Blue Moon Wealth Advisory LLC
Plan context: Blue Moon Wealth Advisory LLC 401(K) Plan
EIN 46-5475646 • Bellevue, WA • 6 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$189,854
2019 Contributions
$35,864
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Blue Moon Wealth Advisory LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 0 | $0 | $0 | - |
| Blue Moon Wealth Advisory LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $189,854 | $35,864 | $11,955iApproximate average salary by contribution assumption: employee only about $298,867 at 4% or $199,244 at 6%; with 50% employer match about $199,244 at 4% or $132,830 at 6%; with 100% employer match about $149,433 at 4% or $99,622 at 6%. |
| Blue Moon Wealth Advisory LLC 401(K) Plan | - | 3 | $189,854 | $35,864 | $11,955iApproximate average salary by contribution assumption: employee only about $298,867 at 4% or $199,244 at 6%; with 50% employer match about $199,244 at 4% or $132,830 at 6%; with 100% employer match about $149,433 at 4% or $99,622 at 6%. |
| 2016 | 1 | 2 | $137,768 | $32,135 | $16,068iApproximate average salary by contribution assumption: employee only about $401,688 at 4% or $267,792 at 6%; with 50% employer match about $267,792 at 4% or $178,528 at 6%; with 100% employer match about $200,844 at 4% or $133,896 at 6%. |
| Blue Moon Wealth Advisory LLC 401(K) Plan | - | 2 | $137,768 | $32,135 | $16,068iApproximate average salary by contribution assumption: employee only about $401,688 at 4% or $267,792 at 6%; with 50% employer match about $267,792 at 4% or $178,528 at 6%; with 100% employer match about $200,844 at 4% or $133,896 at 6%. |
| 2015 | 1 | 2 | $108,947 | $33,810 | $16,905iApproximate average salary by contribution assumption: employee only about $422,625 at 4% or $281,750 at 6%; with 50% employer match about $281,750 at 4% or $187,833 at 6%; with 100% employer match about $211,313 at 4% or $140,875 at 6%. |
| Blue Moon Wealth Advisory LLC 401(K) Plan | - | 2 | $108,947 | $33,810 | $16,905iApproximate average salary by contribution assumption: employee only about $422,625 at 4% or $281,750 at 6%; with 50% employer match about $281,750 at 4% or $187,833 at 6%; with 100% employer match about $211,313 at 4% or $140,875 at 6%. |
| 2014 | 1 | 7 | $131,944 | $53,728 | $7,675iApproximate average salary by contribution assumption: employee only about $191,886 at 4% or $127,924 at 6%; with 50% employer match about $127,924 at 4% or $85,283 at 6%; with 100% employer match about $95,943 at 4% or $63,962 at 6%. |
| Blue Moon Wealth Advisory LLC 401(K) Plan | - | 7 | $131,944 | $53,728 | $7,675iApproximate average salary by contribution assumption: employee only about $191,886 at 4% or $127,924 at 6%; with 50% employer match about $127,924 at 4% or $85,283 at 6%; with 100% employer match about $95,943 at 4% or $63,962 at 6%. |