Historical Properties Inc.
Plan context: Rose 401(K) Plan
EIN 95-4148695 • San Diego, CA • 19 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$1,037,828
2024 Contributions
$26,810
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $1,037,828 | $26,810 | $1,411iApproximate average salary by contribution assumption: employee only about $35,276 at 4% or $23,518 at 6%; with 50% employer match about $23,518 at 4% or $15,678 at 6%; with 100% employer match about $17,638 at 4% or $11,759 at 6%. |
| Rose 401(K) Plan | - | 19 | $1,037,828 | $26,810 | $1,411iApproximate average salary by contribution assumption: employee only about $35,276 at 4% or $23,518 at 6%; with 50% employer match about $23,518 at 4% or $15,678 at 6%; with 100% employer match about $17,638 at 4% or $11,759 at 6%. |
| 2023 | 1 | 9 | $903,053 | $27,199 | $3,022iApproximate average salary by contribution assumption: employee only about $75,553 at 4% or $50,369 at 6%; with 50% employer match about $50,369 at 4% or $33,579 at 6%; with 100% employer match about $37,776 at 4% or $25,184 at 6%. |
| Rose 401(K) Plan | - | 9 | $903,053 | $27,199 | $3,022iApproximate average salary by contribution assumption: employee only about $75,553 at 4% or $50,369 at 6%; with 50% employer match about $50,369 at 4% or $33,579 at 6%; with 100% employer match about $37,776 at 4% or $25,184 at 6%. |
| 2022 | 1 | 15 | $1,174,874 | $21,466 | $1,431iApproximate average salary by contribution assumption: employee only about $35,777 at 4% or $23,851 at 6%; with 50% employer match about $23,851 at 4% or $15,901 at 6%; with 100% employer match about $17,888 at 4% or $11,926 at 6%. |
| Rose 401(K) Plan | - | 15 | $1,174,874 | $21,466 | $1,431iApproximate average salary by contribution assumption: employee only about $35,777 at 4% or $23,851 at 6%; with 50% employer match about $23,851 at 4% or $15,901 at 6%; with 100% employer match about $17,888 at 4% or $11,926 at 6%. |
| 2021 | 1 | 17 | $1,407,389 | $16,606 | $977iApproximate average salary by contribution assumption: employee only about $24,421 at 4% or $16,280 at 6%; with 50% employer match about $16,280 at 4% or $10,854 at 6%; with 100% employer match about $12,210 at 4% or $8,140 at 6%. |
| Rose 401(K) Plan | - | 17 | $1,407,389 | $16,606 | $977iApproximate average salary by contribution assumption: employee only about $24,421 at 4% or $16,280 at 6%; with 50% employer match about $16,280 at 4% or $10,854 at 6%; with 100% employer match about $12,210 at 4% or $8,140 at 6%. |
| 2020 | 1 | 5 | $2,014,939 | $55,030 | $11,006iApproximate average salary by contribution assumption: employee only about $275,150 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,717 at 6%. |
| Rose 401(K) Plan | - | 5 | $2,014,939 | $55,030 | $11,006iApproximate average salary by contribution assumption: employee only about $275,150 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,717 at 6%. |
| 2019 | 1 | 45 | $1,847,842 | $118,356 | $2,630iApproximate average salary by contribution assumption: employee only about $65,753 at 4% or $43,836 at 6%; with 50% employer match about $43,836 at 4% or $29,224 at 6%; with 100% employer match about $32,877 at 4% or $21,918 at 6%. |
| Rose 401(K) Plan | - | 45 | $1,847,842 | $118,356 | $2,630iApproximate average salary by contribution assumption: employee only about $65,753 at 4% or $43,836 at 6%; with 50% employer match about $43,836 at 4% or $29,224 at 6%; with 100% employer match about $32,877 at 4% or $21,918 at 6%. |
| 2018 | 1 | 37 | $1,449,973 | $102,722 | $2,776iApproximate average salary by contribution assumption: employee only about $69,407 at 4% or $46,271 at 6%; with 50% employer match about $46,271 at 4% or $30,847 at 6%; with 100% employer match about $34,703 at 4% or $23,136 at 6%. |
| Rose 401(K) Plan | - | 37 | $1,449,973 | $102,722 | $2,776iApproximate average salary by contribution assumption: employee only about $69,407 at 4% or $46,271 at 6%; with 50% employer match about $46,271 at 4% or $30,847 at 6%; with 100% employer match about $34,703 at 4% or $23,136 at 6%. |
| 2017 | 1 | 16 | $1,474,511 | $89,691 | $5,606iApproximate average salary by contribution assumption: employee only about $140,142 at 4% or $93,428 at 6%; with 50% employer match about $93,428 at 4% or $62,285 at 6%; with 100% employer match about $70,071 at 4% or $46,714 at 6%. |
| Rose 401(K) Plan | - | 16 | $1,474,511 | $89,691 | $5,606iApproximate average salary by contribution assumption: employee only about $140,142 at 4% or $93,428 at 6%; with 50% employer match about $93,428 at 4% or $62,285 at 6%; with 100% employer match about $70,071 at 4% or $46,714 at 6%. |
| 2016 | 1 | 16 | $1,327,397 | $147,042 | $9,190iApproximate average salary by contribution assumption: employee only about $229,753 at 4% or $153,169 at 6%; with 50% employer match about $153,169 at 4% or $102,113 at 6%; with 100% employer match about $114,877 at 4% or $76,584 at 6%. |
| Rose 401(K) Plan | - | 16 | $1,327,397 | $147,042 | $9,190iApproximate average salary by contribution assumption: employee only about $229,753 at 4% or $153,169 at 6%; with 50% employer match about $153,169 at 4% or $102,113 at 6%; with 100% employer match about $114,877 at 4% or $76,584 at 6%. |
