Civic Intelligence

Blum & Bernstein LLP

Plan context: Blum & Bernstein LLP Profit Sharing Plan and Trust

EIN 11-2652939 • Tarrytown, NY • 28 filings • 2 plans

220 White Plains RoadTarrytown, NY 10591
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,106,700

2025 Contributions

$863,672

Historical Graphs

Total Assets Over Time

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

$5,270,473$2,635,237$0201220192025YearValue
$1,106,700Latest year 2025

Participants Over Time

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

530201220192025YearValue
4Latest 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
202524$1,106,700$863,672$215,918iApproximate average salary by contribution assumption: employee only about $5,397,950 at 4% or $3,598,633 at 6%; with 50% employer match about $3,598,633 at 4% or $2,399,089 at 6%; with 100% employer match about $2,698,975 at 4% or $1,799,317 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-4$1,106,700$863,672$215,918iApproximate average salary by contribution assumption: employee only about $5,397,950 at 4% or $3,598,633 at 6%; with 50% employer match about $3,598,633 at 4% or $2,399,089 at 6%; with 100% employer match about $2,698,975 at 4% or $1,799,317 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-0$0$0-
202424$5,270,473$413,781$103,445iApproximate average salary by contribution assumption: employee only about $2,586,131 at 4% or $1,724,088 at 6%; with 50% employer match about $1,724,088 at 4% or $1,149,392 at 6%; with 100% employer match about $1,293,066 at 4% or $862,044 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$5,109,135$399,588$99,897iApproximate average salary by contribution assumption: employee only about $2,497,425 at 4% or $1,664,950 at 6%; with 50% employer match about $1,664,950 at 4% or $1,109,967 at 6%; with 100% employer match about $1,248,713 at 4% or $832,475 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$161,338$14,193$4,731iApproximate average salary by contribution assumption: employee only about $118,275 at 4% or $78,850 at 6%; with 50% employer match about $78,850 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%.
202324$4,285,463$412,920$103,230iApproximate average salary by contribution assumption: employee only about $2,580,750 at 4% or $1,720,500 at 6%; with 50% employer match about $1,720,500 at 4% or $1,147,000 at 6%; with 100% employer match about $1,290,375 at 4% or $860,250 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$4,147,506$399,490$99,873iApproximate average salary by contribution assumption: employee only about $2,496,813 at 4% or $1,664,542 at 6%; with 50% employer match about $1,664,542 at 4% or $1,109,694 at 6%; with 100% employer match about $1,248,406 at 4% or $832,271 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$137,957$13,430$4,477iApproximate average salary by contribution assumption: employee only about $111,917 at 4% or $74,611 at 6%; with 50% employer match about $74,611 at 4% or $49,741 at 6%; with 100% employer match about $55,958 at 4% or $37,306 at 6%.
202224$3,405,445$323,059$80,765iApproximate average salary by contribution assumption: employee only about $2,019,119 at 4% or $1,346,079 at 6%; with 50% employer match about $1,346,079 at 4% or $897,386 at 6%; with 100% employer match about $1,009,559 at 4% or $673,040 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$3,303,952$312,026$78,007iApproximate average salary by contribution assumption: employee only about $1,950,163 at 4% or $1,300,108 at 6%; with 50% employer match about $1,300,108 at 4% or $866,739 at 6%; with 100% employer match about $975,081 at 4% or $650,054 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$101,493$11,033$3,678iApproximate average salary by contribution assumption: employee only about $91,942 at 4% or $61,294 at 6%; with 50% employer match about $61,294 at 4% or $40,863 at 6%; with 100% employer match about $45,971 at 4% or $30,647 at 6%.
