Civic Intelligence

M. Bloom & Associates Inc.

Plan context: Countywide Insurance Agency 401K Profit Sharing Plan

EIN 13-2838018 • Jefferson Valley, NY • 26 filings • 2 plans

135 E Main StJefferson Valley, NY 10535-1404
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$163,178

2021 Contributions

$48,623

Historical Graphs

Total Assets Over Time

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

$1,722,072$861,036$0199920112020YearValue
$163,178Latest year 2020

Participants Over Time

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

840199920102020YearValue
3Latest 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
202110$0$0-
Countywide Insurance Agency 401K Profit Sharing Plan-0$0$0-
202013$163,178$48,623$16,208iApproximate average salary by contribution assumption: employee only about $405,192 at 4% or $270,128 at 6%; with 50% employer match about $270,128 at 4% or $180,085 at 6%; with 100% employer match about $202,596 at 4% or $135,064 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-3$163,178$48,623$16,208iApproximate average salary by contribution assumption: employee only about $405,192 at 4% or $270,128 at 6%; with 50% employer match about $270,128 at 4% or $180,085 at 6%; with 100% employer match about $202,596 at 4% or $135,064 at 6%.
201917$1,722,072$94,842$13,549iApproximate average salary by contribution assumption: employee only about $338,721 at 4% or $225,814 at 6%; with 50% employer match about $225,814 at 4% or $150,543 at 6%; with 100% employer match about $169,361 at 4% or $112,907 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$1,722,072$94,842$13,549iApproximate average salary by contribution assumption: employee only about $338,721 at 4% or $225,814 at 6%; with 50% employer match about $225,814 at 4% or $150,543 at 6%; with 100% employer match about $169,361 at 4% or $112,907 at 6%.
201817$1,379,152$89,812$12,830iApproximate average salary by contribution assumption: employee only about $320,757 at 4% or $213,838 at 6%; with 50% employer match about $213,838 at 4% or $142,559 at 6%; with 100% employer match about $160,379 at 4% or $106,919 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$1,379,152$89,812$12,830iApproximate average salary by contribution assumption: employee only about $320,757 at 4% or $213,838 at 6%; with 50% employer match about $213,838 at 4% or $142,559 at 6%; with 100% employer match about $160,379 at 4% or $106,919 at 6%.
201717$1,347,840$90,486$12,927iApproximate average salary by contribution assumption: employee only about $323,164 at 4% or $215,443 at 6%; with 50% employer match about $215,443 at 4% or $143,629 at 6%; with 100% employer match about $161,582 at 4% or $107,721 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$1,347,840$90,486$12,927iApproximate average salary by contribution assumption: employee only about $323,164 at 4% or $215,443 at 6%; with 50% employer match about $215,443 at 4% or $143,629 at 6%; with 100% employer match about $161,582 at 4% or $107,721 at 6%.
201617$1,090,464$90,142$12,877iApproximate average salary by contribution assumption: employee only about $321,936 at 4% or $214,624 at 6%; with 50% employer match about $214,624 at 4% or $143,083 at 6%; with 100% employer match about $160,968 at 4% or $107,312 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$1,090,464$90,142$12,877iApproximate average salary by contribution assumption: employee only about $321,936 at 4% or $214,624 at 6%; with 50% employer match about $214,624 at 4% or $143,083 at 6%; with 100% employer match about $160,968 at 4% or $107,312 at 6%.
201517$923,497$90,648$12,950iApproximate average salary by contribution assumption: employee only about $323,743 at 4% or $215,829 at 6%; with 50% employer match about $215,829 at 4% or $143,886 at 6%; with 100% employer match about $161,871 at 4% or $107,914 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$923,497$90,648$12,950iApproximate average salary by contribution assumption: employee only about $323,743 at 4% or $215,829 at 6%; with 50% employer match about $215,829 at 4% or $143,886 at 6%; with 100% employer match about $161,871 at 4% or $107,914 at 6%.
