Civic Intelligence

Rosenthal, Levy, Simon & Sosa, P

Plan context: Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan

EIN 59-2517492 • West Palm Beach, FL • 37 filings • 13 plans

1401 Forum WaySuite 730West Palm Beach, FL 33401
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$6,570,428

2024 Contributions

$371,573

Historical Graphs

Total Assets Over Time

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

$6,570,428$3,285,214$0199920142024YearValue
$6,570,428Latest year 2024

Participants Over Time

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

63320199920122024YearValue
39Latest 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
2024139$6,570,428$371,573$9,528iApproximate average salary by contribution assumption: employee only about $238,188 at 4% or $158,792 at 6%; with 50% employer match about $158,792 at 4% or $105,861 at 6%; with 100% employer match about $119,094 at 4% or $79,396 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-39$6,570,428$371,573$9,528iApproximate average salary by contribution assumption: employee only about $238,188 at 4% or $158,792 at 6%; with 50% employer match about $158,792 at 4% or $105,861 at 6%; with 100% employer match about $119,094 at 4% or $79,396 at 6%.
2023137$5,552,068$341,354$9,226iApproximate average salary by contribution assumption: employee only about $230,645 at 4% or $153,763 at 6%; with 50% employer match about $153,763 at 4% or $102,509 at 6%; with 100% employer match about $115,322 at 4% or $76,882 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-37$5,552,068$341,354$9,226iApproximate average salary by contribution assumption: employee only about $230,645 at 4% or $153,763 at 6%; with 50% employer match about $153,763 at 4% or $102,509 at 6%; with 100% employer match about $115,322 at 4% or $76,882 at 6%.
2022135$4,758,775$361,401$10,326iApproximate average salary by contribution assumption: employee only about $258,144 at 4% or $172,096 at 6%; with 50% employer match about $172,096 at 4% or $114,730 at 6%; with 100% employer match about $129,072 at 4% or $86,048 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-35$4,758,775$361,401$10,326iApproximate average salary by contribution assumption: employee only about $258,144 at 4% or $172,096 at 6%; with 50% employer match about $172,096 at 4% or $114,730 at 6%; with 100% employer match about $129,072 at 4% or $86,048 at 6%.
2021140$6,122,289$404,166$10,104iApproximate average salary by contribution assumption: employee only about $252,604 at 4% or $168,403 at 6%; with 50% employer match about $168,403 at 4% or $112,268 at 6%; with 100% employer match about $126,302 at 4% or $84,201 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-40$6,122,289$404,166$10,104iApproximate average salary by contribution assumption: employee only about $252,604 at 4% or $168,403 at 6%; with 50% employer match about $168,403 at 4% or $112,268 at 6%; with 100% employer match about $126,302 at 4% or $84,201 at 6%.
2020138$4,960,928$354,143$9,320iApproximate average salary by contribution assumption: employee only about $232,989 at 4% or $155,326 at 6%; with 50% employer match about $155,326 at 4% or $103,551 at 6%; with 100% employer match about $116,494 at 4% or $77,663 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-38$4,960,928$354,143$9,320iApproximate average salary by contribution assumption: employee only about $232,989 at 4% or $155,326 at 6%; with 50% employer match about $155,326 at 4% or $103,551 at 6%; with 100% employer match about $116,494 at 4% or $77,663 at 6%.
2019134$4,120,414$338,114$9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,495 at 6%; with 100% employer match about $124,307 at 4% or $82,871 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-34$4,120,414$338,114$9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,495 at 6%; with 100% employer match about $124,307 at 4% or $82,871 at 6%.
2018253$3,198,392$258,189$4,871iApproximate average salary by contribution assumption: employee only about $121,787 at 4% or $81,192 at 6%; with 50% employer match about $81,192 at 4% or $54,128 at 6%; with 100% employer match about $60,894 at 4% or $40,596 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-53$3,198,392$258,189$4,871iApproximate average salary by contribution assumption: employee only about $121,787 at 4% or $81,192 at 6%; with 50% employer match about $81,192 at 4% or $54,128 at 6%; with 100% employer match about $60,894 at 4% or $40,596 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-0$0$0-
2017246$3,340,297$348,759$7,582iApproximate average salary by contribution assumption: employee only about $189,543 at 4% or $126,362 at 6%; with 50% employer match about $126,362 at 4% or $84,241 at 6%; with 100% employer match about $94,771 at 4% or $63,181 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-42$2,187,202$97,152$2,313iApproximate average salary by contribution assumption: employee only about $57,829 at 4% or $38,552 at 6%; with 50% employer match about $38,552 at 4% or $25,702 at 6%; with 100% employer match about $28,914 at 4% or $19,276 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-46$1,153,095$251,607$5,470iApproximate average salary by contribution assumption: employee only about $136,743 at 4% or $91,162 at 6%; with 50% employer match about $91,162 at 4% or $60,775 at 6%; with 100% employer match about $68,371 at 4% or $45,581 at 6%.
