Civic Intelligence

Rosenberg Klein & Lee Chartered

Plan context: Rosenberg, Klein & Lee, Chartered Retirement Plan

EIN 52-1181302 • Ellicott City, MD • 26 filings • 3 plans

3458 Ellicott Center Dr Ste 101Ellicott City, MD 21043-4178
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,182,570

2025 Contributions

$83,475

Historical Graphs

Total Assets Over Time

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

$3,182,570$1,591,285$0200020132025YearValue
$3,182,570Latest year 2025

Participants Over Time

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

1790200020132025YearValue
12Latest year 2025

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
2025112$3,182,570$83,475$6,956iApproximate average salary by contribution assumption: employee only about $173,906 at 4% or $115,938 at 6%; with 50% employer match about $115,938 at 4% or $77,292 at 6%; with 100% employer match about $86,953 at 4% or $57,969 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-12$3,182,570$83,475$6,956iApproximate average salary by contribution assumption: employee only about $173,906 at 4% or $115,938 at 6%; with 50% employer match about $115,938 at 4% or $77,292 at 6%; with 100% employer match about $86,953 at 4% or $57,969 at 6%.
202419$2,839,218$70,558$7,840iApproximate average salary by contribution assumption: employee only about $195,994 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,997 at 4% or $65,331 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-9$2,839,218$70,558$7,840iApproximate average salary by contribution assumption: employee only about $195,994 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,997 at 4% or $65,331 at 6%.
2023110$2,772,466$72,540$7,254iApproximate average salary by contribution assumption: employee only about $181,350 at 4% or $120,900 at 6%; with 50% employer match about $120,900 at 4% or $80,600 at 6%; with 100% employer match about $90,675 at 4% or $60,450 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-10$2,772,466$72,540$7,254iApproximate average salary by contribution assumption: employee only about $181,350 at 4% or $120,900 at 6%; with 50% employer match about $120,900 at 4% or $80,600 at 6%; with 100% employer match about $90,675 at 4% or $60,450 at 6%.
2022111$2,467,508$66,947$6,086iApproximate average salary by contribution assumption: employee only about $152,152 at 4% or $101,435 at 6%; with 50% employer match about $101,435 at 4% or $67,623 at 6%; with 100% employer match about $76,076 at 4% or $50,717 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-11$2,467,508$66,947$6,086iApproximate average salary by contribution assumption: employee only about $152,152 at 4% or $101,435 at 6%; with 50% employer match about $101,435 at 4% or $67,623 at 6%; with 100% employer match about $76,076 at 4% or $50,717 at 6%.
2021112$3,155,451$89,745$7,479iApproximate average salary by contribution assumption: employee only about $186,969 at 4% or $124,646 at 6%; with 50% employer match about $124,646 at 4% or $83,097 at 6%; with 100% employer match about $93,484 at 4% or $62,323 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-12$3,155,451$89,745$7,479iApproximate average salary by contribution assumption: employee only about $186,969 at 4% or $124,646 at 6%; with 50% employer match about $124,646 at 4% or $83,097 at 6%; with 100% employer match about $93,484 at 4% or $62,323 at 6%.
2020113$2,820,923$87,227$6,710iApproximate average salary by contribution assumption: employee only about $167,744 at 4% or $111,829 at 6%; with 50% employer match about $111,829 at 4% or $74,553 at 6%; with 100% employer match about $83,872 at 4% or $55,915 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$2,820,923$87,227$6,710iApproximate average salary by contribution assumption: employee only about $167,744 at 4% or $111,829 at 6%; with 50% employer match about $111,829 at 4% or $74,553 at 6%; with 100% employer match about $83,872 at 4% or $55,915 at 6%.
2019113$2,524,566$88,242$6,788iApproximate average salary by contribution assumption: employee only about $169,696 at 4% or $113,131 at 6%; with 50% employer match about $113,131 at 4% or $75,421 at 6%; with 100% employer match about $84,848 at 4% or $56,565 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$2,524,566$88,242$6,788iApproximate average salary by contribution assumption: employee only about $169,696 at 4% or $113,131 at 6%; with 50% employer match about $113,131 at 4% or $75,421 at 6%; with 100% employer match about $84,848 at 4% or $56,565 at 6%.
2018114$2,106,317$127,807$9,129iApproximate average salary by contribution assumption: employee only about $228,227 at 4% or $152,151 at 6%; with 50% employer match about $152,151 at 4% or $101,434 at 6%; with 100% employer match about $114,113 at 4% or $76,076 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-14$2,106,317$127,807$9,129iApproximate average salary by contribution assumption: employee only about $228,227 at 4% or $152,151 at 6%; with 50% employer match about $152,151 at 4% or $101,434 at 6%; with 100% employer match about $114,113 at 4% or $76,076 at 6%.
