Civic Intelligence

Bluestone Homes Incorporated

Plan context: Bluestone Homes 401(K) Plan & Trust

EIN 91-1833316 • Oregon City, OR • 14 filings • 2 plans

16081 South Moore RoadOregon City, OR 97045
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,981,814

2024 Contributions

$80,248

Historical Graphs

Total Assets Over Time

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

$2,981,814$1,490,907$0200720182023YearValue
$2,981,814Latest year 2023

Participants Over Time

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

420200720172023YearValue
2Latest year 2023

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
202410$0$0-
Bluestone Homes 401(K) Plan & Trust-0---
202312$2,981,814$0-
Bluestone Homes 401(K) Plan & Trust-2$2,981,814--
202212$2,746,118$0-
Bluestone Homes 401(K) Plan & Trust-2$2,746,118--
202112$2,322,026$80,248$40,124iApproximate average salary by contribution assumption: employee only about $1,003,100 at 4% or $668,733 at 6%; with 50% employer match about $668,733 at 4% or $445,822 at 6%; with 100% employer match about $501,550 at 4% or $334,367 at 6%.
Bluestone Homes 401(K) Plan & Trust-2$2,322,026$80,248$40,124iApproximate average salary by contribution assumption: employee only about $1,003,100 at 4% or $668,733 at 6%; with 50% employer match about $668,733 at 4% or $445,822 at 6%; with 100% employer match about $501,550 at 4% or $334,367 at 6%.
202014$2,084,454$98,752$24,688iApproximate average salary by contribution assumption: employee only about $617,200 at 4% or $411,467 at 6%; with 50% employer match about $411,467 at 4% or $274,311 at 6%; with 100% employer match about $308,600 at 4% or $205,733 at 6%.
Bluestone Homes 401(K) Plan & Trust-4$2,084,454$98,752$24,688iApproximate average salary by contribution assumption: employee only about $617,200 at 4% or $411,467 at 6%; with 50% employer match about $411,467 at 4% or $274,311 at 6%; with 100% employer match about $308,600 at 4% or $205,733 at 6%.
201913$1,951,384$107,498$35,833iApproximate average salary by contribution assumption: employee only about $895,817 at 4% or $597,211 at 6%; with 50% employer match about $597,211 at 4% or $398,141 at 6%; with 100% employer match about $447,908 at 4% or $298,606 at 6%.
Bluestone Homes 401(K) Plan & Trust-3$1,951,384$107,498$35,833iApproximate average salary by contribution assumption: employee only about $895,817 at 4% or $597,211 at 6%; with 50% employer match about $597,211 at 4% or $398,141 at 6%; with 100% employer match about $447,908 at 4% or $298,606 at 6%.
201813$1,549,904$93,432$31,144iApproximate average salary by contribution assumption: employee only about $778,600 at 4% or $519,067 at 6%; with 50% employer match about $519,067 at 4% or $346,044 at 6%; with 100% employer match about $389,300 at 4% or $259,533 at 6%.
Bluestone Homes 401(K) Plan & Trust-3$1,549,904$93,432$31,144iApproximate average salary by contribution assumption: employee only about $778,600 at 4% or $519,067 at 6%; with 50% employer match about $519,067 at 4% or $346,044 at 6%; with 100% employer match about $389,300 at 4% or $259,533 at 6%.
201713$1,377,980$89,712$29,904iApproximate average salary by contribution assumption: employee only about $747,600 at 4% or $498,400 at 6%; with 50% employer match about $498,400 at 4% or $332,267 at 6%; with 100% employer match about $373,800 at 4% or $249,200 at 6%.
Bluestone Homes 401(K) Plan & Trust-3$1,377,980$89,712$29,904iApproximate average salary by contribution assumption: employee only about $747,600 at 4% or $498,400 at 6%; with 50% employer match about $498,400 at 4% or $332,267 at 6%; with 100% employer match about $373,800 at 4% or $249,200 at 6%.
201613$1,174,097$66,270$22,090iApproximate average salary by contribution assumption: employee only about $552,250 at 4% or $368,167 at 6%; with 50% employer match about $368,167 at 4% or $245,444 at 6%; with 100% employer match about $276,125 at 4% or $184,083 at 6%.
Bluestone Homes 401(K) Plan & Trust-3$1,174,097$66,270$22,090iApproximate average salary by contribution assumption: employee only about $552,250 at 4% or $368,167 at 6%; with 50% employer match about $368,167 at 4% or $245,444 at 6%; with 100% employer match about $276,125 at 4% or $184,083 at 6%.
201212$608,132$10,449$5,225iApproximate average salary by contribution assumption: employee only about $130,613 at 4% or $87,075 at 6%; with 50% employer match about $87,075 at 4% or $58,050 at 6%; with 100% employer match about $65,306 at 4% or $43,538 at 6%.
Bluestone Homes 401(K) Plan & Trust-2$608,132$10,449$5,225iApproximate average salary by contribution assumption: employee only about $130,613 at 4% or $87,075 at 6%; with 50% employer match about $87,075 at 4% or $58,050 at 6%; with 100% employer match about $65,306 at 4% or $43,538 at 6%.
201112$565,451$0-
Bluestone Homes 401(K) Plan & Trust-2$565,451$0-
201012$525,048$50,776$25,388iApproximate average salary by contribution assumption: employee only about $634,700 at 4% or $423,133 at 6%; with 50% employer match about $423,133 at 4% or $282,089 at 6%; with 100% employer match about $317,350 at 4% or $211,567 at 6%.
Bluestone Homes 401(K) Plan & Trust-2$525,048$50,776$25,388iApproximate average salary by contribution assumption: employee only about $634,700 at 4% or $423,133 at 6%; with 50% employer match about $423,133 at 4% or $282,089 at 6%; with 100% employer match about $317,350 at 4% or $211,567 at 6%.
200812$0$0-
Blue Stone Homes Incorporated 401K Profit Sharing Plan-2---
200712$5,992$5,950$2,975iApproximate average salary by contribution assumption: employee only about $74,375 at 4% or $49,583 at 6%; with 50% employer match about $49,583 at 4% or $33,056 at 6%; with 100% employer match about $37,188 at 4% or $24,792 at 6%.
Blue Stone Homes Incorporated 401K Profit Sharing Plan-2$5,992$5,950$2,975iApproximate average salary by contribution assumption: employee only about $74,375 at 4% or $49,583 at 6%; with 50% employer match about $49,583 at 4% or $33,056 at 6%; with 100% employer match about $37,188 at 4% or $24,792 at 6%.