Civic Intelligence

BLUEWATER MANAGEMENT GROUP LLC

Plan context: BLUEWATER MANAGEMENT GROUP LLC 401(K) PLAN

EIN 83-3812311 • West Conshohocken, PA • 3 filings • 1 plans

1 Tb 100 Front StreetSuite 1225West Conshohocken, PA 19428
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,346,031

2025 Contributions

$294,687

Historical Graphs

Total Assets Over Time

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

$1,346,031$673,016$0202320242025YearValue
$1,346,031Latest year 2025

Participants Over Time

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

1580202320242025YearValue
14Latest year 2025

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
2025114$1,346,031$294,687$21,049iApproximate average salary by contribution assumption: employee only about $526,227 at 4% or $350,818 at 6%; with 50% employer match about $350,818 at 4% or $233,879 at 6%; with 100% employer match about $263,113 at 4% or $175,409 at 6%.
BLUEWATER MANAGEMENT GROUP LLC 401(K) PLAN-14$1,346,031$294,687$21,049iApproximate average salary by contribution assumption: employee only about $526,227 at 4% or $350,818 at 6%; with 50% employer match about $350,818 at 4% or $233,879 at 6%; with 100% employer match about $263,113 at 4% or $175,409 at 6%.
2024115$992,895$562,113$37,474iApproximate average salary by contribution assumption: employee only about $936,855 at 4% or $624,570 at 6%; with 50% employer match about $624,570 at 4% or $416,380 at 6%; with 100% employer match about $468,427 at 4% or $312,285 at 6%.
BLUEWATER MANAGEMENT GROUP LLC 401(K) PLAN-15$992,895$562,113$37,474iApproximate average salary by contribution assumption: employee only about $936,855 at 4% or $624,570 at 6%; with 50% employer match about $624,570 at 4% or $416,380 at 6%; with 100% employer match about $468,427 at 4% or $312,285 at 6%.
2023115$359,308$336,580$22,439iApproximate average salary by contribution assumption: employee only about $560,967 at 4% or $373,978 at 6%; with 50% employer match about $373,978 at 4% or $249,319 at 6%; with 100% employer match about $280,483 at 4% or $186,989 at 6%.
BLUEWATER MANAGEMENT GROUP LLC 401(K) PLAN-15$359,308$336,580$22,439iApproximate average salary by contribution assumption: employee only about $560,967 at 4% or $373,978 at 6%; with 50% employer match about $373,978 at 4% or $249,319 at 6%; with 100% employer match about $280,483 at 4% or $186,989 at 6%.
BLUEWATER MANAGEMENT GROUP LLC | EIN 83-3812311 | 2025 Form 5500 Company Profile