Civic Intelligence

Blue Heron Capital LLC

Plan context: Blue Heron Capital LLC 401K Plan

EIN 04-3799014 • Richmond, VA • 16 filings • 2 plans

1519 Summit Ave Ste 200Richmond, VA 23230-4511
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$931,822

2022 Contributions

$75,283

Historical Graphs

Total Assets Over Time

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

$1,088,633$544,317$0200720152022YearValue
$931,822Latest year 2022

Participants Over Time

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

840200720152022YearValue
7Latest 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
202217$931,822$75,283$10,755iApproximate average salary by contribution assumption: employee only about $268,868 at 4% or $179,245 at 6%; with 50% employer match about $179,245 at 4% or $119,497 at 6%; with 100% employer match about $134,434 at 4% or $89,623 at 6%.
Blue Heron Capital LLC 401K Plan-7$931,822$75,283$10,755iApproximate average salary by contribution assumption: employee only about $268,868 at 4% or $179,245 at 6%; with 50% employer match about $179,245 at 4% or $119,497 at 6%; with 100% employer match about $134,434 at 4% or $89,623 at 6%.
202117$1,047,356$64,241$9,177iApproximate average salary by contribution assumption: employee only about $229,432 at 4% or $152,955 at 6%; with 50% employer match about $152,955 at 4% or $101,970 at 6%; with 100% employer match about $114,716 at 4% or $76,477 at 6%.
Blue Heron Capital LLC 401K Plan-7$1,047,356$64,241$9,177iApproximate average salary by contribution assumption: employee only about $229,432 at 4% or $152,955 at 6%; with 50% employer match about $152,955 at 4% or $101,970 at 6%; with 100% employer match about $114,716 at 4% or $76,477 at 6%.
202016$1,066,523$67,833$11,306iApproximate average salary by contribution assumption: employee only about $282,638 at 4% or $188,425 at 6%; with 50% employer match about $188,425 at 4% or $125,617 at 6%; with 100% employer match about $141,319 at 4% or $94,213 at 6%.
Blue Heron Capital LLC 401K Plan-6$1,066,523$67,833$11,306iApproximate average salary by contribution assumption: employee only about $282,638 at 4% or $188,425 at 6%; with 50% employer match about $188,425 at 4% or $125,617 at 6%; with 100% employer match about $141,319 at 4% or $94,213 at 6%.
201917$1,088,633$61,539$8,791iApproximate average salary by contribution assumption: employee only about $219,782 at 4% or $146,521 at 6%; with 50% employer match about $146,521 at 4% or $97,681 at 6%; with 100% employer match about $109,891 at 4% or $73,261 at 6%.
Blue Heron Capital LLC 401K Plan-7$1,088,633$61,539$8,791iApproximate average salary by contribution assumption: employee only about $219,782 at 4% or $146,521 at 6%; with 50% employer match about $146,521 at 4% or $97,681 at 6%; with 100% employer match about $109,891 at 4% or $73,261 at 6%.
201818$911,519$46,853$5,857iApproximate average salary by contribution assumption: employee only about $146,416 at 4% or $97,610 at 6%; with 50% employer match about $97,610 at 4% or $65,074 at 6%; with 100% employer match about $73,208 at 4% or $48,805 at 6%.
Blue Heron Capital LLC 401K Plan-8$911,519$46,853$5,857iApproximate average salary by contribution assumption: employee only about $146,416 at 4% or $97,610 at 6%; with 50% employer match about $97,610 at 4% or $65,074 at 6%; with 100% employer match about $73,208 at 4% or $48,805 at 6%.
201716$962,141$76,074$12,679iApproximate average salary by contribution assumption: employee only about $316,975 at 4% or $211,317 at 6%; with 50% employer match about $211,317 at 4% or $140,878 at 6%; with 100% employer match about $158,488 at 4% or $105,658 at 6%.
Blue Heron Capital LLC 401K Plan-6$962,141$76,074$12,679iApproximate average salary by contribution assumption: employee only about $316,975 at 4% or $211,317 at 6%; with 50% employer match about $211,317 at 4% or $140,878 at 6%; with 100% employer match about $158,488 at 4% or $105,658 at 6%.
201616$729,636$73,123$12,187iApproximate average salary by contribution assumption: employee only about $304,679 at 4% or $203,119 at 6%; with 50% employer match about $203,119 at 4% or $135,413 at 6%; with 100% employer match about $152,340 at 4% or $101,560 at 6%.
Blue Heron Capital LLC 401K Plan-6$729,636$73,123$12,187iApproximate average salary by contribution assumption: employee only about $304,679 at 4% or $203,119 at 6%; with 50% employer match about $203,119 at 4% or $135,413 at 6%; with 100% employer match about $152,340 at 4% or $101,560 at 6%.
