Blue Heron Research Partners LLC
Plan context: Blue Heron Research Partners 401(K) Plan
EIN 20-3636559 • New York, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
18
2018 Assets
$1,117,578
2018 Contributions
$200,666
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $200,666 | - |
| Blue Heron Research Partners 401(K) Plan | - | 0 | $0 | $200,666 | - |
| 2017 | 1 | 18 | $1,117,578 | $534,623 | $29,701iApproximate average salary by contribution assumption: employee only about $742,532 at 4% or $495,021 at 6%; with 50% employer match about $495,021 at 4% or $330,014 at 6%; with 100% employer match about $371,266 at 4% or $247,511 at 6%. |
| Blue Heron Research Partners 401(K) Plan | - | 18 | $1,117,578 | $534,623 | $29,701iApproximate average salary by contribution assumption: employee only about $742,532 at 4% or $495,021 at 6%; with 50% employer match about $495,021 at 4% or $330,014 at 6%; with 100% employer match about $371,266 at 4% or $247,511 at 6%. |
| 2016 | 1 | 16 | $517,457 | $186,560 | $11,660iApproximate average salary by contribution assumption: employee only about $291,500 at 4% or $194,333 at 6%; with 50% employer match about $194,333 at 4% or $129,556 at 6%; with 100% employer match about $145,750 at 4% or $97,167 at 6%. |
| Blue Heron Research Partners 401(K) Plan | - | 16 | $517,457 | $186,560 | $11,660iApproximate average salary by contribution assumption: employee only about $291,500 at 4% or $194,333 at 6%; with 50% employer match about $194,333 at 4% or $129,556 at 6%; with 100% employer match about $145,750 at 4% or $97,167 at 6%. |
| 2015 | 1 | 13 | $301,302 | $234,924 | $18,071iApproximate average salary by contribution assumption: employee only about $451,777 at 4% or $301,185 at 6%; with 50% employer match about $301,185 at 4% or $200,790 at 6%; with 100% employer match about $225,888 at 4% or $150,592 at 6%. |
| Blue Heron Research Partners 401(K) Plan | - | 13 | $301,302 | $234,924 | $18,071iApproximate average salary by contribution assumption: employee only about $451,777 at 4% or $301,185 at 6%; with 50% employer match about $301,185 at 4% or $200,790 at 6%; with 100% employer match about $225,888 at 4% or $150,592 at 6%. |
| 2014 | 1 | 12 | $85,019 | $75,730 | $6,311iApproximate average salary by contribution assumption: employee only about $157,771 at 4% or $105,181 at 6%; with 50% employer match about $105,181 at 4% or $70,120 at 6%; with 100% employer match about $78,885 at 4% or $52,590 at 6%. |
| Blue Heron Research Partners 401(K) Plan | - | 12 | $85,019 | $75,730 | $6,311iApproximate average salary by contribution assumption: employee only about $157,771 at 4% or $105,181 at 6%; with 50% employer match about $105,181 at 4% or $70,120 at 6%; with 100% employer match about $78,885 at 4% or $52,590 at 6%. |