Mario Z. Rosenberg, M.D. Inc.
Plan context: Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan
EIN 95-3205556 • Beverly Hills, CA • 15 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$123,621
2025 Contributions
$31,252
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 3 | $123,621 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 3 | $123,621 | - | - |
| 2023 | 1 | 5 | $147,023 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $147,023 | $0 | - |
| 2022 | 1 | 5 | $146,992 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $146,992 | $0 | - |
| 2021 | 1 | 5 | $155,179 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $155,179 | $0 | - |
| 2020 | 1 | 5 | $2,465,640 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $2,465,640 | - | - |
| 2019 | 1 | 5 | $1,834,065 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $1,834,065 | - | - |
| 2018 | 1 | 5 | $1,506,190 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $1,506,190 | - | - |
| 2017 | 1 | 5 | $1,643,197 | $31,252 | $6,250iApproximate average salary by contribution assumption: employee only about $156,260 at 4% or $104,173 at 6%; with 50% employer match about $104,173 at 4% or $69,449 at 6%; with 100% employer match about $78,130 at 4% or $52,087 at 6%. |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 5 | $1,643,197 | $31,252 | $6,250iApproximate average salary by contribution assumption: employee only about $156,260 at 4% or $104,173 at 6%; with 50% employer match about $104,173 at 4% or $69,449 at 6%; with 100% employer match about $78,130 at 4% or $52,087 at 6%. |
| 2008 | 2 | 1 | $703,087 | $0 | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 1 | $631,996 | - | - |
| WELLNESS CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | $71,091 | - | - |
| 2007 | 2 | 1 | $0 | $0 | - |
| WELLNESS CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 2 | 1 | $137,000 | $137,000 | $137,000iApproximate average salary by contribution assumption: employee only about $3,425,000 at 4% or $2,283,333 at 6%; with 50% employer match about $2,283,333 at 4% or $1,522,222 at 6%; with 100% employer match about $1,712,500 at 4% or $1,141,667 at 6%. |
| WELLNESS CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | $117,000 | $117,000 | $117,000iApproximate average salary by contribution assumption: employee only about $2,925,000 at 4% or $1,950,000 at 6%; with 50% employer match about $1,950,000 at 4% or $1,300,000 at 6%; with 100% employer match about $1,462,500 at 4% or $975,000 at 6%. |
| Mario Z. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan | - | 1 | $20,000 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |