Civic Intelligence

Bluesky Wealth Advisors LLC

Plan context: Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust

EIN 20-0092155 • New Bern, NC • 13 filings • 5 plans

2131 S Glenburnie Rd Ste 8New Bern, NC 28562-2241
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,428,186

2024 Contributions

$373,333

Historical Graphs

Total Assets Over Time

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

$3,428,186$1,714,093$0201220182024YearValue
$3,428,186Latest year 2024

Participants Over Time

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

25130201220182024YearValue
18Latest year 2024

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
2024118$3,428,186$373,333$20,741iApproximate average salary by contribution assumption: employee only about $518,518 at 4% or $345,679 at 6%; with 50% employer match about $345,679 at 4% or $230,452 at 6%; with 100% employer match about $259,259 at 4% or $172,839 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-18$3,428,186$373,333$20,741iApproximate average salary by contribution assumption: employee only about $518,518 at 4% or $345,679 at 6%; with 50% employer match about $345,679 at 4% or $230,452 at 6%; with 100% employer match about $259,259 at 4% or $172,839 at 6%.
2023118$2,681,371$464,198$25,789iApproximate average salary by contribution assumption: employee only about $644,719 at 4% or $429,813 at 6%; with 50% employer match about $429,813 at 4% or $286,542 at 6%; with 100% employer match about $322,360 at 4% or $214,906 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-18$2,681,371$464,198$25,789iApproximate average salary by contribution assumption: employee only about $644,719 at 4% or $429,813 at 6%; with 50% employer match about $429,813 at 4% or $286,542 at 6%; with 100% employer match about $322,360 at 4% or $214,906 at 6%.
2022124$2,276,094$417,799$17,408iApproximate average salary by contribution assumption: employee only about $435,207 at 4% or $290,138 at 6%; with 50% employer match about $290,138 at 4% or $193,425 at 6%; with 100% employer match about $217,604 at 4% or $145,069 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-24$2,276,094$417,799$17,408iApproximate average salary by contribution assumption: employee only about $435,207 at 4% or $290,138 at 6%; with 50% employer match about $290,138 at 4% or $193,425 at 6%; with 100% employer match about $217,604 at 4% or $145,069 at 6%.
2021125$2,913,834$377,467$15,099iApproximate average salary by contribution assumption: employee only about $377,467 at 4% or $251,645 at 6%; with 50% employer match about $251,645 at 4% or $167,763 at 6%; with 100% employer match about $188,734 at 4% or $125,822 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-25$2,913,834$377,467$15,099iApproximate average salary by contribution assumption: employee only about $377,467 at 4% or $251,645 at 6%; with 50% employer match about $251,645 at 4% or $167,763 at 6%; with 100% employer match about $188,734 at 4% or $125,822 at 6%.
2020125$2,178,956$603,518$24,141iApproximate average salary by contribution assumption: employee only about $603,518 at 4% or $402,345 at 6%; with 50% employer match about $402,345 at 4% or $268,230 at 6%; with 100% employer match about $301,759 at 4% or $201,173 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-25$2,178,956$603,518$24,141iApproximate average salary by contribution assumption: employee only about $603,518 at 4% or $402,345 at 6%; with 50% employer match about $402,345 at 4% or $268,230 at 6%; with 100% employer match about $301,759 at 4% or $201,173 at 6%.
2019118$1,432,396$207,324$11,518iApproximate average salary by contribution assumption: employee only about $287,950 at 4% or $191,967 at 6%; with 50% employer match about $191,967 at 4% or $127,978 at 6%; with 100% employer match about $143,975 at 4% or $95,983 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-18$1,432,396$207,324$11,518iApproximate average salary by contribution assumption: employee only about $287,950 at 4% or $191,967 at 6%; with 50% employer match about $191,967 at 4% or $127,978 at 6%; with 100% employer match about $143,975 at 4% or $95,983 at 6%.
