Civic Intelligence

David a. Rosenberg, M.D. Inc.

Plan context: David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan

EIN 95-3851092 • Los Alamitos, CA • 24 filings • 2 plans

4281 Katella Ave., Ste. 100Los Alamitos, CA 90720-3116
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,505,130

2021 Contributions

$64,500

Historical Graphs

Total Assets Over Time

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

$2,505,130$1,252,565$0199920122021YearValue
$2,505,130Latest year 2021

Participants Over Time

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

530199920102021YearValue
1Latest year 2021

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
202111$2,505,130$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-1$2,505,130$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202012$2,085,429$31,572$15,786iApproximate average salary by contribution assumption: employee only about $394,650 at 4% or $263,100 at 6%; with 50% employer match about $263,100 at 4% or $175,400 at 6%; with 100% employer match about $197,325 at 4% or $131,550 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$2,085,429$31,572$15,786iApproximate average salary by contribution assumption: employee only about $394,650 at 4% or $263,100 at 6%; with 50% employer match about $263,100 at 4% or $175,400 at 6%; with 100% employer match about $197,325 at 4% or $131,550 at 6%.
201912$1,854,927$34,985$17,493iApproximate average salary by contribution assumption: employee only about $437,313 at 4% or $291,542 at 6%; with 50% employer match about $291,542 at 4% or $194,361 at 6%; with 100% employer match about $218,656 at 4% or $145,771 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,854,927$34,985$17,493iApproximate average salary by contribution assumption: employee only about $437,313 at 4% or $291,542 at 6%; with 50% employer match about $291,542 at 4% or $194,361 at 6%; with 100% employer match about $218,656 at 4% or $145,771 at 6%.
201812$1,595,072$65,151$32,576iApproximate average salary by contribution assumption: employee only about $814,388 at 4% or $542,925 at 6%; with 50% employer match about $542,925 at 4% or $361,950 at 6%; with 100% employer match about $407,194 at 4% or $271,463 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,595,072$65,151$32,576iApproximate average salary by contribution assumption: employee only about $814,388 at 4% or $542,925 at 6%; with 50% employer match about $542,925 at 4% or $361,950 at 6%; with 100% employer match about $407,194 at 4% or $271,463 at 6%.
201712$1,592,292$46,183$23,092iApproximate average salary by contribution assumption: employee only about $577,288 at 4% or $384,858 at 6%; with 50% employer match about $384,858 at 4% or $256,572 at 6%; with 100% employer match about $288,644 at 4% or $192,429 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,592,292$46,183$23,092iApproximate average salary by contribution assumption: employee only about $577,288 at 4% or $384,858 at 6%; with 50% employer match about $384,858 at 4% or $256,572 at 6%; with 100% employer match about $288,644 at 4% or $192,429 at 6%.
201612$1,433,707$31,099$15,550iApproximate average salary by contribution assumption: employee only about $388,738 at 4% or $259,158 at 6%; with 50% employer match about $259,158 at 4% or $172,772 at 6%; with 100% employer match about $194,369 at 4% or $129,579 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,433,707$31,099$15,550iApproximate average salary by contribution assumption: employee only about $388,738 at 4% or $259,158 at 6%; with 50% employer match about $259,158 at 4% or $172,772 at 6%; with 100% employer match about $194,369 at 4% or $129,579 at 6%.
201511$1,356,683$22,740$22,740iApproximate average salary by contribution assumption: employee only about $568,500 at 4% or $379,000 at 6%; with 50% employer match about $379,000 at 4% or $252,667 at 6%; with 100% employer match about $284,250 at 4% or $189,500 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-1$1,356,683$22,740$22,740iApproximate average salary by contribution assumption: employee only about $568,500 at 4% or $379,000 at 6%; with 50% employer match about $379,000 at 4% or $252,667 at 6%; with 100% employer match about $284,250 at 4% or $189,500 at 6%.
201412$1,384,186$39,903$19,952iApproximate average salary by contribution assumption: employee only about $498,788 at 4% or $332,525 at 6%; with 50% employer match about $332,525 at 4% or $221,683 at 6%; with 100% employer match about $249,394 at 4% or $166,263 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,384,186$39,903$19,952iApproximate average salary by contribution assumption: employee only about $498,788 at 4% or $332,525 at 6%; with 50% employer match about $332,525 at 4% or $221,683 at 6%; with 100% employer match about $249,394 at 4% or $166,263 at 6%.
201312$1,380,812$0-
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,380,812--
