Bluewater Strategies LLC
Plan context: Bluewater Strategies LLC 401(K) Plan
EIN 01-0634325 • Alexandria, VA • 34 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,456,120
2024 Contributions
$84,553
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,456,120 | $84,553 | $12,079iApproximate average salary by contribution assumption: employee only about $301,975 at 4% or $201,317 at 6%; with 50% employer match about $201,317 at 4% or $134,211 at 6%; with 100% employer match about $150,988 at 4% or $100,658 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 7 | $1,456,120 | $84,553 | $12,079iApproximate average salary by contribution assumption: employee only about $301,975 at 4% or $201,317 at 6%; with 50% employer match about $201,317 at 4% or $134,211 at 6%; with 100% employer match about $150,988 at 4% or $100,658 at 6%. |
| 2023 | 1 | 7 | $1,184,671 | $79,672 | $11,382iApproximate average salary by contribution assumption: employee only about $284,543 at 4% or $189,695 at 6%; with 50% employer match about $189,695 at 4% or $126,463 at 6%; with 100% employer match about $142,271 at 4% or $94,848 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 7 | $1,184,671 | $79,672 | $11,382iApproximate average salary by contribution assumption: employee only about $284,543 at 4% or $189,695 at 6%; with 50% employer match about $189,695 at 4% or $126,463 at 6%; with 100% employer match about $142,271 at 4% or $94,848 at 6%. |
| 2022 | 1 | 5 | $930,417 | $114,216 | $22,843iApproximate average salary by contribution assumption: employee only about $571,080 at 4% or $380,720 at 6%; with 50% employer match about $380,720 at 4% or $253,813 at 6%; with 100% employer match about $285,540 at 4% or $190,360 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 5 | $930,417 | $114,216 | $22,843iApproximate average salary by contribution assumption: employee only about $571,080 at 4% or $380,720 at 6%; with 50% employer match about $380,720 at 4% or $253,813 at 6%; with 100% employer match about $285,540 at 4% or $190,360 at 6%. |
| 2021 | 1 | 5 | $971,060 | $152,355 | $30,471iApproximate average salary by contribution assumption: employee only about $761,775 at 4% or $507,850 at 6%; with 50% employer match about $507,850 at 4% or $338,567 at 6%; with 100% employer match about $380,888 at 4% or $253,925 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 5 | $971,060 | $152,355 | $30,471iApproximate average salary by contribution assumption: employee only about $761,775 at 4% or $507,850 at 6%; with 50% employer match about $507,850 at 4% or $338,567 at 6%; with 100% employer match about $380,888 at 4% or $253,925 at 6%. |
| 2020 | 1 | 6 | $1,065,987 | $177,798 | $29,633iApproximate average salary by contribution assumption: employee only about $740,825 at 4% or $493,883 at 6%; with 50% employer match about $493,883 at 4% or $329,256 at 6%; with 100% employer match about $370,413 at 4% or $246,942 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 6 | $1,065,987 | $177,798 | $29,633iApproximate average salary by contribution assumption: employee only about $740,825 at 4% or $493,883 at 6%; with 50% employer match about $493,883 at 4% or $329,256 at 6%; with 100% employer match about $370,413 at 4% or $246,942 at 6%. |
| 2019 | 1 | 8 | $989,154 | $80,846 | $10,106iApproximate average salary by contribution assumption: employee only about $252,644 at 4% or $168,429 at 6%; with 50% employer match about $168,429 at 4% or $112,286 at 6%; with 100% employer match about $126,322 at 4% or $84,215 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 8 | $989,154 | $80,846 | $10,106iApproximate average salary by contribution assumption: employee only about $252,644 at 4% or $168,429 at 6%; with 50% employer match about $168,429 at 4% or $112,286 at 6%; with 100% employer match about $126,322 at 4% or $84,215 at 6%. |
