Rothner, Segall & Greenstone
Plan context: Rothner, Segall & Greenstone Retirement Savings Plan
EIN 95-4364982 • Pasadena, CA • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$7,867,535
2024 Contributions
$199,725
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 | 25 | $7,867,535 | $199,725 | $7,989iApproximate average salary by contribution assumption: employee only about $199,725 at 4% or $133,150 at 6%; with 50% employer match about $133,150 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,575 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 25 | $7,867,535 | $199,725 | $7,989iApproximate average salary by contribution assumption: employee only about $199,725 at 4% or $133,150 at 6%; with 50% employer match about $133,150 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,575 at 6%. |
| 2023 | 1 | 24 | $7,143,491 | $205,397 | $8,558iApproximate average salary by contribution assumption: employee only about $213,955 at 4% or $142,637 at 6%; with 50% employer match about $142,637 at 4% or $95,091 at 6%; with 100% employer match about $106,978 at 4% or $71,318 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 24 | $7,143,491 | $205,397 | $8,558iApproximate average salary by contribution assumption: employee only about $213,955 at 4% or $142,637 at 6%; with 50% employer match about $142,637 at 4% or $95,091 at 6%; with 100% employer match about $106,978 at 4% or $71,318 at 6%. |
| 2022 | 1 | 23 | $6,274,824 | $228,607 | $9,939iApproximate average salary by contribution assumption: employee only about $248,486 at 4% or $165,657 at 6%; with 50% employer match about $165,657 at 4% or $110,438 at 6%; with 100% employer match about $124,243 at 4% or $82,829 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 23 | $6,274,824 | $228,607 | $9,939iApproximate average salary by contribution assumption: employee only about $248,486 at 4% or $165,657 at 6%; with 50% employer match about $165,657 at 4% or $110,438 at 6%; with 100% employer match about $124,243 at 4% or $82,829 at 6%. |
| 2021 | 1 | 21 | $7,118,659 | $250,053 | $11,907iApproximate average salary by contribution assumption: employee only about $297,682 at 4% or $198,455 at 6%; with 50% employer match about $198,455 at 4% or $132,303 at 6%; with 100% employer match about $148,841 at 4% or $99,227 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 21 | $7,118,659 | $250,053 | $11,907iApproximate average salary by contribution assumption: employee only about $297,682 at 4% or $198,455 at 6%; with 50% employer match about $198,455 at 4% or $132,303 at 6%; with 100% employer match about $148,841 at 4% or $99,227 at 6%. |
| 2020 | 1 | 21 | $6,118,947 | $232,620 | $11,077iApproximate average salary by contribution assumption: employee only about $276,929 at 4% or $184,619 at 6%; with 50% employer match about $184,619 at 4% or $123,079 at 6%; with 100% employer match about $138,464 at 4% or $92,310 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 21 | $6,118,947 | $232,620 | $11,077iApproximate average salary by contribution assumption: employee only about $276,929 at 4% or $184,619 at 6%; with 50% employer match about $184,619 at 4% or $123,079 at 6%; with 100% employer match about $138,464 at 4% or $92,310 at 6%. |
| 2019 | 1 | 21 | $5,491,706 | $247,488 | $11,785iApproximate average salary by contribution assumption: employee only about $294,629 at 4% or $196,419 at 6%; with 50% employer match about $196,419 at 4% or $130,946 at 6%; with 100% employer match about $147,314 at 4% or $98,210 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 21 | $5,491,706 | $247,488 | $11,785iApproximate average salary by contribution assumption: employee only about $294,629 at 4% or $196,419 at 6%; with 50% employer match about $196,419 at 4% or $130,946 at 6%; with 100% employer match about $147,314 at 4% or $98,210 at 6%. |
| 2018 | 1 | 19 | $4,680,991 | $215,238 | $11,328iApproximate average salary by contribution assumption: employee only about $283,208 at 4% or $188,805 at 6%; with 50% employer match about $188,805 at 4% or $125,870 at 6%; with 100% employer match about $141,604 at 4% or $94,403 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 19 | $4,680,991 | $215,238 | $11,328iApproximate average salary by contribution assumption: employee only about $283,208 at 4% or $188,805 at 6%; with 50% employer match about $188,805 at 4% or $125,870 at 6%; with 100% employer match about $141,604 at 4% or $94,403 at 6%. |
| 2017 | 1 | 18 | $4,812,204 | $254,675 | $14,149iApproximate average salary by contribution assumption: employee only about $353,715 at 4% or $235,810 at 6%; with 50% employer match about $235,810 at 4% or $157,207 at 6%; with 100% employer match about $176,858 at 4% or $117,905 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 18 | $4,812,204 | $254,675 | $14,149iApproximate average salary by contribution assumption: employee only about $353,715 at 4% or $235,810 at 6%; with 50% employer match about $235,810 at 4% or $157,207 at 6%; with 100% employer match about $176,858 at 4% or $117,905 at 6%. |
