Civic Intelligence

ROCKLINE WEALTH MANAGEMENT, LLC

Plan context: ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 82-4803753 • Islip Terrace, NY • 8 filings • 1 plans

2701 Sunrise HighwayIslip Terrace, NY 11752
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$962,728

2025 Contributions

$131,469

Historical Graphs

Total Assets Over Time

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

$4,478,207$2,239,104$0201820222025YearValue
$962,728Latest year 2025

Participants Over Time

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

1160201820222025YearValue
9Latest 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
202519$962,728$131,469$14,608iApproximate average salary by contribution assumption: employee only about $365,192 at 4% or $243,461 at 6%; with 50% employer match about $243,461 at 4% or $162,307 at 6%; with 100% employer match about $182,596 at 4% or $121,731 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-9$962,728$131,469$14,608iApproximate average salary by contribution assumption: employee only about $365,192 at 4% or $243,461 at 6%; with 50% employer match about $243,461 at 4% or $162,307 at 6%; with 100% employer match about $182,596 at 4% or $121,731 at 6%.
2024111$4,478,207$123,853$11,259iApproximate average salary by contribution assumption: employee only about $281,484 at 4% or $187,656 at 6%; with 50% employer match about $187,656 at 4% or $125,104 at 6%; with 100% employer match about $140,742 at 4% or $93,828 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-11$4,478,207$123,853$11,259iApproximate average salary by contribution assumption: employee only about $281,484 at 4% or $187,656 at 6%; with 50% employer match about $187,656 at 4% or $125,104 at 6%; with 100% employer match about $140,742 at 4% or $93,828 at 6%.
2023111$3,626,751$139,552$12,687iApproximate average salary by contribution assumption: employee only about $317,164 at 4% or $211,442 at 6%; with 50% employer match about $211,442 at 4% or $140,962 at 6%; with 100% employer match about $158,582 at 4% or $105,721 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-11$3,626,751$139,552$12,687iApproximate average salary by contribution assumption: employee only about $317,164 at 4% or $211,442 at 6%; with 50% employer match about $211,442 at 4% or $140,962 at 6%; with 100% employer match about $158,582 at 4% or $105,721 at 6%.
202219$2,840,518$158,268$17,585iApproximate average salary by contribution assumption: employee only about $439,633 at 4% or $293,089 at 6%; with 50% employer match about $293,089 at 4% or $195,393 at 6%; with 100% employer match about $219,817 at 4% or $146,544 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-9$2,840,518$158,268$17,585iApproximate average salary by contribution assumption: employee only about $439,633 at 4% or $293,089 at 6%; with 50% employer match about $293,089 at 4% or $195,393 at 6%; with 100% employer match about $219,817 at 4% or $146,544 at 6%.
202116$3,339,644$116,744$19,457iApproximate average salary by contribution assumption: employee only about $486,433 at 4% or $324,289 at 6%; with 50% employer match about $324,289 at 4% or $216,193 at 6%; with 100% employer match about $243,217 at 4% or $162,144 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-6$3,339,644$116,744$19,457iApproximate average salary by contribution assumption: employee only about $486,433 at 4% or $324,289 at 6%; with 50% employer match about $324,289 at 4% or $216,193 at 6%; with 100% employer match about $243,217 at 4% or $162,144 at 6%.
202015$2,575,252$130,064$26,013iApproximate average salary by contribution assumption: employee only about $650,320 at 4% or $433,547 at 6%; with 50% employer match about $433,547 at 4% or $289,031 at 6%; with 100% employer match about $325,160 at 4% or $216,773 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-5$2,575,252$130,064$26,013iApproximate average salary by contribution assumption: employee only about $650,320 at 4% or $433,547 at 6%; with 50% employer match about $433,547 at 4% or $289,031 at 6%; with 100% employer match about $325,160 at 4% or $216,773 at 6%.
201915$2,144,634$107,965$21,593iApproximate average salary by contribution assumption: employee only about $539,825 at 4% or $359,883 at 6%; with 50% employer match about $359,883 at 4% or $239,922 at 6%; with 100% employer match about $269,913 at 4% or $179,942 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-5$2,144,634$107,965$21,593iApproximate average salary by contribution assumption: employee only about $539,825 at 4% or $359,883 at 6%; with 50% employer match about $359,883 at 4% or $239,922 at 6%; with 100% employer match about $269,913 at 4% or $179,942 at 6%.
201815$1,598,187$1,763,976$352,795iApproximate average salary by contribution assumption: employee only about $8,819,880 at 4% or $5,879,920 at 6%; with 50% employer match about $5,879,920 at 4% or $3,919,947 at 6%; with 100% employer match about $4,409,940 at 4% or $2,939,960 at 6%.
ROCKLINE WEALTH MANAGEMENT, LLC 401(K) PLAN-5$1,598,187$1,763,976$352,795iApproximate average salary by contribution assumption: employee only about $8,819,880 at 4% or $5,879,920 at 6%; with 50% employer match about $5,879,920 at 4% or $3,919,947 at 6%; with 100% employer match about $4,409,940 at 4% or $2,939,960 at 6%.