Civic Intelligence

Howard Rose, O.D.

Plan context: Howard Rose, O.D. Age-Based Profit Sharing Plan

EIN 94-2253866 • Moraga, CA • 14 filings • 2 plans

445 Kingsford DriveMoraga, CA 94556-2124
Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$4,611,309

2012 Contributions

$31,800

Historical Graphs

Total Assets Over Time

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

$4,611,309$2,305,655$0199920052011YearValue
$4,611,309Latest year 2011

Participants Over Time

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

840199920052011YearValue
6Latest year 2011

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
201210$0$0-
Howard Rose, O.D. Age-Based Profit Sharing Plan-0$0$0-
201116$4,611,309$31,800$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-6$4,611,309$31,800$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
201018$4,443,291$67,725$8,466iApproximate average salary by contribution assumption: employee only about $211,641 at 4% or $141,094 at 6%; with 50% employer match about $141,094 at 4% or $94,063 at 6%; with 100% employer match about $105,820 at 4% or $70,547 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-8$4,443,291$67,725$8,466iApproximate average salary by contribution assumption: employee only about $211,641 at 4% or $141,094 at 6%; with 50% employer match about $141,094 at 4% or $94,063 at 6%; with 100% employer match about $105,820 at 4% or $70,547 at 6%.
200918$4,252,482$64,619$8,077iApproximate average salary by contribution assumption: employee only about $201,934 at 4% or $134,623 at 6%; with 50% employer match about $134,623 at 4% or $89,749 at 6%; with 100% employer match about $100,967 at 4% or $67,311 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-8$4,252,482$64,619$8,077iApproximate average salary by contribution assumption: employee only about $201,934 at 4% or $134,623 at 6%; with 50% employer match about $134,623 at 4% or $89,749 at 6%; with 100% employer match about $100,967 at 4% or $67,311 at 6%.
200816$3,970,467$59,296$9,883iApproximate average salary by contribution assumption: employee only about $247,067 at 4% or $164,711 at 6%; with 50% employer match about $164,711 at 4% or $109,807 at 6%; with 100% employer match about $123,533 at 4% or $82,356 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-6$3,970,467$59,296$9,883iApproximate average salary by contribution assumption: employee only about $247,067 at 4% or $164,711 at 6%; with 50% employer match about $164,711 at 4% or $109,807 at 6%; with 100% employer match about $123,533 at 4% or $82,356 at 6%.
200714$3,832,678$54,922$13,731iApproximate average salary by contribution assumption: employee only about $343,263 at 4% or $228,842 at 6%; with 50% employer match about $228,842 at 4% or $152,561 at 6%; with 100% employer match about $171,631 at 4% or $114,421 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-4$3,832,678$54,922$13,731iApproximate average salary by contribution assumption: employee only about $343,263 at 4% or $228,842 at 6%; with 50% employer match about $228,842 at 4% or $152,561 at 6%; with 100% employer match about $171,631 at 4% or $114,421 at 6%.
200614$3,547,165$52,580$13,145iApproximate average salary by contribution assumption: employee only about $328,625 at 4% or $219,083 at 6%; with 50% employer match about $219,083 at 4% or $146,056 at 6%; with 100% employer match about $164,313 at 4% or $109,542 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-4$3,547,165$52,580$13,145iApproximate average salary by contribution assumption: employee only about $328,625 at 4% or $219,083 at 6%; with 50% employer match about $219,083 at 4% or $146,056 at 6%; with 100% employer match about $164,313 at 4% or $109,542 at 6%.
200515$3,329,619$50,794$10,159iApproximate average salary by contribution assumption: employee only about $253,970 at 4% or $169,313 at 6%; with 50% employer match about $169,313 at 4% or $112,876 at 6%; with 100% employer match about $126,985 at 4% or $84,657 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-5$3,329,619$50,794$10,159iApproximate average salary by contribution assumption: employee only about $253,970 at 4% or $169,313 at 6%; with 50% employer match about $169,313 at 4% or $112,876 at 6%; with 100% employer match about $126,985 at 4% or $84,657 at 6%.
200415$3,109,219$50,108$10,022iApproximate average salary by contribution assumption: employee only about $250,540 at 4% or $167,027 at 6%; with 50% employer match about $167,027 at 4% or $111,351 at 6%; with 100% employer match about $125,270 at 4% or $83,513 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-5$3,109,219$50,108$10,022iApproximate average salary by contribution assumption: employee only about $250,540 at 4% or $167,027 at 6%; with 50% employer match about $167,027 at 4% or $111,351 at 6%; with 100% employer match about $125,270 at 4% or $83,513 at 6%.
200314$2,898,254$50,281$12,570iApproximate average salary by contribution assumption: employee only about $314,256 at 4% or $209,504 at 6%; with 50% employer match about $209,504 at 4% or $139,669 at 6%; with 100% employer match about $157,128 at 4% or $104,752 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-4$2,898,254$50,281$12,570iApproximate average salary by contribution assumption: employee only about $314,256 at 4% or $209,504 at 6%; with 50% employer match about $209,504 at 4% or $139,669 at 6%; with 100% employer match about $157,128 at 4% or $104,752 at 6%.
200214$2,673,492$48,966$12,242iApproximate average salary by contribution assumption: employee only about $306,038 at 4% or $204,025 at 6%; with 50% employer match about $204,025 at 4% or $136,017 at 6%; with 100% employer match about $153,019 at 4% or $102,013 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-4$2,673,492$48,966$12,242iApproximate average salary by contribution assumption: employee only about $306,038 at 4% or $204,025 at 6%; with 50% employer match about $204,025 at 4% or $136,017 at 6%; with 100% employer match about $153,019 at 4% or $102,013 at 6%.
200113$2,646,505$37,050$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-3$2,646,505$37,050$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
200013$2,470,675$31,725$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-3$2,470,675$31,725$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
199912$2,320,798$31,627$15,814iApproximate average salary by contribution assumption: employee only about $395,338 at 4% or $263,558 at 6%; with 50% employer match about $263,558 at 4% or $175,706 at 6%; with 100% employer match about $197,669 at 4% or $131,779 at 6%.
Howard Rose, O.D. Age-Based Profit Sharing Plan-2$2,320,798$31,627$15,814iApproximate average salary by contribution assumption: employee only about $395,338 at 4% or $263,558 at 6%; with 50% employer match about $263,558 at 4% or $175,706 at 6%; with 100% employer match about $197,669 at 4% or $131,779 at 6%.