Bell Rock Capital LLC
Plan context: Bell Rock Capital LLC Profit Sharing/401(K) Plan
EIN 84-1659837 • Sanatoga, PA • 14 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$1,306,875
2023 Contributions
$87,396
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $87,396 | - |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 0 | $0 | $87,396 | - |
| 2022 | 1 | 8 | $1,306,875 | $93,982 | $11,748iApproximate average salary by contribution assumption: employee only about $293,694 at 4% or $195,796 at 6%; with 50% employer match about $195,796 at 4% or $130,531 at 6%; with 100% employer match about $146,847 at 4% or $97,898 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 8 | $1,306,875 | $93,982 | $11,748iApproximate average salary by contribution assumption: employee only about $293,694 at 4% or $195,796 at 6%; with 50% employer match about $195,796 at 4% or $130,531 at 6%; with 100% employer match about $146,847 at 4% or $97,898 at 6%. |
| 2021 | 1 | 6 | $1,688,241 | $101,643 | $16,941iApproximate average salary by contribution assumption: employee only about $423,513 at 4% or $282,342 at 6%; with 50% employer match about $282,342 at 4% or $188,228 at 6%; with 100% employer match about $211,756 at 4% or $141,171 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 6 | $1,688,241 | $101,643 | $16,941iApproximate average salary by contribution assumption: employee only about $423,513 at 4% or $282,342 at 6%; with 50% employer match about $282,342 at 4% or $188,228 at 6%; with 100% employer match about $211,756 at 4% or $141,171 at 6%. |
| 2020 | 1 | 8 | $1,416,844 | $95,350 | $11,919iApproximate average salary by contribution assumption: employee only about $297,969 at 4% or $198,646 at 6%; with 50% employer match about $198,646 at 4% or $132,431 at 6%; with 100% employer match about $148,984 at 4% or $99,323 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 8 | $1,416,844 | $95,350 | $11,919iApproximate average salary by contribution assumption: employee only about $297,969 at 4% or $198,646 at 6%; with 50% employer match about $198,646 at 4% or $132,431 at 6%; with 100% employer match about $148,984 at 4% or $99,323 at 6%. |
| 2019 | 1 | 9 | $937,419 | $85,065 | $9,452iApproximate average salary by contribution assumption: employee only about $236,292 at 4% or $157,528 at 6%; with 50% employer match about $157,528 at 4% or $105,019 at 6%; with 100% employer match about $118,146 at 4% or $78,764 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 9 | $937,419 | $85,065 | $9,452iApproximate average salary by contribution assumption: employee only about $236,292 at 4% or $157,528 at 6%; with 50% employer match about $157,528 at 4% or $105,019 at 6%; with 100% employer match about $118,146 at 4% or $78,764 at 6%. |
| 2018 | 1 | 10 | $693,584 | $102,128 | $10,213iApproximate average salary by contribution assumption: employee only about $255,320 at 4% or $170,213 at 6%; with 50% employer match about $170,213 at 4% or $113,476 at 6%; with 100% employer match about $127,660 at 4% or $85,107 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 10 | $693,584 | $102,128 | $10,213iApproximate average salary by contribution assumption: employee only about $255,320 at 4% or $170,213 at 6%; with 50% employer match about $170,213 at 4% or $113,476 at 6%; with 100% employer match about $127,660 at 4% or $85,107 at 6%. |
| 2017 | 1 | 7 | $594,658 | $74,990 | $10,713iApproximate average salary by contribution assumption: employee only about $267,821 at 4% or $178,548 at 6%; with 50% employer match about $178,548 at 4% or $119,032 at 6%; with 100% employer match about $133,911 at 4% or $89,274 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 7 | $594,658 | $74,990 | $10,713iApproximate average salary by contribution assumption: employee only about $267,821 at 4% or $178,548 at 6%; with 50% employer match about $178,548 at 4% or $119,032 at 6%; with 100% employer match about $133,911 at 4% or $89,274 at 6%. |
