Civic Intelligence

KERRI ROSENTHAL, LLC

Plan context: KERRI ROSENTHAL 401(K) PLAN

EIN 81-3368099 • Westport, CT • 7 filings • 1 plans

287 Sturges HwyWestport, CT 06880
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$1,154,243

2025 Contributions

$265,660

Historical Graphs

Total Assets Over Time

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

$1,154,243$577,122$0201920222025YearValue
$1,154,243Latest year 2025

Participants Over Time

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

23120201920222025YearValue
21Latest year 2025

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
2025121$1,154,243$265,660$12,650iApproximate average salary by contribution assumption: employee only about $316,262 at 4% or $210,841 at 6%; with 50% employer match about $210,841 at 4% or $140,561 at 6%; with 100% employer match about $158,131 at 4% or $105,421 at 6%.
KERRI ROSENTHAL 401(K) PLAN-21$1,154,243$265,660$12,650iApproximate average salary by contribution assumption: employee only about $316,262 at 4% or $210,841 at 6%; with 50% employer match about $210,841 at 4% or $140,561 at 6%; with 100% employer match about $158,131 at 4% or $105,421 at 6%.
2024122$750,790$242,379$11,017iApproximate average salary by contribution assumption: employee only about $275,431 at 4% or $183,620 at 6%; with 50% employer match about $183,620 at 4% or $122,414 at 6%; with 100% employer match about $137,715 at 4% or $91,810 at 6%.
KERRI ROSENTHAL 401(K) PLAN-22$750,790$242,379$11,017iApproximate average salary by contribution assumption: employee only about $275,431 at 4% or $183,620 at 6%; with 50% employer match about $183,620 at 4% or $122,414 at 6%; with 100% employer match about $137,715 at 4% or $91,810 at 6%.
2023123$618,510$217,133$9,441iApproximate average salary by contribution assumption: employee only about $236,014 at 4% or $157,343 at 6%; with 50% employer match about $157,343 at 4% or $104,895 at 6%; with 100% employer match about $118,007 at 4% or $78,671 at 6%.
KERRI ROSENTHAL 401(K) PLAN-23$618,510$217,133$9,441iApproximate average salary by contribution assumption: employee only about $236,014 at 4% or $157,343 at 6%; with 50% employer match about $157,343 at 4% or $104,895 at 6%; with 100% employer match about $118,007 at 4% or $78,671 at 6%.
2022121$345,249$243,330$11,587iApproximate average salary by contribution assumption: employee only about $289,679 at 4% or $193,119 at 6%; with 50% employer match about $193,119 at 4% or $128,746 at 6%; with 100% employer match about $144,839 at 4% or $96,560 at 6%.
KERRI ROSENTHAL 401(K) PLAN-21$345,249$243,330$11,587iApproximate average salary by contribution assumption: employee only about $289,679 at 4% or $193,119 at 6%; with 50% employer match about $193,119 at 4% or $128,746 at 6%; with 100% employer match about $144,839 at 4% or $96,560 at 6%.
2021113$205,996$132,581$10,199iApproximate average salary by contribution assumption: employee only about $254,963 at 4% or $169,976 at 6%; with 50% employer match about $169,976 at 4% or $113,317 at 6%; with 100% employer match about $127,482 at 4% or $84,988 at 6%.
KERRI ROSENTHAL 401(K) PLAN-13$205,996$132,581$10,199iApproximate average salary by contribution assumption: employee only about $254,963 at 4% or $169,976 at 6%; with 50% employer match about $169,976 at 4% or $113,317 at 6%; with 100% employer match about $127,482 at 4% or $84,988 at 6%.
202019$57,195$37,752$4,195iApproximate average salary by contribution assumption: employee only about $104,867 at 4% or $69,911 at 6%; with 50% employer match about $69,911 at 4% or $46,607 at 6%; with 100% employer match about $52,433 at 4% or $34,956 at 6%.
KERRI ROSENTHAL 401(K) PLAN-9$57,195$37,752$4,195iApproximate average salary by contribution assumption: employee only about $104,867 at 4% or $69,911 at 6%; with 50% employer match about $69,911 at 4% or $46,607 at 6%; with 100% employer match about $52,433 at 4% or $34,956 at 6%.
201917$17,160$16,281$2,326iApproximate average salary by contribution assumption: employee only about $58,146 at 4% or $38,764 at 6%; with 50% employer match about $38,764 at 4% or $25,843 at 6%; with 100% employer match about $29,073 at 4% or $19,382 at 6%.
KERRI ROSENTHAL 401(K) PLAN-7$17,160$16,281$2,326iApproximate average salary by contribution assumption: employee only about $58,146 at 4% or $38,764 at 6%; with 50% employer match about $38,764 at 4% or $25,843 at 6%; with 100% employer match about $29,073 at 4% or $19,382 at 6%.