Rosen Investment Advisors Ltd.
Plan context: Rosen Investment Advisors Ltd. Defined Benefit Pension Plan
EIN 86-0566357 • 2 filings • 2 plans
Current Snapshot
Latest Year
2000
2000 Participants
49
2000 Assets
$227,248
2000 Contributions
$130,000
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 49 | $0 | $0 | - |
| LINCOLN FINANCIAL SIMPLIFIED 401K PLAN | - | 49 | - | - | - |
| 1999 | 1 | 3 | $227,248 | $130,000 | $43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%. |
| Rosen Investment Advisors Ltd. Defined Benefit Pension Plan | - | 3 | $227,248 | $130,000 | $43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%. |