Rose Mortuary Inc
Plan context: Rose Mortuary Inc 401(K) Plan
EIN 62-0612504 • Knoxville, TN • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,463,538
2024 Contributions
$93,070
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $2,463,538 | $93,070 | $6,205iApproximate average salary by contribution assumption: employee only about $155,117 at 4% or $103,411 at 6%; with 50% employer match about $103,411 at 4% or $68,941 at 6%; with 100% employer match about $77,558 at 4% or $51,706 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 15 | $2,463,538 | $93,070 | $6,205iApproximate average salary by contribution assumption: employee only about $155,117 at 4% or $103,411 at 6%; with 50% employer match about $103,411 at 4% or $68,941 at 6%; with 100% employer match about $77,558 at 4% or $51,706 at 6%. |
| 2023 | 1 | 18 | $2,372,625 | $113,689 | $6,316iApproximate average salary by contribution assumption: employee only about $157,901 at 4% or $105,268 at 6%; with 50% employer match about $105,268 at 4% or $70,178 at 6%; with 100% employer match about $78,951 at 4% or $52,634 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 18 | $2,372,625 | $113,689 | $6,316iApproximate average salary by contribution assumption: employee only about $157,901 at 4% or $105,268 at 6%; with 50% employer match about $105,268 at 4% or $70,178 at 6%; with 100% employer match about $78,951 at 4% or $52,634 at 6%. |
| 2022 | 1 | 17 | $2,030,918 | $116,478 | $6,852iApproximate average salary by contribution assumption: employee only about $171,291 at 4% or $114,194 at 6%; with 50% employer match about $114,194 at 4% or $76,129 at 6%; with 100% employer match about $85,646 at 4% or $57,097 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 17 | $2,030,918 | $116,478 | $6,852iApproximate average salary by contribution assumption: employee only about $171,291 at 4% or $114,194 at 6%; with 50% employer match about $114,194 at 4% or $76,129 at 6%; with 100% employer match about $85,646 at 4% or $57,097 at 6%. |
| 2021 | 1 | 17 | $2,184,456 | $116,745 | $6,867iApproximate average salary by contribution assumption: employee only about $171,684 at 4% or $114,456 at 6%; with 50% employer match about $114,456 at 4% or $76,304 at 6%; with 100% employer match about $85,842 at 4% or $57,228 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 17 | $2,184,456 | $116,745 | $6,867iApproximate average salary by contribution assumption: employee only about $171,684 at 4% or $114,456 at 6%; with 50% employer match about $114,456 at 4% or $76,304 at 6%; with 100% employer match about $85,842 at 4% or $57,228 at 6%. |
| 2020 | 1 | 17 | $1,890,405 | $109,655 | $6,450iApproximate average salary by contribution assumption: employee only about $161,257 at 4% or $107,505 at 6%; with 50% employer match about $107,505 at 4% or $71,670 at 6%; with 100% employer match about $80,629 at 4% or $53,752 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 17 | $1,890,405 | $109,655 | $6,450iApproximate average salary by contribution assumption: employee only about $161,257 at 4% or $107,505 at 6%; with 50% employer match about $107,505 at 4% or $71,670 at 6%; with 100% employer match about $80,629 at 4% or $53,752 at 6%. |
| 2019 | 1 | 18 | $1,575,424 | $130,527 | $7,252iApproximate average salary by contribution assumption: employee only about $181,288 at 4% or $120,858 at 6%; with 50% employer match about $120,858 at 4% or $80,572 at 6%; with 100% employer match about $90,644 at 4% or $60,429 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 18 | $1,575,424 | $130,527 | $7,252iApproximate average salary by contribution assumption: employee only about $181,288 at 4% or $120,858 at 6%; with 50% employer match about $120,858 at 4% or $80,572 at 6%; with 100% employer match about $90,644 at 4% or $60,429 at 6%. |
