Civic Intelligence

Rosenbaum Financial

Plan context: Rosenbaum Financial 401K Profit Sharing Plan

EIN 93-0894343 • Portland, OR • 22 filings • 3 plans

150 SW Harrison St.Suite 300Portland, OR 97201
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$335,058

2024 Contributions

$117,035

Historical Graphs

Total Assets Over Time

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

$1,085,016$542,508$0200320142023YearValue
$335,058Latest year 2023

Participants Over Time

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

1370200320142023YearValue
3Latest year 2023

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
202410$0$0-
Rosenbaum Financial 401K Profit Sharing Plan-0$0--
202313$335,058$0-
Rosenbaum Financial 401K Profit Sharing Plan-3$335,058--
202217$372,364$117,035$16,719iApproximate average salary by contribution assumption: employee only about $417,982 at 4% or $278,655 at 6%; with 50% employer match about $278,655 at 4% or $185,770 at 6%; with 100% employer match about $208,991 at 4% or $139,327 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-7$372,364$117,035$16,719iApproximate average salary by contribution assumption: employee only about $417,982 at 4% or $278,655 at 6%; with 50% employer match about $278,655 at 4% or $185,770 at 6%; with 100% employer match about $208,991 at 4% or $139,327 at 6%.
2021210$1,085,016$514,053$51,405iApproximate average salary by contribution assumption: employee only about $1,285,133 at 4% or $856,755 at 6%; with 50% employer match about $856,755 at 4% or $571,170 at 6%; with 100% employer match about $642,566 at 4% or $428,378 at 6%.
ROSENBAUM FINANCIAL DEFINED BENEFIT PENSION PLAN-7$592,989$294,790$42,113iApproximate average salary by contribution assumption: employee only about $1,052,821 at 4% or $701,881 at 6%; with 50% employer match about $701,881 at 4% or $467,921 at 6%; with 100% employer match about $526,411 at 4% or $350,940 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-10$492,027$219,263$21,926iApproximate average salary by contribution assumption: employee only about $548,158 at 4% or $365,438 at 6%; with 50% employer match about $365,438 at 4% or $243,626 at 6%; with 100% employer match about $274,079 at 4% or $182,719 at 6%.
2020111$414,337$77,488$7,044iApproximate average salary by contribution assumption: employee only about $176,109 at 4% or $117,406 at 6%; with 50% employer match about $117,406 at 4% or $78,271 at 6%; with 100% employer match about $88,055 at 4% or $58,703 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-11$414,337$77,488$7,044iApproximate average salary by contribution assumption: employee only about $176,109 at 4% or $117,406 at 6%; with 50% employer match about $117,406 at 4% or $78,271 at 6%; with 100% employer match about $88,055 at 4% or $58,703 at 6%.
2019113$420,020$78,493$6,038iApproximate average salary by contribution assumption: employee only about $150,948 at 4% or $100,632 at 6%; with 50% employer match about $100,632 at 4% or $67,088 at 6%; with 100% employer match about $75,474 at 4% or $50,316 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-13$420,020$78,493$6,038iApproximate average salary by contribution assumption: employee only about $150,948 at 4% or $100,632 at 6%; with 50% employer match about $100,632 at 4% or $67,088 at 6%; with 100% employer match about $75,474 at 4% or $50,316 at 6%.
2018112$357,217$76,703$6,392iApproximate average salary by contribution assumption: employee only about $159,798 at 4% or $106,532 at 6%; with 50% employer match about $106,532 at 4% or $71,021 at 6%; with 100% employer match about $79,899 at 4% or $53,266 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-12$357,217$76,703$6,392iApproximate average salary by contribution assumption: employee only about $159,798 at 4% or $106,532 at 6%; with 50% employer match about $106,532 at 4% or $71,021 at 6%; with 100% employer match about $79,899 at 4% or $53,266 at 6%.
2017112$541,538$99,921$8,327iApproximate average salary by contribution assumption: employee only about $208,169 at 4% or $138,779 at 6%; with 50% employer match about $138,779 at 4% or $92,519 at 6%; with 100% employer match about $104,084 at 4% or $69,390 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-12$541,538$99,921$8,327iApproximate average salary by contribution assumption: employee only about $208,169 at 4% or $138,779 at 6%; with 50% employer match about $138,779 at 4% or $92,519 at 6%; with 100% employer match about $104,084 at 4% or $69,390 at 6%.
2016111$399,567$68,537$6,231iApproximate average salary by contribution assumption: employee only about $155,766 at 4% or $103,844 at 6%; with 50% employer match about $103,844 at 4% or $69,229 at 6%; with 100% employer match about $77,883 at 4% or $51,922 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-11$399,567$68,537$6,231iApproximate average salary by contribution assumption: employee only about $155,766 at 4% or $103,844 at 6%; with 50% employer match about $103,844 at 4% or $69,229 at 6%; with 100% employer match about $77,883 at 4% or $51,922 at 6%.
2015110$339,843$46,821$4,682iApproximate average salary by contribution assumption: employee only about $117,053 at 4% or $78,035 at 6%; with 50% employer match about $78,035 at 4% or $52,023 at 6%; with 100% employer match about $58,526 at 4% or $39,018 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-10$339,843$46,821$4,682iApproximate average salary by contribution assumption: employee only about $117,053 at 4% or $78,035 at 6%; with 50% employer match about $78,035 at 4% or $52,023 at 6%; with 100% employer match about $58,526 at 4% or $39,018 at 6%.