2017114$2,247,567$88,762$6,340iApproximate average salary by contribution assumption: employee only about $158,504 at 4% or $105,669 at 6%; with 50% employer match about $105,669 at 4% or $70,446 at 6%; with 100% employer match about $79,252 at 4% or $52,835 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-14$2,247,567$88,762$6,340iApproximate average salary by contribution assumption: employee only about $158,504 at 4% or $105,669 at 6%; with 50% employer match about $105,669 at 4% or $70,446 at 6%; with 100% employer match about $79,252 at 4% or $52,835 at 6%.
2016113$1,926,415$80,933$6,226iApproximate average salary by contribution assumption: employee only about $155,640 at 4% or $103,760 at 6%; with 50% employer match about $103,760 at 4% or $69,174 at 6%; with 100% employer match about $77,820 at 4% or $51,880 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$1,926,415$80,933$6,226iApproximate average salary by contribution assumption: employee only about $155,640 at 4% or $103,760 at 6%; with 50% employer match about $103,760 at 4% or $69,174 at 6%; with 100% employer match about $77,820 at 4% or $51,880 at 6%.
2015112$1,791,726$103,550$8,629iApproximate average salary by contribution assumption: employee only about $215,729 at 4% or $143,819 at 6%; with 50% employer match about $143,819 at 4% or $95,880 at 6%; with 100% employer match about $107,865 at 4% or $71,910 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-12$1,791,726$103,550$8,629iApproximate average salary by contribution assumption: employee only about $215,729 at 4% or $143,819 at 6%; with 50% employer match about $143,819 at 4% or $95,880 at 6%; with 100% employer match about $107,865 at 4% or $71,910 at 6%.
2014113$2,123,061$112,780$8,675iApproximate average salary by contribution assumption: employee only about $216,885 at 4% or $144,590 at 6%; with 50% employer match about $144,590 at 4% or $96,393 at 6%; with 100% employer match about $108,442 at 4% or $72,295 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$2,123,061$112,780$8,675iApproximate average salary by contribution assumption: employee only about $216,885 at 4% or $144,590 at 6%; with 50% employer match about $144,590 at 4% or $96,393 at 6%; with 100% employer match about $108,442 at 4% or $72,295 at 6%.
2013114$1,956,573$104,648$7,475iApproximate average salary by contribution assumption: employee only about $186,871 at 4% or $124,581 at 6%; with 50% employer match about $124,581 at 4% or $83,054 at 6%; with 100% employer match about $93,436 at 4% or $62,290 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-14$1,956,573$104,648$7,475iApproximate average salary by contribution assumption: employee only about $186,871 at 4% or $124,581 at 6%; with 50% employer match about $124,581 at 4% or $83,054 at 6%; with 100% employer match about $93,436 at 4% or $62,290 at 6%.
2012113$1,635,109$75,004$5,770iApproximate average salary by contribution assumption: employee only about $144,238 at 4% or $96,159 at 6%; with 50% employer match about $96,159 at 4% or $64,106 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$1,635,109$75,004$5,770iApproximate average salary by contribution assumption: employee only about $144,238 at 4% or $96,159 at 6%; with 50% employer match about $96,159 at 4% or $64,106 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
2011113$1,515,622$62,551$4,812iApproximate average salary by contribution assumption: employee only about $120,290 at 4% or $80,194 at 6%; with 50% employer match about $80,194 at 4% or $53,462 at 6%; with 100% employer match about $60,145 at 4% or $40,097 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$1,515,622$62,551$4,812iApproximate average salary by contribution assumption: employee only about $120,290 at 4% or $80,194 at 6%; with 50% employer match about $80,194 at 4% or $53,462 at 6%; with 100% employer match about $60,145 at 4% or $40,097 at 6%.
2010115$1,542,032$74,787$4,986iApproximate average salary by contribution assumption: employee only about $124,645 at 4% or $83,097 at 6%; with 50% employer match about $83,097 at 4% or $55,398 at 6%; with 100% employer match about $62,323 at 4% or $41,548 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-15$1,542,032$74,787$4,986iApproximate average salary by contribution assumption: employee only about $124,645 at 4% or $83,097 at 6%; with 50% employer match about $83,097 at 4% or $55,398 at 6%; with 100% employer match about $62,323 at 4% or $41,548 at 6%.