| 2018 | 1 | 18 | $1,228,930 | $125,032 | $6,946iApproximate average salary by contribution assumption: employee only about $173,656 at 4% or $115,770 at 6%; with 50% employer match about $115,770 at 4% or $77,180 at 6%; with 100% employer match about $86,828 at 4% or $57,885 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 18 | $1,228,930 | $125,032 | $6,946iApproximate average salary by contribution assumption: employee only about $173,656 at 4% or $115,770 at 6%; with 50% employer match about $115,770 at 4% or $77,180 at 6%; with 100% employer match about $86,828 at 4% or $57,885 at 6%. |
| 2017 | 1 | 17 | $1,289,265 | $119,290 | $7,017iApproximate average salary by contribution assumption: employee only about $175,426 at 4% or $116,951 at 6%; with 50% employer match about $116,951 at 4% or $77,967 at 6%; with 100% employer match about $87,713 at 4% or $58,475 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 17 | $1,289,265 | $119,290 | $7,017iApproximate average salary by contribution assumption: employee only about $175,426 at 4% or $116,951 at 6%; with 50% employer match about $116,951 at 4% or $77,967 at 6%; with 100% employer match about $87,713 at 4% or $58,475 at 6%. |
| 2016 | 1 | 18 | $1,040,802 | $94,634 | $5,257iApproximate average salary by contribution assumption: employee only about $131,436 at 4% or $87,624 at 6%; with 50% employer match about $87,624 at 4% or $58,416 at 6%; with 100% employer match about $65,718 at 4% or $43,812 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 18 | $1,040,802 | $94,634 | $5,257iApproximate average salary by contribution assumption: employee only about $131,436 at 4% or $87,624 at 6%; with 50% employer match about $87,624 at 4% or $58,416 at 6%; with 100% employer match about $65,718 at 4% or $43,812 at 6%. |
| 2015 | 1 | 22 | $948,722 | $87,321 | $3,969iApproximate average salary by contribution assumption: employee only about $99,228 at 4% or $66,152 at 6%; with 50% employer match about $66,152 at 4% or $44,102 at 6%; with 100% employer match about $49,614 at 4% or $33,076 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 22 | $948,722 | $87,321 | $3,969iApproximate average salary by contribution assumption: employee only about $99,228 at 4% or $66,152 at 6%; with 50% employer match about $66,152 at 4% or $44,102 at 6%; with 100% employer match about $49,614 at 4% or $33,076 at 6%. |
| 2014 | 1 | 23 | $960,874 | $104,540 | $4,545iApproximate average salary by contribution assumption: employee only about $113,630 at 4% or $75,754 at 6%; with 50% employer match about $75,754 at 4% or $50,502 at 6%; with 100% employer match about $56,815 at 4% or $37,877 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 23 | $960,874 | $104,540 | $4,545iApproximate average salary by contribution assumption: employee only about $113,630 at 4% or $75,754 at 6%; with 50% employer match about $75,754 at 4% or $50,502 at 6%; with 100% employer match about $56,815 at 4% or $37,877 at 6%. |
| 2013 | 1 | 23 | $833,912 | $106,763 | $4,642iApproximate average salary by contribution assumption: employee only about $116,047 at 4% or $77,364 at 6%; with 50% employer match about $77,364 at 4% or $51,576 at 6%; with 100% employer match about $58,023 at 4% or $38,682 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 23 | $833,912 | $106,763 | $4,642iApproximate average salary by contribution assumption: employee only about $116,047 at 4% or $77,364 at 6%; with 50% employer match about $77,364 at 4% or $51,576 at 6%; with 100% employer match about $58,023 at 4% or $38,682 at 6%. |
| 2012 | 1 | 23 | $881,610 | $82,920 | $3,605iApproximate average salary by contribution assumption: employee only about $90,130 at 4% or $60,087 at 6%; with 50% employer match about $60,087 at 4% or $40,058 at 6%; with 100% employer match about $45,065 at 4% or $30,043 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 23 | $881,610 | $82,920 | $3,605iApproximate average salary by contribution assumption: employee only about $90,130 at 4% or $60,087 at 6%; with 50% employer match about $60,087 at 4% or $40,058 at 6%; with 100% employer match about $45,065 at 4% or $30,043 at 6%. |
