Civic Intelligence

Rosewealth Inc.

Plan context: Rosewealth Inc. 401(K) Profit Sharing Plan

EIN 83-2102500 • 8 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$846,885

2025 Contributions

$402,286

Historical Graphs

Total Assets Over Time

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

$846,885$423,443$0201820222025YearValue
$846,885Latest year 2025

Participants Over Time

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

1160201820222025YearValue
2Latest 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
202512$846,885$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-2$846,885--
2024111$158,744$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-11$158,744--
202319$82,707$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-9$82,707--
202216$161,590$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-6$161,590--
202112$257,739$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-2$257,739--
202012$65,364$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-2$65,364--
201912$342,994$0-
Rosewealth Inc. 401(K) Profit Sharing Plan-2$342,994--
201812$402,738$402,286$201,143iApproximate average salary by contribution assumption: employee only about $5,028,575 at 4% or $3,352,383 at 6%; with 50% employer match about $3,352,383 at 4% or $2,234,922 at 6%; with 100% employer match about $2,514,288 at 4% or $1,676,192 at 6%.
Rosewealth Inc. 401(K) Profit Sharing Plan-2$402,738$402,286$201,143iApproximate average salary by contribution assumption: employee only about $5,028,575 at 4% or $3,352,383 at 6%; with 50% employer match about $3,352,383 at 4% or $2,234,922 at 6%; with 100% employer match about $2,514,288 at 4% or $1,676,192 at 6%.