Civic Intelligence

Rosenberg, Cooley, Metcalf, L.C.

Plan context: Rosenberg, Cooley, Metcalf, L.C. Retirement Plan

EIN 84-1433992 • Park City, UT • 27 filings • 3 plans

900 Rounds Valley Drive, Suite 100Park City, UT 84060
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$9,211,616

2024 Contributions

$1,158,041

Historical Graphs

Total Assets Over Time

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

$9,211,616$4,605,808$0200420142023YearValue
$9,211,616Latest year 2023

Participants Over Time

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

67340200420142023YearValue
67Latest year 2023

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
202410$0$0-
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan-0---
2023267$9,211,616$1,158,041$17,284iApproximate average salary by contribution assumption: employee only about $432,105 at 4% or $288,070 at 6%; with 50% employer match about $288,070 at 4% or $192,047 at 6%; with 100% employer match about $216,052 at 4% or $144,035 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-67$8,071,958$873,441$13,036iApproximate average salary by contribution assumption: employee only about $325,911 at 4% or $217,274 at 6%; with 50% employer match about $217,274 at 4% or $144,849 at 6%; with 100% employer match about $162,955 at 4% or $108,637 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan-38$1,139,658$284,600$7,489iApproximate average salary by contribution assumption: employee only about $187,237 at 4% or $124,825 at 6%; with 50% employer match about $124,825 at 4% or $83,216 at 6%; with 100% employer match about $93,618 at 4% or $62,412 at 6%.
2022260$6,918,727$941,715$15,695iApproximate average salary by contribution assumption: employee only about $392,381 at 4% or $261,588 at 6%; with 50% employer match about $261,588 at 4% or $174,392 at 6%; with 100% employer match about $196,191 at 4% or $130,794 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-60$6,126,047$672,715$11,212iApproximate average salary by contribution assumption: employee only about $280,298 at 4% or $186,865 at 6%; with 50% employer match about $186,865 at 4% or $124,577 at 6%; with 100% employer match about $140,149 at 4% or $93,433 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan-27$792,680$269,000$9,963iApproximate average salary by contribution assumption: employee only about $249,074 at 4% or $166,049 at 6%; with 50% employer match about $166,049 at 4% or $110,700 at 6%; with 100% employer match about $124,537 at 4% or $83,025 at 6%.
2021256$8,172,733$936,610$16,725iApproximate average salary by contribution assumption: employee only about $418,129 at 4% or $278,753 at 6%; with 50% employer match about $278,753 at 4% or $185,835 at 6%; with 100% employer match about $209,065 at 4% or $139,376 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-56$7,591,761$665,010$11,875iApproximate average salary by contribution assumption: employee only about $296,879 at 4% or $197,920 at 6%; with 50% employer match about $197,920 at 4% or $131,946 at 6%; with 100% employer match about $148,440 at 4% or $98,960 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan-32$580,972$271,600$8,488iApproximate average salary by contribution assumption: employee only about $212,188 at 4% or $141,458 at 6%; with 50% employer match about $141,458 at 4% or $94,306 at 6%; with 100% employer match about $106,094 at 4% or $70,729 at 6%.
2020345$6,156,802$1,200,624$26,681iApproximate average salary by contribution assumption: employee only about $667,013 at 4% or $444,676 at 6%; with 50% employer match about $444,676 at 4% or $296,450 at 6%; with 100% employer match about $333,507 at 4% or $222,338 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-45$5,792,814$874,013$19,423iApproximate average salary by contribution assumption: employee only about $485,563 at 4% or $323,709 at 6%; with 50% employer match about $323,709 at 4% or $215,806 at 6%; with 100% employer match about $242,781 at 4% or $161,854 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan-28$304,907$304,907$10,890iApproximate average salary by contribution assumption: employee only about $272,238 at 4% or $181,492 at 6%; with 50% employer match about $181,492 at 4% or $120,995 at 6%; with 100% employer match about $136,119 at 4% or $90,746 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-9$59,081$21,704$2,412iApproximate average salary by contribution assumption: employee only about $60,289 at 4% or $40,193 at 6%; with 50% employer match about $40,193 at 4% or $26,795 at 6%; with 100% employer match about $30,144 at 4% or $20,096 at 6%.
2019230$4,273,990$311,780$10,393iApproximate average salary by contribution assumption: employee only about $259,817 at 4% or $173,211 at 6%; with 50% employer match about $173,211 at 4% or $115,474 at 6%; with 100% employer match about $129,908 at 4% or $86,606 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-30$4,240,406$279,849$9,328iApproximate average salary by contribution assumption: employee only about $233,207 at 4% or $155,472 at 6%; with 50% employer match about $155,472 at 4% or $103,648 at 6%; with 100% employer match about $116,604 at 4% or $77,736 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-3$33,584$31,931$10,644iApproximate average salary by contribution assumption: employee only about $266,092 at 4% or $177,394 at 6%; with 50% employer match about $177,394 at 4% or $118,263 at 6%; with 100% employer match about $133,046 at 4% or $88,697 at 6%.
2018135$3,425,940$495,384$14,154iApproximate average salary by contribution assumption: employee only about $353,846 at 4% or $235,897 at 6%; with 50% employer match about $235,897 at 4% or $157,265 at 6%; with 100% employer match about $176,923 at 4% or $117,949 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-35$3,425,940$495,384$14,154iApproximate average salary by contribution assumption: employee only about $353,846 at 4% or $235,897 at 6%; with 50% employer match about $235,897 at 4% or $157,265 at 6%; with 100% employer match about $176,923 at 4% or $117,949 at 6%.
2017121$3,266,920$248,546$11,836iApproximate average salary by contribution assumption: employee only about $295,888 at 4% or $197,259 at 6%; with 50% employer match about $197,259 at 4% or $131,506 at 6%; with 100% employer match about $147,944 at 4% or $98,629 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-21$3,266,920$248,546$11,836iApproximate average salary by contribution assumption: employee only about $295,888 at 4% or $197,259 at 6%; with 50% employer match about $197,259 at 4% or $131,506 at 6%; with 100% employer match about $147,944 at 4% or $98,629 at 6%.
2016121$2,713,743$215,718$10,272iApproximate average salary by contribution assumption: employee only about $256,807 at 4% or $171,205 at 6%; with 50% employer match about $171,205 at 4% or $114,137 at 6%; with 100% employer match about $128,404 at 4% or $85,602 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-21$2,713,743$215,718$10,272iApproximate average salary by contribution assumption: employee only about $256,807 at 4% or $171,205 at 6%; with 50% employer match about $171,205 at 4% or $114,137 at 6%; with 100% employer match about $128,404 at 4% or $85,602 at 6%.
2015118$2,272,511$199,842$11,102iApproximate average salary by contribution assumption: employee only about $277,558 at 4% or $185,039 at 6%; with 50% employer match about $185,039 at 4% or $123,359 at 6%; with 100% employer match about $138,779 at 4% or $92,519 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-18$2,272,511$199,842$11,102iApproximate average salary by contribution assumption: employee only about $277,558 at 4% or $185,039 at 6%; with 50% employer match about $185,039 at 4% or $123,359 at 6%; with 100% employer match about $138,779 at 4% or $92,519 at 6%.
2014120$2,272,512$160,518$8,026iApproximate average salary by contribution assumption: employee only about $200,648 at 4% or $133,765 at 6%; with 50% employer match about $133,765 at 4% or $89,177 at 6%; with 100% employer match about $100,324 at 4% or $66,883 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-20$2,272,512$160,518$8,026iApproximate average salary by contribution assumption: employee only about $200,648 at 4% or $133,765 at 6%; with 50% employer match about $133,765 at 4% or $89,177 at 6%; with 100% employer match about $100,324 at 4% or $66,883 at 6%.
2013119$1,996,592$166,911$8,785iApproximate average salary by contribution assumption: employee only about $219,620 at 4% or $146,413 at 6%; with 50% employer match about $146,413 at 4% or $97,609 at 6%; with 100% employer match about $109,810 at 4% or $73,207 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-19$1,996,592$166,911$8,785iApproximate average salary by contribution assumption: employee only about $219,620 at 4% or $146,413 at 6%; with 50% employer match about $146,413 at 4% or $97,609 at 6%; with 100% employer match about $109,810 at 4% or $73,207 at 6%.
2012119$1,498,289$162,801$8,568iApproximate average salary by contribution assumption: employee only about $214,212 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,205 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-19$1,498,289$162,801$8,568iApproximate average salary by contribution assumption: employee only about $214,212 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,205 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
