Civic Intelligence

Gerstle Rosen & Associates, P.A.

Plan context: Gerstle, Rosen & Associates 401(K) Plan

EIN 65-0675434 • Boca Raton, FL • 25 filings • 5 plans

3835 N W Boca Raton Blvd -suite 100Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$9,706,713

2024 Contributions

$635,587

Historical Graphs

Total Assets Over Time

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

$9,706,713$4,853,357$0200220132024YearValue
$9,706,713Latest year 2024

Participants Over Time

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

61310200020122024YearValue
61Latest 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
2024161$9,706,713$635,587$10,419iApproximate average salary by contribution assumption: employee only about $260,486 at 4% or $173,658 at 6%; with 50% employer match about $173,658 at 4% or $115,772 at 6%; with 100% employer match about $130,243 at 4% or $86,829 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-61$9,706,713$635,587$10,419iApproximate average salary by contribution assumption: employee only about $260,486 at 4% or $173,658 at 6%; with 50% employer match about $173,658 at 4% or $115,772 at 6%; with 100% employer match about $130,243 at 4% or $86,829 at 6%.
2023161$8,129,253$521,819$8,554iApproximate average salary by contribution assumption: employee only about $213,860 at 4% or $142,573 at 6%; with 50% employer match about $142,573 at 4% or $95,049 at 6%; with 100% employer match about $106,930 at 4% or $71,287 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-61$8,129,253$521,819$8,554iApproximate average salary by contribution assumption: employee only about $213,860 at 4% or $142,573 at 6%; with 50% employer match about $142,573 at 4% or $95,049 at 6%; with 100% employer match about $106,930 at 4% or $71,287 at 6%.
2022160$6,805,959$645,292$10,755iApproximate average salary by contribution assumption: employee only about $268,872 at 4% or $179,248 at 6%; with 50% employer match about $179,248 at 4% or $119,499 at 6%; with 100% employer match about $134,436 at 4% or $89,624 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-60$6,805,959$645,292$10,755iApproximate average salary by contribution assumption: employee only about $268,872 at 4% or $179,248 at 6%; with 50% employer match about $179,248 at 4% or $119,499 at 6%; with 100% employer match about $134,436 at 4% or $89,624 at 6%.
2021160$8,100,780$482,734$8,046iApproximate average salary by contribution assumption: employee only about $201,139 at 4% or $134,093 at 6%; with 50% employer match about $134,093 at 4% or $89,395 at 6%; with 100% employer match about $100,570 at 4% or $67,046 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-60$8,100,780$482,734$8,046iApproximate average salary by contribution assumption: employee only about $201,139 at 4% or $134,093 at 6%; with 50% employer match about $134,093 at 4% or $89,395 at 6%; with 100% employer match about $100,570 at 4% or $67,046 at 6%.
2020159$6,723,621$472,930$8,016iApproximate average salary by contribution assumption: employee only about $200,394 at 4% or $133,596 at 6%; with 50% employer match about $133,596 at 4% or $89,064 at 6%; with 100% employer match about $100,197 at 4% or $66,798 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-59$6,723,621$472,930$8,016iApproximate average salary by contribution assumption: employee only about $200,394 at 4% or $133,596 at 6%; with 50% employer match about $133,596 at 4% or $89,064 at 6%; with 100% employer match about $100,197 at 4% or $66,798 at 6%.
2019151$5,342,317$503,296$9,869iApproximate average salary by contribution assumption: employee only about $246,714 at 4% or $164,476 at 6%; with 50% employer match about $164,476 at 4% or $109,651 at 6%; with 100% employer match about $123,357 at 4% or $82,238 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-51$5,342,317$503,296$9,869iApproximate average salary by contribution assumption: employee only about $246,714 at 4% or $164,476 at 6%; with 50% employer match about $164,476 at 4% or $109,651 at 6%; with 100% employer match about $123,357 at 4% or $82,238 at 6%.
2018154$4,570,959$490,517$9,084iApproximate average salary by contribution assumption: employee only about $227,091 at 4% or $151,394 at 6%; with 50% employer match about $151,394 at 4% or $100,929 at 6%; with 100% employer match about $113,546 at 4% or $75,697 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-54$4,570,959$490,517$9,084iApproximate average salary by contribution assumption: employee only about $227,091 at 4% or $151,394 at 6%; with 50% employer match about $151,394 at 4% or $100,929 at 6%; with 100% employer match about $113,546 at 4% or $75,697 at 6%.