| 2011 | 1 | 22 | $719,910 | $79,353 | $3,607iApproximate average salary by contribution assumption: employee only about $90,174 at 4% or $60,116 at 6%; with 50% employer match about $60,116 at 4% or $40,077 at 6%; with 100% employer match about $45,087 at 4% or $30,058 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 22 | $719,910 | $79,353 | $3,607iApproximate average salary by contribution assumption: employee only about $90,174 at 4% or $60,116 at 6%; with 50% employer match about $60,116 at 4% or $40,077 at 6%; with 100% employer match about $45,087 at 4% or $30,058 at 6%. |
| 2010 | 1 | 38 | $652,631 | $71,867 | $1,891iApproximate average salary by contribution assumption: employee only about $47,281 at 4% or $31,521 at 6%; with 50% employer match about $31,521 at 4% or $21,014 at 6%; with 100% employer match about $23,640 at 4% or $15,760 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 38 | $652,631 | $71,867 | $1,891iApproximate average salary by contribution assumption: employee only about $47,281 at 4% or $31,521 at 6%; with 50% employer match about $31,521 at 4% or $21,014 at 6%; with 100% employer match about $23,640 at 4% or $15,760 at 6%. |
| 2009 | 1 | 20 | $732,866 | $65,990 | $3,300iApproximate average salary by contribution assumption: employee only about $82,488 at 4% or $54,992 at 6%; with 50% employer match about $54,992 at 4% or $36,661 at 6%; with 100% employer match about $41,244 at 4% or $27,496 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 20 | $732,866 | $65,990 | $3,300iApproximate average salary by contribution assumption: employee only about $82,488 at 4% or $54,992 at 6%; with 50% employer match about $54,992 at 4% or $36,661 at 6%; with 100% employer match about $41,244 at 4% or $27,496 at 6%. |
| 2008 | 1 | 30 | $574,756 | $65,364 | $2,179iApproximate average salary by contribution assumption: employee only about $54,470 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,209 at 6%; with 100% employer match about $27,235 at 4% or $18,157 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 30 | $574,756 | $65,364 | $2,179iApproximate average salary by contribution assumption: employee only about $54,470 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,209 at 6%; with 100% employer match about $27,235 at 4% or $18,157 at 6%. |
| 2007 | 1 | 28 | $843,607 | $60,817 | $2,172iApproximate average salary by contribution assumption: employee only about $54,301 at 4% or $36,201 at 6%; with 50% employer match about $36,201 at 4% or $24,134 at 6%; with 100% employer match about $27,150 at 4% or $18,100 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 28 | $843,607 | $60,817 | $2,172iApproximate average salary by contribution assumption: employee only about $54,301 at 4% or $36,201 at 6%; with 50% employer match about $36,201 at 4% or $24,134 at 6%; with 100% employer match about $27,150 at 4% or $18,100 at 6%. |
| 2006 | 1 | 24 | $747,471 | $63,757 | $2,657iApproximate average salary by contribution assumption: employee only about $66,414 at 4% or $44,276 at 6%; with 50% employer match about $44,276 at 4% or $29,517 at 6%; with 100% employer match about $33,207 at 4% or $22,138 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 24 | $747,471 | $63,757 | $2,657iApproximate average salary by contribution assumption: employee only about $66,414 at 4% or $44,276 at 6%; with 50% employer match about $44,276 at 4% or $29,517 at 6%; with 100% employer match about $33,207 at 4% or $22,138 at 6%. |