201212$1,426,792$50,889$25,445iApproximate average salary by contribution assumption: employee only about $636,113 at 4% or $424,075 at 6%; with 50% employer match about $424,075 at 4% or $282,717 at 6%; with 100% employer match about $318,056 at 4% or $212,038 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-2$1,426,792$50,889$25,445iApproximate average salary by contribution assumption: employee only about $636,113 at 4% or $424,075 at 6%; with 50% employer match about $424,075 at 4% or $282,717 at 6%; with 100% employer match about $318,056 at 4% or $212,038 at 6%.
201121$1,378,791$1,387,522$1,387,522iApproximate average salary by contribution assumption: employee only about $34,688,050 at 4% or $23,125,367 at 6%; with 50% employer match about $23,125,367 at 4% or $15,416,911 at 6%; with 100% employer match about $17,344,025 at 4% or $11,562,683 at 6%.
David a. Rosenberg, M.D. Inc. 401(K) Profit Sharing Plan-1$1,378,791$1,338,702$1,338,702iApproximate average salary by contribution assumption: employee only about $33,467,550 at 4% or $22,311,700 at 6%; with 50% employer match about $22,311,700 at 4% or $14,874,467 at 6%; with 100% employer match about $16,733,775 at 4% or $11,155,850 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-0-$48,820-
201015$1,501,113$65,282$13,056iApproximate average salary by contribution assumption: employee only about $326,410 at 4% or $217,607 at 6%; with 50% employer match about $217,607 at 4% or $145,071 at 6%; with 100% employer match about $163,205 at 4% or $108,803 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-5$1,501,113$65,282$13,056iApproximate average salary by contribution assumption: employee only about $326,410 at 4% or $217,607 at 6%; with 50% employer match about $217,607 at 4% or $145,071 at 6%; with 100% employer match about $163,205 at 4% or $108,803 at 6%.
200914$1,326,425$71,000$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-4$1,326,425$71,000$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
200813$0$0-
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-3---
200713$0$0-
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-3---
200614$1,182,125$152,405$38,101iApproximate average salary by contribution assumption: employee only about $952,531 at 4% or $635,021 at 6%; with 50% employer match about $635,021 at 4% or $423,347 at 6%; with 100% employer match about $476,266 at 4% or $317,510 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-4$1,182,125$152,405$38,101iApproximate average salary by contribution assumption: employee only about $952,531 at 4% or $635,021 at 6%; with 50% employer match about $635,021 at 4% or $423,347 at 6%; with 100% employer match about $476,266 at 4% or $317,510 at 6%.
200512$999,508$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-2$999,508$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
200412$727,583$96,461$48,231iApproximate average salary by contribution assumption: employee only about $1,205,763 at 4% or $803,842 at 6%; with 50% employer match about $803,842 at 4% or $535,894 at 6%; with 100% employer match about $602,881 at 4% or $401,921 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-2$727,583$96,461$48,231iApproximate average salary by contribution assumption: employee only about $1,205,763 at 4% or $803,842 at 6%; with 50% employer match about $803,842 at 4% or $535,894 at 6%; with 100% employer match about $602,881 at 4% or $401,921 at 6%.
200312$563,455$98,951$49,476iApproximate average salary by contribution assumption: employee only about $1,236,888 at 4% or $824,592 at 6%; with 50% employer match about $824,592 at 4% or $549,728 at 6%; with 100% employer match about $618,444 at 4% or $412,296 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-2$563,455$98,951$49,476iApproximate average salary by contribution assumption: employee only about $1,236,888 at 4% or $824,592 at 6%; with 50% employer match about $824,592 at 4% or $549,728 at 6%; with 100% employer match about $618,444 at 4% or $412,296 at 6%.
200212$367,342$75,861$37,931iApproximate average salary by contribution assumption: employee only about $948,263 at 4% or $632,175 at 6%; with 50% employer match about $632,175 at 4% or $421,450 at 6%; with 100% employer match about $474,131 at 4% or $316,088 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-2$367,342$75,861$37,931iApproximate average salary by contribution assumption: employee only about $948,263 at 4% or $632,175 at 6%; with 50% employer match about $632,175 at 4% or $421,450 at 6%; with 100% employer match about $474,131 at 4% or $316,088 at 6%.
200111$0$0-
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-1---
200013$0$0-
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-3---
199913$216,156$56,765$18,922iApproximate average salary by contribution assumption: employee only about $473,042 at 4% or $315,361 at 6%; with 50% employer match about $315,361 at 4% or $210,241 at 6%; with 100% employer match about $236,521 at 4% or $157,681 at 6%.
David a Rosenberg, M.D. Inc. Defined Benefit Pension Plan-3$216,156$56,765$18,922iApproximate average salary by contribution assumption: employee only about $473,042 at 4% or $315,361 at 6%; with 50% employer match about $315,361 at 4% or $210,241 at 6%; with 100% employer match about $236,521 at 4% or $157,681 at 6%.