Civic Intelligence

Bloom Advisors

Plan context: Bloom Advisors Employee 401(K) Plan

EIN 20-0566114 • Farmingtn Hls, MI • 20 filings • 3 plans

31275 Northwestern Hwy Ste 145Farmingtn Hls, MI 48334-2531
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$8,867,494

2025 Contributions

$532,232

Historical Graphs

Total Assets Over Time

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

$8,867,494$4,433,747$0200620162025YearValue
$8,867,494Latest year 2025

Participants Over Time

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

21110200620162025YearValue
21Latest 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
2025121$8,867,494$532,232$25,344iApproximate average salary by contribution assumption: employee only about $633,610 at 4% or $422,406 at 6%; with 50% employer match about $422,406 at 4% or $281,604 at 6%; with 100% employer match about $316,805 at 4% or $211,203 at 6%.
Bloom Advisors Employee 401(K) Plan-21$8,867,494$532,232$25,344iApproximate average salary by contribution assumption: employee only about $633,610 at 4% or $422,406 at 6%; with 50% employer match about $422,406 at 4% or $281,604 at 6%; with 100% employer match about $316,805 at 4% or $211,203 at 6%.
2024120$7,094,007$492,810$24,641iApproximate average salary by contribution assumption: employee only about $616,013 at 4% or $410,675 at 6%; with 50% employer match about $410,675 at 4% or $273,783 at 6%; with 100% employer match about $308,006 at 4% or $205,338 at 6%.
Bloom Advisors Employee 401(K) Plan-20$7,094,007$492,810$24,641iApproximate average salary by contribution assumption: employee only about $616,013 at 4% or $410,675 at 6%; with 50% employer match about $410,675 at 4% or $273,783 at 6%; with 100% employer match about $308,006 at 4% or $205,338 at 6%.
2023120$7,444,696$473,993$23,700iApproximate average salary by contribution assumption: employee only about $592,491 at 4% or $394,994 at 6%; with 50% employer match about $394,994 at 4% or $263,329 at 6%; with 100% employer match about $296,246 at 4% or $197,497 at 6%.
Bloom Advisors Employee 401(K) Plan-20$7,444,696$473,993$23,700iApproximate average salary by contribution assumption: employee only about $592,491 at 4% or $394,994 at 6%; with 50% employer match about $394,994 at 4% or $263,329 at 6%; with 100% employer match about $296,246 at 4% or $197,497 at 6%.
2022119$6,091,992$391,858$20,624iApproximate average salary by contribution assumption: employee only about $515,603 at 4% or $343,735 at 6%; with 50% employer match about $343,735 at 4% or $229,157 at 6%; with 100% employer match about $257,801 at 4% or $171,868 at 6%.
Bloom Advisors Employee 401(K) Plan-19$6,091,992$391,858$20,624iApproximate average salary by contribution assumption: employee only about $515,603 at 4% or $343,735 at 6%; with 50% employer match about $343,735 at 4% or $229,157 at 6%; with 100% employer match about $257,801 at 4% or $171,868 at 6%.
2021120$7,212,188$387,262$19,363iApproximate average salary by contribution assumption: employee only about $484,077 at 4% or $322,718 at 6%; with 50% employer match about $322,718 at 4% or $215,146 at 6%; with 100% employer match about $242,039 at 4% or $161,359 at 6%.
Bloom Advisors Employee 401(K) Plan-20$7,212,188$387,262$19,363iApproximate average salary by contribution assumption: employee only about $484,077 at 4% or $322,718 at 6%; with 50% employer match about $322,718 at 4% or $215,146 at 6%; with 100% employer match about $242,039 at 4% or $161,359 at 6%.
2020120$6,247,165$377,530$18,877iApproximate average salary by contribution assumption: employee only about $471,913 at 4% or $314,608 at 6%; with 50% employer match about $314,608 at 4% or $209,739 at 6%; with 100% employer match about $235,956 at 4% or $157,304 at 6%.
Bloom Advisors Employee 401(K) Plan-20$6,247,165$377,530$18,877iApproximate average salary by contribution assumption: employee only about $471,913 at 4% or $314,608 at 6%; with 50% employer match about $314,608 at 4% or $209,739 at 6%; with 100% employer match about $235,956 at 4% or $157,304 at 6%.
