Civic Intelligence

Cerulean Advisory

Plan context: Cerulean Advisory 401(K) Profit Sharing Plan

EIN 47-4756924 • Houston, TX • 10 filings • 1 plans

2710 Steel St. Apt 501Houston, TX 77098
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$705,233

2024 Contributions

$70,960

Historical Graphs

Total Assets Over Time

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

$705,233$352,617$0201520202024YearValue
$705,233Latest year 2024

Participants Over Time

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

210201520202024YearValue
2Latest 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
202412$705,233$0-
Cerulean Advisory 401(K) Profit Sharing Plan-2$705,233--
202312$646,648$0-
Cerulean Advisory 401(K) Profit Sharing Plan-2$646,648--
202212$592,126$70,960$35,480iApproximate average salary by contribution assumption: employee only about $887,000 at 4% or $591,333 at 6%; with 50% employer match about $591,333 at 4% or $394,222 at 6%; with 100% employer match about $443,500 at 4% or $295,667 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$592,126$70,960$35,480iApproximate average salary by contribution assumption: employee only about $887,000 at 4% or $591,333 at 6%; with 50% employer match about $591,333 at 4% or $394,222 at 6%; with 100% employer match about $443,500 at 4% or $295,667 at 6%.
202112$578,881$70,960$35,480iApproximate average salary by contribution assumption: employee only about $887,000 at 4% or $591,333 at 6%; with 50% employer match about $591,333 at 4% or $394,222 at 6%; with 100% employer match about $443,500 at 4% or $295,667 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$578,881$70,960$35,480iApproximate average salary by contribution assumption: employee only about $887,000 at 4% or $591,333 at 6%; with 50% employer match about $591,333 at 4% or $394,222 at 6%; with 100% employer match about $443,500 at 4% or $295,667 at 6%.
202012$470,818$68,070$34,035iApproximate average salary by contribution assumption: employee only about $850,875 at 4% or $567,250 at 6%; with 50% employer match about $567,250 at 4% or $378,167 at 6%; with 100% employer match about $425,438 at 4% or $283,625 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$470,818$68,070$34,035iApproximate average salary by contribution assumption: employee only about $850,875 at 4% or $567,250 at 6%; with 50% employer match about $567,250 at 4% or $378,167 at 6%; with 100% employer match about $425,438 at 4% or $283,625 at 6%.
201912$353,630$68,330$34,165iApproximate average salary by contribution assumption: employee only about $854,125 at 4% or $569,417 at 6%; with 50% employer match about $569,417 at 4% or $379,611 at 6%; with 100% employer match about $427,063 at 4% or $284,708 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$353,630$68,330$34,165iApproximate average salary by contribution assumption: employee only about $854,125 at 4% or $569,417 at 6%; with 50% employer match about $569,417 at 4% or $379,611 at 6%; with 100% employer match about $427,063 at 4% or $284,708 at 6%.
201812$256,533$68,500$34,250iApproximate average salary by contribution assumption: employee only about $856,250 at 4% or $570,833 at 6%; with 50% employer match about $570,833 at 4% or $380,556 at 6%; with 100% employer match about $428,125 at 4% or $285,417 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$256,533$68,500$34,250iApproximate average salary by contribution assumption: employee only about $856,250 at 4% or $570,833 at 6%; with 50% employer match about $570,833 at 4% or $380,556 at 6%; with 100% employer match about $428,125 at 4% or $285,417 at 6%.
201712$193,137$67,200$33,600iApproximate average salary by contribution assumption: employee only about $840,000 at 4% or $560,000 at 6%; with 50% employer match about $560,000 at 4% or $373,333 at 6%; with 100% employer match about $420,000 at 4% or $280,000 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$193,137$67,200$33,600iApproximate average salary by contribution assumption: employee only about $840,000 at 4% or $560,000 at 6%; with 50% employer match about $560,000 at 4% or $373,333 at 6%; with 100% employer match about $420,000 at 4% or $280,000 at 6%.
201612$115,027$64,902$32,451iApproximate average salary by contribution assumption: employee only about $811,275 at 4% or $540,850 at 6%; with 50% employer match about $540,850 at 4% or $360,567 at 6%; with 100% employer match about $405,638 at 4% or $270,425 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$115,027$64,902$32,451iApproximate average salary by contribution assumption: employee only about $811,275 at 4% or $540,850 at 6%; with 50% employer match about $540,850 at 4% or $360,567 at 6%; with 100% employer match about $405,638 at 4% or $270,425 at 6%.
201512$48,000$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Cerulean Advisory 401(K) Profit Sharing Plan-2$48,000$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.