Civic Intelligence

Rosen, Cook, Sledge, Davis, Cade & Shattuck, P.A.

Plan context: Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan

EIN 63-0599052 • Tuscaloosa, AL • 25 filings • 9 plans

2200 Jack Warner ParkwaySuite 200Tuscaloosa, AL 35401
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$11,616,233

2024 Contributions

$361,970

Historical Graphs

Total Assets Over Time

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

$11,616,233$5,808,117$0199920152024YearValue
$11,616,233Latest year 2024

Participants Over Time

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

71360199920122024YearValue
55Latest 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
2024155$11,616,233$361,970$6,581iApproximate average salary by contribution assumption: employee only about $164,532 at 4% or $109,688 at 6%; with 50% employer match about $109,688 at 4% or $73,125 at 6%; with 100% employer match about $82,266 at 4% or $54,844 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-55$11,616,233$361,970$6,581iApproximate average salary by contribution assumption: employee only about $164,532 at 4% or $109,688 at 6%; with 50% employer match about $109,688 at 4% or $73,125 at 6%; with 100% employer match about $82,266 at 4% or $54,844 at 6%.
2023158$10,903,410$423,110$7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,583 at 6%; with 50% employer match about $121,583 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-58$10,903,410$423,110$7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,583 at 6%; with 50% employer match about $121,583 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%.
2022162$9,379,054$402,325$6,489iApproximate average salary by contribution assumption: employee only about $162,228 at 4% or $108,152 at 6%; with 50% employer match about $108,152 at 4% or $72,101 at 6%; with 100% employer match about $81,114 at 4% or $54,076 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-62$9,379,054$402,325$6,489iApproximate average salary by contribution assumption: employee only about $162,228 at 4% or $108,152 at 6%; with 50% employer match about $108,152 at 4% or $72,101 at 6%; with 100% employer match about $81,114 at 4% or $54,076 at 6%.
2021160$10,618,970$450,130$7,502iApproximate average salary by contribution assumption: employee only about $187,554 at 4% or $125,036 at 6%; with 50% employer match about $125,036 at 4% or $83,357 at 6%; with 100% employer match about $93,777 at 4% or $62,518 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-60$10,618,970$450,130$7,502iApproximate average salary by contribution assumption: employee only about $187,554 at 4% or $125,036 at 6%; with 50% employer match about $125,036 at 4% or $83,357 at 6%; with 100% employer match about $93,777 at 4% or $62,518 at 6%.
2020156$9,374,037$991,474$17,705iApproximate average salary by contribution assumption: employee only about $442,622 at 4% or $295,082 at 6%; with 50% employer match about $295,082 at 4% or $196,721 at 6%; with 100% employer match about $221,311 at 4% or $147,541 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-56$9,374,037$991,474$17,705iApproximate average salary by contribution assumption: employee only about $442,622 at 4% or $295,082 at 6%; with 50% employer match about $295,082 at 4% or $196,721 at 6%; with 100% employer match about $221,311 at 4% or $147,541 at 6%.
2019153$7,869,687$492,492$9,292iApproximate average salary by contribution assumption: employee only about $232,308 at 4% or $154,872 at 6%; with 50% employer match about $154,872 at 4% or $103,248 at 6%; with 100% employer match about $116,154 at 4% or $77,436 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-53$7,869,687$492,492$9,292iApproximate average salary by contribution assumption: employee only about $232,308 at 4% or $154,872 at 6%; with 50% employer match about $154,872 at 4% or $103,248 at 6%; with 100% employer match about $116,154 at 4% or $77,436 at 6%.
2018156$6,764,922$467,483$8,348iApproximate average salary by contribution assumption: employee only about $208,698 at 4% or $139,132 at 6%; with 50% employer match about $139,132 at 4% or $92,755 at 6%; with 100% employer match about $104,349 at 4% or $69,566 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-56$6,764,922$467,483$8,348iApproximate average salary by contribution assumption: employee only about $208,698 at 4% or $139,132 at 6%; with 50% employer match about $139,132 at 4% or $92,755 at 6%; with 100% employer match about $104,349 at 4% or $69,566 at 6%.
2017161$7,538,808$425,115$6,969iApproximate average salary by contribution assumption: employee only about $174,227 at 4% or $116,152 at 6%; with 50% employer match about $116,152 at 4% or $77,434 at 6%; with 100% employer match about $87,114 at 4% or $58,076 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-61$7,538,808$425,115$6,969iApproximate average salary by contribution assumption: employee only about $174,227 at 4% or $116,152 at 6%; with 50% employer match about $116,152 at 4% or $77,434 at 6%; with 100% employer match about $87,114 at 4% or $58,076 at 6%.
2016162$6,307,777$698,592$11,268iApproximate average salary by contribution assumption: employee only about $281,690 at 4% or $187,794 at 6%; with 50% employer match about $187,794 at 4% or $125,196 at 6%; with 100% employer match about $140,845 at 4% or $93,897 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-62$6,307,777$698,592$11,268iApproximate average salary by contribution assumption: employee only about $281,690 at 4% or $187,794 at 6%; with 50% employer match about $187,794 at 4% or $125,196 at 6%; with 100% employer match about $140,845 at 4% or $93,897 at 6%.
2015168$5,523,464$368,733$5,423iApproximate average salary by contribution assumption: employee only about $135,564 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,250 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-68$5,523,464$368,733$5,423iApproximate average salary by contribution assumption: employee only about $135,564 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,250 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
