Civic Intelligence

Rockbridge Associates Inc

Plan context: Rockbridge Associates Inc 401K Profit Sharing Plan & Trust

EIN 54-1635112 • Great Falls, VA • 25 filings • 3 plans

10130 Colvin Run Rd , Suite GGreat Falls, VA 22066
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$2,741,038

2023 Contributions

$156,731

Historical Graphs

Total Assets Over Time

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

$3,100,797$1,550,399$0199920112022YearValue
$2,741,038Latest year 2022

Participants Over Time

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

1680199920112022YearValue
11Latest year 2022

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
202310$0$0-
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-0$0--
2022111$2,741,038$156,731$14,248iApproximate average salary by contribution assumption: employee only about $356,207 at 4% or $237,471 at 6%; with 50% employer match about $237,471 at 4% or $158,314 at 6%; with 100% employer match about $178,103 at 4% or $118,736 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-11$2,741,038$156,731$14,248iApproximate average salary by contribution assumption: employee only about $356,207 at 4% or $237,471 at 6%; with 50% employer match about $237,471 at 4% or $158,314 at 6%; with 100% employer match about $178,103 at 4% or $118,736 at 6%.
202118$3,100,797$55,274$6,909iApproximate average salary by contribution assumption: employee only about $172,731 at 4% or $115,154 at 6%; with 50% employer match about $115,154 at 4% or $76,769 at 6%; with 100% employer match about $86,366 at 4% or $57,577 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-8$3,100,797$55,274$6,909iApproximate average salary by contribution assumption: employee only about $172,731 at 4% or $115,154 at 6%; with 50% employer match about $115,154 at 4% or $76,769 at 6%; with 100% employer match about $86,366 at 4% or $57,577 at 6%.
2020110$2,681,409$81,037$8,104iApproximate average salary by contribution assumption: employee only about $202,593 at 4% or $135,062 at 6%; with 50% employer match about $135,062 at 4% or $90,041 at 6%; with 100% employer match about $101,296 at 4% or $67,531 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$2,681,409$81,037$8,104iApproximate average salary by contribution assumption: employee only about $202,593 at 4% or $135,062 at 6%; with 50% employer match about $135,062 at 4% or $90,041 at 6%; with 100% employer match about $101,296 at 4% or $67,531 at 6%.
2019110$2,295,295$131,286$13,129iApproximate average salary by contribution assumption: employee only about $328,215 at 4% or $218,810 at 6%; with 50% employer match about $218,810 at 4% or $145,873 at 6%; with 100% employer match about $164,108 at 4% or $109,405 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$2,295,295$131,286$13,129iApproximate average salary by contribution assumption: employee only about $328,215 at 4% or $218,810 at 6%; with 50% employer match about $218,810 at 4% or $145,873 at 6%; with 100% employer match about $164,108 at 4% or $109,405 at 6%.
2018110$1,787,617$146,707$14,671iApproximate average salary by contribution assumption: employee only about $366,768 at 4% or $244,512 at 6%; with 50% employer match about $244,512 at 4% or $163,008 at 6%; with 100% employer match about $183,384 at 4% or $122,256 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$1,787,617$146,707$14,671iApproximate average salary by contribution assumption: employee only about $366,768 at 4% or $244,512 at 6%; with 50% employer match about $244,512 at 4% or $163,008 at 6%; with 100% employer match about $183,384 at 4% or $122,256 at 6%.
2017111$1,846,835$132,088$12,008iApproximate average salary by contribution assumption: employee only about $300,200 at 4% or $200,133 at 6%; with 50% employer match about $200,133 at 4% or $133,422 at 6%; with 100% employer match about $150,100 at 4% or $100,067 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-11$1,846,835$132,088$12,008iApproximate average salary by contribution assumption: employee only about $300,200 at 4% or $200,133 at 6%; with 50% employer match about $200,133 at 4% or $133,422 at 6%; with 100% employer match about $150,100 at 4% or $100,067 at 6%.
201619$1,490,744$107,315$11,924iApproximate average salary by contribution assumption: employee only about $298,097 at 4% or $198,731 at 6%; with 50% employer match about $198,731 at 4% or $132,488 at 6%; with 100% employer match about $149,049 at 4% or $99,366 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-9$1,490,744$107,315$11,924iApproximate average salary by contribution assumption: employee only about $298,097 at 4% or $198,731 at 6%; with 50% employer match about $198,731 at 4% or $132,488 at 6%; with 100% employer match about $149,049 at 4% or $99,366 at 6%.