| 2015 | 1 | 17 | $1,223,277 | $50,393 | $2,964iApproximate average salary by contribution assumption: employee only about $74,107 at 4% or $49,405 at 6%; with 50% employer match about $49,405 at 4% or $32,937 at 6%; with 100% employer match about $37,054 at 4% or $24,702 at 6%. |
| Rose 401(K) Plan | - | 17 | $1,223,277 | $50,393 | $2,964iApproximate average salary by contribution assumption: employee only about $74,107 at 4% or $49,405 at 6%; with 50% employer match about $49,405 at 4% or $32,937 at 6%; with 100% employer match about $37,054 at 4% or $24,702 at 6%. |
| 2014 | 1 | 18 | $1,177,319 | $45,152 | $2,508iApproximate average salary by contribution assumption: employee only about $62,711 at 4% or $41,807 at 6%; with 50% employer match about $41,807 at 4% or $27,872 at 6%; with 100% employer match about $31,356 at 4% or $20,904 at 6%. |
| Rose 401(K) Plan | - | 18 | $1,177,319 | $45,152 | $2,508iApproximate average salary by contribution assumption: employee only about $62,711 at 4% or $41,807 at 6%; with 50% employer match about $41,807 at 4% or $27,872 at 6%; with 100% employer match about $31,356 at 4% or $20,904 at 6%. |
| 2013 | 1 | 18 | $1,111,472 | $45,205 | $2,511iApproximate average salary by contribution assumption: employee only about $62,785 at 4% or $41,856 at 6%; with 50% employer match about $41,856 at 4% or $27,904 at 6%; with 100% employer match about $31,392 at 4% or $20,928 at 6%. |
| Rose 401(K) Plan | - | 18 | $1,111,472 | $45,205 | $2,511iApproximate average salary by contribution assumption: employee only about $62,785 at 4% or $41,856 at 6%; with 50% employer match about $41,856 at 4% or $27,904 at 6%; with 100% employer match about $31,392 at 4% or $20,928 at 6%. |
| 2012 | 1 | 20 | $1,338,761 | $74,385 | $3,719iApproximate average salary by contribution assumption: employee only about $92,981 at 4% or $61,988 at 6%; with 50% employer match about $61,988 at 4% or $41,325 at 6%; with 100% employer match about $46,491 at 4% or $30,994 at 6%. |
| Rose 401(K) Plan | - | 20 | $1,338,761 | $74,385 | $3,719iApproximate average salary by contribution assumption: employee only about $92,981 at 4% or $61,988 at 6%; with 50% employer match about $61,988 at 4% or $41,325 at 6%; with 100% employer match about $46,491 at 4% or $30,994 at 6%. |
| 2011 | 1 | 20 | $1,418,286 | $78,929 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,331 at 4% or $32,887 at 6%. |
| Rose 401(K) Plan | - | 20 | $1,418,286 | $78,929 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,331 at 4% or $32,887 at 6%. |
| 2010 | 1 | 21 | $1,406,458 | $81,065 | $3,860iApproximate average salary by contribution assumption: employee only about $96,506 at 4% or $64,337 at 6%; with 50% employer match about $64,337 at 4% or $42,892 at 6%; with 100% employer match about $48,253 at 4% or $32,169 at 6%. |
| Rose 401(K) Plan | - | 21 | $1,406,458 | $81,065 | $3,860iApproximate average salary by contribution assumption: employee only about $96,506 at 4% or $64,337 at 6%; with 50% employer match about $64,337 at 4% or $42,892 at 6%; with 100% employer match about $48,253 at 4% or $32,169 at 6%. |
| 2008 | 1 | 35 | $1,094,525 | $125,193 | $3,577iApproximate average salary by contribution assumption: employee only about $89,424 at 4% or $59,616 at 6%; with 50% employer match about $59,616 at 4% or $39,744 at 6%; with 100% employer match about $44,712 at 4% or $29,808 at 6%. |
| Rose 401(K) Plan | - | 35 | $1,094,525 | $125,193 | $3,577iApproximate average salary by contribution assumption: employee only about $89,424 at 4% or $59,616 at 6%; with 50% employer match about $59,616 at 4% or $39,744 at 6%; with 100% employer match about $44,712 at 4% or $29,808 at 6%. |
| 2007 | 1 | 40 | $0 | $0 | - |
| Rose 401(K) Plan | - | 40 | - | - | - |
| 2006 | 1 | 35 | $1,306,955 | $121,480 | $3,471iApproximate average salary by contribution assumption: employee only about $86,771 at 4% or $57,848 at 6%; with 50% employer match about $57,848 at 4% or $38,565 at 6%; with 100% employer match about $43,386 at 4% or $28,924 at 6%. |
| Rose 401(K) Plan | - | 35 | $1,306,955 | $121,480 | $3,471iApproximate average salary by contribution assumption: employee only about $86,771 at 4% or $57,848 at 6%; with 50% employer match about $57,848 at 4% or $38,565 at 6%; with 100% employer match about $43,386 at 4% or $28,924 at 6%. |
| 2005 | 1 | 41 | $1,158,412 | $112,070 | $2,733iApproximate average salary by contribution assumption: employee only about $68,335 at 4% or $45,557 at 6%; with 50% employer match about $45,557 at 4% or $30,371 at 6%; with 100% employer match about $34,168 at 4% or $22,778 at 6%. |
| Rose 401(K) Plan | - | 41 | $1,158,412 | $112,070 | $2,733iApproximate average salary by contribution assumption: employee only about $68,335 at 4% or $45,557 at 6%; with 50% employer match about $45,557 at 4% or $30,371 at 6%; with 100% employer match about $34,168 at 4% or $22,778 at 6%. |