2016237$2,591,236$189,200$5,114iApproximate average salary by contribution assumption: employee only about $127,838 at 4% or $85,225 at 6%; with 50% employer match about $85,225 at 4% or $56,817 at 6%; with 100% employer match about $63,919 at 4% or $42,613 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-37$1,792,833$85,019$2,298iApproximate average salary by contribution assumption: employee only about $57,445 at 4% or $38,297 at 6%; with 50% employer match about $38,297 at 4% or $25,531 at 6%; with 100% employer match about $28,723 at 4% or $19,148 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-22$798,403$104,181$4,736iApproximate average salary by contribution assumption: employee only about $118,388 at 4% or $78,925 at 6%; with 50% employer match about $78,925 at 4% or $52,617 at 6%; with 100% employer match about $59,194 at 4% or $39,463 at 6%.
2015253$5,246,344$280,325$5,289iApproximate average salary by contribution assumption: employee only about $132,229 at 4% or $88,153 at 6%; with 50% employer match about $88,153 at 4% or $58,768 at 6%; with 100% employer match about $66,114 at 4% or $44,076 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-53$4,457,507$119,938$2,263iApproximate average salary by contribution assumption: employee only about $56,575 at 4% or $37,716 at 6%; with 50% employer match about $37,716 at 4% or $25,144 at 6%; with 100% employer match about $28,287 at 4% or $18,858 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-24$788,837$160,387$6,683iApproximate average salary by contribution assumption: employee only about $167,070 at 4% or $111,380 at 6%; with 50% employer match about $111,380 at 4% or $74,253 at 6%; with 100% employer match about $83,535 at 4% or $55,690 at 6%.
2014253$5,081,148$208,592$3,936iApproximate average salary by contribution assumption: employee only about $98,392 at 4% or $65,595 at 6%; with 50% employer match about $65,595 at 4% or $43,730 at 6%; with 100% employer match about $49,196 at 4% or $32,797 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-53$4,420,582$114,386$2,158iApproximate average salary by contribution assumption: employee only about $53,956 at 4% or $35,970 at 6%; with 50% employer match about $35,970 at 4% or $23,980 at 6%; with 100% employer match about $26,978 at 4% or $17,985 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-20$660,566$94,206$4,710iApproximate average salary by contribution assumption: employee only about $117,758 at 4% or $78,505 at 6%; with 50% employer match about $78,505 at 4% or $52,337 at 6%; with 100% employer match about $58,879 at 4% or $39,253 at 6%.
2013256$4,571,843$232,102$4,145iApproximate average salary by contribution assumption: employee only about $103,617 at 4% or $69,078 at 6%; with 50% employer match about $69,078 at 4% or $46,052 at 6%; with 100% employer match about $51,808 at 4% or $34,539 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-56$4,023,492$136,540$2,438iApproximate average salary by contribution assumption: employee only about $60,955 at 4% or $40,637 at 6%; with 50% employer match about $40,637 at 4% or $27,091 at 6%; with 100% employer match about $30,478 at 4% or $20,318 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-21$548,351$95,562$4,551iApproximate average salary by contribution assumption: employee only about $113,764 at 4% or $75,843 at 6%; with 50% employer match about $75,843 at 4% or $50,562 at 6%; with 100% employer match about $56,882 at 4% or $37,921 at 6%.
2012253$3,715,965$212,014$4,000iApproximate average salary by contribution assumption: employee only about $100,007 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,336 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-53$3,327,910$120,968$2,282iApproximate average salary by contribution assumption: employee only about $57,060 at 4% or $38,040 at 6%; with 50% employer match about $38,040 at 4% or $25,360 at 6%; with 100% employer match about $28,530 at 4% or $19,020 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-21$388,055$91,046$4,336iApproximate average salary by contribution assumption: employee only about $108,388 at 4% or $72,259 at 6%; with 50% employer match about $72,259 at 4% or $48,172 at 6%; with 100% employer match about $54,194 at 4% or $36,129 at 6%.
2011253$3,276,950$162,632$3,069iApproximate average salary by contribution assumption: employee only about $76,713 at 4% or $51,142 at 6%; with 50% employer match about $51,142 at 4% or $34,095 at 6%; with 100% employer match about $38,357 at 4% or $25,571 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-53$2,949,385$69,776$1,317iApproximate average salary by contribution assumption: employee only about $32,913 at 4% or $21,942 at 6%; with 50% employer match about $21,942 at 4% or $14,628 at 6%; with 100% employer match about $16,457 at 4% or $10,971 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-23$327,565$92,856$4,037iApproximate average salary by contribution assumption: employee only about $100,930 at 4% or $67,287 at 6%; with 50% employer match about $67,287 at 4% or $44,858 at 6%; with 100% employer match about $50,465 at 4% or $33,643 at 6%.
