Rosestone Financial Group
Plan context: Rosestone Financial Group 401(K) Plan
EIN 87-0708520 • Shreveport, LA • 5 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
9
2018 Assets
$682,520
2018 Contributions
$264,253
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 9 | $682,520 | $264,253 | $29,361iApproximate average salary by contribution assumption: employee only about $734,036 at 4% or $489,357 at 6%; with 50% employer match about $489,357 at 4% or $326,238 at 6%; with 100% employer match about $367,018 at 4% or $244,679 at 6%. |
| Rosestone Financial Group 401(K) Plan | - | 9 | $682,520 | $264,253 | $29,361iApproximate average salary by contribution assumption: employee only about $734,036 at 4% or $489,357 at 6%; with 50% employer match about $489,357 at 4% or $326,238 at 6%; with 100% employer match about $367,018 at 4% or $244,679 at 6%. |
| 2017 | 1 | 12 | $453,677 | $128,939 | $10,745iApproximate average salary by contribution assumption: employee only about $268,623 at 4% or $179,082 at 6%; with 50% employer match about $179,082 at 4% or $119,388 at 6%; with 100% employer match about $134,311 at 4% or $89,541 at 6%. |
| Rosestone Financial Group 401(K) Plan | - | 12 | $453,677 | $128,939 | $10,745iApproximate average salary by contribution assumption: employee only about $268,623 at 4% or $179,082 at 6%; with 50% employer match about $179,082 at 4% or $119,388 at 6%; with 100% employer match about $134,311 at 4% or $89,541 at 6%. |
| 2016 | 1 | 12 | $268,154 | $99,060 | $8,255iApproximate average salary by contribution assumption: employee only about $206,375 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%. |
| Rosestone Financial Group 401(K) Plan | - | 12 | $268,154 | $99,060 | $8,255iApproximate average salary by contribution assumption: employee only about $206,375 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%. |
| 2015 | 1 | 8 | $160,973 | $84,005 | $10,501iApproximate average salary by contribution assumption: employee only about $262,516 at 4% or $175,010 at 6%; with 50% employer match about $175,010 at 4% or $116,674 at 6%; with 100% employer match about $131,258 at 4% or $87,505 at 6%. |
| Rosestone Financial Group 401(K) Plan | - | 8 | $160,973 | $84,005 | $10,501iApproximate average salary by contribution assumption: employee only about $262,516 at 4% or $175,010 at 6%; with 50% employer match about $175,010 at 4% or $116,674 at 6%; with 100% employer match about $131,258 at 4% or $87,505 at 6%. |
| 2014 | 1 | 6 | $81,520 | $80,537 | $13,423iApproximate average salary by contribution assumption: employee only about $335,571 at 4% or $223,714 at 6%; with 50% employer match about $223,714 at 4% or $149,143 at 6%; with 100% employer match about $167,785 at 4% or $111,857 at 6%. |
| Rosestone Financial Group 401(K) Plan | - | 6 | $81,520 | $80,537 | $13,423iApproximate average salary by contribution assumption: employee only about $335,571 at 4% or $223,714 at 6%; with 50% employer match about $223,714 at 4% or $149,143 at 6%; with 100% employer match about $167,785 at 4% or $111,857 at 6%. |