Civic Intelligence

Rockbridge Wealth Management Inc.

Plan context: Rockbridge Wealth Management Inc. 401(K) Plan

EIN 81-0553790 • Daphne, AL • 21 filings • 4 plans

9812 Millwood CircleDaphne, AL 36527
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$566,806

2024 Contributions

$96,142

Historical Graphs

Total Assets Over Time

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

$1,618,047$809,024$0200420152024YearValue
$566,806Latest year 2024

Participants Over Time

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

740200420142024YearValue
6Latest 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
202416$566,806$96,142$16,024iApproximate average salary by contribution assumption: employee only about $400,592 at 4% or $267,061 at 6%; with 50% employer match about $267,061 at 4% or $178,041 at 6%; with 100% employer match about $200,296 at 4% or $133,531 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$566,806$96,142$16,024iApproximate average salary by contribution assumption: employee only about $400,592 at 4% or $267,061 at 6%; with 50% employer match about $267,061 at 4% or $178,041 at 6%; with 100% employer match about $200,296 at 4% or $133,531 at 6%.
202316$767,639$63,132$10,522iApproximate average salary by contribution assumption: employee only about $263,050 at 4% or $175,367 at 6%; with 50% employer match about $175,367 at 4% or $116,911 at 6%; with 100% employer match about $131,525 at 4% or $87,683 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$767,639$63,132$10,522iApproximate average salary by contribution assumption: employee only about $263,050 at 4% or $175,367 at 6%; with 50% employer match about $175,367 at 4% or $116,911 at 6%; with 100% employer match about $131,525 at 4% or $87,683 at 6%.
202216$685,790$72,982$12,164iApproximate average salary by contribution assumption: employee only about $304,092 at 4% or $202,728 at 6%; with 50% employer match about $202,728 at 4% or $135,152 at 6%; with 100% employer match about $152,046 at 4% or $101,364 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$685,790$72,982$12,164iApproximate average salary by contribution assumption: employee only about $304,092 at 4% or $202,728 at 6%; with 50% employer match about $202,728 at 4% or $135,152 at 6%; with 100% employer match about $152,046 at 4% or $101,364 at 6%.
202116$1,028,516$74,151$12,359iApproximate average salary by contribution assumption: employee only about $308,963 at 4% or $205,975 at 6%; with 50% employer match about $205,975 at 4% or $137,317 at 6%; with 100% employer match about $154,481 at 4% or $102,988 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$1,028,516$74,151$12,359iApproximate average salary by contribution assumption: employee only about $308,963 at 4% or $205,975 at 6%; with 50% employer match about $205,975 at 4% or $137,317 at 6%; with 100% employer match about $154,481 at 4% or $102,988 at 6%.
202016$949,571$63,997$10,666iApproximate average salary by contribution assumption: employee only about $266,654 at 4% or $177,769 at 6%; with 50% employer match about $177,769 at 4% or $118,513 at 6%; with 100% employer match about $133,327 at 4% or $88,885 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$949,571$63,997$10,666iApproximate average salary by contribution assumption: employee only about $266,654 at 4% or $177,769 at 6%; with 50% employer match about $177,769 at 4% or $118,513 at 6%; with 100% employer match about $133,327 at 4% or $88,885 at 6%.
201914$911,341$61,426$15,357iApproximate average salary by contribution assumption: employee only about $383,913 at 4% or $255,942 at 6%; with 50% employer match about $255,942 at 4% or $170,628 at 6%; with 100% employer match about $191,956 at 4% or $127,971 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-4$911,341$61,426$15,357iApproximate average salary by contribution assumption: employee only about $383,913 at 4% or $255,942 at 6%; with 50% employer match about $255,942 at 4% or $170,628 at 6%; with 100% employer match about $191,956 at 4% or $127,971 at 6%.
201814$707,265$54,958$13,740iApproximate average salary by contribution assumption: employee only about $343,488 at 4% or $228,992 at 6%; with 50% employer match about $228,992 at 4% or $152,661 at 6%; with 100% employer match about $171,744 at 4% or $114,496 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-4$707,265$54,958$13,740iApproximate average salary by contribution assumption: employee only about $343,488 at 4% or $228,992 at 6%; with 50% employer match about $228,992 at 4% or $152,661 at 6%; with 100% employer match about $171,744 at 4% or $114,496 at 6%.
201715$770,176$57,043$11,409iApproximate average salary by contribution assumption: employee only about $285,215 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,608 at 4% or $95,072 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-5$770,176$57,043$11,409iApproximate average salary by contribution assumption: employee only about $285,215 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,608 at 4% or $95,072 at 6%.
201615$1,618,047$122,861$24,572iApproximate average salary by contribution assumption: employee only about $614,305 at 4% or $409,537 at 6%; with 50% employer match about $409,537 at 4% or $273,024 at 6%; with 100% employer match about $307,153 at 4% or $204,768 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-5$1,618,047$122,861$24,572iApproximate average salary by contribution assumption: employee only about $614,305 at 4% or $409,537 at 6%; with 50% employer match about $409,537 at 4% or $273,024 at 6%; with 100% employer match about $307,153 at 4% or $204,768 at 6%.
201516$1,481,422$110,617$18,436iApproximate average salary by contribution assumption: employee only about $460,904 at 4% or $307,269 at 6%; with 50% employer match about $307,269 at 4% or $204,846 at 6%; with 100% employer match about $230,452 at 4% or $153,635 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$1,481,422$110,617$18,436iApproximate average salary by contribution assumption: employee only about $460,904 at 4% or $307,269 at 6%; with 50% employer match about $307,269 at 4% or $204,846 at 6%; with 100% employer match about $230,452 at 4% or $153,635 at 6%.
