William Rose & Associates Inc.
Plan context: William Rose & Assoc Inc. Profit Sharing 401K Plan
EIN 95-3168196 • 10 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
23
2008 Assets
$652,499
2008 Contributions
$54,170
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 23 | $0 | $0 | - |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 23 | - | - | - |
| 2007 | 1 | 35 | $652,499 | $54,170 | $1,548iApproximate average salary by contribution assumption: employee only about $38,693 at 4% or $25,795 at 6%; with 50% employer match about $25,795 at 4% or $17,197 at 6%; with 100% employer match about $19,346 at 4% or $12,898 at 6%. |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 35 | $652,499 | $54,170 | $1,548iApproximate average salary by contribution assumption: employee only about $38,693 at 4% or $25,795 at 6%; with 50% employer match about $25,795 at 4% or $17,197 at 6%; with 100% employer match about $19,346 at 4% or $12,898 at 6%. |
| 2006 | 1 | 34 | $573,618 | $48,212 | $1,418iApproximate average salary by contribution assumption: employee only about $35,450 at 4% or $23,633 at 6%; with 50% employer match about $23,633 at 4% or $15,756 at 6%; with 100% employer match about $17,725 at 4% or $11,817 at 6%. |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 34 | $573,618 | $48,212 | $1,418iApproximate average salary by contribution assumption: employee only about $35,450 at 4% or $23,633 at 6%; with 50% employer match about $23,633 at 4% or $15,756 at 6%; with 100% employer match about $17,725 at 4% or $11,817 at 6%. |
| 2005 | 1 | 19 | $621,711 | $67,291 | $3,542iApproximate average salary by contribution assumption: employee only about $88,541 at 4% or $59,027 at 6%; with 50% employer match about $59,027 at 4% or $39,351 at 6%; with 100% employer match about $44,270 at 4% or $29,514 at 6%. |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 19 | $621,711 | $67,291 | $3,542iApproximate average salary by contribution assumption: employee only about $88,541 at 4% or $59,027 at 6%; with 50% employer match about $59,027 at 4% or $39,351 at 6%; with 100% employer match about $44,270 at 4% or $29,514 at 6%. |
| 2004 | 1 | 20 | $0 | $0 | - |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 20 | - | - | - |
| 2003 | 1 | 20 | $730,963 | $178,771 | $8,939iApproximate average salary by contribution assumption: employee only about $223,464 at 4% or $148,976 at 6%; with 50% employer match about $148,976 at 4% or $99,317 at 6%; with 100% employer match about $111,732 at 4% or $74,488 at 6%. |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 20 | $730,963 | $178,771 | $8,939iApproximate average salary by contribution assumption: employee only about $223,464 at 4% or $148,976 at 6%; with 50% employer match about $148,976 at 4% or $99,317 at 6%; with 100% employer match about $111,732 at 4% or $74,488 at 6%. |
| 2002 | 1 | 19 | $0 | $0 | - |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 19 | - | - | - |
| 2001 | 1 | 17 | $339,791 | $123,200 | $7,247iApproximate average salary by contribution assumption: employee only about $181,176 at 4% or $120,784 at 6%; with 50% employer match about $120,784 at 4% or $80,523 at 6%; with 100% employer match about $90,588 at 4% or $60,392 at 6%. |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 17 | $339,791 | $123,200 | $7,247iApproximate average salary by contribution assumption: employee only about $181,176 at 4% or $120,784 at 6%; with 50% employer match about $120,784 at 4% or $80,523 at 6%; with 100% employer match about $90,588 at 4% or $60,392 at 6%. |
| 2000 | 1 | 9 | $251,102 | $81,816 | $9,091iApproximate average salary by contribution assumption: employee only about $227,267 at 4% or $151,511 at 6%; with 50% employer match about $151,511 at 4% or $101,007 at 6%; with 100% employer match about $113,633 at 4% or $75,756 at 6%. |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 9 | $251,102 | $81,816 | $9,091iApproximate average salary by contribution assumption: employee only about $227,267 at 4% or $151,511 at 6%; with 50% employer match about $151,511 at 4% or $101,007 at 6%; with 100% employer match about $113,633 at 4% or $75,756 at 6%. |
| 1999 | 1 | 7 | $190,376 | $0 | - |
| William Rose & Assoc Inc. Profit Sharing 401K Plan | - | 7 | $190,376 | - | - |