2009117$1,371,113$55,085$3,240iApproximate average salary by contribution assumption: employee only about $81,007 at 4% or $54,005 at 6%; with 50% employer match about $54,005 at 4% or $36,003 at 6%; with 100% employer match about $40,504 at 4% or $27,002 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-17$1,371,113$55,085$3,240iApproximate average salary by contribution assumption: employee only about $81,007 at 4% or $54,005 at 6%; with 50% employer match about $54,005 at 4% or $36,003 at 6%; with 100% employer match about $40,504 at 4% or $27,002 at 6%.
2008117$1,220,747$137,166$8,069iApproximate average salary by contribution assumption: employee only about $201,715 at 4% or $134,476 at 6%; with 50% employer match about $134,476 at 4% or $89,651 at 6%; with 100% employer match about $100,857 at 4% or $67,238 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-17$1,220,747$137,166$8,069iApproximate average salary by contribution assumption: employee only about $201,715 at 4% or $134,476 at 6%; with 50% employer match about $134,476 at 4% or $89,651 at 6%; with 100% employer match about $100,857 at 4% or $67,238 at 6%.
2007115$1,417,299$95,678$6,379iApproximate average salary by contribution assumption: employee only about $159,463 at 4% or $106,309 at 6%; with 50% employer match about $106,309 at 4% or $70,873 at 6%; with 100% employer match about $79,732 at 4% or $53,154 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-15$1,417,299$95,678$6,379iApproximate average salary by contribution assumption: employee only about $159,463 at 4% or $106,309 at 6%; with 50% employer match about $106,309 at 4% or $70,873 at 6%; with 100% employer match about $79,732 at 4% or $53,154 at 6%.
2006116$1,297,454$122,077$7,630iApproximate average salary by contribution assumption: employee only about $190,745 at 4% or $127,164 at 6%; with 50% employer match about $127,164 at 4% or $84,776 at 6%; with 100% employer match about $95,373 at 4% or $63,582 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-16$1,297,454$122,077$7,630iApproximate average salary by contribution assumption: employee only about $190,745 at 4% or $127,164 at 6%; with 50% employer match about $127,164 at 4% or $84,776 at 6%; with 100% employer match about $95,373 at 4% or $63,582 at 6%.
2005113$1,070,078$117,536$9,041iApproximate average salary by contribution assumption: employee only about $226,031 at 4% or $150,687 at 6%; with 50% employer match about $150,687 at 4% or $100,458 at 6%; with 100% employer match about $113,015 at 4% or $75,344 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$1,070,078$117,536$9,041iApproximate average salary by contribution assumption: employee only about $226,031 at 4% or $150,687 at 6%; with 50% employer match about $150,687 at 4% or $100,458 at 6%; with 100% employer match about $113,015 at 4% or $75,344 at 6%.
2004113$1,045,873$103,441$7,957iApproximate average salary by contribution assumption: employee only about $198,925 at 4% or $132,617 at 6%; with 50% employer match about $132,617 at 4% or $88,411 at 6%; with 100% employer match about $99,463 at 4% or $66,308 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$1,045,873$103,441$7,957iApproximate average salary by contribution assumption: employee only about $198,925 at 4% or $132,617 at 6%; with 50% employer match about $132,617 at 4% or $88,411 at 6%; with 100% employer match about $99,463 at 4% or $66,308 at 6%.
2003113$890,738$56,188$4,322iApproximate average salary by contribution assumption: employee only about $108,054 at 4% or $72,036 at 6%; with 50% employer match about $72,036 at 4% or $48,024 at 6%; with 100% employer match about $54,027 at 4% or $36,018 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-13$890,738$56,188$4,322iApproximate average salary by contribution assumption: employee only about $108,054 at 4% or $72,036 at 6%; with 50% employer match about $72,036 at 4% or $48,024 at 6%; with 100% employer match about $54,027 at 4% or $36,018 at 6%.
2002115$748,546$87,079$5,805iApproximate average salary by contribution assumption: employee only about $145,132 at 4% or $96,754 at 6%; with 50% employer match about $96,754 at 4% or $64,503 at 6%; with 100% employer match about $72,566 at 4% or $48,377 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-15$748,546$87,079$5,805iApproximate average salary by contribution assumption: employee only about $145,132 at 4% or $96,754 at 6%; with 50% employer match about $96,754 at 4% or $64,503 at 6%; with 100% employer match about $72,566 at 4% or $48,377 at 6%.
2001112$0$0-
Rosenberg, Klein & Lee, Chartered Retirement Plan-12---
2000112$679,776$29,404$2,450iApproximate average salary by contribution assumption: employee only about $61,258 at 4% or $40,839 at 6%; with 50% employer match about $40,839 at 4% or $27,226 at 6%; with 100% employer match about $30,629 at 4% or $20,419 at 6%.
Rosenberg, Klein & Lee, Chartered Retirement Plan-12$679,776$29,404$2,450iApproximate average salary by contribution assumption: employee only about $61,258 at 4% or $40,839 at 6%; with 50% employer match about $40,839 at 4% or $27,226 at 6%; with 100% employer match about $30,629 at 4% or $20,419 at 6%.