201417$804,466$191,872$27,410iApproximate average salary by contribution assumption: employee only about $685,257 at 4% or $456,838 at 6%; with 50% employer match about $456,838 at 4% or $304,559 at 6%; with 100% employer match about $342,629 at 4% or $228,419 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-7$804,466$191,872$27,410iApproximate average salary by contribution assumption: employee only about $685,257 at 4% or $456,838 at 6%; with 50% employer match about $456,838 at 4% or $304,559 at 6%; with 100% employer match about $342,629 at 4% or $228,419 at 6%.
201317$752,634$93,230$13,319iApproximate average salary by contribution assumption: employee only about $332,964 at 4% or $221,976 at 6%; with 50% employer match about $221,976 at 4% or $147,984 at 6%; with 100% employer match about $166,482 at 4% or $110,988 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-7$752,634$93,230$13,319iApproximate average salary by contribution assumption: employee only about $332,964 at 4% or $221,976 at 6%; with 50% employer match about $221,976 at 4% or $147,984 at 6%; with 100% employer match about $166,482 at 4% or $110,988 at 6%.
201216$796,124$102,187$17,031iApproximate average salary by contribution assumption: employee only about $425,779 at 4% or $283,853 at 6%; with 50% employer match about $283,853 at 4% or $189,235 at 6%; with 100% employer match about $212,890 at 4% or $141,926 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$796,124$102,187$17,031iApproximate average salary by contribution assumption: employee only about $425,779 at 4% or $283,853 at 6%; with 50% employer match about $283,853 at 4% or $189,235 at 6%; with 100% employer match about $212,890 at 4% or $141,926 at 6%.
201116$666,390$85,789$14,298iApproximate average salary by contribution assumption: employee only about $357,454 at 4% or $238,303 at 6%; with 50% employer match about $238,303 at 4% or $158,869 at 6%; with 100% employer match about $178,727 at 4% or $119,151 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$666,390$85,789$14,298iApproximate average salary by contribution assumption: employee only about $357,454 at 4% or $238,303 at 6%; with 50% employer match about $238,303 at 4% or $158,869 at 6%; with 100% employer match about $178,727 at 4% or $119,151 at 6%.
201016$531,732$67,700$11,283iApproximate average salary by contribution assumption: employee only about $282,083 at 4% or $188,056 at 6%; with 50% employer match about $188,056 at 4% or $125,370 at 6%; with 100% employer match about $141,042 at 4% or $94,028 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$531,732$67,700$11,283iApproximate average salary by contribution assumption: employee only about $282,083 at 4% or $188,056 at 6%; with 50% employer match about $188,056 at 4% or $125,370 at 6%; with 100% employer match about $141,042 at 4% or $94,028 at 6%.
200914$534,160$60,269$15,067iApproximate average salary by contribution assumption: employee only about $376,681 at 4% or $251,121 at 6%; with 50% employer match about $251,121 at 4% or $167,414 at 6%; with 100% employer match about $188,341 at 4% or $125,560 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-4$534,160$60,269$15,067iApproximate average salary by contribution assumption: employee only about $376,681 at 4% or $251,121 at 6%; with 50% employer match about $251,121 at 4% or $167,414 at 6%; with 100% employer match about $188,341 at 4% or $125,560 at 6%.
200814$438,396$65,416$16,354iApproximate average salary by contribution assumption: employee only about $408,850 at 4% or $272,567 at 6%; with 50% employer match about $272,567 at 4% or $181,711 at 6%; with 100% employer match about $204,425 at 4% or $136,283 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-4$438,396$65,416$16,354iApproximate average salary by contribution assumption: employee only about $408,850 at 4% or $272,567 at 6%; with 50% employer match about $272,567 at 4% or $181,711 at 6%; with 100% employer match about $204,425 at 4% or $136,283 at 6%.
200714$0$0-
Rockbridge Wealth Management Inc. 401(K) Plan-4---
200614$443,487$187,776$46,944iApproximate average salary by contribution assumption: employee only about $1,173,600 at 4% or $782,400 at 6%; with 50% employer match about $782,400 at 4% or $521,600 at 6%; with 100% employer match about $586,800 at 4% or $391,200 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-4$443,487$187,776$46,944iApproximate average salary by contribution assumption: employee only about $1,173,600 at 4% or $782,400 at 6%; with 50% employer match about $782,400 at 4% or $521,600 at 6%; with 100% employer match about $586,800 at 4% or $391,200 at 6%.
200514$189,989$56,489$14,122iApproximate average salary by contribution assumption: employee only about $353,056 at 4% or $235,371 at 6%; with 50% employer match about $235,371 at 4% or $156,914 at 6%; with 100% employer match about $176,528 at 4% or $117,685 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-4$189,989$56,489$14,122iApproximate average salary by contribution assumption: employee only about $353,056 at 4% or $235,371 at 6%; with 50% employer match about $235,371 at 4% or $156,914 at 6%; with 100% employer match about $176,528 at 4% or $117,685 at 6%.
200416$137,820$123,966$20,661iApproximate average salary by contribution assumption: employee only about $516,525 at 4% or $344,350 at 6%; with 50% employer match about $344,350 at 4% or $229,567 at 6%; with 100% employer match about $258,263 at 4% or $172,175 at 6%.
Rockbridge Wealth Management Inc. 401(K) Plan-6$137,820$123,966$20,661iApproximate average salary by contribution assumption: employee only about $516,525 at 4% or $344,350 at 6%; with 50% employer match about $344,350 at 4% or $229,567 at 6%; with 100% employer match about $258,263 at 4% or $172,175 at 6%.