Civic Intelligence

Gary J. Rosenbaum M.D., P.A.

Plan context: Gary J. Rosenbaum, M.D. Retirement Plan & Trust

EIN 65-0720597 • Miami Beach, FL • 16 filings • 4 plans

4302 Alton Rd Suite 740Miami Beach, FL 33140
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,403,689

2024 Contributions

$156,003

Historical Graphs

Total Assets Over Time

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

$3,403,689$1,701,845$0200920172024YearValue
$3,403,689Latest year 2024

Participants Over Time

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

840201120182024YearValue
7Latest 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
202417$3,403,689$156,003$22,286iApproximate average salary by contribution assumption: employee only about $557,154 at 4% or $371,436 at 6%; with 50% employer match about $371,436 at 4% or $247,624 at 6%; with 100% employer match about $278,577 at 4% or $185,718 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-7$3,403,689$156,003$22,286iApproximate average salary by contribution assumption: employee only about $557,154 at 4% or $371,436 at 6%; with 50% employer match about $371,436 at 4% or $247,624 at 6%; with 100% employer match about $278,577 at 4% or $185,718 at 6%.
202316$2,793,045$156,862$26,144iApproximate average salary by contribution assumption: employee only about $653,592 at 4% or $435,728 at 6%; with 50% employer match about $435,728 at 4% or $290,485 at 6%; with 100% employer match about $326,796 at 4% or $217,864 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-6$2,793,045$156,862$26,144iApproximate average salary by contribution assumption: employee only about $653,592 at 4% or $435,728 at 6%; with 50% employer match about $435,728 at 4% or $290,485 at 6%; with 100% employer match about $326,796 at 4% or $217,864 at 6%.
202218$2,170,413$110,269$13,784iApproximate average salary by contribution assumption: employee only about $344,591 at 4% or $229,727 at 6%; with 50% employer match about $229,727 at 4% or $153,151 at 6%; with 100% employer match about $172,295 at 4% or $114,864 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-8$2,170,413$110,269$13,784iApproximate average salary by contribution assumption: employee only about $344,591 at 4% or $229,727 at 6%; with 50% employer match about $229,727 at 4% or $153,151 at 6%; with 100% employer match about $172,295 at 4% or $114,864 at 6%.
202116$2,674,669$72,758$12,126iApproximate average salary by contribution assumption: employee only about $303,158 at 4% or $202,106 at 6%; with 50% employer match about $202,106 at 4% or $134,737 at 6%; with 100% employer match about $151,579 at 4% or $101,053 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-6$2,674,669$72,758$12,126iApproximate average salary by contribution assumption: employee only about $303,158 at 4% or $202,106 at 6%; with 50% employer match about $202,106 at 4% or $134,737 at 6%; with 100% employer match about $151,579 at 4% or $101,053 at 6%.
202017$2,544,940$102,600$14,657iApproximate average salary by contribution assumption: employee only about $366,429 at 4% or $244,286 at 6%; with 50% employer match about $244,286 at 4% or $162,857 at 6%; with 100% employer match about $183,214 at 4% or $122,143 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-7$2,544,940$102,600$14,657iApproximate average salary by contribution assumption: employee only about $366,429 at 4% or $244,286 at 6%; with 50% employer match about $244,286 at 4% or $162,857 at 6%; with 100% employer match about $183,214 at 4% or $122,143 at 6%.
201917$2,161,074$600$86iApproximate average salary by contribution assumption: employee only about $2,143 at 4% or $1,429 at 6%; with 50% employer match about $1,429 at 4% or $952 at 6%; with 100% employer match about $1,071 at 4% or $714 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-7$2,161,074$600$86iApproximate average salary by contribution assumption: employee only about $2,143 at 4% or $1,429 at 6%; with 50% employer match about $1,429 at 4% or $952 at 6%; with 100% employer match about $1,071 at 4% or $714 at 6%.
201816$1,932,268$133,804$22,301iApproximate average salary by contribution assumption: employee only about $557,517 at 4% or $371,678 at 6%; with 50% employer match about $371,678 at 4% or $247,785 at 6%; with 100% employer match about $278,758 at 4% or $185,839 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-6$1,932,268$133,804$22,301iApproximate average salary by contribution assumption: employee only about $557,517 at 4% or $371,678 at 6%; with 50% employer match about $371,678 at 4% or $247,785 at 6%; with 100% employer match about $278,758 at 4% or $185,839 at 6%.
