Civic Intelligence

Blue Ocean Brokerage LLC

Plan context: Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan

EIN 26-2158230 • Jupiter, FL • 36 filings • 7 plans

825 US Highway 1Suite 100Jupiter, FL 33477
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$6,372,918

2024 Contributions

$424,304

Historical Graphs

Total Assets Over Time

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

$6,372,918$3,186,459$0200820162024YearValue
$6,372,918Latest year 2024

Participants Over Time

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

26130200820162024YearValue
26Latest 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
2024226$6,372,918$424,304$16,319iApproximate average salary by contribution assumption: employee only about $407,985 at 4% or $271,990 at 6%; with 50% employer match about $271,990 at 4% or $181,326 at 6%; with 100% employer match about $203,992 at 4% or $135,995 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-26$5,466,852$303,421$11,670iApproximate average salary by contribution assumption: employee only about $291,751 at 4% or $194,501 at 6%; with 50% employer match about $194,501 at 4% or $129,667 at 6%; with 100% employer match about $145,875 at 4% or $97,250 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-17$906,066$120,883$7,111iApproximate average salary by contribution assumption: employee only about $177,769 at 4% or $118,513 at 6%; with 50% employer match about $118,513 at 4% or $79,008 at 6%; with 100% employer match about $88,885 at 4% or $59,256 at 6%.
2023224$5,324,472$497,894$20,746iApproximate average salary by contribution assumption: employee only about $518,640 at 4% or $345,760 at 6%; with 50% employer match about $345,760 at 4% or $230,506 at 6%; with 100% employer match about $259,320 at 4% or $172,880 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-24$4,594,114$362,583$15,108iApproximate average salary by contribution assumption: employee only about $377,691 at 4% or $251,794 at 6%; with 50% employer match about $251,794 at 4% or $167,863 at 6%; with 100% employer match about $188,845 at 4% or $125,897 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-12$730,358$135,311$11,276iApproximate average salary by contribution assumption: employee only about $281,898 at 4% or $187,932 at 6%; with 50% employer match about $187,932 at 4% or $125,288 at 6%; with 100% employer match about $140,949 at 4% or $93,966 at 6%.
2022225$4,192,984$509,109$20,364iApproximate average salary by contribution assumption: employee only about $509,109 at 4% or $339,406 at 6%; with 50% employer match about $339,406 at 4% or $226,271 at 6%; with 100% employer match about $254,555 at 4% or $169,703 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-25$3,637,292$346,393$13,856iApproximate average salary by contribution assumption: employee only about $346,393 at 4% or $230,929 at 6%; with 50% employer match about $230,929 at 4% or $153,952 at 6%; with 100% employer match about $173,197 at 4% or $115,464 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-12$555,692$162,716$13,560iApproximate average salary by contribution assumption: employee only about $338,992 at 4% or $225,994 at 6%; with 50% employer match about $225,994 at 4% or $150,663 at 6%; with 100% employer match about $169,496 at 4% or $112,997 at 6%.
2021324$4,479,469$478,691$19,945iApproximate average salary by contribution assumption: employee only about $498,636 at 4% or $332,424 at 6%; with 50% employer match about $332,424 at 4% or $221,616 at 6%; with 100% employer match about $249,318 at 4% or $166,212 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-24$4,028,781$115,460$4,811iApproximate average salary by contribution assumption: employee only about $120,271 at 4% or $80,181 at 6%; with 50% employer match about $80,181 at 4% or $53,454 at 6%; with 100% employer match about $60,135 at 4% or $40,090 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-12$450,688$125,125$10,427iApproximate average salary by contribution assumption: employee only about $260,677 at 4% or $173,785 at 6%; with 50% employer match about $173,785 at 4% or $115,856 at 6%; with 100% employer match about $130,339 at 4% or $86,892 at 6%.
