Civic Intelligence

Mark L Rosenbaum CPA Pa

Plan context: Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K

EIN 56-1804804 • Greensboro, NC • 19 filings • 6 plans

2702 Oakcrest AveGreensboro, NC 27408-4712
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$1,262,687

2022 Contributions

$59,407

Historical Graphs

Total Assets Over Time

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

$1,346,853$673,427$0201520192022YearValue
$1,262,687Latest year 2022

Participants Over Time

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

210201520192022YearValue
1Latest year 2022

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
202231$1,262,687$59,407$59,407iApproximate average salary by contribution assumption: employee only about $1,485,175 at 4% or $990,117 at 6%; with 50% employer match about $990,117 at 4% or $660,078 at 6%; with 100% employer match about $742,588 at 4% or $495,058 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$1,094,435$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
MARK L ROSENBAUM CPA PA PSP FBO JOANN SUTTON-1$88,934$12,407$12,407iApproximate average salary by contribution assumption: employee only about $310,175 at 4% or $206,783 at 6%; with 50% employer match about $206,783 at 4% or $137,856 at 6%; with 100% employer match about $155,088 at 4% or $103,392 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-1$79,318$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202131$1,346,853$59,801$59,801iApproximate average salary by contribution assumption: employee only about $1,495,025 at 4% or $996,683 at 6%; with 50% employer match about $996,683 at 4% or $664,456 at 6%; with 100% employer match about $747,513 at 4% or $498,342 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$1,193,583$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
MARK L ROSENBAUM CPA PA PSP FBO JOANN SUTTON-1$94,232$13,013$13,013iApproximate average salary by contribution assumption: employee only about $325,325 at 4% or $216,883 at 6%; with 50% employer match about $216,883 at 4% or $144,589 at 6%; with 100% employer match about $162,663 at 4% or $108,442 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-1$59,038$20,788$20,788iApproximate average salary by contribution assumption: employee only about $519,700 at 4% or $346,467 at 6%; with 50% employer match about $346,467 at 4% or $230,978 at 6%; with 100% employer match about $259,850 at 4% or $173,233 at 6%.
202031$1,243,836$96,561$96,561iApproximate average salary by contribution assumption: employee only about $2,414,025 at 4% or $1,609,350 at 6%; with 50% employer match about $1,609,350 at 4% or $1,072,900 at 6%; with 100% employer match about $1,207,013 at 4% or $804,675 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$1,144,244$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
MARK L ROSENBAUM CPA PA PSP FBO JOANN SUTTON-1$61,252$54,523$54,523iApproximate average salary by contribution assumption: employee only about $1,363,075 at 4% or $908,717 at 6%; with 50% employer match about $908,717 at 4% or $605,811 at 6%; with 100% employer match about $681,538 at 4% or $454,358 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-1$38,340$16,038$16,038iApproximate average salary by contribution assumption: employee only about $400,950 at 4% or $267,300 at 6%; with 50% employer match about $267,300 at 4% or $178,200 at 6%; with 100% employer match about $200,475 at 4% or $133,650 at 6%.
201922$1,208,535$53,804$26,902iApproximate average salary by contribution assumption: employee only about $672,550 at 4% or $448,367 at 6%; with 50% employer match about $448,367 at 4% or $298,911 at 6%; with 100% employer match about $336,275 at 4% or $224,183 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$1,147,014$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-2$61,521$10,054$5,027iApproximate average salary by contribution assumption: employee only about $125,675 at 4% or $83,783 at 6%; with 50% employer match about $83,783 at 4% or $55,856 at 6%; with 100% employer match about $62,838 at 4% or $41,892 at 6%.
201822$960,841$53,774$26,887iApproximate average salary by contribution assumption: employee only about $672,175 at 4% or $448,117 at 6%; with 50% employer match about $448,117 at 4% or $298,744 at 6%; with 100% employer match about $336,088 at 4% or $224,058 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$914,015$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-2$46,826$29,274$14,637iApproximate average salary by contribution assumption: employee only about $365,925 at 4% or $243,950 at 6%; with 50% employer match about $243,950 at 4% or $162,633 at 6%; with 100% employer match about $182,963 at 4% or $121,975 at 6%.
201721$979,223$49,954$49,954iApproximate average salary by contribution assumption: employee only about $1,248,850 at 4% or $832,567 at 6%; with 50% employer match about $832,567 at 4% or $555,044 at 6%; with 100% employer match about $624,425 at 4% or $416,283 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$957,427$42,750$42,750iApproximate average salary by contribution assumption: employee only about $1,068,750 at 4% or $712,500 at 6%; with 50% employer match about $712,500 at 4% or $475,000 at 6%; with 100% employer match about $534,375 at 4% or $356,250 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-1$21,796$7,204$7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%.
201621$791,718$52,750$52,750iApproximate average salary by contribution assumption: employee only about $1,318,750 at 4% or $879,167 at 6%; with 50% employer match about $879,167 at 4% or $586,111 at 6%; with 100% employer match about $659,375 at 4% or $439,583 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$778,840$46,500$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-1$12,878$6,250$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201521$731,495$52,229$52,229iApproximate average salary by contribution assumption: employee only about $1,305,725 at 4% or $870,483 at 6%; with 50% employer match about $870,483 at 4% or $580,322 at 6%; with 100% employer match about $652,863 at 4% or $435,242 at 6%.
Mssb C/F Mark L Rosenbaum 401K Vipp Plus Ind K-1$726,584$46,500$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
Mark L Rosenbaum CPA Pa Psp Rpm Ps Plan-1$4,911$5,729$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%.