Civic Intelligence

David Paul Rosen & Associates

Plan context: David Paul Rosen & Associates 401K Plan

EIN 94-2981032 • Oakland, CA • 21 filings • 4 plans

1330 Broadway, Suite 937Oakland, CA 94612
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$2,680,559

2011 Contributions

$30,442

Historical Graphs

Total Assets Over Time

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

$2,680,559$1,340,280$0199920062010YearValue
$2,680,559Latest year 2010

Participants Over Time

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

420199920052010YearValue
4Latest year 2010

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
201120$0$30,442-
David Paul Rosen & Associates 401K Plan-0$0$30,442-
David Paul Rosen & Associates Defined Benefit Pension Plan-0$0$0-
201024$2,680,559$108,098$27,025iApproximate average salary by contribution assumption: employee only about $675,613 at 4% or $450,408 at 6%; with 50% employer match about $450,408 at 4% or $300,272 at 6%; with 100% employer match about $337,806 at 4% or $225,204 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-3$2,431,180$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
David Paul Rosen & Associates 401K Plan-4$249,379$58,098$14,525iApproximate average salary by contribution assumption: employee only about $363,113 at 4% or $242,075 at 6%; with 50% employer match about $242,075 at 4% or $161,383 at 6%; with 100% employer match about $181,556 at 4% or $121,038 at 6%.
200924$2,217,847$583,692$145,923iApproximate average salary by contribution assumption: employee only about $3,648,075 at 4% or $2,432,050 at 6%; with 50% employer match about $2,432,050 at 4% or $1,621,367 at 6%; with 100% employer match about $1,824,038 at 4% or $1,216,025 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-3$2,134,693$535,000$178,333iApproximate average salary by contribution assumption: employee only about $4,458,333 at 4% or $2,972,222 at 6%; with 50% employer match about $2,972,222 at 4% or $1,981,481 at 6%; with 100% employer match about $2,229,167 at 4% or $1,486,111 at 6%.
David Paul Rosen & Associates 401K Plan-4$83,154$48,692$12,173iApproximate average salary by contribution assumption: employee only about $304,325 at 4% or $202,883 at 6%; with 50% employer match about $202,883 at 4% or $135,256 at 6%; with 100% employer match about $152,163 at 4% or $101,442 at 6%.
200824$1,410,854$276,165$69,041iApproximate average salary by contribution assumption: employee only about $1,726,031 at 4% or $1,150,688 at 6%; with 50% employer match about $1,150,688 at 4% or $767,125 at 6%; with 100% employer match about $863,016 at 4% or $575,344 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-3$1,292,227$192,000$64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%.
David Paul Rosen & Associates 401K Plan-4$118,627$84,165$21,041iApproximate average salary by contribution assumption: employee only about $526,031 at 4% or $350,688 at 6%; with 50% employer match about $350,688 at 4% or $233,792 at 6%; with 100% employer match about $263,016 at 4% or $175,344 at 6%.
200722$1,887,658$166,500$83,250iApproximate average salary by contribution assumption: employee only about $2,081,250 at 4% or $1,387,500 at 6%; with 50% employer match about $1,387,500 at 4% or $925,000 at 6%; with 100% employer match about $1,040,625 at 4% or $693,750 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-2$1,817,288$130,500$65,250iApproximate average salary by contribution assumption: employee only about $1,631,250 at 4% or $1,087,500 at 6%; with 50% employer match about $1,087,500 at 4% or $725,000 at 6%; with 100% employer match about $815,625 at 4% or $543,750 at 6%.
David Paul Rosen & Associates 401K Plan-2$70,370$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200622$1,618,669$165,549$82,775iApproximate average salary by contribution assumption: employee only about $2,069,363 at 4% or $1,379,575 at 6%; with 50% employer match about $1,379,575 at 4% or $919,717 at 6%; with 100% employer match about $1,034,681 at 4% or $689,788 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-2$1,583,591$130,549$65,275iApproximate average salary by contribution assumption: employee only about $1,631,863 at 4% or $1,087,908 at 6%; with 50% employer match about $1,087,908 at 4% or $725,272 at 6%; with 100% employer match about $815,931 at 4% or $543,954 at 6%.
David Paul Rosen & Associates 401K Plan-2$35,078$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200511$1,235,660$132,339$132,339iApproximate average salary by contribution assumption: employee only about $3,308,475 at 4% or $2,205,650 at 6%; with 50% employer match about $2,205,650 at 4% or $1,470,433 at 6%; with 100% employer match about $1,654,238 at 4% or $1,102,825 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-1$1,235,660$132,339$132,339iApproximate average salary by contribution assumption: employee only about $3,308,475 at 4% or $2,205,650 at 6%; with 50% employer match about $2,205,650 at 4% or $1,470,433 at 6%; with 100% employer match about $1,654,238 at 4% or $1,102,825 at 6%.
200422$953,209$697,374$348,687iApproximate average salary by contribution assumption: employee only about $8,717,175 at 4% or $5,811,450 at 6%; with 50% employer match about $5,811,450 at 4% or $3,874,300 at 6%; with 100% employer match about $4,358,588 at 4% or $2,905,725 at 6%.
David Paul Rosen & Associates Defined Benefit Pension Plan-2$953,209$697,374$348,687iApproximate average salary by contribution assumption: employee only about $8,717,175 at 4% or $5,811,450 at 6%; with 50% employer match about $5,811,450 at 4% or $3,874,300 at 6%; with 100% employer match about $4,358,588 at 4% or $2,905,725 at 6%.
David Paul Rosen & Associates Profit Sharing Plan-0---
200323$937,031$146,737$48,912iApproximate average salary by contribution assumption: employee only about $1,222,808 at 4% or $815,206 at 6%; with 50% employer match about $815,206 at 4% or $543,470 at 6%; with 100% employer match about $611,404 at 4% or $407,603 at 6%.
David Paul Rosen & Associates Profit Sharing Plan-3$780,120--
David Paul Rosen & Associates Defined Benefit Pension Plan-2$156,911$146,737$73,369iApproximate average salary by contribution assumption: employee only about $1,834,213 at 4% or $1,222,808 at 6%; with 50% employer match about $1,222,808 at 4% or $815,206 at 6%; with 100% employer match about $917,106 at 4% or $611,404 at 6%.
200213$598,422$64,742$21,581iApproximate average salary by contribution assumption: employee only about $539,517 at 4% or $359,678 at 6%; with 50% employer match about $359,678 at 4% or $239,785 at 6%; with 100% employer match about $269,758 at 4% or $179,839 at 6%.
David Paul Rosen & Associates Profit Sharing Plan-3$598,422$64,742$21,581iApproximate average salary by contribution assumption: employee only about $539,517 at 4% or $359,678 at 6%; with 50% employer match about $359,678 at 4% or $239,785 at 6%; with 100% employer match about $269,758 at 4% or $179,839 at 6%.
200114$0$0-
David Paul Rosen & Associates Profit Sharing Plan-4---
200014$0$0-
David Paul Rosen & Associates Profit Sharing Plan-4---
199914$808,908$52,825$13,206iApproximate average salary by contribution assumption: employee only about $330,156 at 4% or $220,104 at 6%; with 50% employer match about $220,104 at 4% or $146,736 at 6%; with 100% employer match about $165,078 at 4% or $110,052 at 6%.
David Paul Rosen & Associates Profit Sharing Plan-4$808,908$52,825$13,206iApproximate average salary by contribution assumption: employee only about $330,156 at 4% or $220,104 at 6%; with 50% employer match about $220,104 at 4% or $146,736 at 6%; with 100% employer match about $165,078 at 4% or $110,052 at 6%.