2017151$5,070,069$469,621$9,208iApproximate average salary by contribution assumption: employee only about $230,206 at 4% or $153,471 at 6%; with 50% employer match about $153,471 at 4% or $102,314 at 6%; with 100% employer match about $115,103 at 4% or $76,735 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-51$5,070,069$469,621$9,208iApproximate average salary by contribution assumption: employee only about $230,206 at 4% or $153,471 at 6%; with 50% employer match about $153,471 at 4% or $102,314 at 6%; with 100% employer match about $115,103 at 4% or $76,735 at 6%.
201610$4,004,249$480,913-
Gerstle, Rosen & Associates 401(K) Plan-0$4,004,249$480,913-
2015155$3,434,962$400,393$7,280iApproximate average salary by contribution assumption: employee only about $181,997 at 4% or $121,331 at 6%; with 50% employer match about $121,331 at 4% or $80,887 at 6%; with 100% employer match about $90,998 at 4% or $60,666 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-55$3,434,962$400,393$7,280iApproximate average salary by contribution assumption: employee only about $181,997 at 4% or $121,331 at 6%; with 50% employer match about $121,331 at 4% or $80,887 at 6%; with 100% employer match about $90,998 at 4% or $60,666 at 6%.
2014137$3,231,244$387,785$10,481iApproximate average salary by contribution assumption: employee only about $262,017 at 4% or $174,678 at 6%; with 50% employer match about $174,678 at 4% or $116,452 at 6%; with 100% employer match about $131,008 at 4% or $87,339 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-37$3,231,244$387,785$10,481iApproximate average salary by contribution assumption: employee only about $262,017 at 4% or $174,678 at 6%; with 50% employer match about $174,678 at 4% or $116,452 at 6%; with 100% employer match about $131,008 at 4% or $87,339 at 6%.
2013137$2,979,806$322,260$8,710iApproximate average salary by contribution assumption: employee only about $217,743 at 4% or $145,162 at 6%; with 50% employer match about $145,162 at 4% or $96,775 at 6%; with 100% employer match about $108,872 at 4% or $72,581 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-37$2,979,806$322,260$8,710iApproximate average salary by contribution assumption: employee only about $217,743 at 4% or $145,162 at 6%; with 50% employer match about $145,162 at 4% or $96,775 at 6%; with 100% employer match about $108,872 at 4% or $72,581 at 6%.
2012138$2,384,103$330,385$8,694iApproximate average salary by contribution assumption: employee only about $217,359 at 4% or $144,906 at 6%; with 50% employer match about $144,906 at 4% or $96,604 at 6%; with 100% employer match about $108,679 at 4% or $72,453 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-38$2,384,103$330,385$8,694iApproximate average salary by contribution assumption: employee only about $217,359 at 4% or $144,906 at 6%; with 50% employer match about $144,906 at 4% or $96,604 at 6%; with 100% employer match about $108,679 at 4% or $72,453 at 6%.
2011142$1,941,890$260,009$6,191iApproximate average salary by contribution assumption: employee only about $154,767 at 4% or $103,178 at 6%; with 50% employer match about $103,178 at 4% or $68,785 at 6%; with 100% employer match about $77,384 at 4% or $51,589 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-42$1,941,890$260,009$6,191iApproximate average salary by contribution assumption: employee only about $154,767 at 4% or $103,178 at 6%; with 50% employer match about $103,178 at 4% or $68,785 at 6%; with 100% employer match about $77,384 at 4% or $51,589 at 6%.
2010141$1,827,220$390,785$9,531iApproximate average salary by contribution assumption: employee only about $238,284 at 4% or $158,856 at 6%; with 50% employer match about $158,856 at 4% or $105,904 at 6%; with 100% employer match about $119,142 at 4% or $79,428 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-41$1,827,220$390,785$9,531iApproximate average salary by contribution assumption: employee only about $238,284 at 4% or $158,856 at 6%; with 50% employer match about $158,856 at 4% or $105,904 at 6%; with 100% employer match about $119,142 at 4% or $79,428 at 6%.