201417$824,382$77,019$11,003iApproximate average salary by contribution assumption: employee only about $275,068 at 4% or $183,379 at 6%; with 50% employer match about $183,379 at 4% or $122,252 at 6%; with 100% employer match about $137,534 at 4% or $91,689 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$824,382$77,019$11,003iApproximate average salary by contribution assumption: employee only about $275,068 at 4% or $183,379 at 6%; with 50% employer match about $183,379 at 4% or $122,252 at 6%; with 100% employer match about $137,534 at 4% or $91,689 at 6%.
201317$745,995$70,192$10,027iApproximate average salary by contribution assumption: employee only about $250,686 at 4% or $167,124 at 6%; with 50% employer match about $167,124 at 4% or $111,416 at 6%; with 100% employer match about $125,343 at 4% or $83,562 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$745,995$70,192$10,027iApproximate average salary by contribution assumption: employee only about $250,686 at 4% or $167,124 at 6%; with 50% employer match about $167,124 at 4% or $111,416 at 6%; with 100% employer match about $125,343 at 4% or $83,562 at 6%.
201217$717,098$67,752$9,679iApproximate average salary by contribution assumption: employee only about $241,971 at 4% or $161,314 at 6%; with 50% employer match about $161,314 at 4% or $107,543 at 6%; with 100% employer match about $120,986 at 4% or $80,657 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$717,098$67,752$9,679iApproximate average salary by contribution assumption: employee only about $241,971 at 4% or $161,314 at 6%; with 50% employer match about $161,314 at 4% or $107,543 at 6%; with 100% employer match about $120,986 at 4% or $80,657 at 6%.
201116$602,941$62,058$10,343iApproximate average salary by contribution assumption: employee only about $258,575 at 4% or $172,383 at 6%; with 50% employer match about $172,383 at 4% or $114,922 at 6%; with 100% employer match about $129,288 at 4% or $86,192 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-6$602,941$62,058$10,343iApproximate average salary by contribution assumption: employee only about $258,575 at 4% or $172,383 at 6%; with 50% employer match about $172,383 at 4% or $114,922 at 6%; with 100% employer match about $129,288 at 4% or $86,192 at 6%.
201017$527,747$60,337$8,620iApproximate average salary by contribution assumption: employee only about $215,489 at 4% or $143,660 at 6%; with 50% employer match about $143,660 at 4% or $95,773 at 6%; with 100% employer match about $107,745 at 4% or $71,830 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$527,747$60,337$8,620iApproximate average salary by contribution assumption: employee only about $215,489 at 4% or $143,660 at 6%; with 50% employer match about $143,660 at 4% or $95,773 at 6%; with 100% employer match about $107,745 at 4% or $71,830 at 6%.
200918$431,366$56,626$7,078iApproximate average salary by contribution assumption: employee only about $176,956 at 4% or $117,971 at 6%; with 50% employer match about $117,971 at 4% or $78,647 at 6%; with 100% employer match about $88,478 at 4% or $58,985 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-8$431,366$56,626$7,078iApproximate average salary by contribution assumption: employee only about $176,956 at 4% or $117,971 at 6%; with 50% employer match about $117,971 at 4% or $78,647 at 6%; with 100% employer match about $88,478 at 4% or $58,985 at 6%.
200827$321,275$77,919$11,131iApproximate average salary by contribution assumption: employee only about $278,282 at 4% or $185,521 at 6%; with 50% employer match about $185,521 at 4% or $123,681 at 6%; with 100% employer match about $139,141 at 4% or $92,761 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$321,275$77,919$11,131iApproximate average salary by contribution assumption: employee only about $278,282 at 4% or $185,521 at 6%; with 50% employer match about $185,521 at 4% or $123,681 at 6%; with 100% employer match about $139,141 at 4% or $92,761 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-0---