| 2018 | 1 | 8 | $920,397 | $156,751 | $19,594iApproximate average salary by contribution assumption: employee only about $489,847 at 4% or $326,565 at 6%; with 50% employer match about $326,565 at 4% or $217,710 at 6%; with 100% employer match about $244,923 at 4% or $163,282 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 8 | $920,397 | $156,751 | $19,594iApproximate average salary by contribution assumption: employee only about $489,847 at 4% or $326,565 at 6%; with 50% employer match about $326,565 at 4% or $217,710 at 6%; with 100% employer match about $244,923 at 4% or $163,282 at 6%. |
| 2017 | 1 | 8 | $814,947 | $174,233 | $21,779iApproximate average salary by contribution assumption: employee only about $544,478 at 4% or $362,985 at 6%; with 50% employer match about $362,985 at 4% or $241,990 at 6%; with 100% employer match about $272,239 at 4% or $181,493 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 8 | $814,947 | $174,233 | $21,779iApproximate average salary by contribution assumption: employee only about $544,478 at 4% or $362,985 at 6%; with 50% employer match about $362,985 at 4% or $241,990 at 6%; with 100% employer match about $272,239 at 4% or $181,493 at 6%. |
| 2016 | 1 | 10 | $572,359 | $198,637 | $19,864iApproximate average salary by contribution assumption: employee only about $496,593 at 4% or $331,062 at 6%; with 50% employer match about $331,062 at 4% or $220,708 at 6%; with 100% employer match about $248,296 at 4% or $165,531 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 10 | $572,359 | $198,637 | $19,864iApproximate average salary by contribution assumption: employee only about $496,593 at 4% or $331,062 at 6%; with 50% employer match about $331,062 at 4% or $220,708 at 6%; with 100% employer match about $248,296 at 4% or $165,531 at 6%. |
| 2015 | 2 | 11 | $793,602 | $130,349 | $11,850iApproximate average salary by contribution assumption: employee only about $296,248 at 4% or $197,498 at 6%; with 50% employer match about $197,498 at 4% or $131,666 at 6%; with 100% employer match about $148,124 at 4% or $98,749 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 11 | $793,602 | $130,349 | $11,850iApproximate average salary by contribution assumption: employee only about $296,248 at 4% or $197,498 at 6%; with 50% employer match about $197,498 at 4% or $131,666 at 6%; with 100% employer match about $148,124 at 4% or $98,749 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 0 | $0 | $0 | - |
| 2014 | 2 | 14 | $1,038,846 | $157,626 | $11,259iApproximate average salary by contribution assumption: employee only about $281,475 at 4% or $187,650 at 6%; with 50% employer match about $187,650 at 4% or $125,100 at 6%; with 100% employer match about $140,738 at 4% or $93,825 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 14 | $971,961 | $157,626 | $11,259iApproximate average salary by contribution assumption: employee only about $281,475 at 4% or $187,650 at 6%; with 50% employer match about $187,650 at 4% or $125,100 at 6%; with 100% employer match about $140,738 at 4% or $93,825 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 5 | $66,885 | $0 | - |
| 2013 | 2 | 10 | $1,221,471 | $135,066 | $13,507iApproximate average salary by contribution assumption: employee only about $337,665 at 4% or $225,110 at 6%; with 50% employer match about $225,110 at 4% or $150,073 at 6%; with 100% employer match about $168,833 at 4% or $112,555 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 10 | $1,025,286 | $119,545 | $11,955iApproximate average salary by contribution assumption: employee only about $298,863 at 4% or $199,242 at 6%; with 50% employer match about $199,242 at 4% or $132,828 at 6%; with 100% employer match about $149,431 at 4% or $99,621 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 6 | $196,185 | $15,521 | $2,587iApproximate average salary by contribution assumption: employee only about $64,671 at 4% or $43,114 at 6%; with 50% employer match about $43,114 at 4% or $28,743 at 6%; with 100% employer match about $32,335 at 4% or $21,557 at 6%. |