| 2005 | 1 | 25 | $612,627 | $83,938 | $3,358iApproximate average salary by contribution assumption: employee only about $83,938 at 4% or $55,959 at 6%; with 50% employer match about $55,959 at 4% or $37,306 at 6%; with 100% employer match about $41,969 at 4% or $27,979 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 25 | $612,627 | $83,938 | $3,358iApproximate average salary by contribution assumption: employee only about $83,938 at 4% or $55,959 at 6%; with 50% employer match about $55,959 at 4% or $37,306 at 6%; with 100% employer match about $41,969 at 4% or $27,979 at 6%. |
| 2004 | 1 | 25 | $632,044 | $59,172 | $2,367iApproximate average salary by contribution assumption: employee only about $59,172 at 4% or $39,448 at 6%; with 50% employer match about $39,448 at 4% or $26,299 at 6%; with 100% employer match about $29,586 at 4% or $19,724 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 25 | $632,044 | $59,172 | $2,367iApproximate average salary by contribution assumption: employee only about $59,172 at 4% or $39,448 at 6%; with 50% employer match about $39,448 at 4% or $26,299 at 6%; with 100% employer match about $29,586 at 4% or $19,724 at 6%. |
| 2003 | 1 | 31 | $537,846 | $69,317 | $2,236iApproximate average salary by contribution assumption: employee only about $55,901 at 4% or $37,267 at 6%; with 50% employer match about $37,267 at 4% or $24,845 at 6%; with 100% employer match about $27,950 at 4% or $18,634 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 31 | $537,846 | $69,317 | $2,236iApproximate average salary by contribution assumption: employee only about $55,901 at 4% or $37,267 at 6%; with 50% employer match about $37,267 at 4% or $24,845 at 6%; with 100% employer match about $27,950 at 4% or $18,634 at 6%. |
| 2002 | 1 | 33 | $483,304 | $76,530 | $2,319iApproximate average salary by contribution assumption: employee only about $57,977 at 4% or $38,652 at 6%; with 50% employer match about $38,652 at 4% or $25,768 at 6%; with 100% employer match about $28,989 at 4% or $19,326 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 33 | $483,304 | $76,530 | $2,319iApproximate average salary by contribution assumption: employee only about $57,977 at 4% or $38,652 at 6%; with 50% employer match about $38,652 at 4% or $25,768 at 6%; with 100% employer match about $28,989 at 4% or $19,326 at 6%. |
| 2001 | 1 | 35 | $486,894 | $77,935 | $2,227iApproximate average salary by contribution assumption: employee only about $55,668 at 4% or $37,112 at 6%; with 50% employer match about $37,112 at 4% or $24,741 at 6%; with 100% employer match about $27,834 at 4% or $18,556 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 35 | $486,894 | $77,935 | $2,227iApproximate average salary by contribution assumption: employee only about $55,668 at 4% or $37,112 at 6%; with 50% employer match about $37,112 at 4% or $24,741 at 6%; with 100% employer match about $27,834 at 4% or $18,556 at 6%. |
| 2000 | 1 | 34 | $483,670 | $78,605 | $2,312iApproximate average salary by contribution assumption: employee only about $57,798 at 4% or $38,532 at 6%; with 50% employer match about $38,532 at 4% or $25,688 at 6%; with 100% employer match about $28,899 at 4% or $19,266 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 34 | $483,670 | $78,605 | $2,312iApproximate average salary by contribution assumption: employee only about $57,798 at 4% or $38,532 at 6%; with 50% employer match about $38,532 at 4% or $25,688 at 6%; with 100% employer match about $28,899 at 4% or $19,266 at 6%. |
| 1999 | 1 | 36 | $434,959 | $69,754 | $1,938iApproximate average salary by contribution assumption: employee only about $48,440 at 4% or $32,294 at 6%; with 50% employer match about $32,294 at 4% or $21,529 at 6%; with 100% employer match about $24,220 at 4% or $16,147 at 6%. |
| Rose Mortuary Inc 401(K) Plan | - | 36 | $434,959 | $69,754 | $1,938iApproximate average salary by contribution assumption: employee only about $48,440 at 4% or $32,294 at 6%; with 50% employer match about $32,294 at 4% or $21,529 at 6%; with 100% employer match about $24,220 at 4% or $16,147 at 6%. |