Rose Villa Inc.
Plan context: Rose Villa Inc. Employee Tax-Sheltered Annuity Plan
EIN 93-0471873 • Portland, OR • 34 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
214
2024 Assets
$6,522,534
2024 Contributions
$716,485
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 | 2 | 214 | $6,522,534 | $716,485 | $3,348iApproximate average salary by contribution assumption: employee only about $83,702 at 4% or $55,801 at 6%; with 50% employer match about $55,801 at 4% or $37,201 at 6%; with 100% employer match about $41,851 at 4% or $27,901 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 214 | $6,522,534 | $716,485 | $3,348iApproximate average salary by contribution assumption: employee only about $83,702 at 4% or $55,801 at 6%; with 50% employer match about $55,801 at 4% or $37,201 at 6%; with 100% employer match about $41,851 at 4% or $27,901 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 135 | - | - | - |
| 2023 | 2 | 171 | $5,878,020 | $658,952 | $3,854iApproximate average salary by contribution assumption: employee only about $96,338 at 4% or $64,225 at 6%; with 50% employer match about $64,225 at 4% or $42,817 at 6%; with 100% employer match about $48,169 at 4% or $32,113 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 171 | $5,878,020 | $658,952 | $3,854iApproximate average salary by contribution assumption: employee only about $96,338 at 4% or $64,225 at 6%; with 50% employer match about $64,225 at 4% or $42,817 at 6%; with 100% employer match about $48,169 at 4% or $32,113 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 124 | - | - | - |
| 2022 | 2 | 180 | $4,692,332 | $609,463 | $3,386iApproximate average salary by contribution assumption: employee only about $84,648 at 4% or $56,432 at 6%; with 50% employer match about $56,432 at 4% or $37,621 at 6%; with 100% employer match about $42,324 at 4% or $28,216 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 180 | $4,692,332 | $609,463 | $3,386iApproximate average salary by contribution assumption: employee only about $84,648 at 4% or $56,432 at 6%; with 50% employer match about $56,432 at 4% or $37,621 at 6%; with 100% employer match about $42,324 at 4% or $28,216 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 126 | - | - | - |
| 2021 | 2 | 165 | $5,766,522 | $589,163 | $3,571iApproximate average salary by contribution assumption: employee only about $89,267 at 4% or $59,511 at 6%; with 50% employer match about $59,511 at 4% or $39,674 at 6%; with 100% employer match about $44,634 at 4% or $29,756 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 165 | $5,766,522 | $589,163 | $3,571iApproximate average salary by contribution assumption: employee only about $89,267 at 4% or $59,511 at 6%; with 50% employer match about $59,511 at 4% or $39,674 at 6%; with 100% employer match about $44,634 at 4% or $29,756 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 108 | - | - | - |
| 2020 | 2 | 227 | $4,888,085 | $613,234 | $2,701iApproximate average salary by contribution assumption: employee only about $67,537 at 4% or $45,025 at 6%; with 50% employer match about $45,025 at 4% or $30,016 at 6%; with 100% employer match about $33,768 at 4% or $22,512 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 227 | $4,888,085 | $613,234 | $2,701iApproximate average salary by contribution assumption: employee only about $67,537 at 4% or $45,025 at 6%; with 50% employer match about $45,025 at 4% or $30,016 at 6%; with 100% employer match about $33,768 at 4% or $22,512 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 172 | - | - | - |
| 2019 | 2 | 241 | $3,851,644 | $696,740 | $2,891iApproximate average salary by contribution assumption: employee only about $72,276 at 4% or $48,184 at 6%; with 50% employer match about $48,184 at 4% or $32,123 at 6%; with 100% employer match about $36,138 at 4% or $24,092 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 241 | $3,851,644 | $696,740 | $2,891iApproximate average salary by contribution assumption: employee only about $72,276 at 4% or $48,184 at 6%; with 50% employer match about $48,184 at 4% or $32,123 at 6%; with 100% employer match about $36,138 at 4% or $24,092 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 163 | - | - | - |
| 2018 | 2 | 214 | $3,005,200 | $697,591 | $3,260iApproximate average salary by contribution assumption: employee only about $81,494 at 4% or $54,330 at 6%; with 50% employer match about $54,330 at 4% or $36,220 at 6%; with 100% employer match about $40,747 at 4% or $27,165 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 214 | $3,005,200 | $697,591 | $3,260iApproximate average salary by contribution assumption: employee only about $81,494 at 4% or $54,330 at 6%; with 50% employer match about $54,330 at 4% or $36,220 at 6%; with 100% employer match about $40,747 at 4% or $27,165 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 146 | - | - | - |
| 2017 | 2 | 182 | $2,797,491 | $403,402 | $2,216iApproximate average salary by contribution assumption: employee only about $55,412 at 4% or $36,942 at 6%; with 50% employer match about $36,942 at 4% or $24,628 at 6%; with 100% employer match about $27,706 at 4% or $18,471 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 182 | $2,797,491 | $403,402 | $2,216iApproximate average salary by contribution assumption: employee only about $55,412 at 4% or $36,942 at 6%; with 50% employer match about $36,942 at 4% or $24,628 at 6%; with 100% employer match about $27,706 at 4% or $18,471 at 6%. |
