di Rosa Preserve
Plan context: DI Rosa Preserve 403(B)(7) Plan
EIN 94-3367956 • Napa, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
4
2020 Assets
$271,568
2020 Contributions
$8,600
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 4 | $271,568 | $8,600 | $2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 4 | $271,568 | $8,600 | $2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%. |
| 2019 | 1 | 4 | $269,282 | $39,608 | $9,902iApproximate average salary by contribution assumption: employee only about $247,550 at 4% or $165,033 at 6%; with 50% employer match about $165,033 at 4% or $110,022 at 6%; with 100% employer match about $123,775 at 4% or $82,517 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 4 | $269,282 | $39,608 | $9,902iApproximate average salary by contribution assumption: employee only about $247,550 at 4% or $165,033 at 6%; with 50% employer match about $165,033 at 4% or $110,022 at 6%; with 100% employer match about $123,775 at 4% or $82,517 at 6%. |
| 2018 | 1 | 6 | $206,694 | $33,400 | $5,567iApproximate average salary by contribution assumption: employee only about $139,167 at 4% or $92,778 at 6%; with 50% employer match about $92,778 at 4% or $61,852 at 6%; with 100% employer match about $69,583 at 4% or $46,389 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 6 | $206,694 | $33,400 | $5,567iApproximate average salary by contribution assumption: employee only about $139,167 at 4% or $92,778 at 6%; with 50% employer match about $92,778 at 4% or $61,852 at 6%; with 100% employer match about $69,583 at 4% or $46,389 at 6%. |
| 2017 | 1 | 5 | $249,926 | $20,131 | $4,026iApproximate average salary by contribution assumption: employee only about $100,655 at 4% or $67,103 at 6%; with 50% employer match about $67,103 at 4% or $44,736 at 6%; with 100% employer match about $50,328 at 4% or $33,552 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 5 | $249,926 | $20,131 | $4,026iApproximate average salary by contribution assumption: employee only about $100,655 at 4% or $67,103 at 6%; with 50% employer match about $67,103 at 4% or $44,736 at 6%; with 100% employer match about $50,328 at 4% or $33,552 at 6%. |
| 2016 | 1 | 4 | $224,272 | $5,600 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 4 | $224,272 | $5,600 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| 2015 | 1 | 3 | $204,108 | $0 | - |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $204,108 | - | - |
| 2014 | 1 | 3 | $202,453 | $3,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $202,453 | $3,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2013 | 1 | 3 | $181,807 | $0 | - |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $181,807 | - | - |
| 2012 | 1 | 3 | $154,860 | $0 | - |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $154,860 | - | - |
| 2011 | 1 | 3 | $136,635 | $0 | - |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $136,635 | - | - |
| 2010 | 1 | 3 | $137,407 | $14,625 | $4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $137,407 | $14,625 | $4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%. |
| 2009 | 2 | 3 | $108,371 | $28,500 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | 3 | $108,371 | $28,500 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| DI Rosa Preserve 403(B)(7) Plan | - | - | - | - | - |