BLUE OCEAN BROKERAGE, LLC 401(K) SAVINGS PLAN-0$0$238,106-
2020315$3,480,119$426,992$28,466iApproximate average salary by contribution assumption: employee only about $711,653 at 4% or $474,436 at 6%; with 50% employer match about $474,436 at 4% or $316,290 at 6%; with 100% employer match about $355,827 at 4% or $237,218 at 6%.
BLUE OCEAN BROKERAGE, LLC 401(K) SAVINGS PLAN-15$1,936,864$233,617$15,574iApproximate average salary by contribution assumption: employee only about $389,362 at 4% or $259,574 at 6%; with 50% employer match about $259,574 at 4% or $173,050 at 6%; with 100% employer match about $194,681 at 4% or $129,787 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-8$1,241,229$94,462$11,808iApproximate average salary by contribution assumption: employee only about $295,194 at 4% or $196,796 at 6%; with 50% employer match about $196,796 at 4% or $131,197 at 6%; with 100% employer match about $147,597 at 4% or $98,398 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-13$302,026$98,913$7,609iApproximate average salary by contribution assumption: employee only about $190,217 at 4% or $126,812 at 6%; with 50% employer match about $126,812 at 4% or $84,541 at 6%; with 100% employer match about $95,109 at 4% or $63,406 at 6%.
2019315$3,330,490$345,655$23,044iApproximate average salary by contribution assumption: employee only about $576,092 at 4% or $384,061 at 6%; with 50% employer match about $384,061 at 4% or $256,041 at 6%; with 100% employer match about $288,046 at 4% or $192,031 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-11$1,615,163$91,100$8,282iApproximate average salary by contribution assumption: employee only about $207,045 at 4% or $138,030 at 6%; with 50% employer match about $138,030 at 4% or $92,020 at 6%; with 100% employer match about $103,523 at 4% or $69,015 at 6%.
BLUE OCEAN BROKERAGE, LLC 401(K) SAVINGS PLAN-15$1,526,739$158,147$10,543iApproximate average salary by contribution assumption: employee only about $263,578 at 4% or $175,719 at 6%; with 50% employer match about $175,719 at 4% or $117,146 at 6%; with 100% employer match about $131,789 at 4% or $87,859 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-12$188,588$96,408$8,034iApproximate average salary by contribution assumption: employee only about $200,850 at 4% or $133,900 at 6%; with 50% employer match about $133,900 at 4% or $89,267 at 6%; with 100% employer match about $100,425 at 4% or $66,950 at 6%.
2018315$2,958,129$297,065$19,804iApproximate average salary by contribution assumption: employee only about $495,108 at 4% or $330,072 at 6%; with 50% employer match about $330,072 at 4% or $220,048 at 6%; with 100% employer match about $247,554 at 4% or $165,036 at 6%.
BLUE OCEAN BROKERAGE, LLC 401(K) SAVINGS PLAN-15$1,653,240$147,714$9,848iApproximate average salary by contribution assumption: employee only about $246,190 at 4% or $164,127 at 6%; with 50% employer match about $164,127 at 4% or $109,418 at 6%; with 100% employer match about $123,095 at 4% or $82,063 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-10$1,214,942$59,404$5,940iApproximate average salary by contribution assumption: employee only about $148,510 at 4% or $99,007 at 6%; with 50% employer match about $99,007 at 4% or $66,004 at 6%; with 100% employer match about $74,255 at 4% or $49,503 at 6%.
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN-9$89,947$89,947$9,994iApproximate average salary by contribution assumption: employee only about $249,853 at 4% or $166,569 at 6%; with 50% employer match about $166,569 at 4% or $111,046 at 6%; with 100% employer match about $124,926 at 4% or $83,284 at 6%.
