Civic Intelligence

ROSENBERG ASSOCIATES

Plan context: ROSENBERG & ASSOCIATES 401K PLAN

EIN 87-0472438 • St. George, UT • 10 filings • 2 plans

352 East Riverside Dr., Suite A2St. George, UT 84790
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$2,953,238

2025 Contributions

$401,480

Historical Graphs

Total Assets Over Time

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

$2,953,238$1,476,619$0201620212025YearValue
$2,953,238Latest year 2025

Participants Over Time

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

31160201620212025YearValue
31Latest 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
2025131$2,953,238$401,480$12,951iApproximate average salary by contribution assumption: employee only about $323,774 at 4% or $215,849 at 6%; with 50% employer match about $215,849 at 4% or $143,900 at 6%; with 100% employer match about $161,887 at 4% or $107,925 at 6%.
ROSENBERG & ASSOCIATES 401K PLAN-31$2,953,238$401,480$12,951iApproximate average salary by contribution assumption: employee only about $323,774 at 4% or $215,849 at 6%; with 50% employer match about $215,849 at 4% or $143,900 at 6%; with 100% employer match about $161,887 at 4% or $107,925 at 6%.
2024129$2,114,597$311,708$10,749iApproximate average salary by contribution assumption: employee only about $268,714 at 4% or $179,143 at 6%; with 50% employer match about $179,143 at 4% or $119,428 at 6%; with 100% employer match about $134,357 at 4% or $89,571 at 6%.
ROSENBERG & ASSOCIATES 401K PLAN-29$2,114,597$311,708$10,749iApproximate average salary by contribution assumption: employee only about $268,714 at 4% or $179,143 at 6%; with 50% employer match about $179,143 at 4% or $119,428 at 6%; with 100% employer match about $134,357 at 4% or $89,571 at 6%.
2023125$1,667,144$301,404$12,056iApproximate average salary by contribution assumption: employee only about $301,404 at 4% or $200,936 at 6%; with 50% employer match about $200,936 at 4% or $133,957 at 6%; with 100% employer match about $150,702 at 4% or $100,468 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-25$1,667,144$301,404$12,056iApproximate average salary by contribution assumption: employee only about $301,404 at 4% or $200,936 at 6%; with 50% employer match about $200,936 at 4% or $133,957 at 6%; with 100% employer match about $150,702 at 4% or $100,468 at 6%.
2022124$1,122,392$226,623$9,443iApproximate average salary by contribution assumption: employee only about $236,066 at 4% or $157,377 at 6%; with 50% employer match about $157,377 at 4% or $104,918 at 6%; with 100% employer match about $118,033 at 4% or $78,689 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-24$1,122,392$226,623$9,443iApproximate average salary by contribution assumption: employee only about $236,066 at 4% or $157,377 at 6%; with 50% employer match about $157,377 at 4% or $104,918 at 6%; with 100% employer match about $118,033 at 4% or $78,689 at 6%.
2021122$1,123,105$181,218$8,237iApproximate average salary by contribution assumption: employee only about $205,930 at 4% or $137,286 at 6%; with 50% employer match about $137,286 at 4% or $91,524 at 6%; with 100% employer match about $102,965 at 4% or $68,643 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-22$1,123,105$181,218$8,237iApproximate average salary by contribution assumption: employee only about $205,930 at 4% or $137,286 at 6%; with 50% employer match about $137,286 at 4% or $91,524 at 6%; with 100% employer match about $102,965 at 4% or $68,643 at 6%.
2020124$859,061$166,753$6,948iApproximate average salary by contribution assumption: employee only about $173,701 at 4% or $115,801 at 6%; with 50% employer match about $115,801 at 4% or $77,200 at 6%; with 100% employer match about $86,851 at 4% or $57,900 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-24$859,061$166,753$6,948iApproximate average salary by contribution assumption: employee only about $173,701 at 4% or $115,801 at 6%; with 50% employer match about $115,801 at 4% or $77,200 at 6%; with 100% employer match about $86,851 at 4% or $57,900 at 6%.
2019124$561,685$146,431$6,101iApproximate average salary by contribution assumption: employee only about $152,532 at 4% or $101,688 at 6%; with 50% employer match about $101,688 at 4% or $67,792 at 6%; with 100% employer match about $76,266 at 4% or $50,844 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-24$561,685$146,431$6,101iApproximate average salary by contribution assumption: employee only about $152,532 at 4% or $101,688 at 6%; with 50% employer match about $101,688 at 4% or $67,792 at 6%; with 100% employer match about $76,266 at 4% or $50,844 at 6%.
2018122$337,975$130,349$5,925iApproximate average salary by contribution assumption: employee only about $148,124 at 4% or $98,749 at 6%; with 50% employer match about $98,749 at 4% or $65,833 at 6%; with 100% employer match about $74,062 at 4% or $49,375 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-22$337,975$130,349$5,925iApproximate average salary by contribution assumption: employee only about $148,124 at 4% or $98,749 at 6%; with 50% employer match about $98,749 at 4% or $65,833 at 6%; with 100% employer match about $74,062 at 4% or $49,375 at 6%.
2017119$233,023$106,591$5,610iApproximate average salary by contribution assumption: employee only about $140,251 at 4% or $93,501 at 6%; with 50% employer match about $93,501 at 4% or $62,334 at 6%; with 100% employer match about $70,126 at 4% or $46,750 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-19$233,023$106,591$5,610iApproximate average salary by contribution assumption: employee only about $140,251 at 4% or $93,501 at 6%; with 50% employer match about $93,501 at 4% or $62,334 at 6%; with 100% employer match about $70,126 at 4% or $46,750 at 6%.
2016117$96,182$94,956$5,586iApproximate average salary by contribution assumption: employee only about $139,641 at 4% or $93,094 at 6%; with 50% employer match about $93,094 at 4% or $62,063 at 6%; with 100% employer match about $69,821 at 4% or $46,547 at 6%.
ROSENBERG ASSOCIATES 401K PLAN-17$96,182$94,956$5,586iApproximate average salary by contribution assumption: employee only about $139,641 at 4% or $93,094 at 6%; with 50% employer match about $93,094 at 4% or $62,063 at 6%; with 100% employer match about $69,821 at 4% or $46,547 at 6%.