Civic Intelligence

Katz Bloom & Schon Cpas LLC

Plan context: Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan

EIN 26-1544916 • Jericho, NY • 17 filings • 4 plans

375 North BroadwaySuite 320Jericho, NY 11753
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,859,930

2024 Contributions

$232,381

Historical Graphs

Total Assets Over Time

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

$3,859,930$1,929,965$0200920172024YearValue
$3,859,930Latest year 2024

Participants Over Time

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

1580200820162024YearValue
14Latest 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
2024114$3,859,930$232,381$16,599iApproximate average salary by contribution assumption: employee only about $414,966 at 4% or $276,644 at 6%; with 50% employer match about $276,644 at 4% or $184,429 at 6%; with 100% employer match about $207,483 at 4% or $138,322 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-14$3,859,930$232,381$16,599iApproximate average salary by contribution assumption: employee only about $414,966 at 4% or $276,644 at 6%; with 50% employer match about $276,644 at 4% or $184,429 at 6%; with 100% employer match about $207,483 at 4% or $138,322 at 6%.
2023114$3,247,782$248,916$17,780iApproximate average salary by contribution assumption: employee only about $444,493 at 4% or $296,329 at 6%; with 50% employer match about $296,329 at 4% or $197,552 at 6%; with 100% employer match about $222,246 at 4% or $148,164 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-14$3,247,782$248,916$17,780iApproximate average salary by contribution assumption: employee only about $444,493 at 4% or $296,329 at 6%; with 50% employer match about $296,329 at 4% or $197,552 at 6%; with 100% employer match about $222,246 at 4% or $148,164 at 6%.
2022115$2,604,603$191,654$12,777iApproximate average salary by contribution assumption: employee only about $319,423 at 4% or $212,949 at 6%; with 50% employer match about $212,949 at 4% or $141,966 at 6%; with 100% employer match about $159,712 at 4% or $106,474 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-15$2,604,603$191,654$12,777iApproximate average salary by contribution assumption: employee only about $319,423 at 4% or $212,949 at 6%; with 50% employer match about $212,949 at 4% or $141,966 at 6%; with 100% employer match about $159,712 at 4% or $106,474 at 6%.
2021113$2,854,900$189,479$14,575iApproximate average salary by contribution assumption: employee only about $364,383 at 4% or $242,922 at 6%; with 50% employer match about $242,922 at 4% or $161,948 at 6%; with 100% employer match about $182,191 at 4% or $121,461 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-13$2,854,900$189,479$14,575iApproximate average salary by contribution assumption: employee only about $364,383 at 4% or $242,922 at 6%; with 50% employer match about $242,922 at 4% or $161,948 at 6%; with 100% employer match about $182,191 at 4% or $121,461 at 6%.
2020110$2,339,102$286,836$28,684iApproximate average salary by contribution assumption: employee only about $717,090 at 4% or $478,060 at 6%; with 50% employer match about $478,060 at 4% or $318,707 at 6%; with 100% employer match about $358,545 at 4% or $239,030 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-10$2,339,102$286,836$28,684iApproximate average salary by contribution assumption: employee only about $717,090 at 4% or $478,060 at 6%; with 50% employer match about $478,060 at 4% or $318,707 at 6%; with 100% employer match about $358,545 at 4% or $239,030 at 6%.
201919$1,819,942$147,904$16,434iApproximate average salary by contribution assumption: employee only about $410,844 at 4% or $273,896 at 6%; with 50% employer match about $273,896 at 4% or $182,598 at 6%; with 100% employer match about $205,422 at 4% or $136,948 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-9$1,819,942$147,904$16,434iApproximate average salary by contribution assumption: employee only about $410,844 at 4% or $273,896 at 6%; with 50% employer match about $273,896 at 4% or $182,598 at 6%; with 100% employer match about $205,422 at 4% or $136,948 at 6%.
201819$1,380,219$132,644$14,738iApproximate average salary by contribution assumption: employee only about $368,456 at 4% or $245,637 at 6%; with 50% employer match about $245,637 at 4% or $163,758 at 6%; with 100% employer match about $184,228 at 4% or $122,819 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-9$1,380,219$132,644$14,738iApproximate average salary by contribution assumption: employee only about $368,456 at 4% or $245,637 at 6%; with 50% employer match about $245,637 at 4% or $163,758 at 6%; with 100% employer match about $184,228 at 4% or $122,819 at 6%.