200727$378,691$73,317$10,474iApproximate average salary by contribution assumption: employee only about $261,846 at 4% or $174,564 at 6%; with 50% employer match about $174,564 at 4% or $116,376 at 6%; with 100% employer match about $130,923 at 4% or $87,282 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$378,691$73,317$10,474iApproximate average salary by contribution assumption: employee only about $261,846 at 4% or $174,564 at 6%; with 50% employer match about $174,564 at 4% or $116,376 at 6%; with 100% employer match about $130,923 at 4% or $87,282 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-2---
200612$593,970$27,198$13,599iApproximate average salary by contribution assumption: employee only about $339,975 at 4% or $226,650 at 6%; with 50% employer match about $226,650 at 4% or $151,100 at 6%; with 100% employer match about $169,988 at 4% or $113,325 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-2$593,970$27,198$13,599iApproximate average salary by contribution assumption: employee only about $339,975 at 4% or $226,650 at 6%; with 50% employer match about $226,650 at 4% or $151,100 at 6%; with 100% employer match about $169,988 at 4% or $113,325 at 6%.
200527$821,196$101,724$14,532iApproximate average salary by contribution assumption: employee only about $363,300 at 4% or $242,200 at 6%; with 50% employer match about $242,200 at 4% or $161,467 at 6%; with 100% employer match about $181,650 at 4% or $121,100 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-2$540,844$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$280,352$74,724$10,675iApproximate average salary by contribution assumption: employee only about $266,871 at 4% or $177,914 at 6%; with 50% employer match about $177,914 at 4% or $118,610 at 6%; with 100% employer match about $133,436 at 4% or $88,957 at 6%.
200427$746,047$99,052$14,150iApproximate average salary by contribution assumption: employee only about $353,757 at 4% or $235,838 at 6%; with 50% employer match about $235,838 at 4% or $157,225 at 6%; with 100% employer match about $176,879 at 4% or $117,919 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-2$509,500$25,156$12,578iApproximate average salary by contribution assumption: employee only about $314,450 at 4% or $209,633 at 6%; with 50% employer match about $209,633 at 4% or $139,756 at 6%; with 100% employer match about $157,225 at 4% or $104,817 at 6%.
Countywide Insurance Agency 401K Profit Sharing Plan-7$236,547$73,896$10,557iApproximate average salary by contribution assumption: employee only about $263,914 at 4% or $175,943 at 6%; with 50% employer match about $175,943 at 4% or $117,295 at 6%; with 100% employer match about $131,957 at 4% or $87,971 at 6%.
200313$484,527$34,396$11,465iApproximate average salary by contribution assumption: employee only about $286,633 at 4% or $191,089 at 6%; with 50% employer match about $191,089 at 4% or $127,393 at 6%; with 100% employer match about $143,317 at 4% or $95,544 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-3$484,527$34,396$11,465iApproximate average salary by contribution assumption: employee only about $286,633 at 4% or $191,089 at 6%; with 50% employer match about $191,089 at 4% or $127,393 at 6%; with 100% employer match about $143,317 at 4% or $95,544 at 6%.
200213$0$0-
M. Bloom & Associates Inc. Defined Benefit Pension Plan-3---
200012$0$0-
M. Bloom & Associates Inc. Defined Benefit Pension Plan-2---
199912$695,903$356,558$178,279iApproximate average salary by contribution assumption: employee only about $4,456,975 at 4% or $2,971,317 at 6%; with 50% employer match about $2,971,317 at 4% or $1,980,878 at 6%; with 100% employer match about $2,228,488 at 4% or $1,485,658 at 6%.
M. Bloom & Associates Inc. Defined Benefit Pension Plan-2$695,903$356,558$178,279iApproximate average salary by contribution assumption: employee only about $4,456,975 at 4% or $2,971,317 at 6%; with 50% employer match about $2,971,317 at 4% or $1,980,878 at 6%; with 100% employer match about $2,228,488 at 4% or $1,485,658 at 6%.