202124$3,619,742$322,677$80,669iApproximate average salary by contribution assumption: employee only about $2,016,731 at 4% or $1,344,488 at 6%; with 50% employer match about $1,344,488 at 4% or $896,325 at 6%; with 100% employer match about $1,008,366 at 4% or $672,244 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$3,505,170$311,931$77,983iApproximate average salary by contribution assumption: employee only about $1,949,569 at 4% or $1,299,713 at 6%; with 50% employer match about $1,299,713 at 4% or $866,475 at 6%; with 100% employer match about $974,784 at 4% or $649,856 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$114,572$10,746$3,582iApproximate average salary by contribution assumption: employee only about $89,550 at 4% or $59,700 at 6%; with 50% employer match about $59,700 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
202024$3,132,535$323,711$80,928iApproximate average salary by contribution assumption: employee only about $2,023,194 at 4% or $1,348,796 at 6%; with 50% employer match about $1,348,796 at 4% or $899,197 at 6%; with 100% employer match about $1,011,597 at 4% or $674,398 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$3,038,378$311,856$77,964iApproximate average salary by contribution assumption: employee only about $1,949,100 at 4% or $1,299,400 at 6%; with 50% employer match about $1,299,400 at 4% or $866,267 at 6%; with 100% employer match about $974,550 at 4% or $649,700 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$94,157$11,855$3,952iApproximate average salary by contribution assumption: employee only about $98,792 at 4% or $65,861 at 6%; with 50% employer match about $65,861 at 4% or $43,907 at 6%; with 100% employer match about $49,396 at 4% or $32,931 at 6%.
201924$3,013,329$309,069$77,267iApproximate average salary by contribution assumption: employee only about $1,931,681 at 4% or $1,287,788 at 6%; with 50% employer match about $1,287,788 at 4% or $858,525 at 6%; with 100% employer match about $965,841 at 4% or $643,894 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$2,912,785$297,227$74,307iApproximate average salary by contribution assumption: employee only about $1,857,669 at 4% or $1,238,446 at 6%; with 50% employer match about $1,238,446 at 4% or $825,631 at 6%; with 100% employer match about $928,834 at 4% or $619,223 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$100,544$11,842$3,947iApproximate average salary by contribution assumption: employee only about $98,683 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,859 at 6%; with 100% employer match about $49,342 at 4% or $32,894 at 6%.
201824$2,478,188$404,033$101,008iApproximate average salary by contribution assumption: employee only about $2,525,206 at 4% or $1,683,471 at 6%; with 50% employer match about $1,683,471 at 4% or $1,122,314 at 6%; with 100% employer match about $1,262,603 at 4% or $841,735 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-4$2,405,937$391,659$97,915iApproximate average salary by contribution assumption: employee only about $2,447,869 at 4% or $1,631,913 at 6%; with 50% employer match about $1,631,913 at 4% or $1,087,942 at 6%; with 100% employer match about $1,223,934 at 4% or $815,956 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$72,251$12,374$4,125iApproximate average salary by contribution assumption: employee only about $103,117 at 4% or $68,744 at 6%; with 50% employer match about $68,744 at 4% or $45,830 at 6%; with 100% employer match about $51,558 at 4% or $34,372 at 6%.
201725$2,196,794$244,290$48,858iApproximate average salary by contribution assumption: employee only about $1,221,450 at 4% or $814,300 at 6%; with 50% employer match about $814,300 at 4% or $542,867 at 6%; with 100% employer match about $610,725 at 4% or $407,150 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-5$2,089,844$227,492$45,498iApproximate average salary by contribution assumption: employee only about $1,137,460 at 4% or $758,307 at 6%; with 50% employer match about $758,307 at 4% or $505,538 at 6%; with 100% employer match about $568,730 at 4% or $379,153 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-4$106,950$16,798$4,200iApproximate average salary by contribution assumption: employee only about $104,988 at 4% or $69,992 at 6%; with 50% employer match about $69,992 at 4% or $46,661 at 6%; with 100% employer match about $52,494 at 4% or $34,996 at 6%.
