Civic Intelligence

Rosenberg Asset Management

Plan context: Rosenberg Asset Management Profit Sharing Plan

EIN 58-1870512 • 12 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$414,094

2004 Contributions

$49,318

Historical Graphs

Total Assets Over Time

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

$414,094$207,047$0199920022003YearValue
$414,094Latest year 2003

Participants Over Time

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

420199920012003YearValue
3Latest year 2003

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
200420$0$0-
Rosenberg Asset Management Profit Sharing Plan-0---
Rosenberg Asset Management Money Purchase Pension Plan-0---
200323$414,094$49,318$16,439iApproximate average salary by contribution assumption: employee only about $410,983 at 4% or $273,989 at 6%; with 50% employer match about $273,989 at 4% or $182,659 at 6%; with 100% employer match about $205,492 at 4% or $136,994 at 6%.
Rosenberg Asset Management Profit Sharing Plan-3$207,756$25,592$8,531iApproximate average salary by contribution assumption: employee only about $213,267 at 4% or $142,178 at 6%; with 50% employer match about $142,178 at 4% or $94,785 at 6%; with 100% employer match about $106,633 at 4% or $71,089 at 6%.
Rosenberg Asset Management Money Purchase Pension Plan-3$206,338$23,726$7,909iApproximate average salary by contribution assumption: employee only about $197,717 at 4% or $131,811 at 6%; with 50% employer match about $131,811 at 4% or $87,874 at 6%; with 100% employer match about $98,858 at 4% or $65,906 at 6%.
200224$279,014$48,374$12,094iApproximate average salary by contribution assumption: employee only about $302,338 at 4% or $201,558 at 6%; with 50% employer match about $201,558 at 4% or $134,372 at 6%; with 100% employer match about $151,169 at 4% or $100,779 at 6%.
Rosenberg Asset Management Profit Sharing Plan-4$142,499$25,324$6,331iApproximate average salary by contribution assumption: employee only about $158,275 at 4% or $105,517 at 6%; with 50% employer match about $105,517 at 4% or $70,344 at 6%; with 100% employer match about $79,138 at 4% or $52,758 at 6%.
Rosenberg Asset Management Money Purchase Pension Plan-4$136,515$23,050$5,763iApproximate average salary by contribution assumption: employee only about $144,063 at 4% or $96,042 at 6%; with 50% employer match about $96,042 at 4% or $64,028 at 6%; with 100% employer match about $72,031 at 4% or $48,021 at 6%.
200124$0$0-
Rosenberg Asset Management Profit Sharing Plan-4---
Rosenberg Asset Management Money Purchase Pension Plan-4---
200024$0$0-
Rosenberg Asset Management Money Purchase Pension Plan-4---
Rosenberg Asset Management Profit Sharing Plan-4---
199923$266,094$33,581$11,194iApproximate average salary by contribution assumption: employee only about $279,842 at 4% or $186,561 at 6%; with 50% employer match about $186,561 at 4% or $124,374 at 6%; with 100% employer match about $139,921 at 4% or $93,281 at 6%.
Rosenberg Asset Management Money Purchase Pension Plan-3$134,352$16,432$5,477iApproximate average salary by contribution assumption: employee only about $136,933 at 4% or $91,289 at 6%; with 50% employer match about $91,289 at 4% or $60,859 at 6%; with 100% employer match about $68,467 at 4% or $45,644 at 6%.
Rosenberg Asset Management Profit Sharing Plan-3$131,742$17,149$5,716iApproximate average salary by contribution assumption: employee only about $142,908 at 4% or $95,272 at 6%; with 50% employer match about $95,272 at 4% or $63,515 at 6%; with 100% employer match about $71,454 at 4% or $47,636 at 6%.