Civic Intelligence

Blue Bell Private Wealth Management LLC

Plan context: Blue Bell Private Wealth Management LLC 401(K) Plan

EIN 20-2308488 • Blue Bell, PA • 30 filings • 5 plans

470 Norristown Road, Suite 305Blue Bell, PA 19422
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,642,417

2024 Contributions

$200,522

Historical Graphs

Total Assets Over Time

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

$3,642,417$1,821,209$0200620152024YearValue
$3,642,417Latest year 2024

Participants Over Time

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

1160200620152024YearValue
10Latest 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
2024110$3,642,417$200,522$20,052iApproximate average salary by contribution assumption: employee only about $501,305 at 4% or $334,203 at 6%; with 50% employer match about $334,203 at 4% or $222,802 at 6%; with 100% employer match about $250,653 at 4% or $167,102 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-10$3,642,417$200,522$20,052iApproximate average salary by contribution assumption: employee only about $501,305 at 4% or $334,203 at 6%; with 50% employer match about $334,203 at 4% or $222,802 at 6%; with 100% employer match about $250,653 at 4% or $167,102 at 6%.
202319$2,965,914$131,742$14,638iApproximate average salary by contribution assumption: employee only about $365,950 at 4% or $243,967 at 6%; with 50% employer match about $243,967 at 4% or $162,644 at 6%; with 100% employer match about $182,975 at 4% or $121,983 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-9$2,965,914$131,742$14,638iApproximate average salary by contribution assumption: employee only about $365,950 at 4% or $243,967 at 6%; with 50% employer match about $243,967 at 4% or $162,644 at 6%; with 100% employer match about $182,975 at 4% or $121,983 at 6%.
202219$2,356,677$116,616$12,957iApproximate average salary by contribution assumption: employee only about $323,933 at 4% or $215,956 at 6%; with 50% employer match about $215,956 at 4% or $143,970 at 6%; with 100% employer match about $161,967 at 4% or $107,978 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-9$2,356,677$116,616$12,957iApproximate average salary by contribution assumption: employee only about $323,933 at 4% or $215,956 at 6%; with 50% employer match about $215,956 at 4% or $143,970 at 6%; with 100% employer match about $161,967 at 4% or $107,978 at 6%.
202119$2,918,816$210,530$23,392iApproximate average salary by contribution assumption: employee only about $584,806 at 4% or $389,870 at 6%; with 50% employer match about $389,870 at 4% or $259,914 at 6%; with 100% employer match about $292,403 at 4% or $194,935 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-9$2,918,816$210,530$23,392iApproximate average salary by contribution assumption: employee only about $584,806 at 4% or $389,870 at 6%; with 50% employer match about $389,870 at 4% or $259,914 at 6%; with 100% employer match about $292,403 at 4% or $194,935 at 6%.
2020110$2,336,184$195,183$19,518iApproximate average salary by contribution assumption: employee only about $487,958 at 4% or $325,305 at 6%; with 50% employer match about $325,305 at 4% or $216,870 at 6%; with 100% employer match about $243,979 at 4% or $162,653 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-10$2,336,184$195,183$19,518iApproximate average salary by contribution assumption: employee only about $487,958 at 4% or $325,305 at 6%; with 50% employer match about $325,305 at 4% or $216,870 at 6%; with 100% employer match about $243,979 at 4% or $162,653 at 6%.
2019110$1,890,643$188,291$18,829iApproximate average salary by contribution assumption: employee only about $470,727 at 4% or $313,818 at 6%; with 50% employer match about $313,818 at 4% or $209,212 at 6%; with 100% employer match about $235,364 at 4% or $156,909 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-10$1,890,643$188,291$18,829iApproximate average salary by contribution assumption: employee only about $470,727 at 4% or $313,818 at 6%; with 50% employer match about $313,818 at 4% or $209,212 at 6%; with 100% employer match about $235,364 at 4% or $156,909 at 6%.