2014171$5,726,735$614,494$8,655iApproximate average salary by contribution assumption: employee only about $216,371 at 4% or $144,247 at 6%; with 50% employer match about $144,247 at 4% or $96,165 at 6%; with 100% employer match about $108,186 at 4% or $72,124 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-71$5,726,735$614,494$8,655iApproximate average salary by contribution assumption: employee only about $216,371 at 4% or $144,247 at 6%; with 50% employer match about $144,247 at 4% or $96,165 at 6%; with 100% employer match about $108,186 at 4% or $72,124 at 6%.
2013167$6,554,936$388,056$5,792iApproximate average salary by contribution assumption: employee only about $144,797 at 4% or $96,531 at 6%; with 50% employer match about $96,531 at 4% or $64,354 at 6%; with 100% employer match about $72,399 at 4% or $48,266 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-67$6,554,936$388,056$5,792iApproximate average salary by contribution assumption: employee only about $144,797 at 4% or $96,531 at 6%; with 50% employer match about $96,531 at 4% or $64,354 at 6%; with 100% employer match about $72,399 at 4% or $48,266 at 6%.
2012166$5,756,059$412,494$6,250iApproximate average salary by contribution assumption: employee only about $156,248 at 4% or $104,165 at 6%; with 50% employer match about $104,165 at 4% or $69,443 at 6%; with 100% employer match about $78,124 at 4% or $52,083 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-66$5,756,059$412,494$6,250iApproximate average salary by contribution assumption: employee only about $156,248 at 4% or $104,165 at 6%; with 50% employer match about $104,165 at 4% or $69,443 at 6%; with 100% employer match about $78,124 at 4% or $52,083 at 6%.
2011159$4,936,874$191,208$3,241iApproximate average salary by contribution assumption: employee only about $81,020 at 4% or $54,014 at 6%; with 50% employer match about $54,014 at 4% or $36,009 at 6%; with 100% employer match about $40,510 at 4% or $27,007 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-59$4,936,874$191,208$3,241iApproximate average salary by contribution assumption: employee only about $81,020 at 4% or $54,014 at 6%; with 50% employer match about $54,014 at 4% or $36,009 at 6%; with 100% employer match about $40,510 at 4% or $27,007 at 6%.
2010154$4,980,645$336,788$6,237iApproximate average salary by contribution assumption: employee only about $155,920 at 4% or $103,947 at 6%; with 50% employer match about $103,947 at 4% or $69,298 at 6%; with 100% employer match about $77,960 at 4% or $51,973 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-54$4,980,645$336,788$6,237iApproximate average salary by contribution assumption: employee only about $155,920 at 4% or $103,947 at 6%; with 50% employer match about $103,947 at 4% or $69,298 at 6%; with 100% employer match about $77,960 at 4% or $51,973 at 6%.
2009160$3,943,107$1,009,938$16,832iApproximate average salary by contribution assumption: employee only about $420,808 at 4% or $280,538 at 6%; with 50% employer match about $280,538 at 4% or $187,026 at 6%; with 100% employer match about $210,404 at 4% or $140,269 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-60$3,943,107$1,009,938$16,832iApproximate average salary by contribution assumption: employee only about $420,808 at 4% or $280,538 at 6%; with 50% employer match about $280,538 at 4% or $187,026 at 6%; with 100% employer match about $210,404 at 4% or $140,269 at 6%.
2008150$0$0-
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-50---
2007146$0$0-
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-46---
2006135$3,437,445$319,219$9,121iApproximate average salary by contribution assumption: employee only about $228,014 at 4% or $152,009 at 6%; with 50% employer match about $152,009 at 4% or $101,339 at 6%; with 100% employer match about $114,007 at 4% or $76,005 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-35$3,437,445$319,219$9,121iApproximate average salary by contribution assumption: employee only about $228,014 at 4% or $152,009 at 6%; with 50% employer match about $152,009 at 4% or $101,339 at 6%; with 100% employer match about $114,007 at 4% or $76,005 at 6%.
2005136$2,735,610$253,344$7,037iApproximate average salary by contribution assumption: employee only about $175,933 at 4% or $117,289 at 6%; with 50% employer match about $117,289 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,644 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-36$2,735,610$253,344$7,037iApproximate average salary by contribution assumption: employee only about $175,933 at 4% or $117,289 at 6%; with 50% employer match about $117,289 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,644 at 6%.
2004130$2,361,970$169,495$5,650iApproximate average salary by contribution assumption: employee only about $141,246 at 4% or $94,164 at 6%; with 50% employer match about $94,164 at 4% or $62,776 at 6%; with 100% employer match about $70,623 at 4% or $47,082 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-30$2,361,970$169,495$5,650iApproximate average salary by contribution assumption: employee only about $141,246 at 4% or $94,164 at 6%; with 50% employer match about $94,164 at 4% or $62,776 at 6%; with 100% employer match about $70,623 at 4% or $47,082 at 6%.
2003134$0$0-
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-34---
2002139$0$0-
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-39---
2001132$0$0-
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-32---
1999130$2,071,420$155,825$5,194iApproximate average salary by contribution assumption: employee only about $129,854 at 4% or $86,569 at 6%; with 50% employer match about $86,569 at 4% or $57,713 at 6%; with 100% employer match about $64,927 at 4% or $43,285 at 6%.
Rosen, Cook, Sledge, Davis, Cade and Shattuck, P.A. 401K Profit Sharing Plan-30$2,071,420$155,825$5,194iApproximate average salary by contribution assumption: employee only about $129,854 at 4% or $86,569 at 6%; with 50% employer match about $86,569 at 4% or $57,713 at 6%; with 100% employer match about $64,927 at 4% or $43,285 at 6%.