2019118$5,030,408$338,373$18,799iApproximate average salary by contribution assumption: employee only about $469,963 at 4% or $313,308 at 6%; with 50% employer match about $313,308 at 4% or $208,872 at 6%; with 100% employer match about $234,981 at 4% or $156,654 at 6%.
Bloom Advisors Employee 401(K) Plan-18$5,030,408$338,373$18,799iApproximate average salary by contribution assumption: employee only about $469,963 at 4% or $313,308 at 6%; with 50% employer match about $313,308 at 4% or $208,872 at 6%; with 100% employer match about $234,981 at 4% or $156,654 at 6%.
2018117$3,934,339$297,346$17,491iApproximate average salary by contribution assumption: employee only about $437,274 at 4% or $291,516 at 6%; with 50% employer match about $291,516 at 4% or $194,344 at 6%; with 100% employer match about $218,637 at 4% or $145,758 at 6%.
Bloom Advisors Employee 401(K) Plan-17$3,934,339$297,346$17,491iApproximate average salary by contribution assumption: employee only about $437,274 at 4% or $291,516 at 6%; with 50% employer match about $291,516 at 4% or $194,344 at 6%; with 100% employer match about $218,637 at 4% or $145,758 at 6%.
2017117$3,926,799$284,681$16,746iApproximate average salary by contribution assumption: employee only about $418,649 at 4% or $279,099 at 6%; with 50% employer match about $279,099 at 4% or $186,066 at 6%; with 100% employer match about $209,324 at 4% or $139,550 at 6%.
Bloom Advisors Employee 401(K) Plan-17$3,926,799$284,681$16,746iApproximate average salary by contribution assumption: employee only about $418,649 at 4% or $279,099 at 6%; with 50% employer match about $279,099 at 4% or $186,066 at 6%; with 100% employer match about $209,324 at 4% or $139,550 at 6%.
2016117$3,140,584$275,333$16,196iApproximate average salary by contribution assumption: employee only about $404,901 at 4% or $269,934 at 6%; with 50% employer match about $269,934 at 4% or $179,956 at 6%; with 100% employer match about $202,451 at 4% or $134,967 at 6%.
Bloom Advisors Employee 401(K) Plan-17$3,140,584$275,333$16,196iApproximate average salary by contribution assumption: employee only about $404,901 at 4% or $269,934 at 6%; with 50% employer match about $269,934 at 4% or $179,956 at 6%; with 100% employer match about $202,451 at 4% or $134,967 at 6%.
2015117$3,070,009$257,992$15,176iApproximate average salary by contribution assumption: employee only about $379,400 at 4% or $252,933 at 6%; with 50% employer match about $252,933 at 4% or $168,622 at 6%; with 100% employer match about $189,700 at 4% or $126,467 at 6%.
Bloom Advisors Employee 401(K) Plan-17$3,070,009$257,992$15,176iApproximate average salary by contribution assumption: employee only about $379,400 at 4% or $252,933 at 6%; with 50% employer match about $252,933 at 4% or $168,622 at 6%; with 100% employer match about $189,700 at 4% or $126,467 at 6%.
2014116$2,957,187$254,128$15,883iApproximate average salary by contribution assumption: employee only about $397,075 at 4% or $264,717 at 6%; with 50% employer match about $264,717 at 4% or $176,478 at 6%; with 100% employer match about $198,538 at 4% or $132,358 at 6%.
Bloom Advisors Employee 401(K) Plan-16$2,957,187$254,128$15,883iApproximate average salary by contribution assumption: employee only about $397,075 at 4% or $264,717 at 6%; with 50% employer match about $264,717 at 4% or $176,478 at 6%; with 100% employer match about $198,538 at 4% or $132,358 at 6%.
2013117$2,752,716$243,142$14,302iApproximate average salary by contribution assumption: employee only about $357,562 at 4% or $238,375 at 6%; with 50% employer match about $238,375 at 4% or $158,916 at 6%; with 100% employer match about $178,781 at 4% or $119,187 at 6%.
Bloom Advisors Employee 401(K) Plan-17$2,752,716$243,142$14,302iApproximate average salary by contribution assumption: employee only about $357,562 at 4% or $238,375 at 6%; with 50% employer match about $238,375 at 4% or $158,916 at 6%; with 100% employer match about $178,781 at 4% or $119,187 at 6%.