2010254$3,281,398$140,062$2,594iApproximate average salary by contribution assumption: employee only about $64,844 at 4% or $43,229 at 6%; with 50% employer match about $43,229 at 4% or $28,819 at 6%; with 100% employer match about $32,422 at 4% or $21,615 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-54$3,035,937$66,887$1,239iApproximate average salary by contribution assumption: employee only about $30,966 at 4% or $20,644 at 6%; with 50% employer match about $20,644 at 4% or $13,763 at 6%; with 100% employer match about $15,483 at 4% or $10,322 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-20$245,461$73,175$3,659iApproximate average salary by contribution assumption: employee only about $91,469 at 4% or $60,979 at 6%; with 50% employer match about $60,979 at 4% or $40,653 at 6%; with 100% employer match about $45,734 at 4% or $30,490 at 6%.
2009255$2,930,813$74,501$1,355iApproximate average salary by contribution assumption: employee only about $33,864 at 4% or $22,576 at 6%; with 50% employer match about $22,576 at 4% or $15,051 at 6%; with 100% employer match about $16,932 at 4% or $11,288 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-55$2,770,663$0-
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-20$160,150$74,501$3,725iApproximate average salary by contribution assumption: employee only about $93,126 at 4% or $62,084 at 6%; with 50% employer match about $62,084 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
2008163$123,638$88,240$1,401iApproximate average salary by contribution assumption: employee only about $35,016 at 4% or $23,344 at 6%; with 50% employer match about $23,344 at 4% or $15,563 at 6%; with 100% employer match about $17,508 at 4% or $11,672 at 6%.
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-63$123,638$88,240$1,401iApproximate average salary by contribution assumption: employee only about $35,016 at 4% or $23,344 at 6%; with 50% employer match about $23,344 at 4% or $15,563 at 6%; with 100% employer match about $17,508 at 4% or $11,672 at 6%.
2007259$0$0-
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-59---
Rosenthal, Levy, Simon & Sosa, P.A. 401(K) Profit Sharing Plan-59---
2006130$2,692,465$254,086$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,159 at 6%; with 50% employer match about $141,159 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-30$2,692,465$254,086$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,159 at 6%; with 50% employer match about $141,159 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
2005127$2,227,611$180,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-27$2,227,611$180,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2004126$2,414,669$193,283$7,434iApproximate average salary by contribution assumption: employee only about $185,849 at 4% or $123,899 at 6%; with 50% employer match about $123,899 at 4% or $82,600 at 6%; with 100% employer match about $92,925 at 4% or $61,950 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-26$2,414,669$193,283$7,434iApproximate average salary by contribution assumption: employee only about $185,849 at 4% or $123,899 at 6%; with 50% employer match about $123,899 at 4% or $82,600 at 6%; with 100% employer match about $92,925 at 4% or $61,950 at 6%.
2003122$0$0-
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-22---
2002117$0$0-
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-17---
2001121$0$0-
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-21---
2000117$1,748,155$122,995$7,235iApproximate average salary by contribution assumption: employee only about $180,875 at 4% or $120,583 at 6%; with 50% employer match about $120,583 at 4% or $80,389 at 6%; with 100% employer match about $90,438 at 4% or $60,292 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-17$1,748,155$122,995$7,235iApproximate average salary by contribution assumption: employee only about $180,875 at 4% or $120,583 at 6%; with 50% employer match about $120,583 at 4% or $80,389 at 6%; with 100% employer match about $90,438 at 4% or $60,292 at 6%.
1999119$1,705,778$75,892$3,994iApproximate average salary by contribution assumption: employee only about $99,858 at 4% or $66,572 at 6%; with 50% employer match about $66,572 at 4% or $44,381 at 6%; with 100% employer match about $49,929 at 4% or $33,286 at 6%.
Rosenthal & Weissman, P.A. Profit Sharing Plan and Trust-19$1,705,778$75,892$3,994iApproximate average salary by contribution assumption: employee only about $99,858 at 4% or $66,572 at 6%; with 50% employer match about $66,572 at 4% or $44,381 at 6%; with 100% employer match about $49,929 at 4% or $33,286 at 6%.