2009138$1,322,192$261,943$6,893iApproximate average salary by contribution assumption: employee only about $172,331 at 4% or $114,887 at 6%; with 50% employer match about $114,887 at 4% or $76,592 at 6%; with 100% employer match about $86,165 at 4% or $57,444 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-38$1,322,192$261,943$6,893iApproximate average salary by contribution assumption: employee only about $172,331 at 4% or $114,887 at 6%; with 50% employer match about $114,887 at 4% or $76,592 at 6%; with 100% employer match about $86,165 at 4% or $57,444 at 6%.
2008142$829,986$251,502$5,988iApproximate average salary by contribution assumption: employee only about $149,704 at 4% or $99,802 at 6%; with 50% employer match about $99,802 at 4% or $66,535 at 6%; with 100% employer match about $74,852 at 4% or $49,901 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-42$829,986$251,502$5,988iApproximate average salary by contribution assumption: employee only about $149,704 at 4% or $99,802 at 6%; with 50% employer match about $99,802 at 4% or $66,535 at 6%; with 100% employer match about $74,852 at 4% or $49,901 at 6%.
2007140$996,874$197,924$4,948iApproximate average salary by contribution assumption: employee only about $123,703 at 4% or $82,468 at 6%; with 50% employer match about $82,468 at 4% or $54,979 at 6%; with 100% employer match about $61,851 at 4% or $41,234 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-40$996,874$197,924$4,948iApproximate average salary by contribution assumption: employee only about $123,703 at 4% or $82,468 at 6%; with 50% employer match about $82,468 at 4% or $54,979 at 6%; with 100% employer match about $61,851 at 4% or $41,234 at 6%.
2006137$758,023$154,243$4,169iApproximate average salary by contribution assumption: employee only about $104,218 at 4% or $69,479 at 6%; with 50% employer match about $69,479 at 4% or $46,319 at 6%; with 100% employer match about $52,109 at 4% or $34,739 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-37$758,023$154,243$4,169iApproximate average salary by contribution assumption: employee only about $104,218 at 4% or $69,479 at 6%; with 50% employer match about $69,479 at 4% or $46,319 at 6%; with 100% employer match about $52,109 at 4% or $34,739 at 6%.
2005129$518,655$131,103$4,521iApproximate average salary by contribution assumption: employee only about $113,020 at 4% or $75,347 at 6%; with 50% employer match about $75,347 at 4% or $50,231 at 6%; with 100% employer match about $56,510 at 4% or $37,673 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-29$518,655$131,103$4,521iApproximate average salary by contribution assumption: employee only about $113,020 at 4% or $75,347 at 6%; with 50% employer match about $75,347 at 4% or $50,231 at 6%; with 100% employer match about $56,510 at 4% or $37,673 at 6%.
2004124$355,447$65,049$2,710iApproximate average salary by contribution assumption: employee only about $67,759 at 4% or $45,173 at 6%; with 50% employer match about $45,173 at 4% or $30,115 at 6%; with 100% employer match about $33,880 at 4% or $22,586 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-24$355,447$65,049$2,710iApproximate average salary by contribution assumption: employee only about $67,759 at 4% or $45,173 at 6%; with 50% employer match about $45,173 at 4% or $30,115 at 6%; with 100% employer match about $33,880 at 4% or $22,586 at 6%.
2003124$298,652$69,487$2,895iApproximate average salary by contribution assumption: employee only about $72,382 at 4% or $48,255 at 6%; with 50% employer match about $48,255 at 4% or $32,170 at 6%; with 100% employer match about $36,191 at 4% or $24,127 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-24$298,652$69,487$2,895iApproximate average salary by contribution assumption: employee only about $72,382 at 4% or $48,255 at 6%; with 50% employer match about $48,255 at 4% or $32,170 at 6%; with 100% employer match about $36,191 at 4% or $24,127 at 6%.
2002120$177,281$70,213$3,511iApproximate average salary by contribution assumption: employee only about $87,766 at 4% or $58,511 at 6%; with 50% employer match about $58,511 at 4% or $39,007 at 6%; with 100% employer match about $43,883 at 4% or $29,255 at 6%.
Gerstle, Rosen & Associates 401(K) Plan-20$177,281$70,213$3,511iApproximate average salary by contribution assumption: employee only about $87,766 at 4% or $58,511 at 6%; with 50% employer match about $58,511 at 4% or $39,007 at 6%; with 100% employer match about $43,883 at 4% or $29,255 at 6%.
2001122$0$0-
Gerstle, Rosen & Associates 401(K) Plan-22---
2000118$0$0-
Gerstle, Rosen & Associates 401(K) Plan-18---