Civic Intelligence

Block & Block, CPA

Plan context: Block & Block, CPA Retirement Plan

EIN 13-3048744 • New York, NY • 17 filings • 1 plans

545 Eighth Avenue, Suite 2203New York, NY 10018
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,107,849

2024 Contributions

$20,343

Historical Graphs

Total Assets Over Time

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

$2,233,944$1,116,972$0200820162024YearValue
$2,107,849Latest year 2024

Participants Over Time

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

740200820162024YearValue
7Latest year 2024

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
202417$2,107,849$20,343$2,906iApproximate average salary by contribution assumption: employee only about $72,654 at 4% or $48,436 at 6%; with 50% employer match about $48,436 at 4% or $32,290 at 6%; with 100% employer match about $36,327 at 4% or $24,218 at 6%.
Block & Block, CPA Retirement Plan-7$2,107,849$20,343$2,906iApproximate average salary by contribution assumption: employee only about $72,654 at 4% or $48,436 at 6%; with 50% employer match about $48,436 at 4% or $32,290 at 6%; with 100% employer match about $36,327 at 4% or $24,218 at 6%.
202317$2,153,208$22,424$3,203iApproximate average salary by contribution assumption: employee only about $80,086 at 4% or $53,390 at 6%; with 50% employer match about $53,390 at 4% or $35,594 at 6%; with 100% employer match about $40,043 at 4% or $26,695 at 6%.
Block & Block, CPA Retirement Plan-7$2,153,208$22,424$3,203iApproximate average salary by contribution assumption: employee only about $80,086 at 4% or $53,390 at 6%; with 50% employer match about $53,390 at 4% or $35,594 at 6%; with 100% employer match about $40,043 at 4% or $26,695 at 6%.
202217$1,996,506$15,785$2,255iApproximate average salary by contribution assumption: employee only about $56,375 at 4% or $37,583 at 6%; with 50% employer match about $37,583 at 4% or $25,056 at 6%; with 100% employer match about $28,188 at 4% or $18,792 at 6%.
Block & Block, CPA Retirement Plan-7$1,996,506$15,785$2,255iApproximate average salary by contribution assumption: employee only about $56,375 at 4% or $37,583 at 6%; with 50% employer match about $37,583 at 4% or $25,056 at 6%; with 100% employer match about $28,188 at 4% or $18,792 at 6%.
202117$2,233,944$196,754$28,108iApproximate average salary by contribution assumption: employee only about $702,693 at 4% or $468,462 at 6%; with 50% employer match about $468,462 at 4% or $312,308 at 6%; with 100% employer match about $351,346 at 4% or $234,231 at 6%.
Block & Block, CPA Retirement Plan-7$2,233,944$196,754$28,108iApproximate average salary by contribution assumption: employee only about $702,693 at 4% or $468,462 at 6%; with 50% employer match about $468,462 at 4% or $312,308 at 6%; with 100% employer match about $351,346 at 4% or $234,231 at 6%.
202017$1,910,359$108,715$15,531iApproximate average salary by contribution assumption: employee only about $388,268 at 4% or $258,845 at 6%; with 50% employer match about $258,845 at 4% or $172,563 at 6%; with 100% employer match about $194,134 at 4% or $129,423 at 6%.
Block & Block, CPA Retirement Plan-7$1,910,359$108,715$15,531iApproximate average salary by contribution assumption: employee only about $388,268 at 4% or $258,845 at 6%; with 50% employer match about $258,845 at 4% or $172,563 at 6%; with 100% employer match about $194,134 at 4% or $129,423 at 6%.
201916$1,715,766$49,310$8,218iApproximate average salary by contribution assumption: employee only about $205,458 at 4% or $136,972 at 6%; with 50% employer match about $136,972 at 4% or $91,315 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%.
Block & Block, CPA Retirement Plan-6$1,715,766$49,310$8,218iApproximate average salary by contribution assumption: employee only about $205,458 at 4% or $136,972 at 6%; with 50% employer match about $136,972 at 4% or $91,315 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%.
201816$1,544,635$144,477$24,080iApproximate average salary by contribution assumption: employee only about $601,988 at 4% or $401,325 at 6%; with 50% employer match about $401,325 at 4% or $267,550 at 6%; with 100% employer match about $300,994 at 4% or $200,663 at 6%.
Block & Block, CPA Retirement Plan-6$1,544,635$144,477$24,080iApproximate average salary by contribution assumption: employee only about $601,988 at 4% or $401,325 at 6%; with 50% employer match about $401,325 at 4% or $267,550 at 6%; with 100% employer match about $300,994 at 4% or $200,663 at 6%.
201715$1,476,026$114,525$22,905iApproximate average salary by contribution assumption: employee only about $572,625 at 4% or $381,750 at 6%; with 50% employer match about $381,750 at 4% or $254,500 at 6%; with 100% employer match about $286,313 at 4% or $190,875 at 6%.
Block & Block, CPA Retirement Plan-5$1,476,026$114,525$22,905iApproximate average salary by contribution assumption: employee only about $572,625 at 4% or $381,750 at 6%; with 50% employer match about $381,750 at 4% or $254,500 at 6%; with 100% employer match about $286,313 at 4% or $190,875 at 6%.