201818$1,387,548$184,850$23,106iApproximate average salary by contribution assumption: employee only about $577,656 at 4% or $385,104 at 6%; with 50% employer match about $385,104 at 4% or $256,736 at 6%; with 100% employer match about $288,828 at 4% or $192,552 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-8$1,387,548$184,850$23,106iApproximate average salary by contribution assumption: employee only about $577,656 at 4% or $385,104 at 6%; with 50% employer match about $385,104 at 4% or $256,736 at 6%; with 100% employer match about $288,828 at 4% or $192,552 at 6%.
201728$1,321,279$181,403$22,675iApproximate average salary by contribution assumption: employee only about $566,884 at 4% or $377,923 at 6%; with 50% employer match about $377,923 at 4% or $251,949 at 6%; with 100% employer match about $283,442 at 4% or $188,961 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-8$1,321,279$181,403$22,675iApproximate average salary by contribution assumption: employee only about $566,884 at 4% or $377,923 at 6%; with 50% employer match about $377,923 at 4% or $251,949 at 6%; with 100% employer match about $283,442 at 4% or $188,961 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-0$0--
2016211$1,312,000$169,308$15,392iApproximate average salary by contribution assumption: employee only about $384,791 at 4% or $256,527 at 6%; with 50% employer match about $256,527 at 4% or $171,018 at 6%; with 100% employer match about $192,395 at 4% or $128,264 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-11$1,004,252$169,308$15,392iApproximate average salary by contribution assumption: employee only about $384,791 at 4% or $256,527 at 6%; with 50% employer match about $256,527 at 4% or $171,018 at 6%; with 100% employer match about $192,395 at 4% or $128,264 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-1$307,748--
2015211$3,322,920$213,907$19,446iApproximate average salary by contribution assumption: employee only about $486,152 at 4% or $324,102 at 6%; with 50% employer match about $324,102 at 4% or $216,068 at 6%; with 100% employer match about $243,076 at 4% or $162,051 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-5$2,560,628$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-11$762,292$63,907$5,810iApproximate average salary by contribution assumption: employee only about $145,243 at 4% or $96,829 at 6%; with 50% employer match about $96,829 at 4% or $64,553 at 6%; with 100% employer match about $72,622 at 4% or $48,414 at 6%.
2014211$3,130,340$382,670$34,788iApproximate average salary by contribution assumption: employee only about $869,705 at 4% or $579,803 at 6%; with 50% employer match about $579,803 at 4% or $386,535 at 6%; with 100% employer match about $434,852 at 4% or $289,902 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-5$2,428,444$316,253$63,251iApproximate average salary by contribution assumption: employee only about $1,581,265 at 4% or $1,054,177 at 6%; with 50% employer match about $1,054,177 at 4% or $702,784 at 6%; with 100% employer match about $790,633 at 4% or $527,088 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-11$701,896$66,417$6,038iApproximate average salary by contribution assumption: employee only about $150,948 at 4% or $100,632 at 6%; with 50% employer match about $100,632 at 4% or $67,088 at 6%; with 100% employer match about $75,474 at 4% or $50,316 at 6%.
2013210$2,692,606$75,296$7,530iApproximate average salary by contribution assumption: employee only about $188,240 at 4% or $125,493 at 6%; with 50% employer match about $125,493 at 4% or $83,662 at 6%; with 100% employer match about $94,120 at 4% or $62,747 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-4$2,112,233$0-
Blue Bell Private Wealth Management LLC 401(K) Plan-10$580,373$75,296$7,530iApproximate average salary by contribution assumption: employee only about $188,240 at 4% or $125,493 at 6%; with 50% employer match about $125,493 at 4% or $83,662 at 6%; with 100% employer match about $94,120 at 4% or $62,747 at 6%.
201229$2,209,995$330,693$36,744iApproximate average salary by contribution assumption: employee only about $918,592 at 4% or $612,394 at 6%; with 50% employer match about $612,394 at 4% or $408,263 at 6%; with 100% employer match about $459,296 at 4% or $306,197 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-4$1,794,550$270,750$67,688iApproximate average salary by contribution assumption: employee only about $1,692,188 at 4% or $1,128,125 at 6%; with 50% employer match about $1,128,125 at 4% or $752,083 at 6%; with 100% employer match about $846,094 at 4% or $564,063 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-9$415,445$59,943$6,660iApproximate average salary by contribution assumption: employee only about $166,508 at 4% or $111,006 at 6%; with 50% employer match about $111,006 at 4% or $74,004 at 6%; with 100% employer match about $83,254 at 4% or $55,503 at 6%.
