Dennis Rose & Associates
Plan context: Dennis Rose & Associates 401K Profit Sharing Plan
EIN 68-0402917 • 5 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$97,931
2008 Contributions
$17,180
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 | 1 | 2 | $97,931 | $17,180 | $8,590iApproximate average salary by contribution assumption: employee only about $214,750 at 4% or $143,167 at 6%; with 50% employer match about $143,167 at 4% or $95,444 at 6%; with 100% employer match about $107,375 at 4% or $71,583 at 6%. |
| Dennis Rose & Associates 401K Profit Sharing Plan | - | 2 | $97,931 | $17,180 | $8,590iApproximate average salary by contribution assumption: employee only about $214,750 at 4% or $143,167 at 6%; with 50% employer match about $143,167 at 4% or $95,444 at 6%; with 100% employer match about $107,375 at 4% or $71,583 at 6%. |
| 2007 | 1 | 3 | $87,842 | $11,034 | $3,678iApproximate average salary by contribution assumption: employee only about $91,950 at 4% or $61,300 at 6%; with 50% employer match about $61,300 at 4% or $40,867 at 6%; with 100% employer match about $45,975 at 4% or $30,650 at 6%. |
| Dennis Rose & Associates 401K Profit Sharing Plan | - | 3 | $87,842 | $11,034 | $3,678iApproximate average salary by contribution assumption: employee only about $91,950 at 4% or $61,300 at 6%; with 50% employer match about $61,300 at 4% or $40,867 at 6%; with 100% employer match about $45,975 at 4% or $30,650 at 6%. |
| 2006 | 1 | 4 | $73,318 | $0 | - |
| Dennis Rose & Associates 401K Profit Sharing Plan | - | 4 | $73,318 | - | - |
| 2005 | 1 | 4 | $64,500 | $0 | - |
| Dennis Rose & Associates 401K Profit Sharing Plan | - | 4 | $64,500 | - | - |
| 2003 | 1 | 4 | $52,392 | $52,392 | $13,098iApproximate average salary by contribution assumption: employee only about $327,450 at 4% or $218,300 at 6%; with 50% employer match about $218,300 at 4% or $145,533 at 6%; with 100% employer match about $163,725 at 4% or $109,150 at 6%. |
| Dennis Rose & Associates 401K Profit Sharing Plan | - | 4 | $52,392 | $52,392 | $13,098iApproximate average salary by contribution assumption: employee only about $327,450 at 4% or $218,300 at 6%; with 50% employer match about $218,300 at 4% or $145,533 at 6%; with 100% employer match about $163,725 at 4% or $109,150 at 6%. |