Blue Chip Partners Inc.
Plan context: Blue Chip Partners Inc. 401(K) Plan
EIN 20-1290017 • Farmington Hills, MI • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$13,703,493
2024 Contributions
$722,125
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 37 | $13,703,493 | $722,125 | $19,517iApproximate average salary by contribution assumption: employee only about $487,922 at 4% or $325,282 at 6%; with 50% employer match about $325,282 at 4% or $216,854 at 6%; with 100% employer match about $243,961 at 4% or $162,641 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 37 | $13,703,493 | $722,125 | $19,517iApproximate average salary by contribution assumption: employee only about $487,922 at 4% or $325,282 at 6%; with 50% employer match about $325,282 at 4% or $216,854 at 6%; with 100% employer match about $243,961 at 4% or $162,641 at 6%. |
| 2023 | 1 | 28 | $10,814,027 | $652,057 | $23,288iApproximate average salary by contribution assumption: employee only about $582,194 at 4% or $388,129 at 6%; with 50% employer match about $388,129 at 4% or $258,753 at 6%; with 100% employer match about $291,097 at 4% or $194,065 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 28 | $10,814,027 | $652,057 | $23,288iApproximate average salary by contribution assumption: employee only about $582,194 at 4% or $388,129 at 6%; with 50% employer match about $388,129 at 4% or $258,753 at 6%; with 100% employer match about $291,097 at 4% or $194,065 at 6%. |
| 2022 | 1 | 24 | $8,301,029 | $1,536,148 | $64,006iApproximate average salary by contribution assumption: employee only about $1,600,154 at 4% or $1,066,769 at 6%; with 50% employer match about $1,066,769 at 4% or $711,180 at 6%; with 100% employer match about $800,077 at 4% or $533,385 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 24 | $8,301,029 | $1,536,148 | $64,006iApproximate average salary by contribution assumption: employee only about $1,600,154 at 4% or $1,066,769 at 6%; with 50% employer match about $1,066,769 at 4% or $711,180 at 6%; with 100% employer match about $800,077 at 4% or $533,385 at 6%. |
| 2021 | 1 | 23 | $7,886,616 | $1,375,636 | $59,810iApproximate average salary by contribution assumption: employee only about $1,495,257 at 4% or $996,838 at 6%; with 50% employer match about $996,838 at 4% or $664,558 at 6%; with 100% employer match about $747,628 at 4% or $498,419 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 23 | $7,886,616 | $1,375,636 | $59,810iApproximate average salary by contribution assumption: employee only about $1,495,257 at 4% or $996,838 at 6%; with 50% employer match about $996,838 at 4% or $664,558 at 6%; with 100% employer match about $747,628 at 4% or $498,419 at 6%. |
| 2020 | 1 | 17 | $5,417,651 | $341,170 | $20,069iApproximate average salary by contribution assumption: employee only about $501,721 at 4% or $334,480 at 6%; with 50% employer match about $334,480 at 4% or $222,987 at 6%; with 100% employer match about $250,860 at 4% or $167,240 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 17 | $5,417,651 | $341,170 | $20,069iApproximate average salary by contribution assumption: employee only about $501,721 at 4% or $334,480 at 6%; with 50% employer match about $334,480 at 4% or $222,987 at 6%; with 100% employer match about $250,860 at 4% or $167,240 at 6%. |
| 2019 | 1 | 14 | $4,422,042 | $296,472 | $21,177iApproximate average salary by contribution assumption: employee only about $529,414 at 4% or $352,943 at 6%; with 50% employer match about $352,943 at 4% or $235,295 at 6%; with 100% employer match about $264,707 at 4% or $176,471 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 14 | $4,422,042 | $296,472 | $21,177iApproximate average salary by contribution assumption: employee only about $529,414 at 4% or $352,943 at 6%; with 50% employer match about $352,943 at 4% or $235,295 at 6%; with 100% employer match about $264,707 at 4% or $176,471 at 6%. |
| 2018 | 1 | 14 | $3,181,233 | $205,019 | $14,644iApproximate average salary by contribution assumption: employee only about $366,105 at 4% or $244,070 at 6%; with 50% employer match about $244,070 at 4% or $162,713 at 6%; with 100% employer match about $183,053 at 4% or $122,035 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 14 | $3,181,233 | $205,019 | $14,644iApproximate average salary by contribution assumption: employee only about $366,105 at 4% or $244,070 at 6%; with 50% employer match about $244,070 at 4% or $162,713 at 6%; with 100% employer match about $183,053 at 4% or $122,035 at 6%. |
| 2017 | 1 | 12 | $3,154,038 | $256,596 | $21,383iApproximate average salary by contribution assumption: employee only about $534,575 at 4% or $356,383 at 6%; with 50% employer match about $356,383 at 4% or $237,589 at 6%; with 100% employer match about $267,288 at 4% or $178,192 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 12 | $3,154,038 | $256,596 | $21,383iApproximate average salary by contribution assumption: employee only about $534,575 at 4% or $356,383 at 6%; with 50% employer match about $356,383 at 4% or $237,589 at 6%; with 100% employer match about $267,288 at 4% or $178,192 at 6%. |
| 2016 | 1 | 9 | $2,346,620 | $270,063 | $30,007iApproximate average salary by contribution assumption: employee only about $750,175 at 4% or $500,117 at 6%; with 50% employer match about $500,117 at 4% or $333,411 at 6%; with 100% employer match about $375,088 at 4% or $250,058 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 9 | $2,346,620 | $270,063 | $30,007iApproximate average salary by contribution assumption: employee only about $750,175 at 4% or $500,117 at 6%; with 50% employer match about $500,117 at 4% or $333,411 at 6%; with 100% employer match about $375,088 at 4% or $250,058 at 6%. |
| 2015 | 1 | 7 | $1,825,500 | $1,428,301 | $204,043iApproximate average salary by contribution assumption: employee only about $5,101,075 at 4% or $3,400,717 at 6%; with 50% employer match about $3,400,717 at 4% or $2,267,144 at 6%; with 100% employer match about $2,550,538 at 4% or $1,700,358 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 7 | $1,825,500 | $1,428,301 | $204,043iApproximate average salary by contribution assumption: employee only about $5,101,075 at 4% or $3,400,717 at 6%; with 50% employer match about $3,400,717 at 4% or $2,267,144 at 6%; with 100% employer match about $2,550,538 at 4% or $1,700,358 at 6%. |
| 2014 | 1 | 7 | $485,391 | $163,674 | $23,382iApproximate average salary by contribution assumption: employee only about $584,550 at 4% or $389,700 at 6%; with 50% employer match about $389,700 at 4% or $259,800 at 6%; with 100% employer match about $292,275 at 4% or $194,850 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 7 | $485,391 | $163,674 | $23,382iApproximate average salary by contribution assumption: employee only about $584,550 at 4% or $389,700 at 6%; with 50% employer match about $389,700 at 4% or $259,800 at 6%; with 100% employer match about $292,275 at 4% or $194,850 at 6%. |
| 2013 | 1 | 7 | $290,428 | $262,041 | $37,434iApproximate average salary by contribution assumption: employee only about $935,861 at 4% or $623,907 at 6%; with 50% employer match about $623,907 at 4% or $415,938 at 6%; with 100% employer match about $467,930 at 4% or $311,954 at 6%. |
| Blue Chip Partners Inc. 401(K) Plan | - | 7 | $290,428 | $262,041 | $37,434iApproximate average salary by contribution assumption: employee only about $935,861 at 4% or $623,907 at 6%; with 50% employer match about $623,907 at 4% or $415,938 at 6%; with 100% employer match about $467,930 at 4% or $311,954 at 6%. |