201625$1,803,011$469,107$93,821iApproximate average salary by contribution assumption: employee only about $2,345,535 at 4% or $1,563,690 at 6%; with 50% employer match about $1,563,690 at 4% or $1,042,460 at 6%; with 100% employer match about $1,172,768 at 4% or $781,845 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-5$1,725,167$452,469$90,494iApproximate average salary by contribution assumption: employee only about $2,262,345 at 4% or $1,508,230 at 6%; with 50% employer match about $1,508,230 at 4% or $1,005,487 at 6%; with 100% employer match about $1,131,173 at 4% or $754,115 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-4$77,844$16,638$4,160iApproximate average salary by contribution assumption: employee only about $103,988 at 4% or $69,325 at 6%; with 50% employer match about $69,325 at 4% or $46,217 at 6%; with 100% employer match about $51,994 at 4% or $34,663 at 6%.
201525$1,282,536$391,778$78,356iApproximate average salary by contribution assumption: employee only about $1,958,890 at 4% or $1,305,927 at 6%; with 50% employer match about $1,305,927 at 4% or $870,618 at 6%; with 100% employer match about $979,445 at 4% or $652,963 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-5$1,223,445$377,397$75,479iApproximate average salary by contribution assumption: employee only about $1,886,985 at 4% or $1,257,990 at 6%; with 50% employer match about $1,257,990 at 4% or $838,660 at 6%; with 100% employer match about $943,492 at 4% or $628,995 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-4$59,091$14,381$3,595iApproximate average salary by contribution assumption: employee only about $89,881 at 4% or $59,921 at 6%; with 50% employer match about $59,921 at 4% or $39,947 at 6%; with 100% employer match about $44,941 at 4% or $29,960 at 6%.
201425$888,772$317,821$63,564iApproximate average salary by contribution assumption: employee only about $1,589,105 at 4% or $1,059,403 at 6%; with 50% employer match about $1,059,403 at 4% or $706,269 at 6%; with 100% employer match about $794,553 at 4% or $529,702 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-5$844,402$302,317$60,463iApproximate average salary by contribution assumption: employee only about $1,511,585 at 4% or $1,007,723 at 6%; with 50% employer match about $1,007,723 at 4% or $671,816 at 6%; with 100% employer match about $755,793 at 4% or $503,862 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-4$44,370$15,504$3,876iApproximate average salary by contribution assumption: employee only about $96,900 at 4% or $64,600 at 6%; with 50% employer match about $64,600 at 4% or $43,067 at 6%; with 100% employer match about $48,450 at 4% or $32,300 at 6%.
201325$566,327$317,139$63,428iApproximate average salary by contribution assumption: employee only about $1,585,695 at 4% or $1,057,130 at 6%; with 50% employer match about $1,057,130 at 4% or $704,753 at 6%; with 100% employer match about $792,848 at 4% or $528,565 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-5$537,614$302,255$60,451iApproximate average salary by contribution assumption: employee only about $1,511,275 at 4% or $1,007,517 at 6%; with 50% employer match about $1,007,517 at 4% or $671,678 at 6%; with 100% employer match about $755,638 at 4% or $503,758 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$28,713$14,884$4,961iApproximate average salary by contribution assumption: employee only about $124,033 at 4% or $82,689 at 6%; with 50% employer match about $82,689 at 4% or $55,126 at 6%; with 100% employer match about $62,017 at 4% or $41,344 at 6%.
201225$240,140$240,140$48,028iApproximate average salary by contribution assumption: employee only about $1,200,700 at 4% or $800,467 at 6%; with 50% employer match about $800,467 at 4% or $533,644 at 6%; with 100% employer match about $600,350 at 4% or $400,233 at 6%.
Blum & Bernstein LLP Cash Balance Pension Plan and Trust-5$227,164$227,164$45,433iApproximate average salary by contribution assumption: employee only about $1,135,820 at 4% or $757,213 at 6%; with 50% employer match about $757,213 at 4% or $504,809 at 6%; with 100% employer match about $567,910 at 4% or $378,607 at 6%.
Blum & Bernstein LLP Profit Sharing Plan and Trust-3$12,976$12,976$4,325iApproximate average salary by contribution assumption: employee only about $108,133 at 4% or $72,089 at 6%; with 50% employer match about $72,089 at 4% or $48,059 at 6%; with 100% employer match about $54,067 at 4% or $36,044 at 6%.