Civic Intelligence

Rosanne LLC

Plan context: EDMOND, LLC CASH BALANCE PLAN

EIN 76-0394403 • Houston, TX • 19 filings • 3 plans

1517 San JacintoHouston, TX 77002
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$916,146

2024 Contributions

$234,500

Historical Graphs

Total Assets Over Time

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

$1,278,285$639,143$0200820182024YearValue
$916,146Latest year 2024

Participants Over Time

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

320200820182024YearValue
3Latest 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
202423$916,146$234,500$78,167iApproximate average salary by contribution assumption: employee only about $1,954,167 at 4% or $1,302,778 at 6%; with 50% employer match about $1,302,778 at 4% or $868,519 at 6%; with 100% employer match about $977,083 at 4% or $651,389 at 6%.
EDMOND, LLC CASH BALANCE PLAN-3$640,176$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
Rosanne LLC Profit Sharing Plan-3$275,970$64,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
202323$720,981$208,544$69,515iApproximate average salary by contribution assumption: employee only about $1,737,867 at 4% or $1,158,578 at 6%; with 50% employer match about $1,158,578 at 4% or $772,385 at 6%; with 100% employer match about $868,933 at 4% or $579,289 at 6%.
EDMOND, LLC CASH BALANCE PLAN-3$506,425$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Rosanne LLC Profit Sharing Plan-3$214,556$43,544$14,515iApproximate average salary by contribution assumption: employee only about $362,867 at 4% or $241,911 at 6%; with 50% employer match about $241,911 at 4% or $161,274 at 6%; with 100% employer match about $181,433 at 4% or $120,956 at 6%.
202223$495,382$234,500$78,167iApproximate average salary by contribution assumption: employee only about $1,954,167 at 4% or $1,302,778 at 6%; with 50% employer match about $1,302,778 at 4% or $868,519 at 6%; with 100% employer match about $977,083 at 4% or $651,389 at 6%.
EDMOND, LLC CASH BALANCE PLAN-3$321,552$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
Rosanne LLC Profit Sharing Plan-3$173,830$64,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
202123$275,243$229,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
EDMOND, LLC CASH BALANCE PLAN-3$165,000$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Rosanne LLC Profit Sharing Plan-3$110,243$64,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
202013$206,085$65,186$21,729iApproximate average salary by contribution assumption: employee only about $543,217 at 4% or $362,144 at 6%; with 50% employer match about $362,144 at 4% or $241,430 at 6%; with 100% employer match about $271,608 at 4% or $181,072 at 6%.
Rosanne LLC Profit Sharing Plan-3$206,085$65,186$21,729iApproximate average salary by contribution assumption: employee only about $543,217 at 4% or $362,144 at 6%; with 50% employer match about $362,144 at 4% or $241,430 at 6%; with 100% employer match about $271,608 at 4% or $181,072 at 6%.
201912$140,867$60,653$30,327iApproximate average salary by contribution assumption: employee only about $758,163 at 4% or $505,442 at 6%; with 50% employer match about $505,442 at 4% or $336,961 at 6%; with 100% employer match about $379,081 at 4% or $252,721 at 6%.
Rosanne LLC Profit Sharing Plan-2$140,867$60,653$30,327iApproximate average salary by contribution assumption: employee only about $758,163 at 4% or $505,442 at 6%; with 50% employer match about $505,442 at 4% or $336,961 at 6%; with 100% employer match about $379,081 at 4% or $252,721 at 6%.
201813$92,888$68,328$22,776iApproximate average salary by contribution assumption: employee only about $569,400 at 4% or $379,600 at 6%; with 50% employer match about $379,600 at 4% or $253,067 at 6%; with 100% employer match about $284,700 at 4% or $189,800 at 6%.
Rosanne LLC Profit Sharing Plan-3$92,888$68,328$22,776iApproximate average salary by contribution assumption: employee only about $569,400 at 4% or $379,600 at 6%; with 50% employer match about $379,600 at 4% or $253,067 at 6%; with 100% employer match about $284,700 at 4% or $189,800 at 6%.
201712$197,484$54,994$27,497iApproximate average salary by contribution assumption: employee only about $687,425 at 4% or $458,283 at 6%; with 50% employer match about $458,283 at 4% or $305,522 at 6%; with 100% employer match about $343,713 at 4% or $229,142 at 6%.
Rosanne LLC Profit Sharing Plan-2$197,484$54,994$27,497iApproximate average salary by contribution assumption: employee only about $687,425 at 4% or $458,283 at 6%; with 50% employer match about $458,283 at 4% or $305,522 at 6%; with 100% employer match about $343,713 at 4% or $229,142 at 6%.
201613$149,509$55,490$18,497iApproximate average salary by contribution assumption: employee only about $462,417 at 4% or $308,278 at 6%; with 50% employer match about $308,278 at 4% or $205,519 at 6%; with 100% employer match about $231,208 at 4% or $154,139 at 6%.
Rosanne LLC Profit Sharing Plan-3$149,509$55,490$18,497iApproximate average salary by contribution assumption: employee only about $462,417 at 4% or $308,278 at 6%; with 50% employer match about $308,278 at 4% or $205,519 at 6%; with 100% employer match about $231,208 at 4% or $154,139 at 6%.
201513$102,109$53,095$17,698iApproximate average salary by contribution assumption: employee only about $442,458 at 4% or $294,972 at 6%; with 50% employer match about $294,972 at 4% or $196,648 at 6%; with 100% employer match about $221,229 at 4% or $147,486 at 6%.
Rosanne LLC Profit Sharing Plan-3$102,109$53,095$17,698iApproximate average salary by contribution assumption: employee only about $442,458 at 4% or $294,972 at 6%; with 50% employer match about $294,972 at 4% or $196,648 at 6%; with 100% employer match about $221,229 at 4% or $147,486 at 6%.
201413$53,094$53,094$17,698iApproximate average salary by contribution assumption: employee only about $442,450 at 4% or $294,967 at 6%; with 50% employer match about $294,967 at 4% or $196,644 at 6%; with 100% employer match about $221,225 at 4% or $147,483 at 6%.
Rosanne LLC Profit Sharing Plan-3$53,094$53,094$17,698iApproximate average salary by contribution assumption: employee only about $442,450 at 4% or $294,967 at 6%; with 50% employer match about $294,967 at 4% or $196,644 at 6%; with 100% employer match about $221,225 at 4% or $147,483 at 6%.
201110$0$0-
ROSANNE, INC. DEFINED BENEFIT PENSION PLAN-0---
201012$1,278,285$0-
ROSANNE, INC. DEFINED BENEFIT PENSION PLAN-2$1,278,285--
200912$1,104,537$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
ROSANNE, INC. DEFINED BENEFIT PENSION PLAN-2$1,104,537$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
200812$588,298$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
ROSANNE, INC. DEFINED BENEFIT PENSION PLAN-2$588,298$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Rosanne LLC | EIN 76-0394403 | 2024 Form 5500 Company Profile