Civic Intelligence

Robert J. Rosen, M.D., P.A.

Plan context: Profit Sharing Plan

EIN 74-1916874 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$3,531,107

2008 Contributions

$17,000

Historical Graphs

Total Assets Over Time

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

$4,091,100$2,045,550$0199920032008YearValue
$3,531,107Latest year 2008

Participants Over Time

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

630199920032007YearValue
5Latest year 2007

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
200810$3,531,107$0-
Profit Sharing Plan-0$3,531,107--
200715$0$0-
Profit Sharing Plan-5---
200615$4,091,100$0-
Profit Sharing Plan-5$4,091,100--
200515$3,650,621$0-
Profit Sharing Plan-5$3,650,621--
200415$3,685,737$0-
Profit Sharing Plan-5$3,685,737--
200316$3,221,187$0-
Profit Sharing Plan-6$3,221,187--
200215$2,760,298$17,000$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
Profit Sharing Plan-5$2,760,298$17,000$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
200115$2,943,456$0-
Profit Sharing Plan-5$2,943,456--
200015$2,898,767$21,997$4,399iApproximate average salary by contribution assumption: employee only about $109,985 at 4% or $73,323 at 6%; with 50% employer match about $73,323 at 4% or $48,882 at 6%; with 100% employer match about $54,992 at 4% or $36,662 at 6%.
Profit Sharing Plan-5$2,898,767$21,997$4,399iApproximate average salary by contribution assumption: employee only about $109,985 at 4% or $73,323 at 6%; with 50% employer match about $73,323 at 4% or $48,882 at 6%; with 100% employer match about $54,992 at 4% or $36,662 at 6%.
199914$3,266,895$31,750$7,938iApproximate average salary by contribution assumption: employee only about $198,438 at 4% or $132,292 at 6%; with 50% employer match about $132,292 at 4% or $88,194 at 6%; with 100% employer match about $99,219 at 4% or $66,146 at 6%.
Profit Sharing Plan-4$3,266,895$31,750$7,938iApproximate average salary by contribution assumption: employee only about $198,438 at 4% or $132,292 at 6%; with 50% employer match about $132,292 at 4% or $88,194 at 6%; with 100% employer match about $99,219 at 4% or $66,146 at 6%.