| Rose Villa Inc. Welfare Benefit Plan | - | 143 | - | - | - |
| 2016 | 1 | 169 | $2,458,057 | $319,994 | $1,893iApproximate average salary by contribution assumption: employee only about $47,336 at 4% or $31,558 at 6%; with 50% employer match about $31,558 at 4% or $21,038 at 6%; with 100% employer match about $23,668 at 4% or $15,779 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 169 | $2,458,057 | $319,994 | $1,893iApproximate average salary by contribution assumption: employee only about $47,336 at 4% or $31,558 at 6%; with 50% employer match about $31,558 at 4% or $21,038 at 6%; with 100% employer match about $23,668 at 4% or $15,779 at 6%. |
| 2015 | 1 | 141 | $2,204,812 | $319,959 | $2,269iApproximate average salary by contribution assumption: employee only about $56,730 at 4% or $37,820 at 6%; with 50% employer match about $37,820 at 4% or $25,213 at 6%; with 100% employer match about $28,365 at 4% or $18,910 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 141 | $2,204,812 | $319,959 | $2,269iApproximate average salary by contribution assumption: employee only about $56,730 at 4% or $37,820 at 6%; with 50% employer match about $37,820 at 4% or $25,213 at 6%; with 100% employer match about $28,365 at 4% or $18,910 at 6%. |
| 2014 | 1 | 128 | $2,045,939 | $185,056 | $1,446iApproximate average salary by contribution assumption: employee only about $36,144 at 4% or $24,096 at 6%; with 50% employer match about $24,096 at 4% or $16,064 at 6%; with 100% employer match about $18,072 at 4% or $12,048 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 128 | $2,045,939 | $185,056 | $1,446iApproximate average salary by contribution assumption: employee only about $36,144 at 4% or $24,096 at 6%; with 50% employer match about $24,096 at 4% or $16,064 at 6%; with 100% employer match about $18,072 at 4% or $12,048 at 6%. |
| 2013 | 1 | 122 | $2,035,918 | $222,715 | $1,826iApproximate average salary by contribution assumption: employee only about $45,638 at 4% or $30,426 at 6%; with 50% employer match about $30,426 at 4% or $20,284 at 6%; with 100% employer match about $22,819 at 4% or $15,213 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 122 | $2,035,918 | $222,715 | $1,826iApproximate average salary by contribution assumption: employee only about $45,638 at 4% or $30,426 at 6%; with 50% employer match about $30,426 at 4% or $20,284 at 6%; with 100% employer match about $22,819 at 4% or $15,213 at 6%. |
| 2012 | 1 | 118 | $1,774,172 | $252,960 | $2,144iApproximate average salary by contribution assumption: employee only about $53,593 at 4% or $35,729 at 6%; with 50% employer match about $35,729 at 4% or $23,819 at 6%; with 100% employer match about $26,797 at 4% or $17,864 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 118 | $1,774,172 | $252,960 | $2,144iApproximate average salary by contribution assumption: employee only about $53,593 at 4% or $35,729 at 6%; with 50% employer match about $35,729 at 4% or $23,819 at 6%; with 100% employer match about $26,797 at 4% or $17,864 at 6%. |
| 2011 | 1 | 119 | $1,502,486 | $227,959 | $1,916iApproximate average salary by contribution assumption: employee only about $47,891 at 4% or $31,927 at 6%; with 50% employer match about $31,927 at 4% or $21,285 at 6%; with 100% employer match about $23,945 at 4% or $15,964 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 119 | $1,502,486 | $227,959 | $1,916iApproximate average salary by contribution assumption: employee only about $47,891 at 4% or $31,927 at 6%; with 50% employer match about $31,927 at 4% or $21,285 at 6%; with 100% employer match about $23,945 at 4% or $15,964 at 6%. |
| 2010 | 1 | 117 | $1,333,196 | $279,574 | $2,390iApproximate average salary by contribution assumption: employee only about $59,738 at 4% or $39,825 at 6%; with 50% employer match about $39,825 at 4% or $26,550 at 6%; with 100% employer match about $29,869 at 4% or $19,913 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 117 | $1,333,196 | $279,574 | $2,390iApproximate average salary by contribution assumption: employee only about $59,738 at 4% or $39,825 at 6%; with 50% employer match about $39,825 at 4% or $26,550 at 6%; with 100% employer match about $29,869 at 4% or $19,913 at 6%. |
| 2009 | 1 | 120 | $1,053,244 | $226,012 | $1,883iApproximate average salary by contribution assumption: employee only about $47,086 at 4% or $31,391 at 6%; with 50% employer match about $31,391 at 4% or $20,927 at 6%; with 100% employer match about $23,543 at 4% or $15,695 at 6%. |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 120 | $1,053,244 | $226,012 | $1,883iApproximate average salary by contribution assumption: employee only about $47,086 at 4% or $31,391 at 6%; with 50% employer match about $31,391 at 4% or $20,927 at 6%; with 100% employer match about $23,543 at 4% or $15,695 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Rose Villa Inc. Employee Tax-Sheltered Annuity Plan | - | 0 | - | - | - |