Civic Intelligence

Rosenberg & Associates LLC

Plan context: Rosenberg & Associates LLC 401(K) P/S Plan

EIN 75-3030602 • Bethesda, MD • 23 filings • 2 plans

4340 E West Hwy Ste 600Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$5,174,487

2024 Contributions

$245,523

Historical Graphs

Total Assets Over Time

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

$5,174,487$2,587,244$0200220142024YearValue
$5,174,487Latest year 2024

Participants Over Time

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

106530200220132024YearValue
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$5,174,487$245,523$4,464iApproximate average salary by contribution assumption: employee only about $111,601 at 4% or $74,401 at 6%; with 50% employer match about $74,401 at 4% or $49,601 at 6%; with 100% employer match about $55,801 at 4% or $37,200 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-55$5,174,487$245,523$4,464iApproximate average salary by contribution assumption: employee only about $111,601 at 4% or $74,401 at 6%; with 50% employer match about $74,401 at 4% or $49,601 at 6%; with 100% employer match about $55,801 at 4% or $37,200 at 6%.
2023148$4,386,358$209,765$4,370iApproximate average salary by contribution assumption: employee only about $109,253 at 4% or $72,835 at 6%; with 50% employer match about $72,835 at 4% or $48,557 at 6%; with 100% employer match about $54,626 at 4% or $36,418 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-48$4,386,358$209,765$4,370iApproximate average salary by contribution assumption: employee only about $109,253 at 4% or $72,835 at 6%; with 50% employer match about $72,835 at 4% or $48,557 at 6%; with 100% employer match about $54,626 at 4% or $36,418 at 6%.
2022148$3,628,546$179,400$3,738iApproximate average salary by contribution assumption: employee only about $93,438 at 4% or $62,292 at 6%; with 50% employer match about $62,292 at 4% or $41,528 at 6%; with 100% employer match about $46,719 at 4% or $31,146 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-48$3,628,546$179,400$3,738iApproximate average salary by contribution assumption: employee only about $93,438 at 4% or $62,292 at 6%; with 50% employer match about $62,292 at 4% or $41,528 at 6%; with 100% employer match about $46,719 at 4% or $31,146 at 6%.
2021157$4,590,701$206,540$3,624iApproximate average salary by contribution assumption: employee only about $90,588 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,261 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-57$4,590,701$206,540$3,624iApproximate average salary by contribution assumption: employee only about $90,588 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,261 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.
2020152$4,204,502$226,933$4,364iApproximate average salary by contribution assumption: employee only about $109,102 at 4% or $72,735 at 6%; with 50% employer match about $72,735 at 4% or $48,490 at 6%; with 100% employer match about $54,551 at 4% or $36,367 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-52$4,204,502$226,933$4,364iApproximate average salary by contribution assumption: employee only about $109,102 at 4% or $72,735 at 6%; with 50% employer match about $72,735 at 4% or $48,490 at 6%; with 100% employer match about $54,551 at 4% or $36,367 at 6%.
2019181$3,893,315$361,438$4,462iApproximate average salary by contribution assumption: employee only about $111,555 at 4% or $74,370 at 6%; with 50% employer match about $74,370 at 4% or $49,580 at 6%; with 100% employer match about $55,777 at 4% or $37,185 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-81$3,893,315$361,438$4,462iApproximate average salary by contribution assumption: employee only about $111,555 at 4% or $74,370 at 6%; with 50% employer match about $74,370 at 4% or $49,580 at 6%; with 100% employer match about $55,777 at 4% or $37,185 at 6%.
2018195$3,058,859$378,470$3,984iApproximate average salary by contribution assumption: employee only about $99,597 at 4% or $66,398 at 6%; with 50% employer match about $66,398 at 4% or $44,265 at 6%; with 100% employer match about $49,799 at 4% or $33,199 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-95$3,058,859$378,470$3,984iApproximate average salary by contribution assumption: employee only about $99,597 at 4% or $66,398 at 6%; with 50% employer match about $66,398 at 4% or $44,265 at 6%; with 100% employer match about $49,799 at 4% or $33,199 at 6%.