| 2016 | 1 | 18 | $4,068,759 | $241,239 | $13,402iApproximate average salary by contribution assumption: employee only about $335,054 at 4% or $223,369 at 6%; with 50% employer match about $223,369 at 4% or $148,913 at 6%; with 100% employer match about $167,527 at 4% or $111,685 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 18 | $4,068,759 | $241,239 | $13,402iApproximate average salary by contribution assumption: employee only about $335,054 at 4% or $223,369 at 6%; with 50% employer match about $223,369 at 4% or $148,913 at 6%; with 100% employer match about $167,527 at 4% or $111,685 at 6%. |
| 2015 | 1 | 19 | $3,630,519 | $222,331 | $11,702iApproximate average salary by contribution assumption: employee only about $292,541 at 4% or $195,027 at 6%; with 50% employer match about $195,027 at 4% or $130,018 at 6%; with 100% employer match about $146,270 at 4% or $97,514 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 19 | $3,630,519 | $222,331 | $11,702iApproximate average salary by contribution assumption: employee only about $292,541 at 4% or $195,027 at 6%; with 50% employer match about $195,027 at 4% or $130,018 at 6%; with 100% employer match about $146,270 at 4% or $97,514 at 6%. |
| 2014 | 1 | 17 | $3,595,898 | $230,770 | $13,575iApproximate average salary by contribution assumption: employee only about $339,368 at 4% or $226,245 at 6%; with 50% employer match about $226,245 at 4% or $150,830 at 6%; with 100% employer match about $169,684 at 4% or $113,123 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 17 | $3,595,898 | $230,770 | $13,575iApproximate average salary by contribution assumption: employee only about $339,368 at 4% or $226,245 at 6%; with 50% employer match about $226,245 at 4% or $150,830 at 6%; with 100% employer match about $169,684 at 4% or $113,123 at 6%. |
| 2013 | 1 | 17 | $3,315,370 | $221,485 | $13,029iApproximate average salary by contribution assumption: employee only about $325,713 at 4% or $217,142 at 6%; with 50% employer match about $217,142 at 4% or $144,761 at 6%; with 100% employer match about $162,857 at 4% or $108,571 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 17 | $3,315,370 | $221,485 | $13,029iApproximate average salary by contribution assumption: employee only about $325,713 at 4% or $217,142 at 6%; with 50% employer match about $217,142 at 4% or $144,761 at 6%; with 100% employer match about $162,857 at 4% or $108,571 at 6%. |
| 2012 | 1 | 20 | $3,075,018 | $201,334 | $10,067iApproximate average salary by contribution assumption: employee only about $251,668 at 4% or $167,778 at 6%; with 50% employer match about $167,778 at 4% or $111,852 at 6%; with 100% employer match about $125,834 at 4% or $83,889 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 20 | $3,075,018 | $201,334 | $10,067iApproximate average salary by contribution assumption: employee only about $251,668 at 4% or $167,778 at 6%; with 50% employer match about $167,778 at 4% or $111,852 at 6%; with 100% employer match about $125,834 at 4% or $83,889 at 6%. |
| 2011 | 1 | 21 | $2,614,223 | $256,462 | $12,212iApproximate average salary by contribution assumption: employee only about $305,312 at 4% or $203,541 at 6%; with 50% employer match about $203,541 at 4% or $135,694 at 6%; with 100% employer match about $152,656 at 4% or $101,771 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 21 | $2,614,223 | $256,462 | $12,212iApproximate average salary by contribution assumption: employee only about $305,312 at 4% or $203,541 at 6%; with 50% employer match about $203,541 at 4% or $135,694 at 6%; with 100% employer match about $152,656 at 4% or $101,771 at 6%. |
| 2010 | 1 | 20 | $2,610,309 | $228,726 | $11,436iApproximate average salary by contribution assumption: employee only about $285,908 at 4% or $190,605 at 6%; with 50% employer match about $190,605 at 4% or $127,070 at 6%; with 100% employer match about $142,954 at 4% or $95,303 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 20 | $2,610,309 | $228,726 | $11,436iApproximate average salary by contribution assumption: employee only about $285,908 at 4% or $190,605 at 6%; with 50% employer match about $190,605 at 4% or $127,070 at 6%; with 100% employer match about $142,954 at 4% or $95,303 at 6%. |
| 2009 | 1 | 12 | $2,114,324 | $286,359 | $23,863iApproximate average salary by contribution assumption: employee only about $596,581 at 4% or $397,721 at 6%; with 50% employer match about $397,721 at 4% or $265,147 at 6%; with 100% employer match about $298,291 at 4% or $198,860 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 12 | $2,114,324 | $286,359 | $23,863iApproximate average salary by contribution assumption: employee only about $596,581 at 4% or $397,721 at 6%; with 50% employer match about $397,721 at 4% or $265,147 at 6%; with 100% employer match about $298,291 at 4% or $198,860 at 6%. |