2017213$3,356,810$352,175$27,090iApproximate average salary by contribution assumption: employee only about $677,260 at 4% or $451,506 at 6%; with 50% employer match about $451,506 at 4% or $301,004 at 6%; with 100% employer match about $338,630 at 4% or $225,753 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-11$1,716,804$201,313$18,301iApproximate average salary by contribution assumption: employee only about $457,530 at 4% or $305,020 at 6%; with 50% employer match about $305,020 at 4% or $203,346 at 6%; with 100% employer match about $228,765 at 4% or $152,510 at 6%.
BLUE OCEAN BROKERAGE, LLC 401(K) SAVINGS PLAN-13$1,640,006$150,862$11,605iApproximate average salary by contribution assumption: employee only about $290,119 at 4% or $193,413 at 6%; with 50% employer match about $193,413 at 4% or $128,942 at 6%; with 100% employer match about $145,060 at 4% or $96,706 at 6%.
2016123$2,600,601$415,145$18,050iApproximate average salary by contribution assumption: employee only about $451,245 at 4% or $300,830 at 6%; with 50% employer match about $300,830 at 4% or $200,553 at 6%; with 100% employer match about $225,622 at 4% or $150,415 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-23$2,600,601$415,145$18,050iApproximate average salary by contribution assumption: employee only about $451,245 at 4% or $300,830 at 6%; with 50% employer match about $300,830 at 4% or $200,553 at 6%; with 100% employer match about $225,622 at 4% or $150,415 at 6%.
2015122$2,090,403$374,905$17,041iApproximate average salary by contribution assumption: employee only about $426,028 at 4% or $284,019 at 6%; with 50% employer match about $284,019 at 4% or $189,346 at 6%; with 100% employer match about $213,014 at 4% or $142,009 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-22$2,090,403$374,905$17,041iApproximate average salary by contribution assumption: employee only about $426,028 at 4% or $284,019 at 6%; with 50% employer match about $284,019 at 4% or $189,346 at 6%; with 100% employer match about $213,014 at 4% or $142,009 at 6%.
2014123$2,012,772$398,741$17,337iApproximate average salary by contribution assumption: employee only about $433,414 at 4% or $288,943 at 6%; with 50% employer match about $288,943 at 4% or $192,629 at 6%; with 100% employer match about $216,707 at 4% or $144,471 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-23$2,012,772$398,741$17,337iApproximate average salary by contribution assumption: employee only about $433,414 at 4% or $288,943 at 6%; with 50% employer match about $288,943 at 4% or $192,629 at 6%; with 100% employer match about $216,707 at 4% or $144,471 at 6%.
2013121$1,822,763$376,166$17,913iApproximate average salary by contribution assumption: employee only about $447,817 at 4% or $298,544 at 6%; with 50% employer match about $298,544 at 4% or $199,030 at 6%; with 100% employer match about $223,908 at 4% or $149,272 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-21$1,822,763$376,166$17,913iApproximate average salary by contribution assumption: employee only about $447,817 at 4% or $298,544 at 6%; with 50% employer match about $298,544 at 4% or $199,030 at 6%; with 100% employer match about $223,908 at 4% or $149,272 at 6%.
2012218$1,257,942$447,096$24,839iApproximate average salary by contribution assumption: employee only about $620,967 at 4% or $413,978 at 6%; with 50% employer match about $413,978 at 4% or $275,985 at 6%; with 100% employer match about $310,483 at 4% or $206,989 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-18$1,257,942$197,096$10,950iApproximate average salary by contribution assumption: employee only about $273,744 at 4% or $182,496 at 6%; with 50% employer match about $182,496 at 4% or $121,664 at 6%; with 100% employer match about $136,872 at 4% or $91,248 at 6%.
BLUE OCEAN BROKERAGE DEFINED BENEFIT PENSION PLAN-0$0$250,000-