20171105$3,105,631$474,207$4,516iApproximate average salary by contribution assumption: employee only about $112,906 at 4% or $75,271 at 6%; with 50% employer match about $75,271 at 4% or $50,181 at 6%; with 100% employer match about $56,453 at 4% or $37,635 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-105$3,105,631$474,207$4,516iApproximate average salary by contribution assumption: employee only about $112,906 at 4% or $75,271 at 6%; with 50% employer match about $75,271 at 4% or $50,181 at 6%; with 100% employer match about $56,453 at 4% or $37,635 at 6%.
20161106$2,363,373$509,163$4,803iApproximate average salary by contribution assumption: employee only about $120,086 at 4% or $80,057 at 6%; with 50% employer match about $80,057 at 4% or $53,371 at 6%; with 100% employer match about $60,043 at 4% or $40,029 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-106$2,363,373$509,163$4,803iApproximate average salary by contribution assumption: employee only about $120,086 at 4% or $80,057 at 6%; with 50% employer match about $80,057 at 4% or $53,371 at 6%; with 100% employer match about $60,043 at 4% or $40,029 at 6%.
2015178$1,773,880$258,716$3,317iApproximate average salary by contribution assumption: employee only about $82,922 at 4% or $55,281 at 6%; with 50% employer match about $55,281 at 4% or $36,854 at 6%; with 100% employer match about $41,461 at 4% or $27,641 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-78$1,773,880$258,716$3,317iApproximate average salary by contribution assumption: employee only about $82,922 at 4% or $55,281 at 6%; with 50% employer match about $55,281 at 4% or $36,854 at 6%; with 100% employer match about $41,461 at 4% or $27,641 at 6%.
2014166$1,843,703$222,131$3,366iApproximate average salary by contribution assumption: employee only about $84,141 at 4% or $56,094 at 6%; with 50% employer match about $56,094 at 4% or $37,396 at 6%; with 100% employer match about $42,070 at 4% or $28,047 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-66$1,843,703$222,131$3,366iApproximate average salary by contribution assumption: employee only about $84,141 at 4% or $56,094 at 6%; with 50% employer match about $56,094 at 4% or $37,396 at 6%; with 100% employer match about $42,070 at 4% or $28,047 at 6%.
2013158$1,589,399$285,894$4,929iApproximate average salary by contribution assumption: employee only about $123,230 at 4% or $82,153 at 6%; with 50% employer match about $82,153 at 4% or $54,769 at 6%; with 100% employer match about $61,615 at 4% or $41,077 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-58$1,589,399$285,894$4,929iApproximate average salary by contribution assumption: employee only about $123,230 at 4% or $82,153 at 6%; with 50% employer match about $82,153 at 4% or $54,769 at 6%; with 100% employer match about $61,615 at 4% or $41,077 at 6%.
2012150$1,112,553$148,655$2,973iApproximate average salary by contribution assumption: employee only about $74,328 at 4% or $49,552 at 6%; with 50% employer match about $49,552 at 4% or $33,034 at 6%; with 100% employer match about $37,164 at 4% or $24,776 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-50$1,112,553$148,655$2,973iApproximate average salary by contribution assumption: employee only about $74,328 at 4% or $49,552 at 6%; with 50% employer match about $49,552 at 4% or $33,034 at 6%; with 100% employer match about $37,164 at 4% or $24,776 at 6%.
2011144$898,774$131,620$2,991iApproximate average salary by contribution assumption: employee only about $74,784 at 4% or $49,856 at 6%; with 50% employer match about $49,856 at 4% or $33,237 at 6%; with 100% employer match about $37,392 at 4% or $24,928 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-44$898,774$131,620$2,991iApproximate average salary by contribution assumption: employee only about $74,784 at 4% or $49,856 at 6%; with 50% employer match about $49,856 at 4% or $33,237 at 6%; with 100% employer match about $37,392 at 4% or $24,928 at 6%.