2014111$432,503$179,348$16,304iApproximate average salary by contribution assumption: employee only about $407,609 at 4% or $271,739 at 6%; with 50% employer match about $271,739 at 4% or $181,160 at 6%; with 100% employer match about $203,805 at 4% or $135,870 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-11$432,503$179,348$16,304iApproximate average salary by contribution assumption: employee only about $407,609 at 4% or $271,739 at 6%; with 50% employer match about $271,739 at 4% or $181,160 at 6%; with 100% employer match about $203,805 at 4% or $135,870 at 6%.
201318$241,024$28,034$3,504iApproximate average salary by contribution assumption: employee only about $87,606 at 4% or $58,404 at 6%; with 50% employer match about $58,404 at 4% or $38,936 at 6%; with 100% employer match about $43,803 at 4% or $29,202 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-8$241,024$28,034$3,504iApproximate average salary by contribution assumption: employee only about $87,606 at 4% or $58,404 at 6%; with 50% employer match about $58,404 at 4% or $38,936 at 6%; with 100% employer match about $43,803 at 4% or $29,202 at 6%.
201217$184,898$59,437$8,491iApproximate average salary by contribution assumption: employee only about $212,275 at 4% or $141,517 at 6%; with 50% employer match about $141,517 at 4% or $94,344 at 6%; with 100% employer match about $106,138 at 4% or $70,758 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-7$184,898$59,437$8,491iApproximate average salary by contribution assumption: employee only about $212,275 at 4% or $141,517 at 6%; with 50% employer match about $141,517 at 4% or $94,344 at 6%; with 100% employer match about $106,138 at 4% or $70,758 at 6%.
201119$112,871$16,296$1,811iApproximate average salary by contribution assumption: employee only about $45,267 at 4% or $30,178 at 6%; with 50% employer match about $30,178 at 4% or $20,119 at 6%; with 100% employer match about $22,633 at 4% or $15,089 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-9$112,871$16,296$1,811iApproximate average salary by contribution assumption: employee only about $45,267 at 4% or $30,178 at 6%; with 50% employer match about $30,178 at 4% or $20,119 at 6%; with 100% employer match about $22,633 at 4% or $15,089 at 6%.
201019$101,322$19,967$2,219iApproximate average salary by contribution assumption: employee only about $55,464 at 4% or $36,976 at 6%; with 50% employer match about $36,976 at 4% or $24,651 at 6%; with 100% employer match about $27,732 at 4% or $18,488 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-9$101,322$19,967$2,219iApproximate average salary by contribution assumption: employee only about $55,464 at 4% or $36,976 at 6%; with 50% employer match about $36,976 at 4% or $24,651 at 6%; with 100% employer match about $27,732 at 4% or $18,488 at 6%.
200919$79,733$4,097$455iApproximate average salary by contribution assumption: employee only about $11,381 at 4% or $7,587 at 6%; with 50% employer match about $7,587 at 4% or $5,058 at 6%; with 100% employer match about $5,690 at 4% or $3,794 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-9$79,733$4,097$455iApproximate average salary by contribution assumption: employee only about $11,381 at 4% or $7,587 at 6%; with 50% employer match about $7,587 at 4% or $5,058 at 6%; with 100% employer match about $5,690 at 4% or $3,794 at 6%.
200819$0$0-
Rosenbaum Financial 401K Profit Sharing Plan-9---
200618$81,381$11,073$1,384iApproximate average salary by contribution assumption: employee only about $34,603 at 4% or $23,069 at 6%; with 50% employer match about $23,069 at 4% or $15,379 at 6%; with 100% employer match about $17,302 at 4% or $11,534 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-8$81,381$11,073$1,384iApproximate average salary by contribution assumption: employee only about $34,603 at 4% or $23,069 at 6%; with 50% employer match about $23,069 at 4% or $15,379 at 6%; with 100% employer match about $17,302 at 4% or $11,534 at 6%.
200518$60,444$9,425$1,178iApproximate average salary by contribution assumption: employee only about $29,453 at 4% or $19,635 at 6%; with 50% employer match about $19,635 at 4% or $13,090 at 6%; with 100% employer match about $14,727 at 4% or $9,818 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-8$60,444$9,425$1,178iApproximate average salary by contribution assumption: employee only about $29,453 at 4% or $19,635 at 6%; with 50% employer match about $19,635 at 4% or $13,090 at 6%; with 100% employer match about $14,727 at 4% or $9,818 at 6%.
200416$72,900$37,970$6,328iApproximate average salary by contribution assumption: employee only about $158,208 at 4% or $105,472 at 6%; with 50% employer match about $105,472 at 4% or $70,315 at 6%; with 100% employer match about $79,104 at 4% or $52,736 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-6$72,900$37,970$6,328iApproximate average salary by contribution assumption: employee only about $158,208 at 4% or $105,472 at 6%; with 50% employer match about $105,472 at 4% or $70,315 at 6%; with 100% employer match about $79,104 at 4% or $52,736 at 6%.
200316$30,991$26,230$4,372iApproximate average salary by contribution assumption: employee only about $109,292 at 4% or $72,861 at 6%; with 50% employer match about $72,861 at 4% or $48,574 at 6%; with 100% employer match about $54,646 at 4% or $36,431 at 6%.
Rosenbaum Financial 401K Profit Sharing Plan-6$30,991$26,230$4,372iApproximate average salary by contribution assumption: employee only about $109,292 at 4% or $72,861 at 6%; with 50% employer match about $72,861 at 4% or $48,574 at 6%; with 100% employer match about $54,646 at 4% or $36,431 at 6%.