59,032 at 4% or $39,355 at 6%.
2010114$2,211,021$68,101$4,864iApproximate average salary by contribution assumption: employee only about $121,609 at 4% or $81,073 at 6%; with 50% employer match about $81,073 at 4% or $54,048 at 6%; with 100% employer match about $60,804 at 4% or $40,536 at 6%.
D.J. Rose and Son Inc. 401K Plan-14$2,211,021$68,101$4,864iApproximate average salary by contribution assumption: employee only about $121,609 at 4% or $81,073 at 6%; with 50% employer match about $81,073 at 4% or $54,048 at 6%; with 100% employer match about $60,804 at 4% or $40,536 at 6%.
2009115$2,877,035$82,646$5,510iApproximate average salary by contribution assumption: employee only about $137,743 at 4% or $91,829 at 6%; with 50% employer match about $91,829 at 4% or $61,219 at 6%; with 100% employer match about $68,872 at 4% or $45,914 at 6%.
D.J. Rose and Son Inc. 401K Plan-15$2,877,035$82,646$5,510iApproximate average salary by contribution assumption: employee only about $137,743 at 4% or $91,829 at 6%; with 50% employer match about $91,829 at 4% or $61,219 at 6%; with 100% employer match about $68,872 at 4% or $45,914 at 6%.
2008114$2,374,053$107,119$7,651iApproximate average salary by contribution assumption: employee only about $191,284 at 4% or $127,523 at 6%; with 50% employer match about $127,523 at 4% or $85,015 at 6%; with 100% employer match about $95,642 at 4% or $63,761 at 6%.
D.J. Rose and Son Inc. 401K Plan-14$2,374,053$107,119$7,651iApproximate average salary by contribution assumption: employee only about $191,284 at 4% or $127,523 at 6%; with 50% employer match about $127,523 at 4% or $85,015 at 6%; with 100% employer match about $95,642 at 4% or $63,761 at 6%.
2007114$0$0-
D.J. Rose and Son Inc. 401K Plan-14---
2006115$3,049,017$102,144$6,810iApproximate average salary by contribution assumption: employee only about $170,240 at 4% or $113,493 at 6%; with 50% employer match about $113,493 at 4% or $75,662 at 6%; with 100% employer match about $85,120 at 4% or $56,747 at 6%.
D.J. Rose and Son Inc. 401K Plan-15$3,049,017$102,144$6,810iApproximate average salary by contribution assumption: employee only about $170,240 at 4% or $113,493 at 6%; with 50% employer match about $113,493 at 4% or $75,662 at 6%; with 100% employer match about $85,120 at 4% or $56,747 at 6%.
2005118$2,714,755$104,789$5,822iApproximate average salary by contribution assumption: employee only about $145,540 at 4% or $97,027 at 6%; with 50% employer match about $97,027 at 4% or $64,685 at 6%; with 100% employer match about $72,770 at 4% or $48,513 at 6%.
D.J. Rose and Son Inc. 401K Plan-18$2,714,755$104,789$5,822iApproximate average salary by contribution assumption: employee only about $145,540 at 4% or $97,027 at 6%; with 50% employer match about $97,027 at 4% or $64,685 at 6%; with 100% employer match about $72,770 at 4% or $48,513 at 6%.
2004119$2,976,900$160,777$8,462iApproximate average salary by contribution assumption: employee only about $211,549 at 4% or $141,032 at 6%; with 50% employer match about $141,032 at 4% or $94,022 at 6%; with 100% employer match about $105,774 at 4% or $70,516 at 6%.
D.J. Rose and Son Inc. 401K Plan-19$2,976,900$160,777$8,462iApproximate average salary by contribution assumption: employee only about $211,549 at 4% or $141,032 at 6%; with 50% employer match about $141,032 at 4% or $94,022 at 6%; with 100% employer match about $105,774 at 4% or $70,516 at 6%.
2003120$2,757,751$109,919$5,496iApproximate average salary by contribution assumption: employee only about $137,399 at 4% or $91,599 at 6%; with 50% employer match about $91,599 at 4% or $61,066 at 6%; with 100% employer match about $68,699 at 4% or $45,800 at 6%.
D.J. Rose and Son Inc. 401K Plan-20$2,757,751$109,919$5,496iApproximate average salary by contribution assumption: employee only about $137,399 at 4% or $91,599 at 6%; with 50% employer match about $91,599 at 4% or $61,066 at 6%; with 100% employer match about $68,699 at 4% or $45,800 at 6%.
2002124$2,361,511$109,857$4,577iApproximate average salary by contribution assumption: employee only about $114,434 at 4% or $76,290 at 6%; with 50% employer match about $76,290 at 4% or $50,860 at 6%; with 100% employer match about $57,217 at 4% or $38,145 at 6%.
D.J. Rose and Son Inc. 401K Plan-24$2,361,511$109,857$4,577iApproximate average salary by contribution assumption: employee only about $114,434 at 4% or $76,290 at 6%; with 50% employer match about $76,290 at 4% or $50,860 at 6%; with 100% employer match about $57,217 at 4% or $38,145 at 6%.
2001123$0$0-
D.J. Rose and Son Inc. 401K Plan-23---
2000126$3,008,967$84,139$3,236iApproximate average salary by contribution assumption: employee only about $80,903 at 4% or $53,935 at 6%; with 50% employer match about $53,935 at 4% or $35,957 at 6%; with 100% employer match about $40,451 at 4% or $26,968 at 6%.
D.J. Rose and Son Inc. 401K Plan-26$3,008,967$84,139$3,236iApproximate average salary by contribution assumption: employee only about $80,903 at 4% or $53,935 at 6%; with 50% employer match about $53,935 at 4% or $35,957 at 6%; with 100% employer match about $40,451 at 4% or $26,968 at 6%.
1999127$3,243,520$86,706$3,211iApproximate average salary by contribution assumption: employee only about $80,283 at 4% or $53,522 at 6%; with 50% employer match about $53,522 at 4% or $35,681 at 6%; with 100% employer match about $40,142 at 4% or $26,761 at 6%.
D.J. Rose and Son Inc. 401K Plan-27$3,243,520$86,706$3,211iApproximate average salary by contribution assumption: employee only about $80,283 at 4% or $53,522 at 6%; with 50% employer match about $53,522 at 4% or $35,681 at 6%; with 100% employer match about $40,142 at 4% or $26,761 at 6%.