2010139$825,601$224,126$5,747iApproximate average salary by contribution assumption: employee only about $143,671 at 4% or $95,780 at 6%; with 50% employer match about $95,780 at 4% or $63,854 at 6%; with 100% employer match about $71,835 at 4% or $47,890 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-39$825,601$224,126$5,747iApproximate average salary by contribution assumption: employee only about $143,671 at 4% or $95,780 at 6%; with 50% employer match about $95,780 at 4% or $63,854 at 6%; with 100% employer match about $71,835 at 4% or $47,890 at 6%.
2009122$551,301$213,065$9,685iApproximate average salary by contribution assumption: employee only about $242,119 at 4% or $161,413 at 6%; with 50% employer match about $161,413 at 4% or $107,609 at 6%; with 100% employer match about $121,060 at 4% or $80,706 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-22$551,301$213,065$9,685iApproximate average salary by contribution assumption: employee only about $242,119 at 4% or $161,413 at 6%; with 50% employer match about $161,413 at 4% or $107,609 at 6%; with 100% employer match about $121,060 at 4% or $80,706 at 6%.
2008111$272,109$61,667$5,606iApproximate average salary by contribution assumption: employee only about $140,152 at 4% or $93,435 at 6%; with 50% employer match about $93,435 at 4% or $62,290 at 6%; with 100% employer match about $70,076 at 4% or $46,717 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-11$272,109$61,667$5,606iApproximate average salary by contribution assumption: employee only about $140,152 at 4% or $93,435 at 6%; with 50% employer match about $93,435 at 4% or $62,290 at 6%; with 100% employer match about $70,076 at 4% or $46,717 at 6%.
2007110$304,572$62,837$6,284iApproximate average salary by contribution assumption: employee only about $157,093 at 4% or $104,728 at 6%; with 50% employer match about $104,728 at 4% or $69,819 at 6%; with 100% employer match about $78,546 at 4% or $52,364 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-10$304,572$62,837$6,284iApproximate average salary by contribution assumption: employee only about $157,093 at 4% or $104,728 at 6%; with 50% employer match about $104,728 at 4% or $69,819 at 6%; with 100% employer match about $78,546 at 4% or $52,364 at 6%.
2006110$234,041$40,387$4,039iApproximate average salary by contribution assumption: employee only about $100,968 at 4% or $67,312 at 6%; with 50% employer match about $67,312 at 4% or $44,874 at 6%; with 100% employer match about $50,484 at 4% or $33,656 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-10$234,041$40,387$4,039iApproximate average salary by contribution assumption: employee only about $100,968 at 4% or $67,312 at 6%; with 50% employer match about $67,312 at 4% or $44,874 at 6%; with 100% employer match about $50,484 at 4% or $33,656 at 6%.
2005111$169,710$45,370$4,125iApproximate average salary by contribution assumption: employee only about $103,114 at 4% or $68,742 at 6%; with 50% employer match about $68,742 at 4% or $45,828 at 6%; with 100% employer match about $51,557 at 4% or $34,371 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-11$169,710$45,370$4,125iApproximate average salary by contribution assumption: employee only about $103,114 at 4% or $68,742 at 6%; with 50% employer match about $68,742 at 4% or $45,828 at 6%; with 100% employer match about $51,557 at 4% or $34,371 at 6%.
2004110$0$0-
Rosenberg & Associates LLC 401(K) P/S Plan-10---
200318$72,455$55,462$6,933iApproximate average salary by contribution assumption: employee only about $173,319 at 4% or $115,546 at 6%; with 50% employer match about $115,546 at 4% or $77,031 at 6%; with 100% employer match about $86,659 at 4% or $57,773 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-8$72,455$55,462$6,933iApproximate average salary by contribution assumption: employee only about $173,319 at 4% or $115,546 at 6%; with 50% employer match about $115,546 at 4% or $77,031 at 6%; with 100% employer match about $86,659 at 4% or $57,773 at 6%.
200213$7,335$7,400$2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%.
Rosenberg & Associates LLC 401(K) P/S Plan-3$7,335$7,400$2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%.