Blue Ocean Invest Group
Plan context: Blue Ocean Investment Group LLC 401K Profit Sharing Plan
EIN 92-1536011 • Brunswick, OH • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$199,737
2025 Contributions
$128,467
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $199,737 | $128,467 | $14,274iApproximate average salary by contribution assumption: employee only about $356,853 at 4% or $237,902 at 6%; with 50% employer match about $237,902 at 4% or $158,601 at 6%; with 100% employer match about $178,426 at 4% or $118,951 at 6%. |
| Blue Ocean Investment Group LLC 401K Profit Sharing Plan | - | 9 | $199,737 | $128,467 | $14,274iApproximate average salary by contribution assumption: employee only about $356,853 at 4% or $237,902 at 6%; with 50% employer match about $237,902 at 4% or $158,601 at 6%; with 100% employer match about $178,426 at 4% or $118,951 at 6%. |
| 2024 | 2 | 6 | $54,498 | $145,584 | $24,264iApproximate average salary by contribution assumption: employee only about $606,600 at 4% or $404,400 at 6%; with 50% employer match about $404,400 at 4% or $269,600 at 6%; with 100% employer match about $303,300 at 4% or $202,200 at 6%. |
| Blue Ocean Investment Group LLC 401K Profit Sharing Plan | - | 6 | $52,588 | $52,175 | $8,696iApproximate average salary by contribution assumption: employee only about $217,396 at 4% or $144,931 at 6%; with 50% employer match about $144,931 at 4% or $96,620 at 6%; with 100% employer match about $108,698 at 4% or $72,465 at 6%. |
| Blue Ocean Invest Group Soca Benefit Plan | - | 5 | $1,910 | $93,409 | $18,682iApproximate average salary by contribution assumption: employee only about $467,045 at 4% or $311,363 at 6%; with 50% employer match about $311,363 at 4% or $207,576 at 6%; with 100% employer match about $233,523 at 4% or $155,682 at 6%. |