Civic Intelligence

Rosen Consulting Group

Plan context: Rosen Consulting Group 401(K) Plan

EIN 94-3317732 • Berkeley, CA • 21 filings • 3 plans

1995 University Avenue, Suite 550Berkeley, CA 94704
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,260,945

2025 Contributions

$90,685

Historical Graphs

Total Assets Over Time

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

$1,414,023$707,012$0200520152025YearValue
$1,260,945Latest year 2025

Participants Over Time

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

31160200520152025YearValue
13Latest year 2025

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
2025113$1,260,945$90,685$6,976iApproximate average salary by contribution assumption: employee only about $174,394 at 4% or $116,263 at 6%; with 50% employer match about $116,263 at 4% or $77,509 at 6%; with 100% employer match about $87,197 at 4% or $58,131 at 6%.
Rosen Consulting Group 401(K) Plan-13$1,260,945$90,685$6,976iApproximate average salary by contribution assumption: employee only about $174,394 at 4% or $116,263 at 6%; with 50% employer match about $116,263 at 4% or $77,509 at 6%; with 100% employer match about $87,197 at 4% or $58,131 at 6%.
2024113$1,023,675$81,346$6,257iApproximate average salary by contribution assumption: employee only about $156,435 at 4% or $104,290 at 6%; with 50% employer match about $104,290 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,145 at 6%.
Rosen Consulting Group 401(K) Plan-13$1,023,675$81,346$6,257iApproximate average salary by contribution assumption: employee only about $156,435 at 4% or $104,290 at 6%; with 50% employer match about $104,290 at 4% or $69,526 at 6%; with 100% employer match about $78,217 at 4% or $52,145 at 6%.
2023113$812,737$94,346$7,257iApproximate average salary by contribution assumption: employee only about $181,435 at 4% or $120,956 at 6%; with 50% employer match about $120,956 at 4% or $80,638 at 6%; with 100% employer match about $90,717 at 4% or $60,478 at 6%.
Rosen Consulting Group 401(K) Plan-13$812,737$94,346$7,257iApproximate average salary by contribution assumption: employee only about $181,435 at 4% or $120,956 at 6%; with 50% employer match about $120,956 at 4% or $80,638 at 6%; with 100% employer match about $90,717 at 4% or $60,478 at 6%.
2022114$597,111$81,824$5,845iApproximate average salary by contribution assumption: employee only about $146,114 at 4% or $97,410 at 6%; with 50% employer match about $97,410 at 4% or $64,940 at 6%; with 100% employer match about $73,057 at 4% or $48,705 at 6%.
Rosen Consulting Group 401(K) Plan-14$597,111$81,824$5,845iApproximate average salary by contribution assumption: employee only about $146,114 at 4% or $97,410 at 6%; with 50% employer match about $97,410 at 4% or $64,940 at 6%; with 100% employer match about $73,057 at 4% or $48,705 at 6%.
2021113$649,861$93,675$7,206iApproximate average salary by contribution assumption: employee only about $180,144 at 4% or $120,096 at 6%; with 50% employer match about $120,096 at 4% or $80,064 at 6%; with 100% employer match about $90,072 at 4% or $60,048 at 6%.
Rosen Consulting Group 401(K) Plan-13$649,861$93,675$7,206iApproximate average salary by contribution assumption: employee only about $180,144 at 4% or $120,096 at 6%; with 50% employer match about $120,096 at 4% or $80,064 at 6%; with 100% employer match about $90,072 at 4% or $60,048 at 6%.
2020113$732,045$94,472$7,267iApproximate average salary by contribution assumption: employee only about $181,677 at 4% or $121,118 at 6%; with 50% employer match about $121,118 at 4% or $80,745 at 6%; with 100% employer match about $90,838 at 4% or $60,559 at 6%.
Rosen Consulting Group 401(K) Plan-13$732,045$94,472$7,267iApproximate average salary by contribution assumption: employee only about $181,677 at 4% or $121,118 at 6%; with 50% employer match about $121,118 at 4% or $80,745 at 6%; with 100% employer match about $90,838 at 4% or $60,559 at 6%.
2019117$1,414,023$61,074$3,593iApproximate average salary by contribution assumption: employee only about $89,815 at 4% or $59,876 at 6%; with 50% employer match about $59,876 at 4% or $39,918 at 6%; with 100% employer match about $44,907 at 4% or $29,938 at 6%.
Rosen Consulting Group 401(K) Plan-17$1,414,023$61,074$3,593iApproximate average salary by contribution assumption: employee only about $89,815 at 4% or $59,876 at 6%; with 50% employer match about $59,876 at 4% or $39,918 at 6%; with 100% employer match about $44,907 at 4% or $29,938 at 6%.
2018118$1,287,743$52,144$2,897iApproximate average salary by contribution assumption: employee only about $72,422 at 4% or $48,281 at 6%; with 50% employer match about $48,281 at 4% or $32,188 at 6%; with 100% employer match about $36,211 at 4% or $24,141 at 6%.
Rosen Consulting Group 401(K) Plan-18$1,287,743$52,144$2,897iApproximate average salary by contribution assumption: employee only about $72,422 at 4% or $48,281 at 6%; with 50% employer match about $48,281 at 4% or $32,188 at 6%; with 100% employer match about $36,211 at 4% or $24,141 at 6%.
2017115$1,343,092$48,191$3,213iApproximate average salary by contribution assumption: employee only about $80,318 at 4% or $53,546 at 6%; with 50% employer match about $53,546 at 4% or $35,697 at 6%; with 100% employer match about $40,159 at 4% or $26,773 at 6%.
Rosen Consulting Group 401(K) Plan-15$1,343,092$48,191$3,213iApproximate average salary by contribution assumption: employee only about $80,318 at 4% or $53,546 at 6%; with 50% employer match about $53,546 at 4% or $35,697 at 6%; with 100% employer match about $40,159 at 4% or $26,773 at 6%.
2016117$1,267,130$171,697$10,100iApproximate average salary by contribution assumption: employee only about $252,496 at 4% or $168,330 at 6%; with 50% employer match about $168,330 at 4% or $112,220 at 6%; with 100% employer match about $126,248 at 4% or $84,165 at 6%.
Rosen Consulting Group 401(K) Plan-17$1,267,130$171,697$10,100iApproximate average salary by contribution assumption: employee only about $252,496 at 4% or $168,330 at 6%; with 50% employer match about $168,330 at 4% or $112,220 at 6%; with 100% employer match about $126,248 at 4% or $84,165 at 6%.
2015117$1,118,544$45,508$2,677iApproximate average salary by contribution assumption: employee only about $66,924 at 4% or $44,616 at 6%; with 50% employer match about $44,616 at 4% or $29,744 at 6%; with 100% employer match about $33,462 at 4% or $22,308 at 6%.
Rosen Consulting Group 401(K) Plan-17$1,118,544$45,508$2,677iApproximate average salary by contribution assumption: employee only about $66,924 at 4% or $44,616 at 6%; with 50% employer match about $44,616 at 4% or $29,744 at 6%; with 100% employer match about $33,462 at 4% or $22,308 at 6%.
2014117$1,094,274$96,056$5,650iApproximate average salary by contribution assumption: employee only about $141,259 at 4% or $94,173 at 6%; with 50% employer match about $94,173 at 4% or $62,782 at 6%; with 100% employer match about $70,629 at 4% or $47,086 at 6%.
Rosen Consulting Group 401(K) Plan-17$1,094,274$96,056$5,650iApproximate average salary by contribution assumption: employee only about $141,259 at 4% or $94,173 at 6%; with 50% employer match about $94,173 at 4% or $62,782 at 6%; with 100% employer match about $70,629 at 4% or $47,086 at 6%.
2013118$1,070,290$65,625$3,646iApproximate average salary by contribution assumption: employee only about $91,146 at 4% or $60,764 at 6%; with 50% employer match about $60,764 at 4% or $40,509 at 6%; with 100% employer match about $45,573 at 4% or $30,382 at 6%.
Rosen Consulting Group 401(K) Plan-18$1,070,290$65,625$3,646iApproximate average salary by contribution assumption: employee only about $91,146 at 4% or $60,764 at 6%; with 50% employer match about $60,764 at 4% or $40,509 at 6%; with 100% employer match about $45,573 at 4% or $30,382 at 6%.
2012118$825,879$68,186$3,788iApproximate average salary by contribution assumption: employee only about $94,703 at 4% or $63,135 at 6%; with 50% employer match about $63,135 at 4% or $42,090 at 6%; with 100% employer match about $47,351 at 4% or $31,568 at 6%.
