Stephen L. Rosen, P.A. 401K Pl
Plan context: Stephen L. Rosen, P.A. 401K Plan
EIN 59-3094648 • 15 filings • 6 plans
Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$165,359
2008 Contributions
$2,756
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 2 | 0 | $0 | $2,756 | - |
| Stephen L. Rosen, P.A. 401K Plan | - | 0 | - | $2,756 | - |
| STEPHEN ROSEN, P.A. PROFIT SHARING | - | 0 | - | - | - |
| 2007 | 2 | 3 | $165,359 | $11,611 | $3,870iApproximate average salary by contribution assumption: employee only about $96,758 at 4% or $64,506 at 6%; with 50% employer match about $64,506 at 4% or $43,004 at 6%; with 100% employer match about $48,379 at 4% or $32,253 at 6%. |
| Stephen L. Rosen, P.A. 401K Plan | - | 3 | $165,359 | $11,611 | $3,870iApproximate average salary by contribution assumption: employee only about $96,758 at 4% or $64,506 at 6%; with 50% employer match about $64,506 at 4% or $43,004 at 6%; with 100% employer match about $48,379 at 4% or $32,253 at 6%. |
| STEPHEN ROSEN, P.A. PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2006 | 2 | 3 | $567,293 | $28,689 | $9,563iApproximate average salary by contribution assumption: employee only about $239,075 at 4% or $159,383 at 6%; with 50% employer match about $159,383 at 4% or $106,256 at 6%; with 100% employer match about $119,538 at 4% or $79,692 at 6%. |
| STEPEH ROSEN, P.A. PROFIT SHARING PLAN | - | 2 | $420,607 | - | - |
| Stephen L. Rosen, P.A. 401K Plan | - | 3 | $146,686 | $28,689 | $9,563iApproximate average salary by contribution assumption: employee only about $239,075 at 4% or $159,383 at 6%; with 50% employer match about $159,383 at 4% or $106,256 at 6%; with 100% employer match about $119,538 at 4% or $79,692 at 6%. |
| 2005 | 2 | 3 | $469,725 | $29,526 | $9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%. |
| STEPHEN ROSEN, P.A. PROFIT SHARING PLAN | - | 2 | $355,378 | - | - |
| Stephen L. Rosen, P.A. 401K Plan | - | 3 | $114,347 | $29,526 | $9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%. |
| 2004 | 2 | 5 | $404,418 | $44,637 | $8,927iApproximate average salary by contribution assumption: employee only about $223,185 at 4% or $148,790 at 6%; with 50% employer match about $148,790 at 4% or $99,193 at 6%; with 100% employer match about $111,593 at 4% or $74,395 at 6%. |
| STEPHEN ROSEN, P.A. PROFIT SHARING PLAN | - | 2 | $322,032 | - | - |
| Stephen L. Rosen, P.A. 401K Plan | - | 5 | $82,386 | $44,637 | $8,927iApproximate average salary by contribution assumption: employee only about $223,185 at 4% or $148,790 at 6%; with 50% employer match about $148,790 at 4% or $99,193 at 6%; with 100% employer match about $111,593 at 4% or $74,395 at 6%. |
| 2003 | 2 | 5 | $353,984 | $39,163 | $7,833iApproximate average salary by contribution assumption: employee only about $195,815 at 4% or $130,543 at 6%; with 50% employer match about $130,543 at 4% or $87,029 at 6%; with 100% employer match about $97,908 at 4% or $65,272 at 6%. |
| STEPHEN ROSEN, P.A. PROFIT SHARING PLAN | - | 3 | $312,779 | - | - |
| Stephen L. Rosen, P.A. 401K Plan | - | 5 | $41,205 | $39,163 | $7,833iApproximate average salary by contribution assumption: employee only about $195,815 at 4% or $130,543 at 6%; with 50% employer match about $130,543 at 4% or $87,029 at 6%; with 100% employer match about $97,908 at 4% or $65,272 at 6%. |
| 2002 | 1 | 3 | $252,855 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| STEPHEN ROSEN, P.A. PROFIT SHARING PLAN | - | 3 | $252,855 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| ROSEN & OSBORNE, P.A. PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2000 | 1 | 3 | $321,459 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| ROSEN & OSBORNE, P.A. PROFIT SHARING PLAN | - | 3 | $321,459 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |