Civic Intelligence

Rosenthal Insurance Services LLC

Plan context: Rosenthal Insurance Services LLC Cash Balance Plan

EIN 84-3943164 • Rancho Mirage, CA • 4 filings • 1 plans

56 Cork TreeRancho Mirage, CA 92270
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$768,836

2025 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$768,836$384,418$0202220242025YearValue
$768,836Latest year 2025

Participants Over Time

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

210202220242025YearValue
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$768,836$0-
Rosenthal Insurance Services LLC Cash Balance Plan-2$768,836$0-
202412$686,217$0-
Rosenthal Insurance Services LLC Cash Balance Plan-2$686,217$0-
202312$648,031$100,000$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%.
Rosenthal Insurance Services LLC Cash Balance Plan-2$648,031$100,000$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%.
202212$522,892$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Rosenthal Insurance Services LLC Cash Balance Plan-2$522,892$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.