Blue Ocean Partners LLC
Plan context: Blue Ocean Partners LLC 401(K) Profit Sharing Plan
EIN 11-3764480 • Vienna, VA • 22 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$425
2019 Contributions
$1,824
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 2 | $425 | $1,824 | $912iApproximate average salary by contribution assumption: employee only about $22,800 at 4% or $15,200 at 6%; with 50% employer match about $15,200 at 4% or $10,133 at 6%; with 100% employer match about $11,400 at 4% or $7,600 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 2 | $425 | $1,824 | $912iApproximate average salary by contribution assumption: employee only about $22,800 at 4% or $15,200 at 6%; with 50% employer match about $15,200 at 4% or $10,133 at 6%; with 100% employer match about $11,400 at 4% or $7,600 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 3 | $116,367 | $23,744 | $7,915iApproximate average salary by contribution assumption: employee only about $197,867 at 4% or $131,911 at 6%; with 50% employer match about $131,911 at 4% or $87,941 at 6%; with 100% employer match about $98,933 at 4% or $65,956 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 3 | $116,367 | $23,744 | $7,915iApproximate average salary by contribution assumption: employee only about $197,867 at 4% or $131,911 at 6%; with 50% employer match about $131,911 at 4% or $87,941 at 6%; with 100% employer match about $98,933 at 4% or $65,956 at 6%. |
| 2017 | 1 | 3 | $103,464 | $28,630 | $9,543iApproximate average salary by contribution assumption: employee only about $238,583 at 4% or $159,056 at 6%; with 50% employer match about $159,056 at 4% or $106,037 at 6%; with 100% employer match about $119,292 at 4% or $79,528 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 3 | $103,464 | $28,630 | $9,543iApproximate average salary by contribution assumption: employee only about $238,583 at 4% or $159,056 at 6%; with 50% employer match about $159,056 at 4% or $106,037 at 6%; with 100% employer match about $119,292 at 4% or $79,528 at 6%. |
| 2016 | 1 | 4 | $120,675 | $27,255 | $6,814iApproximate average salary by contribution assumption: employee only about $170,344 at 4% or $113,563 at 6%; with 50% employer match about $113,563 at 4% or $75,708 at 6%; with 100% employer match about $85,172 at 4% or $56,781 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 4 | $120,675 | $27,255 | $6,814iApproximate average salary by contribution assumption: employee only about $170,344 at 4% or $113,563 at 6%; with 50% employer match about $113,563 at 4% or $75,708 at 6%; with 100% employer match about $85,172 at 4% or $56,781 at 6%. |
| 2015 | 1 | 4 | $129,147 | $23,035 | $5,759iApproximate average salary by contribution assumption: employee only about $143,969 at 4% or $95,979 at 6%; with 50% employer match about $95,979 at 4% or $63,986 at 6%; with 100% employer match about $71,984 at 4% or $47,990 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 4 | $129,147 | $23,035 | $5,759iApproximate average salary by contribution assumption: employee only about $143,969 at 4% or $95,979 at 6%; with 50% employer match about $95,979 at 4% or $63,986 at 6%; with 100% employer match about $71,984 at 4% or $47,990 at 6%. |
| 2014 | 1 | 4 | $167,059 | $163,876 | $40,969iApproximate average salary by contribution assumption: employee only about $1,024,225 at 4% or $682,817 at 6%; with 50% employer match about $682,817 at 4% or $455,211 at 6%; with 100% employer match about $512,113 at 4% or $341,408 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 4 | $167,059 | $163,876 | $40,969iApproximate average salary by contribution assumption: employee only about $1,024,225 at 4% or $682,817 at 6%; with 50% employer match about $682,817 at 4% or $455,211 at 6%; with 100% employer match about $512,113 at 4% or $341,408 at 6%. |
| 2013 | 1 | 4 | $80,731 | $42,601 | $10,650iApproximate average salary by contribution assumption: employee only about $266,256 at 4% or $177,504 at 6%; with 50% employer match about $177,504 at 4% or $118,336 at 6%; with 100% employer match about $133,128 at 4% or $88,752 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 4 | $80,731 | $42,601 | $10,650iApproximate average salary by contribution assumption: employee only about $266,256 at 4% or $177,504 at 6%; with 50% employer match about $177,504 at 4% or $118,336 at 6%; with 100% employer match about $133,128 at 4% or $88,752 at 6%. |
