David N. Rosen Ltd.
Plan context: David N. Rosen Ltd. Retirement Plan and Trust
EIN 86-0257988 • Phoenix, AZ • 13 filings • 3 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$44,830
2012 Contributions
$11,750
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 0 | - | - | - |
| 2011 | 1 | 1 | $44,830 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | $44,830 | - | - |
| 2010 | 1 | 1 | $118,842 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | $118,842 | - | - |
| 2009 | 1 | 1 | $3,018,752 | $11,750 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | $3,018,752 | $11,750 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| 2008 | 1 | 0 | $2,409,306 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 0 | $2,409,306 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | - | - | - |
| 2006 | 1 | 0 | $3,275,963 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 0 | $3,275,963 | - | - |
| 2005 | 1 | 1 | $4,332,700 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | $4,332,700 | - | - |
| 2004 | 1 | 1 | $2,328,199 | $0 | - |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | $2,328,199 | - | - |
| 2003 | 1 | 1 | $2,226,068 | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| David N. Rosen Ltd. Retirement Plan and Trust | - | 1 | $2,226,068 | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2002 | 1 | 1 | $0 | $145,719 | $145,719iApproximate average salary by contribution assumption: employee only about $3,642,975 at 4% or $2,428,650 at 6%; with 50% employer match about $2,428,650 at 4% or $1,619,100 at 6%; with 100% employer match about $1,821,488 at 4% or $1,214,325 at 6%. |
| DAVID NEAL ROSEN, LTD. DEFINED BENEFIT PENSION PLA | - | 1 | - | $145,719 | $145,719iApproximate average salary by contribution assumption: employee only about $3,642,975 at 4% or $2,428,650 at 6%; with 50% employer match about $2,428,650 at 4% or $1,619,100 at 6%; with 100% employer match about $1,821,488 at 4% or $1,214,325 at 6%. |
| 2001 | 1 | 1 | $1,482,388 | $28,488 | $28,488iApproximate average salary by contribution assumption: employee only about $712,200 at 4% or $474,800 at 6%; with 50% employer match about $474,800 at 4% or $316,533 at 6%; with 100% employer match about $356,100 at 4% or $237,400 at 6%. |
| DAVID NEAL ROSEN, LTD. DEFINED BENEFIT PENSION PLA | - | 1 | $1,482,388 | $28,488 | $28,488iApproximate average salary by contribution assumption: employee only about $712,200 at 4% or $474,800 at 6%; with 50% employer match about $474,800 at 4% or $316,533 at 6%; with 100% employer match about $356,100 at 4% or $237,400 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| DAVID NEAL ROSEN, LTD. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |