Civic Intelligence

Blum, Shapiro & Co. PC.

Plan context: Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan

EIN 06-1009205 • West Hartford, CT • 44 filings • 8 plans

29 South Main Street, 4th FloorWest Hartford, CT 06127-2000
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$749,998

2021 Contributions

$10,199,156

Historical Graphs

Total Assets Over Time

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

$135,106,224$67,553,112$0200020112021YearValue
$749,998Latest year 2021

Participants Over Time

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

5322660200020102020YearValue
2Latest year 2020

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
202120$749,998$0-
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-0$749,998--
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-0$0--
202022$135,106,224$10,199,156$5,099,578iApproximate average salary by contribution assumption: employee only about $127,489,450 at 4% or $84,992,967 at 6%; with 50% employer match about $84,992,967 at 4% or $56,661,978 at 6%; with 100% employer match about $63,744,725 at 4% or $42,496,483 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-2$135,106,224$10,199,156$5,099,578iApproximate average salary by contribution assumption: employee only about $127,489,450 at 4% or $84,992,967 at 6%; with 50% employer match about $84,992,967 at 4% or $56,661,978 at 6%; with 100% employer match about $63,744,725 at 4% or $42,496,483 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-0---
20192532$112,973,137$13,711,372$25,773iApproximate average salary by contribution assumption: employee only about $644,331 at 4% or $429,554 at 6%; with 50% employer match about $429,554 at 4% or $286,370 at 6%; with 100% employer match about $322,166 at 4% or $214,777 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-532$112,973,137$13,711,372$25,773iApproximate average salary by contribution assumption: employee only about $644,331 at 4% or $429,554 at 6%; with 50% employer match about $429,554 at 4% or $286,370 at 6%; with 100% employer match about $322,166 at 4% or $214,777 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-482---
20182463$84,353,264$8,612,594$18,602iApproximate average salary by contribution assumption: employee only about $465,043 at 4% or $310,029 at 6%; with 50% employer match about $310,029 at 4% or $206,686 at 6%; with 100% employer match about $232,521 at 4% or $155,014 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-463$84,353,264$8,612,594$18,602iApproximate average salary by contribution assumption: employee only about $465,043 at 4% or $310,029 at 6%; with 50% employer match about $310,029 at 4% or $206,686 at 6%; with 100% employer match about $232,521 at 4% or $155,014 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-429---
20172448$92,076,372$7,164,822$15,993iApproximate average salary by contribution assumption: employee only about $399,823 at 4% or $266,548 at 6%; with 50% employer match about $266,548 at 4% or $177,699 at 6%; with 100% employer match about $199,911 at 4% or $133,274 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-448$92,076,372$7,164,822$15,993iApproximate average salary by contribution assumption: employee only about $399,823 at 4% or $266,548 at 6%; with 50% employer match about $266,548 at 4% or $177,699 at 6%; with 100% employer match about $199,911 at 4% or $133,274 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-424---
20162407$74,046,594$6,521,950$16,024iApproximate average salary by contribution assumption: employee only about $400,611 at 4% or $267,074 at 6%; with 50% employer match about $267,074 at 4% or $178,049 at 6%; with 100% employer match about $200,306 at 4% or $133,537 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-394$74,046,594$6,521,950$16,553iApproximate average salary by contribution assumption: employee only about $413,829 at 4% or $275,886 at 6%; with 50% employer match about $275,886 at 4% or $183,924 at 6%; with 100% employer match about $206,915 at 4% or $137,943 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-407---
20152419$66,297,983$11,042,210$26,354iApproximate average salary by contribution assumption: employee only about $658,843 at 4% or $439,229 at 6%; with 50% employer match about $439,229 at 4% or $292,819 at 6%; with 100% employer match about $329,422 at 4% or $219,614 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-419$66,297,983$11,042,210$26,354iApproximate average salary by contribution assumption: employee only about $658,843 at 4% or $439,229 at 6%; with 50% employer match about $439,229 at 4% or $292,819 at 6%; with 100% employer match about $329,422 at 4% or $219,614 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-386---
20142385$58,191,025$5,919,777$15,376iApproximate average salary by contribution assumption: employee only about $384,401 at 4% or $256,267 at 6%; with 50% employer match about $256,267 at 4% or $170,845 at 6%; with 100% employer match about $192,201 at 4% or $128,134 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-385$58,191,025$5,919,777$15,376iApproximate average salary by contribution assumption: employee only about $384,401 at 4% or $256,267 at 6%; with 50% employer match about $256,267 at 4% or $170,845 at 6%; with 100% employer match about $192,201 at 4% or $128,134 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-382---
20132362$49,635,233$7,361,340$20,335iApproximate average salary by contribution assumption: employee only about $508,380 at 4% or $338,920 at 6%; with 50% employer match about $338,920 at 4% or $225,947 at 6%; with 100% employer match about $254,190 at 4% or $169,460 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-350$49,635,233$7,361,340$21,032iApproximate average salary by contribution assumption: employee only about $525,810 at 4% or $350,540 at 6%; with 50% employer match about $350,540 at 4% or $233,693 at 6%; with 100% employer match about $262,905 at 4% or $175,270 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-362---
20122272$36,903,769$3,818,678$14,039iApproximate average salary by contribution assumption: employee only about $350,981 at 4% or $233,988 at 6%; with 50% employer match about $233,988 at 4% or $155,992 at 6%; with 100% employer match about $175,491 at 4% or $116,994 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-272$36,903,769$3,818,678$14,039iApproximate average salary by contribution assumption: employee only about $350,981 at 4% or $233,988 at 6%; with 50% employer match about $233,988 at 4% or $155,992 at 6%; with 100% employer match about $175,491 at 4% or $116,994 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-252---
20112256$30,330,969$4,127,634$16,124iApproximate average salary by contribution assumption: employee only about $403,089 at 4% or $268,726 at 6%; with 50% employer match about $268,726 at 4% or $179,151 at 6%; with 100% employer match about $201,545 at 4% or $134,363 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-256$30,330,969$4,127,634$16,124iApproximate average salary by contribution assumption: employee only about $403,089 at 4% or $268,726 at 6%; with 50% employer match about $268,726 at 4% or $179,151 at 6%; with 100% employer match about $201,545 at 4% or $134,363 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-252---
20102274$27,445,525$3,363,538$12,276iApproximate average salary by contribution assumption: employee only about $306,892 at 4% or $204,595 at 6%; with 50% employer match about $204,595 at 4% or $136,397 at 6%; with 100% employer match about $153,446 at 4% or $102,297 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-245$27,445,525$3,363,538$13,729iApproximate average salary by contribution assumption: employee only about $343,218 at 4% or $228,812 at 6%; with 50% employer match about $228,812 at 4% or $152,541 at 6%; with 100% employer match about $171,609 at 4% or $114,406 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-274---
20092260$22,237,455$4,697,495$18,067iApproximate average salary by contribution assumption: employee only about $451,682 at 4% or $301,121 at 6%; with 50% employer match about $301,121 at 4% or $200,748 at 6%; with 100% employer match about $225,841 at 4% or $150,561 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-260$22,237,455$4,697,495$18,067iApproximate average salary by contribution assumption: employee only about $451,682 at 4% or $301,121 at 6%; with 50% employer match about $301,121 at 4% or $200,748 at 6%; with 100% employer match about $225,841 at 4% or $150,561 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-213---
20082245$15,351,397$3,954,404$16,140iApproximate average salary by contribution assumption: employee only about $403,511 at 4% or $269,007 at 6%; with 50% employer match about $269,007 at 4% or $179,338 at 6%; with 100% employer match about $201,755 at 4% or $134,504 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-245$15,351,397$3,954,404$16,140iApproximate average salary by contribution assumption: employee only about $403,511 at 4% or $269,007 at 6%; with 50% employer match about $269,007 at 4% or $179,338 at 6%; with 100% employer match about $201,755 at 4% or $134,504 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-187---
20072209$17,483,088$2,791,651$13,357iApproximate average salary by contribution assumption: employee only about $333,930 at 4% or $222,620 at 6%; with 50% employer match about $222,620 at 4% or $148,413 at 6%; with 100% employer match about $166,965 at 4% or $111,310 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-209$17,483,088$2,791,651$13,357iApproximate average salary by contribution assumption: employee only about $333,930 at 4% or $222,620 at 6%; with 50% employer match about $222,620 at 4% or $148,413 at 6%; with 100% employer match about $166,965 at 4% or $111,310 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-186---
20062203$14,391,726$2,324,302$11,450iApproximate average salary by contribution assumption: employee only about $286,244 at 4% or $190,829 at 6%; with 50% employer match about $190,829 at 4% or $127,220 at 6%; with 100% employer match about $143,122 at 4% or $95,415 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-154$14,391,726$2,324,302$15,093iApproximate average salary by contribution assumption: employee only about $377,322 at 4% or $251,548 at 6%; with 50% employer match about $251,548 at 4% or $167,699 at 6%; with 100% employer match about $188,661 at 4% or $125,774 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-203---
20052158$10,917,784$1,642,422$10,395iApproximate average salary by contribution assumption: employee only about $259,877 at 4% or $173,251 at 6%; with 50% employer match about $173,251 at 4% or $115,501 at 6%; with 100% employer match about $129,938 at 4% or $86,626 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-141$10,917,784$1,642,422$11,648iApproximate average salary by contribution assumption: employee only about $291,210 at 4% or $194,140 at 6%; with 50% employer match about $194,140 at 4% or $129,426 at 6%; with 100% employer match about $145,605 at 4% or $97,070 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-158---
20042141$8,704,605$1,345,053$9,539iApproximate average salary by contribution assumption: employee only about $238,485 at 4% or $158,990 at 6%; with 50% employer match about $158,990 at 4% or $105,993 at 6%; with 100% employer match about $119,242 at 4% or $79,495 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-124$8,704,605$1,345,053$10,847iApproximate average salary by contribution assumption: employee only about $271,180 at 4% or $180,787 at 6%; with 50% employer match about $180,787 at 4% or $120,524 at 6%; with 100% employer match about $135,590 at 4% or $90,393 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-141---
20032123$6,654,535$1,110,202$9,026iApproximate average salary by contribution assumption: employee only about $225,651 at 4% or $150,434 at 6%; with 50% employer match about $150,434 at 4% or $100,289 at 6%; with 100% employer match about $112,825 at 4% or $75,217 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-102$6,654,535$1,110,202$10,884iApproximate average salary by contribution assumption: employee only about $272,108 at 4% or $181,406 at 6%; with 50% employer match about $181,406 at 4% or $120,937 at 6%; with 100% employer match about $136,054 at 4% or $90,703 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-123---
20022129$4,691,907$1,885,435$14,616iApproximate average salary by contribution assumption: employee only about $365,394 at 4% or $243,596 at 6%; with 50% employer match about $243,596 at 4% or $162,398 at 6%; with 100% employer match about $182,697 at 4% or $121,798 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-94$4,691,907$1,885,435$20,058iApproximate average salary by contribution assumption: employee only about $501,445 at 4% or $334,297 at 6%; with 50% employer match about $334,297 at 4% or $222,865 at 6%; with 100% employer match about $250,723 at 4% or $167,148 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-129---
20012110$3,697,828$892,621$8,115iApproximate average salary by contribution assumption: employee only about $202,868 at 4% or $135,246 at 6%; with 50% employer match about $135,246 at 4% or $90,164 at 6%; with 100% employer match about $101,434 at 4% or $67,623 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-106$3,697,828$892,621$8,421iApproximate average salary by contribution assumption: employee only about $210,524 at 4% or $140,349 at 6%; with 50% employer match about $140,349 at 4% or $93,566 at 6%; with 100% employer match about $105,262 at 4% or $70,175 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-110---
20002134$3,270,945$687,762$5,133iApproximate average salary by contribution assumption: employee only about $128,314 at 4% or $85,543 at 6%; with 50% employer match about $85,543 at 4% or $57,028 at 6%; with 100% employer match about $64,157 at 4% or $42,771 at 6%.
Blum, Shapiro and Company, P. C. 401(K) Retirement Savings Plan-134$3,270,945$687,762$5,133iApproximate average salary by contribution assumption: employee only about $128,314 at 4% or $85,543 at 6%; with 50% employer match about $85,543 at 4% or $57,028 at 6%; with 100% employer match about $64,157 at 4% or $42,771 at 6%.
Blum, Shapiro & Co. PC. Employee Benefits Plan-114---