2012117$2,344,956$233,565$13,739iApproximate average salary by contribution assumption: employee only about $343,478 at 4% or $228,985 at 6%; with 50% employer match about $228,985 at 4% or $152,657 at 6%; with 100% employer match about $171,739 at 4% or $114,493 at 6%.
Bloom Advisors Employee 401(K) Plan-17$2,344,956$233,565$13,739iApproximate average salary by contribution assumption: employee only about $343,478 at 4% or $228,985 at 6%; with 50% employer match about $228,985 at 4% or $152,657 at 6%; with 100% employer match about $171,739 at 4% or $114,493 at 6%.
2011116$1,829,233$232,305$14,519iApproximate average salary by contribution assumption: employee only about $362,977 at 4% or $241,984 at 6%; with 50% employer match about $241,984 at 4% or $161,323 at 6%; with 100% employer match about $181,488 at 4% or $120,992 at 6%.
Bloom Advisors Employee 401(K) Plan-16$1,829,233$232,305$14,519iApproximate average salary by contribution assumption: employee only about $362,977 at 4% or $241,984 at 6%; with 50% employer match about $241,984 at 4% or $161,323 at 6%; with 100% employer match about $181,488 at 4% or $120,992 at 6%.
2010117$1,676,135$212,197$12,482iApproximate average salary by contribution assumption: employee only about $312,054 at 4% or $208,036 at 6%; with 50% employer match about $208,036 at 4% or $138,691 at 6%; with 100% employer match about $156,027 at 4% or $104,018 at 6%.
Bloom Advisors Employee 401(K) Plan-17$1,676,135$212,197$12,482iApproximate average salary by contribution assumption: employee only about $312,054 at 4% or $208,036 at 6%; with 50% employer match about $208,036 at 4% or $138,691 at 6%; with 100% employer match about $156,027 at 4% or $104,018 at 6%.
2009115$1,264,667$212,826$14,188iApproximate average salary by contribution assumption: employee only about $354,710 at 4% or $236,473 at 6%; with 50% employer match about $236,473 at 4% or $157,649 at 6%; with 100% employer match about $177,355 at 4% or $118,237 at 6%.
Bloom Advisors Employee 401(K) Plan-15$1,264,667$212,826$14,188iApproximate average salary by contribution assumption: employee only about $354,710 at 4% or $236,473 at 6%; with 50% employer match about $236,473 at 4% or $157,649 at 6%; with 100% employer match about $177,355 at 4% or $118,237 at 6%.
2008117$789,446$204,517$12,030iApproximate average salary by contribution assumption: employee only about $300,760 at 4% or $200,507 at 6%; with 50% employer match about $200,507 at 4% or $133,671 at 6%; with 100% employer match about $150,380 at 4% or $100,253 at 6%.
Bloom Advisors Employee 401(K) Plan-17$789,446$204,517$12,030iApproximate average salary by contribution assumption: employee only about $300,760 at 4% or $200,507 at 6%; with 50% employer match about $200,507 at 4% or $133,671 at 6%; with 100% employer match about $150,380 at 4% or $100,253 at 6%.
2007115$883,613$224,936$14,996iApproximate average salary by contribution assumption: employee only about $374,893 at 4% or $249,929 at 6%; with 50% employer match about $249,929 at 4% or $166,619 at 6%; with 100% employer match about $187,447 at 4% or $124,964 at 6%.
Bloom Advisors Employee 401(K) Plan-15$883,613$224,936$14,996iApproximate average salary by contribution assumption: employee only about $374,893 at 4% or $249,929 at 6%; with 50% employer match about $249,929 at 4% or $166,619 at 6%; with 100% employer match about $187,447 at 4% or $124,964 at 6%.
2006114$614,508$548,474$39,177iApproximate average salary by contribution assumption: employee only about $979,418 at 4% or $652,945 at 6%; with 50% employer match about $652,945 at 4% or $435,297 at 6%; with 100% employer match about $489,709 at 4% or $326,473 at 6%.
Bloom Advisors Employee 401(K) Plan-14$614,508$548,474$39,177iApproximate average salary by contribution assumption: employee only about $979,418 at 4% or $652,945 at 6%; with 50% employer match about $652,945 at 4% or $435,297 at 6%; with 100% employer match about $489,709 at 4% or $326,473 at 6%.