| 2012 | 2 | 10 | $2,279,634 | $285,161 | $28,516iApproximate average salary by contribution assumption: employee only about $712,903 at 4% or $475,268 at 6%; with 50% employer match about $475,268 at 4% or $316,846 at 6%; with 100% employer match about $356,451 at 4% or $237,634 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 10 | $1,399,651 | $139,567 | $13,957iApproximate average salary by contribution assumption: employee only about $348,918 at 4% or $232,612 at 6%; with 50% employer match about $232,612 at 4% or $155,074 at 6%; with 100% employer match about $174,459 at 4% or $116,306 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 6 | $879,983 | $145,594 | $24,266iApproximate average salary by contribution assumption: employee only about $606,642 at 4% or $404,428 at 6%; with 50% employer match about $404,428 at 4% or $269,619 at 6%; with 100% employer match about $303,321 at 4% or $202,214 at 6%. |
| 2011 | 2 | 10 | $1,787,120 | $224,522 | $22,452iApproximate average salary by contribution assumption: employee only about $561,305 at 4% or $374,203 at 6%; with 50% employer match about $374,203 at 4% or $249,469 at 6%; with 100% employer match about $280,653 at 4% or $187,102 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 10 | $1,114,358 | $164,522 | $16,452iApproximate average salary by contribution assumption: employee only about $411,305 at 4% or $274,203 at 6%; with 50% employer match about $274,203 at 4% or $182,802 at 6%; with 100% employer match about $205,653 at 4% or $137,102 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 6 | $672,762 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2010 | 2 | 9 | $1,597,836 | $215,774 | $23,975iApproximate average salary by contribution assumption: employee only about $599,372 at 4% or $399,581 at 6%; with 50% employer match about $399,581 at 4% or $266,388 at 6%; with 100% employer match about $299,686 at 4% or $199,791 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 9 | $978,925 | $119,008 | $13,223iApproximate average salary by contribution assumption: employee only about $330,578 at 4% or $220,385 at 6%; with 50% employer match about $220,385 at 4% or $146,923 at 6%; with 100% employer match about $165,289 at 4% or $110,193 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 5 | $618,911 | $96,766 | $19,353iApproximate average salary by contribution assumption: employee only about $483,830 at 4% or $322,553 at 6%; with 50% employer match about $322,553 at 4% or $215,036 at 6%; with 100% employer match about $241,915 at 4% or $161,277 at 6%. |
| 2009 | 2 | 9 | $1,257,562 | $262,944 | $29,216iApproximate average salary by contribution assumption: employee only about $730,400 at 4% or $486,933 at 6%; with 50% employer match about $486,933 at 4% or $324,622 at 6%; with 100% employer match about $365,200 at 4% or $243,467 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 9 | $772,607 | $142,776 | $15,864iApproximate average salary by contribution assumption: employee only about $396,600 at 4% or $264,400 at 6%; with 50% employer match about $264,400 at 4% or $176,267 at 6%; with 100% employer match about $198,300 at 4% or $132,200 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 5 | $484,955 | $120,168 | $24,034iApproximate average salary by contribution assumption: employee only about $600,840 at 4% or $400,560 at 6%; with 50% employer match about $400,560 at 4% or $267,040 at 6%; with 100% employer match about $300,420 at 4% or $200,280 at 6%. |
| 2008 | 2 | 8 | $838,409 | $246,686 | $30,836iApproximate average salary by contribution assumption: employee only about $770,894 at 4% or $513,929 at 6%; with 50% employer match about $513,929 at 4% or $342,619 at 6%; with 100% employer match about $385,447 at 4% or $256,965 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 8 | $506,637 | $142,936 | $17,867iApproximate average salary by contribution assumption: employee only about $446,675 at 4% or $297,783 at 6%; with 50% employer match about $297,783 at 4% or $198,522 at 6%; with 100% employer match about $223,338 at 4% or $148,892 at 6%. |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 4 | $331,772 | $103,750 | $25,938iApproximate average salary by contribution assumption: employee only about $648,438 at 4% or $432,292 at 6%; with 50% employer match about $432,292 at 4% or $288,194 at 6%; with 100% employer match about $324,219 at 4% or $216,146 at 6%. |