2011220$2,017,075$523,709$26,185iApproximate average salary by contribution assumption: employee only about $654,636 at 4% or $436,424 at 6%; with 50% employer match about $436,424 at 4% or $290,949 at 6%; with 100% employer match about $327,318 at 4% or $218,212 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-20$1,039,298$417,130$20,857iApproximate average salary by contribution assumption: employee only about $521,413 at 4% or $347,608 at 6%; with 50% employer match about $347,608 at 4% or $231,739 at 6%; with 100% employer match about $260,706 at 4% or $173,804 at 6%.
BLUE OCEAN BROKERAGE DEFINED BENEFIT PENSION PLAN-13$977,777$106,579$8,198iApproximate average salary by contribution assumption: employee only about $204,960 at 4% or $136,640 at 6%; with 50% employer match about $136,640 at 4% or $91,093 at 6%; with 100% employer match about $102,480 at 4% or $68,320 at 6%.
2010321$1,766,153$791,096$37,671iApproximate average salary by contribution assumption: employee only about $941,781 at 4% or $627,854 at 6%; with 50% employer match about $627,854 at 4% or $418,569 at 6%; with 100% employer match about $470,890 at 4% or $313,927 at 6%.
BLUE OCEAN BROKERAGE DEFINED BENEFIT PENSION PLAN-10$888,284$120,217$12,022iApproximate average salary by contribution assumption: employee only about $300,543 at 4% or $200,362 at 6%; with 50% employer match about $200,362 at 4% or $133,574 at 6%; with 100% employer match about $150,271 at 4% or $100,181 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-21$642,296$435,306$20,729iApproximate average salary by contribution assumption: employee only about $518,221 at 4% or $345,481 at 6%; with 50% employer match about $345,481 at 4% or $230,321 at 6%; with 100% employer match about $259,111 at 4% or $172,740 at 6%.
BLUE OCEAN BROKERAGE, DEFINED BENEFIT PENSION PLAN-3$235,573$235,573$78,524iApproximate average salary by contribution assumption: employee only about $1,963,108 at 4% or $1,308,739 at 6%; with 50% employer match about $1,308,739 at 4% or $872,493 at 6%; with 100% employer match about $981,554 at 4% or $654,369 at 6%.
2009311$1,453,177$970,005$88,182iApproximate average salary by contribution assumption: employee only about $2,204,557 at 4% or $1,469,705 at 6%; with 50% employer match about $1,469,705 at 4% or $979,803 at 6%; with 100% employer match about $1,102,278 at 4% or $734,852 at 6%.
BLUE OCEAN BROKERAGE, DEFINED BENEFIT PENSION PLA-6$712,441$475,300$79,217iApproximate average salary by contribution assumption: employee only about $1,980,417 at 4% or $1,320,278 at 6%; with 50% employer match about $1,320,278 at 4% or $880,185 at 6%; with 100% employer match about $990,208 at 4% or $660,139 at 6%.
BLUE OCEAN BROKERAGE, DEFINED BENEFIT PENSION PLAN-11$549,495$354,025$32,184iApproximate average salary by contribution assumption: employee only about $804,602 at 4% or $536,402 at 6%; with 50% employer match about $536,402 at 4% or $357,601 at 6%; with 100% employer match about $402,301 at 4% or $268,201 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-10$191,241$140,680$14,068iApproximate average salary by contribution assumption: employee only about $351,700 at 4% or $234,467 at 6%; with 50% employer match about $234,467 at 4% or $156,311 at 6%; with 100% employer match about $175,850 at 4% or $117,233 at 6%.
200827$277,548$277,548$39,650iApproximate average salary by contribution assumption: employee only about $991,243 at 4% or $660,829 at 6%; with 50% employer match about $660,829 at 4% or $440,552 at 6%; with 100% employer match about $495,621 at 4% or $330,414 at 6%.
BLUE OCEAN BROKERAGE, DEFINED BENEFIT PENSION PLAN-3$235,573$235,573$78,524iApproximate average salary by contribution assumption: employee only about $1,963,108 at 4% or $1,308,739 at 6%; with 50% employer match about $1,308,739 at 4% or $872,493 at 6%; with 100% employer match about $981,554 at 4% or $654,369 at 6%.
Blue Ocean Brokerage LLC 401(K) & Profit Sharing Plan-7$41,975$41,975$5,996iApproximate average salary by contribution assumption: employee only about $149,911 at 4% or $99,940 at 6%; with 50% employer match about $99,940 at 4% or $66,627 at 6%; with 100% employer match about $74,955 at 4% or $49,970 at 6%.