201718$1,345,049$120,395$15,049iApproximate average salary by contribution assumption: employee only about $376,234 at 4% or $250,823 at 6%; with 50% employer match about $250,823 at 4% or $167,215 at 6%; with 100% employer match about $188,117 at 4% or $125,411 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-8$1,345,049$120,395$15,049iApproximate average salary by contribution assumption: employee only about $376,234 at 4% or $250,823 at 6%; with 50% employer match about $250,823 at 4% or $167,215 at 6%; with 100% employer match about $188,117 at 4% or $125,411 at 6%.
201619$1,055,034$123,858$13,762iApproximate average salary by contribution assumption: employee only about $344,050 at 4% or $229,367 at 6%; with 50% employer match about $229,367 at 4% or $152,911 at 6%; with 100% employer match about $172,025 at 4% or $114,683 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-9$1,055,034$123,858$13,762iApproximate average salary by contribution assumption: employee only about $344,050 at 4% or $229,367 at 6%; with 50% employer match about $229,367 at 4% or $152,911 at 6%; with 100% employer match about $172,025 at 4% or $114,683 at 6%.
201517$866,336$114,791$16,399iApproximate average salary by contribution assumption: employee only about $409,968 at 4% or $273,312 at 6%; with 50% employer match about $273,312 at 4% or $182,208 at 6%; with 100% employer match about $204,984 at 4% or $136,656 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-7$866,336$114,791$16,399iApproximate average salary by contribution assumption: employee only about $409,968 at 4% or $273,312 at 6%; with 50% employer match about $273,312 at 4% or $182,208 at 6%; with 100% employer match about $204,984 at 4% or $136,656 at 6%.
201417$1,066,658$123,139$17,591iApproximate average salary by contribution assumption: employee only about $439,782 at 4% or $293,188 at 6%; with 50% employer match about $293,188 at 4% or $195,459 at 6%; with 100% employer match about $219,891 at 4% or $146,594 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-7$1,066,658$123,139$17,591iApproximate average salary by contribution assumption: employee only about $439,782 at 4% or $293,188 at 6%; with 50% employer match about $293,188 at 4% or $195,459 at 6%; with 100% employer match about $219,891 at 4% or $146,594 at 6%.
201316$923,365$115,915$19,319iApproximate average salary by contribution assumption: employee only about $482,979 at 4% or $321,986 at 6%; with 50% employer match about $321,986 at 4% or $214,657 at 6%; with 100% employer match about $241,490 at 4% or $160,993 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-6$923,365$115,915$19,319iApproximate average salary by contribution assumption: employee only about $482,979 at 4% or $321,986 at 6%; with 50% employer match about $321,986 at 4% or $214,657 at 6%; with 100% employer match about $241,490 at 4% or $160,993 at 6%.
201217$717,607$123,173$17,596iApproximate average salary by contribution assumption: employee only about $439,904 at 4% or $293,269 at 6%; with 50% employer match about $293,269 at 4% or $195,513 at 6%; with 100% employer match about $219,952 at 4% or $146,635 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-7$717,607$123,173$17,596iApproximate average salary by contribution assumption: employee only about $439,904 at 4% or $293,269 at 6%; with 50% employer match about $293,269 at 4% or $195,513 at 6%; with 100% employer match about $219,952 at 4% or $146,635 at 6%.
201117$554,234$119,824$17,118iApproximate average salary by contribution assumption: employee only about $427,943 at 4% or $285,295 at 6%; with 50% employer match about $285,295 at 4% or $190,197 at 6%; with 100% employer match about $213,971 at 4% or $142,648 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-7$554,234$119,824$17,118iApproximate average salary by contribution assumption: employee only about $427,943 at 4% or $285,295 at 6%; with 50% employer match about $285,295 at 4% or $190,197 at 6%; with 100% employer match about $213,971 at 4% or $142,648 at 6%.
201015$678,877$103,065$20,613iApproximate average salary by contribution assumption: employee only about $515,325 at 4% or $343,550 at 6%; with 50% employer match about $343,550 at 4% or $229,033 at 6%; with 100% employer match about $257,663 at 4% or $171,775 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-5$678,877$103,065$20,613iApproximate average salary by contribution assumption: employee only about $515,325 at 4% or $343,550 at 6%; with 50% employer match about $343,550 at 4% or $229,033 at 6%; with 100% employer match about $257,663 at 4% or $171,775 at 6%.
200915$566,803$93,312$18,662iApproximate average salary by contribution assumption: employee only about $466,560 at 4% or $311,040 at 6%; with 50% employer match about $311,040 at 4% or $207,360 at 6%; with 100% employer match about $233,280 at 4% or $155,520 at 6%.
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-5$566,803$93,312$18,662iApproximate average salary by contribution assumption: employee only about $466,560 at 4% or $311,040 at 6%; with 50% employer match about $311,040 at 4% or $207,360 at 6%; with 100% employer match about $233,280 at 4% or $155,520 at 6%.
200814$0$0-
Katz Bloom and Schon Cpas LLC 401(K) Profit Sharing Plan-4---