Rosen Consulting Group 401(K) Plan-18$825,879$68,186$3,788iApproximate average salary by contribution assumption: employee only about $94,703 at 4% or $63,135 at 6%; with 50% employer match about $63,135 at 4% or $42,090 at 6%; with 100% employer match about $47,351 at 4% or $31,568 at 6%.
2011118$759,847$72,216$4,012iApproximate average salary by contribution assumption: employee only about $100,300 at 4% or $66,867 at 6%; with 50% employer match about $66,867 at 4% or $44,578 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%.
Rosen Consulting Group 401(K) Plan-18$759,847$72,216$4,012iApproximate average salary by contribution assumption: employee only about $100,300 at 4% or $66,867 at 6%; with 50% employer match about $66,867 at 4% or $44,578 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%.
2010120$946,278$157,264$7,863iApproximate average salary by contribution assumption: employee only about $196,580 at 4% or $131,053 at 6%; with 50% employer match about $131,053 at 4% or $87,369 at 6%; with 100% employer match about $98,290 at 4% or $65,527 at 6%.
Rosen Consulting Group 401(K) Plan-20$946,278$157,264$7,863iApproximate average salary by contribution assumption: employee only about $196,580 at 4% or $131,053 at 6%; with 50% employer match about $131,053 at 4% or $87,369 at 6%; with 100% employer match about $98,290 at 4% or $65,527 at 6%.
2009119$731,943$150,999$7,947iApproximate average salary by contribution assumption: employee only about $198,683 at 4% or $132,455 at 6%; with 50% employer match about $132,455 at 4% or $88,304 at 6%; with 100% employer match about $99,341 at 4% or $66,228 at 6%.
Rosen Consulting Group 401(K) Plan-19$731,943$150,999$7,947iApproximate average salary by contribution assumption: employee only about $198,683 at 4% or $132,455 at 6%; with 50% employer match about $132,455 at 4% or $88,304 at 6%; with 100% employer match about $99,341 at 4% or $66,228 at 6%.
2008128$492,124$164,038$5,859iApproximate average salary by contribution assumption: employee only about $146,463 at 4% or $97,642 at 6%; with 50% employer match about $97,642 at 4% or $65,094 at 6%; with 100% employer match about $73,231 at 4% or $48,821 at 6%.
Rosen Consulting Group 401(K) Plan-28$492,124$164,038$5,859iApproximate average salary by contribution assumption: employee only about $146,463 at 4% or $97,642 at 6%; with 50% employer match about $97,642 at 4% or $65,094 at 6%; with 100% employer match about $73,231 at 4% or $48,821 at 6%.
2007131$524,788$166,626$5,375iApproximate average salary by contribution assumption: employee only about $134,376 at 4% or $89,584 at 6%; with 50% employer match about $89,584 at 4% or $59,723 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
Rosen Consulting Group 401(K) Plan-31$524,788$166,626$5,375iApproximate average salary by contribution assumption: employee only about $134,376 at 4% or $89,584 at 6%; with 50% employer match about $89,584 at 4% or $59,723 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
2006129$360,626$120,277$4,147iApproximate average salary by contribution assumption: employee only about $103,687 at 4% or $69,125 at 6%; with 50% employer match about $69,125 at 4% or $46,083 at 6%; with 100% employer match about $51,844 at 4% or $34,562 at 6%.
Rosen Consulting Group 401(K) Plan-29$360,626$120,277$4,147iApproximate average salary by contribution assumption: employee only about $103,687 at 4% or $69,125 at 6%; with 50% employer match about $69,125 at 4% or $46,083 at 6%; with 100% employer match about $51,844 at 4% or $34,562 at 6%.
2005125$227,737$231,490$9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,884 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%.
Rosen Consulting Group 401(K) Plan-25$227,737$231,490$9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,884 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%.