Civic Intelligence

Rockburn Institute

Plan context: Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute

EIN 52-1106830 • Elkridge, MD • 17 filings • 5 plans

6581 Belmont Woods RdElkridge, MD 21075-5202
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,500,122

2024 Contributions

$4,681

Historical Graphs

Total Assets Over Time

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

$1,906,695$953,348$0200920172024YearValue
$1,500,122Latest year 2024

Participants Over Time

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

210200920172024YearValue
1Latest year 2024

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
202411$1,500,122$0-
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-1$1,500,122$0-
202312$1,579,390$0-
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,579,390$0-
202212$1,572,772$4,681$2,341iApproximate average salary by contribution assumption: employee only about $58,513 at 4% or $39,008 at 6%; with 50% employer match about $39,008 at 4% or $26,006 at 6%; with 100% employer match about $29,256 at 4% or $19,504 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,572,772$4,681$2,341iApproximate average salary by contribution assumption: employee only about $58,513 at 4% or $39,008 at 6%; with 50% employer match about $39,008 at 4% or $26,006 at 6%; with 100% employer match about $29,256 at 4% or $19,504 at 6%.
202112$1,906,695$12,961$6,481iApproximate average salary by contribution assumption: employee only about $162,013 at 4% or $108,008 at 6%; with 50% employer match about $108,008 at 4% or $72,006 at 6%; with 100% employer match about $81,006 at 4% or $54,004 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,906,695$12,961$6,481iApproximate average salary by contribution assumption: employee only about $162,013 at 4% or $108,008 at 6%; with 50% employer match about $108,008 at 4% or $72,006 at 6%; with 100% employer match about $81,006 at 4% or $54,004 at 6%.
202012$1,822,516$201,423$100,712iApproximate average salary by contribution assumption: employee only about $2,517,788 at 4% or $1,678,525 at 6%; with 50% employer match about $1,678,525 at 4% or $1,119,017 at 6%; with 100% employer match about $1,258,894 at 4% or $839,263 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,822,516$201,423$100,712iApproximate average salary by contribution assumption: employee only about $2,517,788 at 4% or $1,678,525 at 6%; with 50% employer match about $1,678,525 at 4% or $1,119,017 at 6%; with 100% employer match about $1,258,894 at 4% or $839,263 at 6%.
201912$1,671,093$9,903$4,952iApproximate average salary by contribution assumption: employee only about $123,788 at 4% or $82,525 at 6%; with 50% employer match about $82,525 at 4% or $55,017 at 6%; with 100% employer match about $61,894 at 4% or $41,263 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,671,093$9,903$4,952iApproximate average salary by contribution assumption: employee only about $123,788 at 4% or $82,525 at 6%; with 50% employer match about $82,525 at 4% or $55,017 at 6%; with 100% employer match about $61,894 at 4% or $41,263 at 6%.
201812$1,569,385$13,659$6,830iApproximate average salary by contribution assumption: employee only about $170,738 at 4% or $113,825 at 6%; with 50% employer match about $113,825 at 4% or $75,883 at 6%; with 100% employer match about $85,369 at 4% or $56,913 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,569,385$13,659$6,830iApproximate average salary by contribution assumption: employee only about $170,738 at 4% or $113,825 at 6%; with 50% employer match about $113,825 at 4% or $75,883 at 6%; with 100% employer match about $85,369 at 4% or $56,913 at 6%.
201712$1,658,739$14,890$7,445iApproximate average salary by contribution assumption: employee only about $186,125 at 4% or $124,083 at 6%; with 50% employer match about $124,083 at 4% or $82,722 at 6%; with 100% employer match about $93,063 at 4% or $62,042 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,658,739$14,890$7,445iApproximate average salary by contribution assumption: employee only about $186,125 at 4% or $124,083 at 6%; with 50% employer match about $124,083 at 4% or $82,722 at 6%; with 100% employer match about $93,063 at 4% or $62,042 at 6%.