2011118$1,202,832$139,270$7,737iApproximate average salary by contribution assumption: employee only about $193,431 at 4% or $128,954 at 6%; with 50% employer match about $128,954 at 4% or $85,969 at 6%; with 100% employer match about $96,715 at 4% or $64,477 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-18$1,202,832$139,270$7,737iApproximate average salary by contribution assumption: employee only about $193,431 at 4% or $128,954 at 6%; with 50% employer match about $128,954 at 4% or $85,969 at 6%; with 100% employer match about $96,715 at 4% or $64,477 at 6%.
2010119$1,134,691$119,443$6,286iApproximate average salary by contribution assumption: employee only about $157,162 at 4% or $104,775 at 6%; with 50% employer match about $104,775 at 4% or $69,850 at 6%; with 100% employer match about $78,581 at 4% or $52,387 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-19$1,134,691$119,443$6,286iApproximate average salary by contribution assumption: employee only about $157,162 at 4% or $104,775 at 6%; with 50% employer match about $104,775 at 4% or $69,850 at 6%; with 100% employer match about $78,581 at 4% or $52,387 at 6%.
2009117$883,370$118,491$6,970iApproximate average salary by contribution assumption: employee only about $174,251 at 4% or $116,168 at 6%; with 50% employer match about $116,168 at 4% or $77,445 at 6%; with 100% employer match about $87,126 at 4% or $58,084 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-17$883,370$118,491$6,970iApproximate average salary by contribution assumption: employee only about $174,251 at 4% or $116,168 at 6%; with 50% employer match about $116,168 at 4% or $77,445 at 6%; with 100% employer match about $87,126 at 4% or $58,084 at 6%.
2008122$559,138$111,221$5,056iApproximate average salary by contribution assumption: employee only about $126,388 at 4% or $84,258 at 6%; with 50% employer match about $84,258 at 4% or $56,172 at 6%; with 100% employer match about $63,194 at 4% or $42,129 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-22$559,138$111,221$5,056iApproximate average salary by contribution assumption: employee only about $126,388 at 4% or $84,258 at 6%; with 50% employer match about $84,258 at 4% or $56,172 at 6%; with 100% employer match about $63,194 at 4% or $42,129 at 6%.
2007118$804,691$114,206$6,345iApproximate average salary by contribution assumption: employee only about $158,619 at 4% or $105,746 at 6%; with 50% employer match about $105,746 at 4% or $70,498 at 6%; with 100% employer match about $79,310 at 4% or $52,873 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-18$804,691$114,206$6,345iApproximate average salary by contribution assumption: employee only about $158,619 at 4% or $105,746 at 6%; with 50% employer match about $105,746 at 4% or $70,498 at 6%; with 100% employer match about $79,310 at 4% or $52,873 at 6%.
2006122$645,529$109,430$4,974iApproximate average salary by contribution assumption: employee only about $124,352 at 4% or $82,902 at 6%; with 50% employer match about $82,902 at 4% or $55,268 at 6%; with 100% employer match about $62,176 at 4% or $41,451 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-22$645,529$109,430$4,974iApproximate average salary by contribution assumption: employee only about $124,352 at 4% or $82,902 at 6%; with 50% employer match about $82,902 at 4% or $55,268 at 6%; with 100% employer match about $62,176 at 4% or $41,451 at 6%.
2005117$472,602$94,526$5,560iApproximate average salary by contribution assumption: employee only about $139,009 at 4% or $92,673 at 6%; with 50% employer match about $92,673 at 4% or $61,782 at 6%; with 100% employer match about $69,504 at 4% or $46,336 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-17$472,602$94,526$5,560iApproximate average salary by contribution assumption: employee only about $139,009 at 4% or $92,673 at 6%; with 50% employer match about $92,673 at 4% or $61,782 at 6%; with 100% employer match about $69,504 at 4% or $46,336 at 6%.
2004116$345,693$326,700$20,419iApproximate average salary by contribution assumption: employee only about $510,469 at 4% or $340,313 at 6%; with 50% employer match about $340,313 at 4% or $226,875 at 6%; with 100% employer match about $255,234 at 4% or $170,156 at 6%.
Rosenberg, Cooley, Metcalf, L.C. Retirement Plan-16$345,693$326,700$20,419iApproximate average salary by contribution assumption: employee only about $510,469 at 4% or $340,313 at 6%; with 50% employer match about $340,313 at 4% or $226,875 at 6%; with 100% employer match about $255,234 at 4% or $170,156 at 6%.