| 2016 | 1 | 5 | $420,286 | $59,157 | $11,831iApproximate average salary by contribution assumption: employee only about $295,785 at 4% or $197,190 at 6%; with 50% employer match about $197,190 at 4% or $131,460 at 6%; with 100% employer match about $147,893 at 4% or $98,595 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 5 | $420,286 | $59,157 | $11,831iApproximate average salary by contribution assumption: employee only about $295,785 at 4% or $197,190 at 6%; with 50% employer match about $197,190 at 4% or $131,460 at 6%; with 100% employer match about $147,893 at 4% or $98,595 at 6%. |
| 2015 | 1 | 5 | $363,020 | $35,433 | $7,087iApproximate average salary by contribution assumption: employee only about $177,165 at 4% or $118,110 at 6%; with 50% employer match about $118,110 at 4% or $78,740 at 6%; with 100% employer match about $88,583 at 4% or $59,055 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 5 | $363,020 | $35,433 | $7,087iApproximate average salary by contribution assumption: employee only about $177,165 at 4% or $118,110 at 6%; with 50% employer match about $118,110 at 4% or $78,740 at 6%; with 100% employer match about $88,583 at 4% or $59,055 at 6%. |
| 2014 | 1 | 5 | $314,000 | $31,174 | $6,235iApproximate average salary by contribution assumption: employee only about $155,870 at 4% or $103,913 at 6%; with 50% employer match about $103,913 at 4% or $69,276 at 6%; with 100% employer match about $77,935 at 4% or $51,957 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 5 | $314,000 | $31,174 | $6,235iApproximate average salary by contribution assumption: employee only about $155,870 at 4% or $103,913 at 6%; with 50% employer match about $103,913 at 4% or $69,276 at 6%; with 100% employer match about $77,935 at 4% or $51,957 at 6%. |
| 2013 | 1 | 5 | $269,316 | $54,654 | $10,931iApproximate average salary by contribution assumption: employee only about $273,270 at 4% or $182,180 at 6%; with 50% employer match about $182,180 at 4% or $121,453 at 6%; with 100% employer match about $136,635 at 4% or $91,090 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 5 | $269,316 | $54,654 | $10,931iApproximate average salary by contribution assumption: employee only about $273,270 at 4% or $182,180 at 6%; with 50% employer match about $182,180 at 4% or $121,453 at 6%; with 100% employer match about $136,635 at 4% or $91,090 at 6%. |
| 2012 | 1 | 5 | $215,147 | $88,106 | $17,621iApproximate average salary by contribution assumption: employee only about $440,530 at 4% or $293,687 at 6%; with 50% employer match about $293,687 at 4% or $195,791 at 6%; with 100% employer match about $220,265 at 4% or $146,843 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 5 | $215,147 | $88,106 | $17,621iApproximate average salary by contribution assumption: employee only about $440,530 at 4% or $293,687 at 6%; with 50% employer match about $293,687 at 4% or $195,791 at 6%; with 100% employer match about $220,265 at 4% or $146,843 at 6%. |
| 2011 | 1 | 5 | $103,481 | $82,648 | $16,530iApproximate average salary by contribution assumption: employee only about $413,240 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,620 at 4% or $137,747 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 5 | $103,481 | $82,648 | $16,530iApproximate average salary by contribution assumption: employee only about $413,240 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,620 at 4% or $137,747 at 6%. |
| 2010 | 1 | 3 | $34,055 | $34,055 | $11,352iApproximate average salary by contribution assumption: employee only about $283,792 at 4% or $189,194 at 6%; with 50% employer match about $189,194 at 4% or $126,130 at 6%; with 100% employer match about $141,896 at 4% or $94,597 at 6%. |
| Bell Rock Capital LLC Profit Sharing/401(K) Plan | - | 3 | $34,055 | $34,055 | $11,352iApproximate average salary by contribution assumption: employee only about $283,792 at 4% or $189,194 at 6%; with 50% employer match about $189,194 at 4% or $126,130 at 6%; with 100% employer match about $141,896 at 4% or $94,597 at 6%. |