201615$1,416,753$92,445$18,489iApproximate average salary by contribution assumption: employee only about $462,225 at 4% or $308,150 at 6%; with 50% employer match about $308,150 at 4% or $205,433 at 6%; with 100% employer match about $231,113 at 4% or $154,075 at 6%.
Block & Block, CPA Retirement Plan-5$1,416,753$92,445$18,489iApproximate average salary by contribution assumption: employee only about $462,225 at 4% or $308,150 at 6%; with 50% employer match about $308,150 at 4% or $205,433 at 6%; with 100% employer match about $231,113 at 4% or $154,075 at 6%.
201515$1,258,508$87,261$17,452iApproximate average salary by contribution assumption: employee only about $436,305 at 4% or $290,870 at 6%; with 50% employer match about $290,870 at 4% or $193,913 at 6%; with 100% employer match about $218,153 at 4% or $145,435 at 6%.
Block & Block, CPA Retirement Plan-5$1,258,508$87,261$17,452iApproximate average salary by contribution assumption: employee only about $436,305 at 4% or $290,870 at 6%; with 50% employer match about $290,870 at 4% or $193,913 at 6%; with 100% employer match about $218,153 at 4% or $145,435 at 6%.
201415$1,180,735$81,851$16,370iApproximate average salary by contribution assumption: employee only about $409,255 at 4% or $272,837 at 6%; with 50% employer match about $272,837 at 4% or $181,891 at 6%; with 100% employer match about $204,628 at 4% or $136,418 at 6%.
Block & Block, CPA Retirement Plan-5$1,180,735$81,851$16,370iApproximate average salary by contribution assumption: employee only about $409,255 at 4% or $272,837 at 6%; with 50% employer match about $272,837 at 4% or $181,891 at 6%; with 100% employer match about $204,628 at 4% or $136,418 at 6%.
201315$885,898$73,591$14,718iApproximate average salary by contribution assumption: employee only about $367,955 at 4% or $245,303 at 6%; with 50% employer match about $245,303 at 4% or $163,536 at 6%; with 100% employer match about $183,978 at 4% or $122,652 at 6%.
Block & Block, CPA Retirement Plan-5$885,898$73,591$14,718iApproximate average salary by contribution assumption: employee only about $367,955 at 4% or $245,303 at 6%; with 50% employer match about $245,303 at 4% or $163,536 at 6%; with 100% employer match about $183,978 at 4% or $122,652 at 6%.
201215$775,226$74,931$14,986iApproximate average salary by contribution assumption: employee only about $374,655 at 4% or $249,770 at 6%; with 50% employer match about $249,770 at 4% or $166,513 at 6%; with 100% employer match about $187,328 at 4% or $124,885 at 6%.
Block & Block, CPA Retirement Plan-5$775,226$74,931$14,986iApproximate average salary by contribution assumption: employee only about $374,655 at 4% or $249,770 at 6%; with 50% employer match about $249,770 at 4% or $166,513 at 6%; with 100% employer match about $187,328 at 4% or $124,885 at 6%.
201114$656,727$71,127$17,782iApproximate average salary by contribution assumption: employee only about $444,544 at 4% or $296,363 at 6%; with 50% employer match about $296,363 at 4% or $197,575 at 6%; with 100% employer match about $222,272 at 4% or $148,181 at 6%.
Block & Block, CPA Retirement Plan-4$656,727$71,127$17,782iApproximate average salary by contribution assumption: employee only about $444,544 at 4% or $296,363 at 6%; with 50% employer match about $296,363 at 4% or $197,575 at 6%; with 100% employer match about $222,272 at 4% or $148,181 at 6%.
201014$586,786$411,270$102,818iApproximate average salary by contribution assumption: employee only about $2,570,438 at 4% or $1,713,625 at 6%; with 50% employer match about $1,713,625 at 4% or $1,142,417 at 6%; with 100% employer match about $1,285,219 at 4% or $856,813 at 6%.
Block & Block, CPA Retirement Plan-4$586,786$411,270$102,818iApproximate average salary by contribution assumption: employee only about $2,570,438 at 4% or $1,713,625 at 6%; with 50% employer match about $1,713,625 at 4% or $1,142,417 at 6%; with 100% employer match about $1,285,219 at 4% or $856,813 at 6%.
200914$140,260$69,271$17,318iApproximate average salary by contribution assumption: employee only about $432,944 at 4% or $288,629 at 6%; with 50% employer match about $288,629 at 4% or $192,419 at 6%; with 100% employer match about $216,472 at 4% or $144,315 at 6%.
Block & Block, CPA Retirement Plan-4$140,260$69,271$17,318iApproximate average salary by contribution assumption: employee only about $432,944 at 4% or $288,629 at 6%; with 50% employer match about $288,629 at 4% or $192,419 at 6%; with 100% employer match about $216,472 at 4% or $144,315 at 6%.
200814$63,637$66,386$16,597iApproximate average salary by contribution assumption: employee only about $414,913 at 4% or $276,608 at 6%; with 50% employer match about $276,608 at 4% or $184,406 at 6%; with 100% employer match about $207,456 at 4% or $138,304 at 6%.
Block & Block, CPA Retirement Plan-4$63,637$66,386$16,597iApproximate average salary by contribution assumption: employee only about $414,913 at 4% or $276,608 at 6%; with 50% employer match about $276,608 at 4% or $184,406 at 6%; with 100% employer match about $207,456 at 4% or $138,304 at 6%.