201612$1,482,164$13,771$6,886iApproximate average salary by contribution assumption: employee only about $172,138 at 4% or $114,758 at 6%; with 50% employer match about $114,758 at 4% or $76,506 at 6%; with 100% employer match about $86,069 at 4% or $57,379 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,482,164$13,771$6,886iApproximate average salary by contribution assumption: employee only about $172,138 at 4% or $114,758 at 6%; with 50% employer match about $114,758 at 4% or $76,506 at 6%; with 100% employer match about $86,069 at 4% or $57,379 at 6%.
201511$1,401,057$481,020$481,020iApproximate average salary by contribution assumption: employee only about $12,025,500 at 4% or $8,017,000 at 6%; with 50% employer match about $8,017,000 at 4% or $5,344,667 at 6%; with 100% employer match about $6,012,750 at 4% or $4,008,500 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-1$1,401,057$481,020$481,020iApproximate average salary by contribution assumption: employee only about $12,025,500 at 4% or $8,017,000 at 6%; with 50% employer match about $8,017,000 at 4% or $5,344,667 at 6%; with 100% employer match about $6,012,750 at 4% or $4,008,500 at 6%.
201411$920,216$22,818$22,818iApproximate average salary by contribution assumption: employee only about $570,450 at 4% or $380,300 at 6%; with 50% employer match about $380,300 at 4% or $253,533 at 6%; with 100% employer match about $285,225 at 4% or $190,150 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-1$920,216$22,818$22,818iApproximate average salary by contribution assumption: employee only about $570,450 at 4% or $380,300 at 6%; with 50% employer match about $380,300 at 4% or $253,533 at 6%; with 100% employer match about $285,225 at 4% or $190,150 at 6%.
201312$1,132,944$35,595$17,798iApproximate average salary by contribution assumption: employee only about $444,938 at 4% or $296,625 at 6%; with 50% employer match about $296,625 at 4% or $197,750 at 6%; with 100% employer match about $222,469 at 4% or $148,313 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$1,132,944$35,595$17,798iApproximate average salary by contribution assumption: employee only about $444,938 at 4% or $296,625 at 6%; with 50% employer match about $296,625 at 4% or $197,750 at 6%; with 100% employer match about $222,469 at 4% or $148,313 at 6%.
201212$978,942$12,840$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$978,942$12,840$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.
201112$885,588$29,160$14,580iApproximate average salary by contribution assumption: employee only about $364,500 at 4% or $243,000 at 6%; with 50% employer match about $243,000 at 4% or $162,000 at 6%; with 100% employer match about $182,250 at 4% or $121,500 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$885,588$29,160$14,580iApproximate average salary by contribution assumption: employee only about $364,500 at 4% or $243,000 at 6%; with 50% employer match about $243,000 at 4% or $162,000 at 6%; with 100% employer match about $182,250 at 4% or $121,500 at 6%.
201012$860,941$234,600$117,300iApproximate average salary by contribution assumption: employee only about $2,932,500 at 4% or $1,955,000 at 6%; with 50% employer match about $1,955,000 at 4% or $1,303,333 at 6%; with 100% employer match about $1,466,250 at 4% or $977,500 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$860,941$234,600$117,300iApproximate average salary by contribution assumption: employee only about $2,932,500 at 4% or $1,955,000 at 6%; with 50% employer match about $1,955,000 at 4% or $1,303,333 at 6%; with 100% employer match about $1,466,250 at 4% or $977,500 at 6%.
200922$1,142,822$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
TAX DEFERRED ANNUITY PLAN OF ROCKBURN INSTITUTE-2$571,411$15,625$7,813iApproximate average salary by contribution assumption: employee only about $195,313 at 4% or $130,208 at 6%; with 50% employer match about $130,208 at 4% or $86,806 at 6%; with 100% employer match about $97,656 at 4% or $65,104 at 6%.
Tax Deferred Annuity Plan of Rockburn Institute Rockburn Institute-2$571,411$15,625$7,813iApproximate average salary by contribution assumption: employee only about $195,313 at 4% or $130,208 at 6%; with 50% employer match about $130,208 at 4% or $86,806 at 6%; with 100% employer match about $97,656 at 4% or $65,104 at 6%.