2018117$1,270,001$177,848$10,462iApproximate average salary by contribution assumption: employee only about $261,541 at 4% or $174,361 at 6%; with 50% employer match about $174,361 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,180 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-17$1,270,001$177,848$10,462iApproximate average salary by contribution assumption: employee only about $261,541 at 4% or $174,361 at 6%; with 50% employer match about $174,361 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,180 at 6%.
2017117$1,847,257$245,186$14,423iApproximate average salary by contribution assumption: employee only about $360,568 at 4% or $240,378 at 6%; with 50% employer match about $240,378 at 4% or $160,252 at 6%; with 100% employer match about $180,284 at 4% or $120,189 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-17$1,847,257$245,186$14,423iApproximate average salary by contribution assumption: employee only about $360,568 at 4% or $240,378 at 6%; with 50% employer match about $240,378 at 4% or $160,252 at 6%; with 100% employer match about $180,284 at 4% or $120,189 at 6%.
2016116$1,366,917$194,814$12,176iApproximate average salary by contribution assumption: employee only about $304,397 at 4% or $202,931 at 6%; with 50% employer match about $202,931 at 4% or $135,288 at 6%; with 100% employer match about $152,198 at 4% or $101,466 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-16$1,366,917$194,814$12,176iApproximate average salary by contribution assumption: employee only about $304,397 at 4% or $202,931 at 6%; with 50% employer match about $202,931 at 4% or $135,288 at 6%; with 100% employer match about $152,198 at 4% or $101,466 at 6%.
2015113$1,059,918$186,171$14,321iApproximate average salary by contribution assumption: employee only about $358,021 at 4% or $238,681 at 6%; with 50% employer match about $238,681 at 4% or $159,121 at 6%; with 100% employer match about $179,011 at 4% or $119,340 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-13$1,059,918$186,171$14,321iApproximate average salary by contribution assumption: employee only about $358,021 at 4% or $238,681 at 6%; with 50% employer match about $238,681 at 4% or $159,121 at 6%; with 100% employer match about $179,011 at 4% or $119,340 at 6%.
2014111$932,962$208,756$18,978iApproximate average salary by contribution assumption: employee only about $474,445 at 4% or $316,297 at 6%; with 50% employer match about $316,297 at 4% or $210,865 at 6%; with 100% employer match about $237,223 at 4% or $158,148 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-11$932,962$208,756$18,978iApproximate average salary by contribution assumption: employee only about $474,445 at 4% or $316,297 at 6%; with 50% employer match about $316,297 at 4% or $210,865 at 6%; with 100% employer match about $237,223 at 4% or $158,148 at 6%.
2013110$701,069$398,800$39,880iApproximate average salary by contribution assumption: employee only about $997,000 at 4% or $664,667 at 6%; with 50% employer match about $664,667 at 4% or $443,111 at 6%; with 100% employer match about $498,500 at 4% or $332,333 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-10$701,069$398,800$39,880iApproximate average salary by contribution assumption: employee only about $997,000 at 4% or $664,667 at 6%; with 50% employer match about $664,667 at 4% or $443,111 at 6%; with 100% employer match about $498,500 at 4% or $332,333 at 6%.
201215$252,155$264,151$52,830iApproximate average salary by contribution assumption: employee only about $1,320,755 at 4% or $880,503 at 6%; with 50% employer match about $880,503 at 4% or $587,002 at 6%; with 100% employer match about $660,378 at 4% or $440,252 at 6%.
Bluesky Wealth Advisors LLC 401 K Profit Sharing Plan Trust-5$252,155$264,151$52,830iApproximate average salary by contribution assumption: employee only about $1,320,755 at 4% or $880,503 at 6%; with 50% employer match about $880,503 at 4% or $587,002 at 6%; with 100% employer match about $660,378 at 4% or $440,252 at 6%.
Bluesky Wealth Advisors LLC | EIN 20-0092155 | 2024 Form 5500 Company Profile