Rose & Company Inc.
Plan context: Rose & Company Inc. 401(K) Plan
EIN 86-0840245 • Scottsdale, AZ • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,004,892
2024 Contributions
$62,025
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,004,892 | $62,025 | $20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%. |
| Rose & Company Inc. 401(K) Plan | - | 3 | $2,004,892 | $62,025 | $20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%. |
| 2023 | 1 | 1 | $1,829,122 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,829,122 | $0 | - |
| 2021 | 1 | 1 | $1,756,128 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,756,128 | $0 | - |
| 2020 | 1 | 1 | $1,752,140 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,752,140 | $0 | - |
| 2019 | 1 | 1 | $1,734,176 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,734,176 | $0 | - |
| 2018 | 1 | 1 | $1,504,434 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,504,434 | $0 | - |
| 2017 | 1 | 1 | $1,553,462 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,553,462 | $0 | - |
| 2016 | 1 | 1 | $1,417,569 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,417,569 | $0 | - |
| 2015 | 1 | 1 | $1,377,588 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,377,588 | $0 | - |
| 2014 | 1 | 1 | $1,364,713 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,364,713 | $0 | - |
| 2013 | 1 | 1 | $1,286,621 | $0 | - |
| Rose & Company Inc. 401(K) Plan | - | 1 | $1,286,621 | $0 | - |
| 2012 | 1 | 2 | $1,103,413 | $874,753 | $437,377iApproximate average salary by contribution assumption: employee only about $10,934,413 at 4% or $7,289,608 at 6%; with 50% employer match about $7,289,608 at 4% or $4,859,739 at 6%; with 100% employer match about $5,467,206 at 4% or $3,644,804 at 6%. |
| Rose & Company Inc. 401(K) Plan | - | 2 | $1,103,413 | $874,753 | $437,377iApproximate average salary by contribution assumption: employee only about $10,934,413 at 4% or $7,289,608 at 6%; with 50% employer match about $7,289,608 at 4% or $4,859,739 at 6%; with 100% employer match about $5,467,206 at 4% or $3,644,804 at 6%. |
| 2009 | 1 | 2 | $706,063 | $0 | - |
| ROSE & COMPANY, INC. DEFINED BENEFIT PLAN | - | 2 | $706,063 | $0 | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| ROSE & COMPANY, INC. MONEY PURCHASE PLAN | - | 1 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| ROSE & COMPANY, INC. MONEY PURCHASE PLAN | - | 2 | - | - | - |