201517$589,521$131,885$18,841iApproximate average salary by contribution assumption: employee only about $471,018 at 4% or $314,012 at 6%; with 50% employer match about $314,012 at 4% or $209,341 at 6%; with 100% employer match about $235,509 at 4% or $157,006 at 6%.
Blue Heron Capital LLC 401K Plan-7$589,521$131,885$18,841iApproximate average salary by contribution assumption: employee only about $471,018 at 4% or $314,012 at 6%; with 50% employer match about $314,012 at 4% or $209,341 at 6%; with 100% employer match about $235,509 at 4% or $157,006 at 6%.
201417$466,613$112,393$16,056iApproximate average salary by contribution assumption: employee only about $401,404 at 4% or $267,602 at 6%; with 50% employer match about $267,602 at 4% or $178,402 at 6%; with 100% employer match about $200,702 at 4% or $133,801 at 6%.
Blue Heron Capital LLC 401K Plan-7$466,613$112,393$16,056iApproximate average salary by contribution assumption: employee only about $401,404 at 4% or $267,602 at 6%; with 50% employer match about $267,602 at 4% or $178,402 at 6%; with 100% employer match about $200,702 at 4% or $133,801 at 6%.
201315$341,641$67,595$13,519iApproximate average salary by contribution assumption: employee only about $337,975 at 4% or $225,317 at 6%; with 50% employer match about $225,317 at 4% or $150,211 at 6%; with 100% employer match about $168,988 at 4% or $112,658 at 6%.
Blue Heron Capital LLC 401K Plan-5$341,641$67,595$13,519iApproximate average salary by contribution assumption: employee only about $337,975 at 4% or $225,317 at 6%; with 50% employer match about $225,317 at 4% or $150,211 at 6%; with 100% employer match about $168,988 at 4% or $112,658 at 6%.
201215$211,932$43,610$8,722iApproximate average salary by contribution assumption: employee only about $218,050 at 4% or $145,367 at 6%; with 50% employer match about $145,367 at 4% or $96,911 at 6%; with 100% employer match about $109,025 at 4% or $72,683 at 6%.
Blue Heron Capital LLC 401K Plan-5$211,932$43,610$8,722iApproximate average salary by contribution assumption: employee only about $218,050 at 4% or $145,367 at 6%; with 50% employer match about $145,367 at 4% or $96,911 at 6%; with 100% employer match about $109,025 at 4% or $72,683 at 6%.
201114$146,648$151,227$37,807iApproximate average salary by contribution assumption: employee only about $945,169 at 4% or $630,113 at 6%; with 50% employer match about $630,113 at 4% or $420,075 at 6%; with 100% employer match about $472,584 at 4% or $315,056 at 6%.
Blue Heron Capital LLC 401K Plan-4$146,648$151,227$37,807iApproximate average salary by contribution assumption: employee only about $945,169 at 4% or $630,113 at 6%; with 50% employer match about $630,113 at 4% or $420,075 at 6%; with 100% employer match about $472,584 at 4% or $315,056 at 6%.
201013$98,539$28,472$9,491iApproximate average salary by contribution assumption: employee only about $237,267 at 4% or $158,178 at 6%; with 50% employer match about $158,178 at 4% or $105,452 at 6%; with 100% employer match about $118,633 at 4% or $79,089 at 6%.
Blue Heron Capital LLC 401K Plan-3$98,539$28,472$9,491iApproximate average salary by contribution assumption: employee only about $237,267 at 4% or $158,178 at 6%; with 50% employer match about $158,178 at 4% or $105,452 at 6%; with 100% employer match about $118,633 at 4% or $79,089 at 6%.
200911$57,726$20,885$20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%.
Blue Heron Capital LLC 401K Plan-1$57,726$20,885$20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%.
200812$37,245$55,834$27,917iApproximate average salary by contribution assumption: employee only about $697,925 at 4% or $465,283 at 6%; with 50% employer match about $465,283 at 4% or $310,189 at 6%; with 100% employer match about $348,963 at 4% or $232,642 at 6%.
Blue Heron Capital LLC 401K Plan-2$37,245$55,834$27,917iApproximate average salary by contribution assumption: employee only about $697,925 at 4% or $465,283 at 6%; with 50% employer match about $465,283 at 4% or $310,189 at 6%; with 100% employer match about $348,963 at 4% or $232,642 at 6%.
200711$8,330$8,269$8,269iApproximate average salary by contribution assumption: employee only about $206,725 at 4% or $137,817 at 6%; with 50% employer match about $137,817 at 4% or $91,878 at 6%; with 100% employer match about $103,363 at 4% or $68,908 at 6%.
Blue Heron Capital LLC 401K Plan-1$8,330$8,269$8,269iApproximate average salary by contribution assumption: employee only about $206,725 at 4% or $137,817 at 6%; with 50% employer match about $137,817 at 4% or $91,878 at 6%; with 100% employer match about $103,363 at 4% or $68,908 at 6%.