| 2008 | 1 | 13 | $1,418,326 | $302,990 | $23,307iApproximate average salary by contribution assumption: employee only about $582,673 at 4% or $388,449 at 6%; with 50% employer match about $388,449 at 4% or $258,966 at 6%; with 100% employer match about $291,337 at 4% or $194,224 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 13 | $1,418,326 | $302,990 | $23,307iApproximate average salary by contribution assumption: employee only about $582,673 at 4% or $388,449 at 6%; with 50% employer match about $388,449 at 4% or $258,966 at 6%; with 100% employer match about $291,337 at 4% or $194,224 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 10 | - | - | - |
| 2006 | 1 | 11 | $1,368,627 | $195,674 | $17,789iApproximate average salary by contribution assumption: employee only about $444,714 at 4% or $296,476 at 6%; with 50% employer match about $296,476 at 4% or $197,651 at 6%; with 100% employer match about $222,357 at 4% or $148,238 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 11 | $1,368,627 | $195,674 | $17,789iApproximate average salary by contribution assumption: employee only about $444,714 at 4% or $296,476 at 6%; with 50% employer match about $296,476 at 4% or $197,651 at 6%; with 100% employer match about $222,357 at 4% or $148,238 at 6%. |
| 2005 | 1 | 10 | $1,041,741 | $171,443 | $17,144iApproximate average salary by contribution assumption: employee only about $428,608 at 4% or $285,738 at 6%; with 50% employer match about $285,738 at 4% or $190,492 at 6%; with 100% employer match about $214,304 at 4% or $142,869 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 10 | $1,041,741 | $171,443 | $17,144iApproximate average salary by contribution assumption: employee only about $428,608 at 4% or $285,738 at 6%; with 50% employer match about $285,738 at 4% or $190,492 at 6%; with 100% employer match about $214,304 at 4% or $142,869 at 6%. |
| 2004 | 1 | 10 | $809,549 | $161,610 | $16,161iApproximate average salary by contribution assumption: employee only about $404,025 at 4% or $269,350 at 6%; with 50% employer match about $269,350 at 4% or $179,567 at 6%; with 100% employer match about $202,013 at 4% or $134,675 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 10 | $809,549 | $161,610 | $16,161iApproximate average salary by contribution assumption: employee only about $404,025 at 4% or $269,350 at 6%; with 50% employer match about $269,350 at 4% or $179,567 at 6%; with 100% employer match about $202,013 at 4% or $134,675 at 6%. |
| 2003 | 1 | 9 | $611,646 | $122,119 | $13,569iApproximate average salary by contribution assumption: employee only about $339,219 at 4% or $226,146 at 6%; with 50% employer match about $226,146 at 4% or $150,764 at 6%; with 100% employer match about $169,610 at 4% or $113,073 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 9 | $611,646 | $122,119 | $13,569iApproximate average salary by contribution assumption: employee only about $339,219 at 4% or $226,146 at 6%; with 50% employer match about $226,146 at 4% or $150,764 at 6%; with 100% employer match about $169,610 at 4% or $113,073 at 6%. |
| 2002 | 1 | 10 | $401,505 | $121,469 | $12,147iApproximate average salary by contribution assumption: employee only about $303,673 at 4% or $202,448 at 6%; with 50% employer match about $202,448 at 4% or $134,966 at 6%; with 100% employer match about $151,836 at 4% or $101,224 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 10 | $401,505 | $121,469 | $12,147iApproximate average salary by contribution assumption: employee only about $303,673 at 4% or $202,448 at 6%; with 50% employer match about $202,448 at 4% or $134,966 at 6%; with 100% employer match about $151,836 at 4% or $101,224 at 6%. |
| 2001 | 1 | 10 | $316,345 | $126,581 | $12,658iApproximate average salary by contribution assumption: employee only about $316,453 at 4% or $210,968 at 6%; with 50% employer match about $210,968 at 4% or $140,646 at 6%; with 100% employer match about $158,226 at 4% or $105,484 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 10 | $316,345 | $126,581 | $12,658iApproximate average salary by contribution assumption: employee only about $316,453 at 4% or $210,968 at 6%; with 50% employer match about $210,968 at 4% or $140,646 at 6%; with 100% employer match about $158,226 at 4% or $105,484 at 6%. |
| 2000 | 1 | 8 | $204,304 | $110,118 | $13,765iApproximate average salary by contribution assumption: employee only about $344,119 at 4% or $229,413 at 6%; with 50% employer match about $229,413 at 4% or $152,942 at 6%; with 100% employer match about $172,059 at 4% or $114,706 at 6%. |
| Rothner, Segall & Greenstone Retirement Savings Plan | - | 8 | $204,304 | $110,118 | $13,765iApproximate average salary by contribution assumption: employee only about $344,119 at 4% or $229,413 at 6%; with 50% employer match about $229,413 at 4% or $152,942 at 6%; with 100% employer match about $172,059 at 4% or $114,706 at 6%. |