Carl Bloom Associates Inc
Plan context: Carl Bloom Associates Inc 401(K) Profit Sharing Plan & Trust
EIN 13-3365668 • Bedford, NY • 4 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$6,117,519
2025 Contributions
$411,979
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 | 26 | $6,117,519 | $411,979 | $15,845iApproximate average salary by contribution assumption: employee only about $396,134 at 4% or $264,089 at 6%; with 50% employer match about $264,089 at 4% or $176,059 at 6%; with 100% employer match about $198,067 at 4% or $132,045 at 6%. |
| Carl Bloom Associates Inc 401(K) Profit Sharing Plan & Trust | - | 26 | $6,117,519 | $411,979 | $15,845iApproximate average salary by contribution assumption: employee only about $396,134 at 4% or $264,089 at 6%; with 50% employer match about $264,089 at 4% or $176,059 at 6%; with 100% employer match about $198,067 at 4% or $132,045 at 6%. |
| 2024 | 1 | 22 | $4,928,146 | $374,688 | $17,031iApproximate average salary by contribution assumption: employee only about $425,782 at 4% or $283,855 at 6%; with 50% employer match about $283,855 at 4% or $189,236 at 6%; with 100% employer match about $212,891 at 4% or $141,927 at 6%. |
| Carl Bloom Associates Inc 401(K) Profit Sharing Plan & Trust | - | 22 | $4,928,146 | $374,688 | $17,031iApproximate average salary by contribution assumption: employee only about $425,782 at 4% or $283,855 at 6%; with 50% employer match about $283,855 at 4% or $189,236 at 6%; with 100% employer match about $212,891 at 4% or $141,927 at 6%. |
| 2003 | 1 | 0 | $268,645 | $55,314 | - |
| Carl Bloom Associates Inc 401(K) Profit Sharing Plan & Trust | - | 0 | $268,645 | $55,314 | - |
| 2000 | 1 | 11 | $94,649 | $61,508 | $5,592iApproximate average salary by contribution assumption: employee only about $139,791 at 4% or $93,194 at 6%; with 50% employer match about $93,194 at 4% or $62,129 at 6%; with 100% employer match about $69,895 at 4% or $46,597 at 6%. |
| Carl Bloom Associates Inc 401(K) Profit Sharing Plan & Trust | - | 11 | $94,649 | $61,508 | $5,592iApproximate average salary by contribution assumption: employee only about $139,791 at 4% or $93,194 at 6%; with 50% employer match about $93,194 at 4% or $62,129 at 6%; with 100% employer match about $69,895 at 4% or $46,597 at 6%. |