Blue Stone Management
Plan context: Blue Stone Management Retirement Trust
EIN 45-5615398 • Los Angeles, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$498,005
2024 Contributions
$93,962
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 | 11 | $498,005 | $93,962 | $8,542iApproximate average salary by contribution assumption: employee only about $213,550 at 4% or $142,367 at 6%; with 50% employer match about $142,367 at 4% or $94,911 at 6%; with 100% employer match about $106,775 at 4% or $71,183 at 6%. |
| Blue Stone Management Retirement Trust | - | 11 | $498,005 | $93,962 | $8,542iApproximate average salary by contribution assumption: employee only about $213,550 at 4% or $142,367 at 6%; with 50% employer match about $142,367 at 4% or $94,911 at 6%; with 100% employer match about $106,775 at 4% or $71,183 at 6%. |
| 2023 | 1 | 16 | $448,248 | $60,511 | $3,782iApproximate average salary by contribution assumption: employee only about $94,548 at 4% or $63,032 at 6%; with 50% employer match about $63,032 at 4% or $42,022 at 6%; with 100% employer match about $47,274 at 4% or $31,516 at 6%. |
| Blue Stone Management Retirement Trust | - | 16 | $448,248 | $60,511 | $3,782iApproximate average salary by contribution assumption: employee only about $94,548 at 4% or $63,032 at 6%; with 50% employer match about $63,032 at 4% or $42,022 at 6%; with 100% employer match about $47,274 at 4% or $31,516 at 6%. |
| 2022 | 1 | 10 | $347,474 | $49,425 | $4,943iApproximate average salary by contribution assumption: employee only about $123,563 at 4% or $82,375 at 6%; with 50% employer match about $82,375 at 4% or $54,917 at 6%; with 100% employer match about $61,781 at 4% or $41,188 at 6%. |
| Blue Stone Management Retirement Trust | - | 10 | $347,474 | $49,425 | $4,943iApproximate average salary by contribution assumption: employee only about $123,563 at 4% or $82,375 at 6%; with 50% employer match about $82,375 at 4% or $54,917 at 6%; with 100% employer match about $61,781 at 4% or $41,188 at 6%. |
| 2021 | 1 | 9 | $368,290 | $72,066 | $8,007iApproximate average salary by contribution assumption: employee only about $200,183 at 4% or $133,456 at 6%; with 50% employer match about $133,456 at 4% or $88,970 at 6%; with 100% employer match about $100,092 at 4% or $66,728 at 6%. |
| Blue Stone Management Retirement Trust | - | 9 | $368,290 | $72,066 | $8,007iApproximate average salary by contribution assumption: employee only about $200,183 at 4% or $133,456 at 6%; with 50% employer match about $133,456 at 4% or $88,970 at 6%; with 100% employer match about $100,092 at 4% or $66,728 at 6%. |
| 2020 | 1 | 11 | $319,893 | $73,095 | $6,645iApproximate average salary by contribution assumption: employee only about $166,125 at 4% or $110,750 at 6%; with 50% employer match about $110,750 at 4% or $73,833 at 6%; with 100% employer match about $83,063 at 4% or $55,375 at 6%. |
| Blue Stone Management Retirement Trust | - | 11 | $319,893 | $73,095 | $6,645iApproximate average salary by contribution assumption: employee only about $166,125 at 4% or $110,750 at 6%; with 50% employer match about $110,750 at 4% or $73,833 at 6%; with 100% employer match about $83,063 at 4% or $55,375 at 6%. |
| 2019 | 1 | 11 | $204,352 | $87,286 | $7,935iApproximate average salary by contribution assumption: employee only about $198,377 at 4% or $132,252 at 6%; with 50% employer match about $132,252 at 4% or $88,168 at 6%; with 100% employer match about $99,189 at 4% or $66,126 at 6%. |
| Blue Stone Management Retirement Trust | - | 11 | $204,352 | $87,286 | $7,935iApproximate average salary by contribution assumption: employee only about $198,377 at 4% or $132,252 at 6%; with 50% employer match about $132,252 at 4% or $88,168 at 6%; with 100% employer match about $99,189 at 4% or $66,126 at 6%. |
| 2018 | 1 | 8 | $94,199 | $47,117 | $5,890iApproximate average salary by contribution assumption: employee only about $147,241 at 4% or $98,160 at 6%; with 50% employer match about $98,160 at 4% or $65,440 at 6%; with 100% employer match about $73,620 at 4% or $49,080 at 6%. |
| Blue Stone Management Retirement Trust | - | 8 | $94,199 | $47,117 | $5,890iApproximate average salary by contribution assumption: employee only about $147,241 at 4% or $98,160 at 6%; with 50% employer match about $98,160 at 4% or $65,440 at 6%; with 100% employer match about $73,620 at 4% or $49,080 at 6%. |
| 2017 | 1 | 7 | $57,531 | $77,712 | $11,102iApproximate average salary by contribution assumption: employee only about $277,543 at 4% or $185,029 at 6%; with 50% employer match about $185,029 at 4% or $123,352 at 6%; with 100% employer match about $138,771 at 4% or $92,514 at 6%. |
| Blue Stone Management Retirement Trust | - | 7 | $57,531 | $77,712 | $11,102iApproximate average salary by contribution assumption: employee only about $277,543 at 4% or $185,029 at 6%; with 50% employer match about $185,029 at 4% or $123,352 at 6%; with 100% employer match about $138,771 at 4% or $92,514 at 6%. |
| 2016 | 1 | 7 | $14,248 | $14,061 | $2,009iApproximate average salary by contribution assumption: employee only about $50,218 at 4% or $33,479 at 6%; with 50% employer match about $33,479 at 4% or $22,319 at 6%; with 100% employer match about $25,109 at 4% or $16,739 at 6%. |
| Blue Stone Management Retirement Trust | - | 7 | $14,248 | $14,061 | $2,009iApproximate average salary by contribution assumption: employee only about $50,218 at 4% or $33,479 at 6%; with 50% employer match about $33,479 at 4% or $22,319 at 6%; with 100% employer match about $25,109 at 4% or $16,739 at 6%. |