Howard J. Rosen, M.D. Inc.
Plan context: Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan
EIN 77-0575892 • Goleta, CA • 25 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,951,050
2025 Contributions
$250,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,951,050 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,951,050 | $0 | - |
| 2024 | 1 | 2 | $1,810,707 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,810,707 | $0 | - |
| 2023 | 1 | 2 | $1,864,210 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,864,210 | $0 | - |
| 2022 | 1 | 2 | $1,810,707 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,810,707 | $0 | - |
| 2021 | 1 | 0 | $2,002,478 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 0 | $2,002,478 | - | - |
| 2020 | 1 | 0 | $1,951,107 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 0 | $1,951,107 | - | - |
| 2019 | 1 | 0 | $1,866,286 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 0 | $1,866,286 | - | - |
| 2018 | 1 | 1 | $1,805,372 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 1 | $1,805,372 | - | - |
| 2017 | 1 | 4 | $1,779,617 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $1,779,617 | - | - |
| 2016 | 1 | 4 | $1,540,374 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 4 | $1,540,374 | $0 | - |
| 2015 | 1 | 8 | $1,764,693 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 8 | $1,764,693 | $0 | - |
| 2014 | 1 | 5 | $3,033,601 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $3,033,601 | $0 | - |
| 2013 | 1 | 5 | $2,930,366 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $2,930,366 | $0 | - |
| 2012 | 2 | 5 | $5,773,158 | $0 | - |
| HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,886,579 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 5 | $2,886,579 | $0 | - |
| 2011 | 1 | 5 | $2,813,034 | $0 | - |
| HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,813,034 | $0 | - |
| 2010 | 1 | 5 | $2,592,809 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,592,809 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2009 | 1 | 6 | $2,456,725 | $225,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $2,456,725 | $225,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2008 | 1 | 6 | $2,415,239 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $2,415,239 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2006 | 2 | 2 | $1,967,052 | $1,645,706 | $822,853iApproximate average salary by contribution assumption: employee only about $20,571,325 at 4% or $13,714,217 at 6%; with 50% employer match about $13,714,217 at 4% or $9,142,811 at 6%; with 100% employer match about $10,285,663 at 4% or $6,857,108 at 6%. |
| Howard J. Rosen, M.D. Inc. Defined Benefit Pension Plan | - | 2 | $1,967,052 | $1,645,706 | $822,853iApproximate average salary by contribution assumption: employee only about $20,571,325 at 4% or $13,714,217 at 6%; with 50% employer match about $13,714,217 at 4% or $9,142,811 at 6%; with 100% employer match about $10,285,663 at 4% or $6,857,108 at 6%. |
| HOWARD J. ROSEN, M.D., INC. PROFIT SHARING 401K PLAN | - | 0 | - | - | - |
| 2005 | 1 | 2 | $1,389,657 | $48,481 | $24,241iApproximate average salary by contribution assumption: employee only about $606,013 at 4% or $404,008 at 6%; with 50% employer match about $404,008 at 4% or $269,339 at 6%; with 100% employer match about $303,006 at 4% or $202,004 at 6%. |
| HOWARD J. ROSEN, M.D., INC. PROFIT SHARING 401K PLAN | - | 2 | $1,389,657 | $48,481 | $24,241iApproximate average salary by contribution assumption: employee only about $606,013 at 4% or $404,008 at 6%; with 50% employer match about $404,008 at 4% or $269,339 at 6%; with 100% employer match about $303,006 at 4% or $202,004 at 6%. |
| 2004 | 1 | 3 | $1,191,110 | $78,289 | $26,096iApproximate average salary by contribution assumption: employee only about $652,408 at 4% or $434,939 at 6%; with 50% employer match about $434,939 at 4% or $289,959 at 6%; with 100% employer match about $326,204 at 4% or $217,469 at 6%. |
| HOWARD J. ROSEN, M.D., INC. PROFIT SHARING 401K PLAN | - | 3 | $1,191,110 | $78,289 | $26,096iApproximate average salary by contribution assumption: employee only about $652,408 at 4% or $434,939 at 6%; with 50% employer match about $434,939 at 4% or $289,959 at 6%; with 100% employer match about $326,204 at 4% or $217,469 at 6%. |
| 2002 | 1 | 6 | $48,320 | $48,320 | $8,053iApproximate average salary by contribution assumption: employee only about $201,333 at 4% or $134,222 at 6%; with 50% employer match about $134,222 at 4% or $89,481 at 6%; with 100% employer match about $100,667 at 4% or $67,111 at 6%. |
| HOWARD J. ROSEN, M.D., INC. PROFIT SHARING PLAN | - | 6 | $48,320 | $48,320 | $8,053iApproximate average salary by contribution assumption: employee only about $201,333 at 4% or $134,222 at 6%; with 50% employer match about $134,222 at 4% or $89,481 at 6%; with 100% employer match about $100,667 at 4% or $67,111 at 6%. |