Civic Intelligence

Blue Vista Capital Management LLC

Plan context: Blue Vista Capital Partners LLC 401(K) Profit Sharing Plan

EIN 20-0323155 • Chicago, IL • 5 filings • 1 plans

353 N. Clark Street, Suite 730Chicago, IL 60654
Current Snapshot

Latest Year

2016

2016 Participants

48

2016 Assets

$4,285,781

2016 Contributions

$822,485

Historical Graphs

Total Assets Over Time

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

$4,321,025$2,160,513$0201220142016YearValue
$4,285,781Latest year 2016

Participants Over Time

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

48240201220142016YearValue
48Latest year 2016

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
2016148$4,285,781$822,485$17,135iApproximate average salary by contribution assumption: employee only about $428,378 at 4% or $285,585 at 6%; with 50% employer match about $285,585 at 4% or $190,390 at 6%; with 100% employer match about $214,189 at 4% or $142,793 at 6%.
Blue Vista Capital Partners LLC 401(K) Profit Sharing Plan-48$4,285,781$822,485$17,135iApproximate average salary by contribution assumption: employee only about $428,378 at 4% or $285,585 at 6%; with 50% employer match about $285,585 at 4% or $190,390 at 6%; with 100% employer match about $214,189 at 4% or $142,793 at 6%.
2015139$3,684,721$601,762$15,430iApproximate average salary by contribution assumption: employee only about $385,745 at 4% or $257,163 at 6%; with 50% employer match about $257,163 at 4% or $171,442 at 6%; with 100% employer match about $192,872 at 4% or $128,582 at 6%.
Blue Vista Capital Partners LLC 401(K) Profit Sharing Plan-39$3,684,721$601,762$15,430iApproximate average salary by contribution assumption: employee only about $385,745 at 4% or $257,163 at 6%; with 50% employer match about $257,163 at 4% or $171,442 at 6%; with 100% employer match about $192,872 at 4% or $128,582 at 6%.
2014135$4,321,025$505,109$14,432iApproximate average salary by contribution assumption: employee only about $360,792 at 4% or $240,528 at 6%; with 50% employer match about $240,528 at 4% or $160,352 at 6%; with 100% employer match about $180,396 at 4% or $120,264 at 6%.
Blue Vista Capital Partners LLC 401(K) Profit Sharing Plan-35$4,321,025$505,109$14,432iApproximate average salary by contribution assumption: employee only about $360,792 at 4% or $240,528 at 6%; with 50% employer match about $240,528 at 4% or $160,352 at 6%; with 100% employer match about $180,396 at 4% or $120,264 at 6%.
2013127$3,649,853$515,625$19,097iApproximate average salary by contribution assumption: employee only about $477,431 at 4% or $318,287 at 6%; with 50% employer match about $318,287 at 4% or $212,191 at 6%; with 100% employer match about $238,715 at 4% or $159,144 at 6%.
Blue Vista Capital Partners LLC 401(K) Profit Sharing Plan-27$3,649,853$515,625$19,097iApproximate average salary by contribution assumption: employee only about $477,431 at 4% or $318,287 at 6%; with 50% employer match about $318,287 at 4% or $212,191 at 6%; with 100% employer match about $238,715 at 4% or $159,144 at 6%.
2012127$2,736,572$443,276$16,418iApproximate average salary by contribution assumption: employee only about $410,441 at 4% or $273,627 at 6%; with 50% employer match about $273,627 at 4% or $182,418 at 6%; with 100% employer match about $205,220 at 4% or $136,814 at 6%.
Blue Vista Capital Partners LLC 401(K) Profit Sharing Plan-27$2,736,572$443,276$16,418iApproximate average salary by contribution assumption: employee only about $410,441 at 4% or $273,627 at 6%; with 50% employer match about $273,627 at 4% or $182,418 at 6%; with 100% employer match about $205,220 at 4% or $136,814 at 6%.