Civic Intelligence

Stephen H. Rosen, P.A.

Plan context: Stephen H. Rosen, P.A. Profit Sharing Plan and Trust

EIN 59-2174614 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$715,777

2008 Contributions

$51,540

Historical Graphs

Total Assets Over Time

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

$715,777$357,889$0199920042008YearValue
$715,777Latest year 2008

Participants Over Time

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

210199920042008YearValue
2Latest year 2008

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
200812$715,777$51,540$25,770iApproximate average salary by contribution assumption: employee only about $644,250 at 4% or $429,500 at 6%; with 50% employer match about $429,500 at 4% or $286,333 at 6%; with 100% employer match about $322,125 at 4% or $214,750 at 6%.
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2$715,777$51,540$25,770iApproximate average salary by contribution assumption: employee only about $644,250 at 4% or $429,500 at 6%; with 50% employer match about $429,500 at 4% or $286,333 at 6%; with 100% employer match about $322,125 at 4% or $214,750 at 6%.
200712$0$0-
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2---
200612$0$0-
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2---
200512$654,884$0-
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2$654,884--
200412$644,613$48,800$24,400iApproximate average salary by contribution assumption: employee only about $610,000 at 4% or $406,667 at 6%; with 50% employer match about $406,667 at 4% or $271,111 at 6%; with 100% employer match about $305,000 at 4% or $203,333 at 6%.
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2$644,613$48,800$24,400iApproximate average salary by contribution assumption: employee only about $610,000 at 4% or $406,667 at 6%; with 50% employer match about $406,667 at 4% or $271,111 at 6%; with 100% employer match about $305,000 at 4% or $203,333 at 6%.
200312$483,203$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2$483,203$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200212$0$0-
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2---
200110$0$0-
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-0---
200011$503,824$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-1$503,824$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
199912$564,444$24,906$12,453iApproximate average salary by contribution assumption: employee only about $311,325 at 4% or $207,550 at 6%; with 50% employer match about $207,550 at 4% or $138,367 at 6%; with 100% employer match about $155,663 at 4% or $103,775 at 6%.
Stephen H. Rosen, P.A. Profit Sharing Plan and Trust-2$564,444$24,906$12,453iApproximate average salary by contribution assumption: employee only about $311,325 at 4% or $207,550 at 6%; with 50% employer match about $207,550 at 4% or $138,367 at 6%; with 100% employer match about $155,663 at 4% or $103,775 at 6%.