201129$1,662,371$230,810$25,646iApproximate average salary by contribution assumption: employee only about $641,139 at 4% or $427,426 at 6%; with 50% employer match about $427,426 at 4% or $284,951 at 6%; with 100% employer match about $320,569 at 4% or $213,713 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-4$1,348,390$171,576$42,894iApproximate average salary by contribution assumption: employee only about $1,072,350 at 4% or $714,900 at 6%; with 50% employer match about $714,900 at 4% or $476,600 at 6%; with 100% employer match about $536,175 at 4% or $357,450 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-9$313,981$59,234$6,582iApproximate average salary by contribution assumption: employee only about $164,539 at 4% or $109,693 at 6%; with 50% employer match about $109,693 at 4% or $73,128 at 6%; with 100% employer match about $82,269 at 4% or $54,846 at 6%.
201029$1,405,188$337,455$37,495iApproximate average salary by contribution assumption: employee only about $937,375 at 4% or $624,917 at 6%; with 50% employer match about $624,917 at 4% or $416,611 at 6%; with 100% employer match about $468,688 at 4% or $312,458 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-4$1,151,166$279,000$69,750iApproximate average salary by contribution assumption: employee only about $1,743,750 at 4% or $1,162,500 at 6%; with 50% employer match about $1,162,500 at 4% or $775,000 at 6%; with 100% employer match about $871,875 at 4% or $581,250 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-9$254,022$58,455$6,495iApproximate average salary by contribution assumption: employee only about $162,375 at 4% or $108,250 at 6%; with 50% employer match about $108,250 at 4% or $72,167 at 6%; with 100% employer match about $81,188 at 4% or $54,125 at 6%.
200925$893,971$329,167$65,833iApproximate average salary by contribution assumption: employee only about $1,645,835 at 4% or $1,097,223 at 6%; with 50% employer match about $1,097,223 at 4% or $731,482 at 6%; with 100% employer match about $822,917 at 4% or $548,612 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-0$793,948$271,471-
Blue Bell Private Wealth Management LLC 401(K) Plan-5$100,023$57,696$11,539iApproximate average salary by contribution assumption: employee only about $288,480 at 4% or $192,320 at 6%; with 50% employer match about $192,320 at 4% or $128,213 at 6%; with 100% employer match about $144,240 at 4% or $96,160 at 6%.
200825$591,342$307,696$61,539iApproximate average salary by contribution assumption: employee only about $1,538,480 at 4% or $1,025,653 at 6%; with 50% employer match about $1,025,653 at 4% or $683,769 at 6%; with 100% employer match about $769,240 at 4% or $512,827 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-4$489,819$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-5$101,523$57,696$11,539iApproximate average salary by contribution assumption: employee only about $288,480 at 4% or $192,320 at 6%; with 50% employer match about $192,320 at 4% or $128,213 at 6%; with 100% employer match about $144,240 at 4% or $96,160 at 6%.
200725$54,792$49,255$9,851iApproximate average salary by contribution assumption: employee only about $246,275 at 4% or $164,183 at 6%; with 50% employer match about $164,183 at 4% or $109,456 at 6%; with 100% employer match about $123,138 at 4% or $82,092 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-4$54,792$49,255$12,314iApproximate average salary by contribution assumption: employee only about $307,844 at 4% or $205,229 at 6%; with 50% employer match about $205,229 at 4% or $136,819 at 6%; with 100% employer match about $153,922 at 4% or $102,615 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-5---
200613$4,590$4,590$1,530iApproximate average salary by contribution assumption: employee only about $38,250 at 4% or $25,500 at 6%; with 50% employer match about $25,500 at 4% or $17,000 at 6%; with 100% employer match about $19,125 at 4% or $12,750 at 6%.
Blue Bell Private Wealth Management LLC 401(K) Plan-3$4,590$4,590$1,530iApproximate average salary by contribution assumption: employee only about $38,250 at 4% or $25,500 at 6%; with 50% employer match about $25,500 at 4% or $17,000 at 6%; with 100% employer match about $19,125 at 4% or $12,750 at 6%.