Civic Intelligence

Rockbridge Growth Equity Management, L.P.

Plan context: Rockbridge Growth Equity Management, L.P.401(K) Plan

EIN 83-2408912 • 6 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$5,292,062

2024 Contributions

$553,862

Historical Graphs

Total Assets Over Time

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

$5,292,062$2,646,031$0201920222024YearValue
$5,292,062Latest year 2024

Participants Over Time

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

20100201920222024YearValue
19Latest 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
2024119$5,292,062$553,862$29,151iApproximate average salary by contribution assumption: employee only about $728,766 at 4% or $485,844 at 6%; with 50% employer match about $485,844 at 4% or $323,896 at 6%; with 100% employer match about $364,383 at 4% or $242,922 at 6%.
Rockbridge Growth Equity Management, L.P.401(K) Plan-19$5,292,062$553,862$29,151iApproximate average salary by contribution assumption: employee only about $728,766 at 4% or $485,844 at 6%; with 50% employer match about $485,844 at 4% or $323,896 at 6%; with 100% employer match about $364,383 at 4% or $242,922 at 6%.
2023120$4,093,356$413,673$20,684iApproximate average salary by contribution assumption: employee only about $517,091 at 4% or $344,728 at 6%; with 50% employer match about $344,728 at 4% or $229,818 at 6%; with 100% employer match about $258,546 at 4% or $172,364 at 6%.
Rockbridge Growth Equity Management, L.P.401(K) Plan-20$4,093,356$413,673$20,684iApproximate average salary by contribution assumption: employee only about $517,091 at 4% or $344,728 at 6%; with 50% employer match about $344,728 at 4% or $229,818 at 6%; with 100% employer match about $258,546 at 4% or $172,364 at 6%.
2022118$3,044,953$590,326$32,796iApproximate average salary by contribution assumption: employee only about $819,897 at 4% or $546,598 at 6%; with 50% employer match about $546,598 at 4% or $364,399 at 6%; with 100% employer match about $409,949 at 4% or $273,299 at 6%.
Rockbridge Growth Equity Management, L.P.401(K) Plan-18$3,044,953$590,326$32,796iApproximate average salary by contribution assumption: employee only about $819,897 at 4% or $546,598 at 6%; with 50% employer match about $546,598 at 4% or $364,399 at 6%; with 100% employer match about $409,949 at 4% or $273,299 at 6%.
2021115$3,040,707$277,961$18,531iApproximate average salary by contribution assumption: employee only about $463,268 at 4% or $308,846 at 6%; with 50% employer match about $308,846 at 4% or $205,897 at 6%; with 100% employer match about $231,634 at 4% or $154,423 at 6%.
Rockbridge Growth Equity Management, L.P.401(K) Plan-15$3,040,707$277,961$18,531iApproximate average salary by contribution assumption: employee only about $463,268 at 4% or $308,846 at 6%; with 50% employer match about $308,846 at 4% or $205,897 at 6%; with 100% employer match about $231,634 at 4% or $154,423 at 6%.
2020112$2,387,188$208,498$17,375iApproximate average salary by contribution assumption: employee only about $434,371 at 4% or $289,581 at 6%; with 50% employer match about $289,581 at 4% or $193,054 at 6%; with 100% employer match about $217,185 at 4% or $144,790 at 6%.
Rockbridge Growth Equity Management, L.P.401(K) Plan-12$2,387,188$208,498$17,375iApproximate average salary by contribution assumption: employee only about $434,371 at 4% or $289,581 at 6%; with 50% employer match about $289,581 at 4% or $193,054 at 6%; with 100% employer match about $217,185 at 4% or $144,790 at 6%.
2019110$1,926,200$104,257$10,426iApproximate average salary by contribution assumption: employee only about $260,643 at 4% or $173,762 at 6%; with 50% employer match about $173,762 at 4% or $115,841 at 6%; with 100% employer match about $130,321 at 4% or $86,881 at 6%.
Rockbridge Growth Equity Management, L.P.401(K) Plan-10$1,926,200$104,257$10,426iApproximate average salary by contribution assumption: employee only about $260,643 at 4% or $173,762 at 6%; with 50% employer match about $173,762 at 4% or $115,841 at 6%; with 100% employer match about $130,321 at 4% or $86,881 at 6%.