BLUECHIP WEALTH ADVISORS
Plan context: BLUECHIP WEALTH ADVISORS
EIN 20-8906137 • Milton, GA • 4 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$276,226
2024 Contributions
$96,069
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 | 5 | $276,226 | $96,069 | $19,214iApproximate average salary by contribution assumption: employee only about $480,345 at 4% or $320,230 at 6%; with 50% employer match about $320,230 at 4% or $213,487 at 6%; with 100% employer match about $240,173 at 4% or $160,115 at 6%. |
| BLUECHIP WEALTH ADVISORS | - | 5 | $276,226 | $96,069 | $19,214iApproximate average salary by contribution assumption: employee only about $480,345 at 4% or $320,230 at 6%; with 50% employer match about $320,230 at 4% or $213,487 at 6%; with 100% employer match about $240,173 at 4% or $160,115 at 6%. |
| 2023 | 1 | 6 | $160,622 | $254,126 | $42,354iApproximate average salary by contribution assumption: employee only about $1,058,858 at 4% or $705,906 at 6%; with 50% employer match about $705,906 at 4% or $470,604 at 6%; with 100% employer match about $529,429 at 4% or $352,953 at 6%. |
| BLUECHIP WEALTH ADVISORS | - | 6 | $160,622 | $254,126 | $42,354iApproximate average salary by contribution assumption: employee only about $1,058,858 at 4% or $705,906 at 6%; with 50% employer match about $705,906 at 4% or $470,604 at 6%; with 100% employer match about $529,429 at 4% or $352,953 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP | - | 0 | $0 | - | - |
| 2008 | 1 | 3 | $139 | $270 | $90iApproximate average salary by contribution assumption: employee only about $2,250 at 4% or $1,500 at 6%; with 50% employer match about $1,500 at 4% or $1,000 at 6%; with 100% employer match about $1,125 at 4% or $750 at 6%. |
| ASHWORTH & SULLIVAN WEALTH MAN 401K PROFIT SHARING PLAN & TRUST | - | 3 | $139 | $270 | $90iApproximate average salary by contribution assumption: employee only about $2,250 at 4% or $1,500 at 6%; with 50% employer match about $1,500 at 4% or $1,000 at 6%; with 100% employer match about $1,125 at 4% or $750 at 6%. |