201715$1,868,188$141,437$28,287iApproximate average salary by contribution assumption: employee only about $707,185 at 4% or $471,457 at 6%; with 50% employer match about $471,457 at 4% or $314,304 at 6%; with 100% employer match about $353,593 at 4% or $235,728 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-5$1,868,188$141,437$28,287iApproximate average salary by contribution assumption: employee only about $707,185 at 4% or $471,457 at 6%; with 50% employer match about $471,457 at 4% or $314,304 at 6%; with 100% employer match about $353,593 at 4% or $235,728 at 6%.
201614$1,577,981$136,057$34,014iApproximate average salary by contribution assumption: employee only about $850,356 at 4% or $566,904 at 6%; with 50% employer match about $566,904 at 4% or $377,936 at 6%; with 100% employer match about $425,178 at 4% or $283,452 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-4$1,577,981$136,057$34,014iApproximate average salary by contribution assumption: employee only about $850,356 at 4% or $566,904 at 6%; with 50% employer match about $566,904 at 4% or $377,936 at 6%; with 100% employer match about $425,178 at 4% or $283,452 at 6%.
201514$1,390,988$139,839$34,960iApproximate average salary by contribution assumption: employee only about $873,994 at 4% or $582,663 at 6%; with 50% employer match about $582,663 at 4% or $388,442 at 6%; with 100% employer match about $436,997 at 4% or $291,331 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-4$1,390,988$139,839$34,960iApproximate average salary by contribution assumption: employee only about $873,994 at 4% or $582,663 at 6%; with 50% employer match about $582,663 at 4% or $388,442 at 6%; with 100% employer match about $436,997 at 4% or $291,331 at 6%.
201414$1,252,550$141,393$35,348iApproximate average salary by contribution assumption: employee only about $883,706 at 4% or $589,138 at 6%; with 50% employer match about $589,138 at 4% or $392,758 at 6%; with 100% employer match about $441,853 at 4% or $294,569 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-4$1,252,550$141,393$35,348iApproximate average salary by contribution assumption: employee only about $883,706 at 4% or $589,138 at 6%; with 50% employer match about $589,138 at 4% or $392,758 at 6%; with 100% employer match about $441,853 at 4% or $294,569 at 6%.
201324$2,156,822$249,674$62,419iApproximate average salary by contribution assumption: employee only about $1,560,463 at 4% or $1,040,308 at 6%; with 50% employer match about $1,040,308 at 4% or $693,539 at 6%; with 100% employer match about $780,231 at 4% or $520,154 at 6%.
Gary J. Rosenbaum M.D., P.A. Retirement Plan & Trust-4$1,078,411$124,837$31,209iApproximate average salary by contribution assumption: employee only about $780,231 at 4% or $520,154 at 6%; with 50% employer match about $520,154 at 4% or $346,769 at 6%; with 100% employer match about $390,116 at 4% or $260,077 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-4$1,078,411$124,837$31,209iApproximate average salary by contribution assumption: employee only about $780,231 at 4% or $520,154 at 6%; with 50% employer match about $520,154 at 4% or $346,769 at 6%; with 100% employer match about $390,116 at 4% or $260,077 at 6%.
201214$822,661$120,353$30,088iApproximate average salary by contribution assumption: employee only about $752,206 at 4% or $501,471 at 6%; with 50% employer match about $501,471 at 4% or $334,314 at 6%; with 100% employer match about $376,103 at 4% or $250,735 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-4$822,661$120,353$30,088iApproximate average salary by contribution assumption: employee only about $752,206 at 4% or $501,471 at 6%; with 50% employer match about $501,471 at 4% or $334,314 at 6%; with 100% employer match about $376,103 at 4% or $250,735 at 6%.
201113$629,402$76,227$25,409iApproximate average salary by contribution assumption: employee only about $635,225 at 4% or $423,483 at 6%; with 50% employer match about $423,483 at 4% or $282,322 at 6%; with 100% employer match about $317,613 at 4% or $211,742 at 6%.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust-3$629,402$76,227$25,409iApproximate average salary by contribution assumption: employee only about $635,225 at 4% or $423,483 at 6%; with 50% employer match about $423,483 at 4% or $282,322 at 6%; with 100% employer match about $317,613 at 4% or $211,742 at 6%.
200910$265,199$53,956-
Gary J. Rosenbaum M.D., P.A. Retirement Plan & Trust--$265,199$53,956-