Civic Intelligence

Blue Ocean Strategic Capital LLC

Plan context: Blue Ocean Strategic Capital 401(K) Profit Sharing Plan

EIN 16-1544070 • Syracuse, NY • 10 filings • 2 plans

333 W. Washington Street, Suite 220Syracuse, NY 13202
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$813,491

2020 Contributions

$95,388

Historical Graphs

Total Assets Over Time

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

$813,491$406,746$0201120152019YearValue
$813,491Latest year 2019

Participants Over Time

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

1050201120152019YearValue
7Latest year 2019

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
202010$0$0-
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-0$0--
201917$813,491$95,388$13,627iApproximate average salary by contribution assumption: employee only about $340,671 at 4% or $227,114 at 6%; with 50% employer match about $227,114 at 4% or $151,410 at 6%; with 100% employer match about $170,336 at 4% or $113,557 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-7$813,491$95,388$13,627iApproximate average salary by contribution assumption: employee only about $340,671 at 4% or $227,114 at 6%; with 50% employer match about $227,114 at 4% or $151,410 at 6%; with 100% employer match about $170,336 at 4% or $113,557 at 6%.
201816$675,977$55,814$9,302iApproximate average salary by contribution assumption: employee only about $232,558 at 4% or $155,039 at 6%; with 50% employer match about $155,039 at 4% or $103,359 at 6%; with 100% employer match about $116,279 at 4% or $77,519 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-6$675,977$55,814$9,302iApproximate average salary by contribution assumption: employee only about $232,558 at 4% or $155,039 at 6%; with 50% employer match about $155,039 at 4% or $103,359 at 6%; with 100% employer match about $116,279 at 4% or $77,519 at 6%.
201717$677,966$66,339$9,477iApproximate average salary by contribution assumption: employee only about $236,925 at 4% or $157,950 at 6%; with 50% employer match about $157,950 at 4% or $105,300 at 6%; with 100% employer match about $118,463 at 4% or $78,975 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-7$677,966$66,339$9,477iApproximate average salary by contribution assumption: employee only about $236,925 at 4% or $157,950 at 6%; with 50% employer match about $157,950 at 4% or $105,300 at 6%; with 100% employer match about $118,463 at 4% or $78,975 at 6%.
201616$514,514$52,433$8,739iApproximate average salary by contribution assumption: employee only about $218,471 at 4% or $145,647 at 6%; with 50% employer match about $145,647 at 4% or $97,098 at 6%; with 100% employer match about $109,235 at 4% or $72,824 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-6$514,514$52,433$8,739iApproximate average salary by contribution assumption: employee only about $218,471 at 4% or $145,647 at 6%; with 50% employer match about $145,647 at 4% or $97,098 at 6%; with 100% employer match about $109,235 at 4% or $72,824 at 6%.
201518$478,891$3,918$490iApproximate average salary by contribution assumption: employee only about $12,244 at 4% or $8,163 at 6%; with 50% employer match about $8,163 at 4% or $5,442 at 6%; with 100% employer match about $6,122 at 4% or $4,081 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-8$478,891$3,918$490iApproximate average salary by contribution assumption: employee only about $12,244 at 4% or $8,163 at 6%; with 50% employer match about $8,163 at 4% or $5,442 at 6%; with 100% employer match about $6,122 at 4% or $4,081 at 6%.
201418$519,315$11,979$1,497iApproximate average salary by contribution assumption: employee only about $37,434 at 4% or $24,956 at 6%; with 50% employer match about $24,956 at 4% or $16,638 at 6%; with 100% employer match about $18,717 at 4% or $12,478 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-8$519,315$11,979$1,497iApproximate average salary by contribution assumption: employee only about $37,434 at 4% or $24,956 at 6%; with 50% employer match about $24,956 at 4% or $16,638 at 6%; with 100% employer match about $18,717 at 4% or $12,478 at 6%.
2013110$685,588$38,026$3,803iApproximate average salary by contribution assumption: employee only about $95,065 at 4% or $63,377 at 6%; with 50% employer match about $63,377 at 4% or $42,251 at 6%; with 100% employer match about $47,533 at 4% or $31,688 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-10$685,588$38,026$3,803iApproximate average salary by contribution assumption: employee only about $95,065 at 4% or $63,377 at 6%; with 50% employer match about $63,377 at 4% or $42,251 at 6%; with 100% employer match about $47,533 at 4% or $31,688 at 6%.
201219$592,807$84,512$9,390iApproximate average salary by contribution assumption: employee only about $234,756 at 4% or $156,504 at 6%; with 50% employer match about $156,504 at 4% or $104,336 at 6%; with 100% employer match about $117,378 at 4% or $78,252 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-9$592,807$84,512$9,390iApproximate average salary by contribution assumption: employee only about $234,756 at 4% or $156,504 at 6%; with 50% employer match about $156,504 at 4% or $104,336 at 6%; with 100% employer match about $117,378 at 4% or $78,252 at 6%.
201116$448,444$502,941$83,824iApproximate average salary by contribution assumption: employee only about $2,095,588 at 4% or $1,397,058 at 6%; with 50% employer match about $1,397,058 at 4% or $931,372 at 6%; with 100% employer match about $1,047,794 at 4% or $698,529 at 6%.
Blue Ocean Strategic Capital 401(K) Profit Sharing Plan-6$448,444$502,941$83,824iApproximate average salary by contribution assumption: employee only about $2,095,588 at 4% or $1,397,058 at 6%; with 50% employer match about $1,397,058 at 4% or $931,372 at 6%; with 100% employer match about $1,047,794 at 4% or $698,529 at 6%.