Blue Water Advisors LLC
Plan context: BLUE WATER ADVISORS, LLC 401(K) PROFIT SHARING PLAN
EIN 11-3637932 • Babylon, NY • 8 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
10
2018 Assets
$1,271,925
2018 Contributions
$226,496
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 0 | $0 | $0 | - |
| BLUE WATER ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| Blue Water Advisors LLC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 10 | $1,271,925 | $226,496 | $22,650iApproximate average salary by contribution assumption: employee only about $566,240 at 4% or $377,493 at 6%; with 50% employer match about $377,493 at 4% or $251,662 at 6%; with 100% employer match about $283,120 at 4% or $188,747 at 6%. |
| BLUE WATER ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 10 | $1,023,612 | $101,588 | $10,159iApproximate average salary by contribution assumption: employee only about $253,970 at 4% or $169,313 at 6%; with 50% employer match about $169,313 at 4% or $112,876 at 6%; with 100% employer match about $126,985 at 4% or $84,657 at 6%. |
| Blue Water Advisors LLC Cash Balance Plan | - | 6 | $248,313 | $124,908 | $20,818iApproximate average salary by contribution assumption: employee only about $520,450 at 4% or $346,967 at 6%; with 50% employer match about $346,967 at 4% or $231,311 at 6%; with 100% employer match about $260,225 at 4% or $173,483 at 6%. |
| 2016 | 2 | 8 | $880,865 | $656,726 | $82,091iApproximate average salary by contribution assumption: employee only about $2,052,269 at 4% or $1,368,179 at 6%; with 50% employer match about $1,368,179 at 4% or $912,119 at 6%; with 100% employer match about $1,026,134 at 4% or $684,090 at 6%. |
| BLUE WATER ADVISORS LLC 401(K) PROFIT SHARING PLAN | - | 8 | $773,315 | $549,176 | $68,647iApproximate average salary by contribution assumption: employee only about $1,716,175 at 4% or $1,144,117 at 6%; with 50% employer match about $1,144,117 at 4% or $762,744 at 6%; with 100% employer match about $858,088 at 4% or $572,058 at 6%. |
| Blue Water Advisors LLC Cash Balance Plan | - | 6 | $107,550 | $107,550 | $17,925iApproximate average salary by contribution assumption: employee only about $448,125 at 4% or $298,750 at 6%; with 50% employer match about $298,750 at 4% or $199,167 at 6%; with 100% employer match about $224,063 at 4% or $149,375 at 6%. |
| 2015 | 1 | 7 | $206,940 | $112,069 | $16,010iApproximate average salary by contribution assumption: employee only about $400,246 at 4% or $266,831 at 6%; with 50% employer match about $266,831 at 4% or $177,887 at 6%; with 100% employer match about $200,123 at 4% or $133,415 at 6%. |
| BLUE WATERS ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 7 | $206,940 | $112,069 | $16,010iApproximate average salary by contribution assumption: employee only about $400,246 at 4% or $266,831 at 6%; with 50% employer match about $266,831 at 4% or $177,887 at 6%; with 100% employer match about $200,123 at 4% or $133,415 at 6%. |
| 2014 | 1 | 2 | $105,848 | $19,780 | $9,890iApproximate average salary by contribution assumption: employee only about $247,250 at 4% or $164,833 at 6%; with 50% employer match about $164,833 at 4% or $109,889 at 6%; with 100% employer match about $123,625 at 4% or $82,417 at 6%. |
| BLUE WATER ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $105,848 | $19,780 | $9,890iApproximate average salary by contribution assumption: employee only about $247,250 at 4% or $164,833 at 6%; with 50% employer match about $164,833 at 4% or $109,889 at 6%; with 100% employer match about $123,625 at 4% or $82,417 at 6%. |