White Rose Financial Inc.
Plan context: White Rose Financial Inc. Psp
EIN 86-0706990 • Phoenix, AZ • 11 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$403,722
2019 Contributions
$17,500
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $403,722 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| White Rose Financial Inc. Psp | - | 1 | $403,722 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2018 | 1 | 1 | $318,488 | $17,586 | $17,586iApproximate average salary by contribution assumption: employee only about $439,650 at 4% or $293,100 at 6%; with 50% employer match about $293,100 at 4% or $195,400 at 6%; with 100% employer match about $219,825 at 4% or $146,550 at 6%. |
| White Rose Financial Inc. Psp | - | 1 | $318,488 | $17,586 | $17,586iApproximate average salary by contribution assumption: employee only about $439,650 at 4% or $293,100 at 6%; with 50% employer match about $293,100 at 4% or $195,400 at 6%; with 100% employer match about $219,825 at 4% or $146,550 at 6%. |
| 2017 | 1 | 1 | $291,117 | $0 | - |
| White Rose Financial Inc. Psp | - | 1 | $291,117 | - | - |
| 2016 | 1 | 1 | $280,219 | $0 | - |
| White Rose Financial Inc. Psp | - | 1 | $280,219 | - | - |
| 2015 | 1 | 1 | $282,471 | $0 | - |
| White Rose Financial Inc. Psp | - | 1 | $282,471 | - | - |
| 2014 | 1 | 1 | $294,346 | $17,586 | $17,586iApproximate average salary by contribution assumption: employee only about $439,650 at 4% or $293,100 at 6%; with 50% employer match about $293,100 at 4% or $195,400 at 6%; with 100% employer match about $219,825 at 4% or $146,550 at 6%. |
| White Rose Financial Inc. Psp | - | 1 | $294,346 | $17,586 | $17,586iApproximate average salary by contribution assumption: employee only about $439,650 at 4% or $293,100 at 6%; with 50% employer match about $293,100 at 4% or $195,400 at 6%; with 100% employer match about $219,825 at 4% or $146,550 at 6%. |
| 2013 | 1 | 1 | $291,121 | $17,586 | $17,586iApproximate average salary by contribution assumption: employee only about $439,650 at 4% or $293,100 at 6%; with 50% employer match about $293,100 at 4% or $195,400 at 6%; with 100% employer match about $219,825 at 4% or $146,550 at 6%. |
| White Rose Financial Inc. Psp | - | 1 | $291,121 | $17,586 | $17,586iApproximate average salary by contribution assumption: employee only about $439,650 at 4% or $293,100 at 6%; with 50% employer match about $293,100 at 4% or $195,400 at 6%; with 100% employer match about $219,825 at 4% or $146,550 at 6%. |
| 2012 | 1 | 1 | $298,533 | $0 | - |
| White Rose Financial Inc. Psp | - | 1 | $298,533 | - | - |
| 2011 | 1 | 1 | $280,151 | $25,833 | $25,833iApproximate average salary by contribution assumption: employee only about $645,825 at 4% or $430,550 at 6%; with 50% employer match about $430,550 at 4% or $287,033 at 6%; with 100% employer match about $322,913 at 4% or $215,275 at 6%. |
| White Rose Financial Inc. Psp | - | 1 | $280,151 | $25,833 | $25,833iApproximate average salary by contribution assumption: employee only about $645,825 at 4% or $430,550 at 6%; with 50% employer match about $430,550 at 4% or $287,033 at 6%; with 100% employer match about $322,913 at 4% or $215,275 at 6%. |
| 2010 | 1 | 1 | $243,867 | $25,833 | $25,833iApproximate average salary by contribution assumption: employee only about $645,825 at 4% or $430,550 at 6%; with 50% employer match about $430,550 at 4% or $287,033 at 6%; with 100% employer match about $322,913 at 4% or $215,275 at 6%. |
| White Rose Financial Inc. Psp | - | 1 | $243,867 | $25,833 | $25,833iApproximate average salary by contribution assumption: employee only about $645,825 at 4% or $430,550 at 6%; with 50% employer match about $430,550 at 4% or $287,033 at 6%; with 100% employer match about $322,913 at 4% or $215,275 at 6%. |
| 2009 | 1 | 1 | $224,805 | $25,833 | $25,833iApproximate average salary by contribution assumption: employee only about $645,825 at 4% or $430,550 at 6%; with 50% employer match about $430,550 at 4% or $287,033 at 6%; with 100% employer match about $322,913 at 4% or $215,275 at 6%. |
| WHITE ROSE FINANCIAL INC PSP | - | 1 | $224,805 | $25,833 | $25,833iApproximate average salary by contribution assumption: employee only about $645,825 at 4% or $430,550 at 6%; with 50% employer match about $430,550 at 4% or $287,033 at 6%; with 100% employer match about $322,913 at 4% or $215,275 at 6%. |