2015110$1,320,479$134,034$13,403iApproximate average salary by contribution assumption: employee only about $335,085 at 4% or $223,390 at 6%; with 50% employer match about $223,390 at 4% or $148,927 at 6%; with 100% employer match about $167,543 at 4% or $111,695 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$1,320,479$134,034$13,403iApproximate average salary by contribution assumption: employee only about $335,085 at 4% or $223,390 at 6%; with 50% employer match about $223,390 at 4% or $148,927 at 6%; with 100% employer match about $167,543 at 4% or $111,695 at 6%.
2014110$1,221,872$122,843$12,284iApproximate average salary by contribution assumption: employee only about $307,108 at 4% or $204,738 at 6%; with 50% employer match about $204,738 at 4% or $136,492 at 6%; with 100% employer match about $153,554 at 4% or $102,369 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$1,221,872$122,843$12,284iApproximate average salary by contribution assumption: employee only about $307,108 at 4% or $204,738 at 6%; with 50% employer match about $204,738 at 4% or $136,492 at 6%; with 100% employer match about $153,554 at 4% or $102,369 at 6%.
201319$1,032,903$118,823$13,203iApproximate average salary by contribution assumption: employee only about $330,064 at 4% or $220,043 at 6%; with 50% employer match about $220,043 at 4% or $146,695 at 6%; with 100% employer match about $165,032 at 4% or $110,021 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-9$1,032,903$118,823$13,203iApproximate average salary by contribution assumption: employee only about $330,064 at 4% or $220,043 at 6%; with 50% employer match about $220,043 at 4% or $146,695 at 6%; with 100% employer match about $165,032 at 4% or $110,021 at 6%.
201219$785,121$103,354$11,484iApproximate average salary by contribution assumption: employee only about $287,094 at 4% or $191,396 at 6%; with 50% employer match about $191,396 at 4% or $127,598 at 6%; with 100% employer match about $143,547 at 4% or $95,698 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-9$785,121$103,354$11,484iApproximate average salary by contribution assumption: employee only about $287,094 at 4% or $191,396 at 6%; with 50% employer match about $191,396 at 4% or $127,598 at 6%; with 100% employer match about $143,547 at 4% or $95,698 at 6%.
201118$630,455$87,944$10,993iApproximate average salary by contribution assumption: employee only about $274,825 at 4% or $183,217 at 6%; with 50% employer match about $183,217 at 4% or $122,144 at 6%; with 100% employer match about $137,413 at 4% or $91,608 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-8$630,455$87,944$10,993iApproximate average salary by contribution assumption: employee only about $274,825 at 4% or $183,217 at 6%; with 50% employer match about $183,217 at 4% or $122,144 at 6%; with 100% employer match about $137,413 at 4% or $91,608 at 6%.
2010110$581,287$76,409$7,641iApproximate average salary by contribution assumption: employee only about $191,023 at 4% or $127,348 at 6%; with 50% employer match about $127,348 at 4% or $84,899 at 6%; with 100% employer match about $95,511 at 4% or $63,674 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$581,287$76,409$7,641iApproximate average salary by contribution assumption: employee only about $191,023 at 4% or $127,348 at 6%; with 50% employer match about $127,348 at 4% or $84,899 at 6%; with 100% employer match about $95,511 at 4% or $63,674 at 6%.
2009110$467,091$54,298$5,430iApproximate average salary by contribution assumption: employee only about $135,745 at 4% or $90,497 at 6%; with 50% employer match about $90,497 at 4% or $60,331 at 6%; with 100% employer match about $67,873 at 4% or $45,248 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$467,091$54,298$5,430iApproximate average salary by contribution assumption: employee only about $135,745 at 4% or $90,497 at 6%; with 50% employer match about $90,497 at 4% or $60,331 at 6%; with 100% employer match about $67,873 at 4% or $45,248 at 6%.
2008113$349,990$79,854$6,143iApproximate average salary by contribution assumption: employee only about $153,565 at 4% or $102,377 at 6%; with 50% employer match about $102,377 at 4% or $68,251 at 6%; with 100% employer match about $76,783 at 4% or $51,188 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-13$349,990$79,854$6,143iApproximate average salary by contribution assumption: employee only about $153,565 at 4% or $102,377 at 6%; with 50% employer match about $102,377 at 4% or $68,251 at 6%; with 100% employer match about $76,783 at 4% or $51,188 at 6%.