| 2007 | 2 | 7 | $0 | $0 | - |
| Bluewater Strategies LLC 401(K) Plan | - | 7 | - | - | - |
| BLUEWATER STRATEGIES, LLC PENSION PLAN | - | 4 | - | - | - |
| 2006 | 2 | 12 | $1,065,831 | $473,274 | $39,440iApproximate average salary by contribution assumption: employee only about $985,988 at 4% or $657,325 at 6%; with 50% employer match about $657,325 at 4% or $438,217 at 6%; with 100% employer match about $492,994 at 4% or $328,663 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 11 | $608,317 | $235,102 | $21,373iApproximate average salary by contribution assumption: employee only about $534,323 at 4% or $356,215 at 6%; with 50% employer match about $356,215 at 4% or $237,477 at 6%; with 100% employer match about $267,161 at 4% or $178,108 at 6%. |
| LUNDQUIST, NETHERCUTT & GRILES, LLC PENSION PLAN | - | 12 | $457,514 | $238,172 | $19,848iApproximate average salary by contribution assumption: employee only about $496,192 at 4% or $330,794 at 6%; with 50% employer match about $330,794 at 4% or $220,530 at 6%; with 100% employer match about $248,096 at 4% or $165,397 at 6%. |
| 2005 | 2 | 10 | $360,624 | $160,847 | $16,085iApproximate average salary by contribution assumption: employee only about $402,118 at 4% or $268,078 at 6%; with 50% employer match about $268,078 at 4% or $178,719 at 6%; with 100% employer match about $201,059 at 4% or $134,039 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 10 | $360,624 | $160,847 | $16,085iApproximate average salary by contribution assumption: employee only about $402,118 at 4% or $268,078 at 6%; with 50% employer match about $268,078 at 4% or $178,719 at 6%; with 100% employer match about $201,059 at 4% or $134,039 at 6%. |
| LUNDQUIST, NETHERCUTT & GRILES, LLC PENSION PLAN | - | 7 | - | - | - |
| 2004 | 1 | 4 | $191,945 | $98,532 | $24,633iApproximate average salary by contribution assumption: employee only about $615,825 at 4% or $410,550 at 6%; with 50% employer match about $410,550 at 4% or $273,700 at 6%; with 100% employer match about $307,913 at 4% or $205,275 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 4 | $191,945 | $98,532 | $24,633iApproximate average salary by contribution assumption: employee only about $615,825 at 4% or $410,550 at 6%; with 50% employer match about $410,550 at 4% or $273,700 at 6%; with 100% employer match about $307,913 at 4% or $205,275 at 6%. |
| 2003 | 1 | 3 | $89,182 | $66,112 | $22,037iApproximate average salary by contribution assumption: employee only about $550,933 at 4% or $367,289 at 6%; with 50% employer match about $367,289 at 4% or $244,859 at 6%; with 100% employer match about $275,467 at 4% or $183,644 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 3 | $89,182 | $66,112 | $22,037iApproximate average salary by contribution assumption: employee only about $550,933 at 4% or $367,289 at 6%; with 50% employer match about $367,289 at 4% or $244,859 at 6%; with 100% employer match about $275,467 at 4% or $183,644 at 6%. |
| 2002 | 1 | 3 | $23,057 | $23,057 | $7,686iApproximate average salary by contribution assumption: employee only about $192,142 at 4% or $128,094 at 6%; with 50% employer match about $128,094 at 4% or $85,396 at 6%; with 100% employer match about $96,071 at 4% or $64,047 at 6%. |
| Bluewater Strategies LLC 401(K) Plan | - | 3 | $23,057 | $23,057 | $7,686iApproximate average salary by contribution assumption: employee only about $192,142 at 4% or $128,094 at 6%; with 50% employer match about $128,094 at 4% or $85,396 at 6%; with 100% employer match about $96,071 at 4% or $64,047 at 6%. |