Civic Intelligence

Blue Line Wealth Management

Plan context: Blue Line Wealth Management Cash Balance Plan

EIN 84-2344006 • Brentwood, NY • 9 filings • 2 plans

500 Express Dr. SouthBrentwood, NY 11717
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,107,446

2025 Contributions

$250,000

Historical Graphs

Total Assets Over Time

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

$1,107,446$553,723$0202120232025YearValue
$1,107,446Latest year 2025

Participants Over Time

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

320202120232025YearValue
2Latest 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
202512$1,107,446$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Blue Line Wealth Management Cash Balance Plan-2$1,107,446$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
202422$944,304$231,608$115,804iApproximate average salary by contribution assumption: employee only about $2,895,100 at 4% or $1,930,067 at 6%; with 50% employer match about $1,930,067 at 4% or $1,286,711 at 6%; with 100% employer match about $1,447,550 at 4% or $965,033 at 6%.
Blue Line Wealth Management Cash Balance Plan-2$754,753$185,000$92,500iApproximate average salary by contribution assumption: employee only about $2,312,500 at 4% or $1,541,667 at 6%; with 50% employer match about $1,541,667 at 4% or $1,027,778 at 6%; with 100% employer match about $1,156,250 at 4% or $770,833 at 6%.
BLUE LINE WEALTH MANAGEMENT 401(K) PLAN-2$189,551$46,608$23,304iApproximate average salary by contribution assumption: employee only about $582,600 at 4% or $388,400 at 6%; with 50% employer match about $388,400 at 4% or $258,933 at 6%; with 100% employer match about $291,300 at 4% or $194,200 at 6%.
202323$690,156$306,764$102,255iApproximate average salary by contribution assumption: employee only about $2,556,367 at 4% or $1,704,244 at 6%; with 50% employer match about $1,704,244 at 4% or $1,136,163 at 6%; with 100% employer match about $1,278,183 at 4% or $852,122 at 6%.
Blue Line Wealth Management Cash Balance Plan-3$522,322$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
BLUE LINE WEALTH MANAGEMENT 401(K) PLAN-3$167,834$56,764$18,921iApproximate average salary by contribution assumption: employee only about $473,033 at 4% or $315,356 at 6%; with 50% employer match about $315,356 at 4% or $210,237 at 6%; with 100% employer match about $236,517 at 4% or $157,678 at 6%.
202223$329,187$187,177$62,392iApproximate average salary by contribution assumption: employee only about $1,559,808 at 4% or $1,039,872 at 6%; with 50% employer match about $1,039,872 at 4% or $693,248 at 6%; with 100% employer match about $779,904 at 4% or $519,936 at 6%.
Blue Line Wealth Management Cash Balance Plan-3$242,425$130,980$43,660iApproximate average salary by contribution assumption: employee only about $1,091,500 at 4% or $727,667 at 6%; with 50% employer match about $727,667 at 4% or $485,111 at 6%; with 100% employer match about $545,750 at 4% or $363,833 at 6%.
BLUE LINE WEALTH MANAGEMENT 401(K) PLAN-3$86,762$56,197$18,732iApproximate average salary by contribution assumption: employee only about $468,308 at 4% or $312,206 at 6%; with 50% employer match about $312,206 at 4% or $208,137 at 6%; with 100% employer match about $234,154 at 4% or $156,103 at 6%.
202123$165,892$163,880$54,627iApproximate average salary by contribution assumption: employee only about $1,365,667 at 4% or $910,444 at 6%; with 50% employer match about $910,444 at 4% or $606,963 at 6%; with 100% employer match about $682,833 at 4% or $455,222 at 6%.
Blue Line Wealth Management Cash Balance Plan-3$124,444$124,444$41,481iApproximate average salary by contribution assumption: employee only about $1,037,033 at 4% or $691,356 at 6%; with 50% employer match about $691,356 at 4% or $460,904 at 6%; with 100% employer match about $518,517 at 4% or $345,678 at 6%.
BLUE LINE WEALTH MANAGEMENT 401(K) PLAN-3$41,448$39,436$13,145iApproximate average salary by contribution assumption: employee only about $328,633 at 4% or $219,089 at 6%; with 50% employer match about $219,089 at 4% or $146,059 at 6%; with 100% employer match about $164,317 at 4% or $109,544 at 6%.