2007110$635,461$87,311$8,731iApproximate average salary by contribution assumption: employee only about $218,278 at 4% or $145,518 at 6%; with 50% employer match about $145,518 at 4% or $97,012 at 6%; with 100% employer match about $109,139 at 4% or $72,759 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$635,461$87,311$8,731iApproximate average salary by contribution assumption: employee only about $218,278 at 4% or $145,518 at 6%; with 50% employer match about $145,518 at 4% or $97,012 at 6%; with 100% employer match about $109,139 at 4% or $72,759 at 6%.
2006113$497,380$83,759$6,443iApproximate average salary by contribution assumption: employee only about $161,075 at 4% or $107,383 at 6%; with 50% employer match about $107,383 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-13$497,380$83,759$6,443iApproximate average salary by contribution assumption: employee only about $161,075 at 4% or $107,383 at 6%; with 50% employer match about $107,383 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%.
2005111$421,058$82,998$7,545iApproximate average salary by contribution assumption: employee only about $188,632 at 4% or $125,755 at 6%; with 50% employer match about $125,755 at 4% or $83,836 at 6%; with 100% employer match about $94,316 at 4% or $62,877 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-11$421,058$82,998$7,545iApproximate average salary by contribution assumption: employee only about $188,632 at 4% or $125,755 at 6%; with 50% employer match about $125,755 at 4% or $83,836 at 6%; with 100% employer match about $94,316 at 4% or $62,877 at 6%.
200418$309,638$77,592$9,699iApproximate average salary by contribution assumption: employee only about $242,475 at 4% or $161,650 at 6%; with 50% employer match about $161,650 at 4% or $107,767 at 6%; with 100% employer match about $121,238 at 4% or $80,825 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-8$309,638$77,592$9,699iApproximate average salary by contribution assumption: employee only about $242,475 at 4% or $161,650 at 6%; with 50% employer match about $161,650 at 4% or $107,767 at 6%; with 100% employer match about $121,238 at 4% or $80,825 at 6%.
200318$225,673$68,418$8,552iApproximate average salary by contribution assumption: employee only about $213,806 at 4% or $142,538 at 6%; with 50% employer match about $142,538 at 4% or $95,025 at 6%; with 100% employer match about $106,903 at 4% or $71,269 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-8$225,673$68,418$8,552iApproximate average salary by contribution assumption: employee only about $213,806 at 4% or $142,538 at 6%; with 50% employer match about $142,538 at 4% or $95,025 at 6%; with 100% employer match about $106,903 at 4% or $71,269 at 6%.
2002110$130,273$54,730$5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-10$130,273$54,730$5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%.
2001114$115,447$57,535$4,110iApproximate average salary by contribution assumption: employee only about $102,741 at 4% or $68,494 at 6%; with 50% employer match about $68,494 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,247 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-14$115,447$57,535$4,110iApproximate average salary by contribution assumption: employee only about $102,741 at 4% or $68,494 at 6%; with 50% employer match about $68,494 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,247 at 6%.
2000116$76,382$64,956$4,060iApproximate average salary by contribution assumption: employee only about $101,494 at 4% or $67,663 at 6%; with 50% employer match about $67,663 at 4% or $45,108 at 6%; with 100% employer match about $50,747 at 4% or $33,831 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-16$76,382$64,956$4,060iApproximate average salary by contribution assumption: employee only about $101,494 at 4% or $67,663 at 6%; with 50% employer match about $67,663 at 4% or $45,108 at 6%; with 100% employer match about $50,747 at 4% or $33,831 at 6%.
1999114$28,363$25,804$1,843iApproximate average salary by contribution assumption: employee only about $46,079 at 4% or $30,719 at 6%; with 50% employer match about $30,719 at 4% or $20,479 at 6%; with 100% employer match about $23,039 at 4% or $15,360 at 6%.
Rockbridge Associates Inc 401K Profit Sharing Plan & Trust-14$28,363$25,804$1,843iApproximate average salary by contribution assumption: employee only about $46,079 at 4% or $30,719 at 6%; with 50% employer match about $30,719 at 4% or $20,479 at 6%; with 100% employer match about $23,039 at 4% or $15,360 at 6%.