| 2012 | 2 | 2 | $104,507 | $50,489 | $25,245iApproximate average salary by contribution assumption: employee only about $631,113 at 4% or $420,742 at 6%; with 50% employer match about $420,742 at 4% or $280,494 at 6%; with 100% employer match about $315,556 at 4% or $210,371 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 2 | $104,507 | $50,489 | $25,245iApproximate average salary by contribution assumption: employee only about $631,113 at 4% or $420,742 at 6%; with 50% employer match about $420,742 at 4% or $280,494 at 6%; with 100% employer match about $315,556 at 4% or $210,371 at 6%. |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2011 | 2 | 2 | $591,583 | $67,600 | $33,800iApproximate average salary by contribution assumption: employee only about $845,000 at 4% or $563,333 at 6%; with 50% employer match about $563,333 at 4% or $375,556 at 6%; with 100% employer match about $422,500 at 4% or $281,667 at 6%. |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 2 | $521,032 | $65,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 2 | $70,551 | $2,600 | $1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%. |
| 2010 | 2 | 4 | $603,780 | $59,910 | $14,978iApproximate average salary by contribution assumption: employee only about $374,438 at 4% or $249,625 at 6%; with 50% employer match about $249,625 at 4% or $166,417 at 6%; with 100% employer match about $187,219 at 4% or $124,813 at 6%. |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 3 | $528,311 | $51,600 | $17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 4 | $75,469 | $8,310 | $2,078iApproximate average salary by contribution assumption: employee only about $51,938 at 4% or $34,625 at 6%; with 50% employer match about $34,625 at 4% or $23,083 at 6%; with 100% employer match about $25,969 at 4% or $17,313 at 6%. |
| 2009 | 2 | 3 | $629,719 | $115,122 | $38,374iApproximate average salary by contribution assumption: employee only about $959,350 at 4% or $639,567 at 6%; with 50% employer match about $639,567 at 4% or $426,378 at 6%; with 100% employer match about $479,675 at 4% or $319,783 at 6%. |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 3 | $559,251 | $82,035 | $27,345iApproximate average salary by contribution assumption: employee only about $683,625 at 4% or $455,750 at 6%; with 50% employer match about $455,750 at 4% or $303,833 at 6%; with 100% employer match about $341,813 at 4% or $227,875 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 3 | $70,468 | $33,087 | $11,029iApproximate average salary by contribution assumption: employee only about $275,725 at 4% or $183,817 at 6%; with 50% employer match about $183,817 at 4% or $122,544 at 6%; with 100% employer match about $137,863 at 4% or $91,908 at 6%. |
| 2008 | 2 | 3 | $374,017 | $153,802 | $51,267iApproximate average salary by contribution assumption: employee only about $1,281,683 at 4% or $854,456 at 6%; with 50% employer match about $854,456 at 4% or $569,637 at 6%; with 100% employer match about $640,842 at 4% or $427,228 at 6%. |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 3 | $336,345 | $125,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 3 | $37,672 | $28,802 | $9,601iApproximate average salary by contribution assumption: employee only about $240,017 at 4% or $160,011 at 6%; with 50% employer match about $160,011 at 4% or $106,674 at 6%; with 100% employer match about $120,008 at 4% or $80,006 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 2 | - | - | - |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2006 | 2 | 2 | $145,571 | $145,571 | $72,786iApproximate average salary by contribution assumption: employee only about $1,819,638 at 4% or $1,213,092 at 6%; with 50% employer match about $1,213,092 at 4% or $808,728 at 6%; with 100% employer match about $909,819 at 4% or $606,546 at 6%. |
| CLARK FINANCIAL PARTNERS, LLC DEFINED BENEFIT PLAN | - | 2 | $118,000 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Blue Ocean Partners LLC 401(K) Profit Sharing Plan | - | 2 | $27,571 | $27,571 | $13,786iApproximate average salary by contribution assumption: employee only about $344,638 at 4% or $229,758 at 6%; with 50% employer match about $229,758 at 4% or $153,172 at 6%; with 100% employer match about $172,319 at 4% or $114,879 at 6%. |