Civic Intelligence

BLATT FINANCIAL GROUP, LLC

Plan context: Center for Asset Management 401(K) Plan

EIN 32-0014217 • Palm Beach Gardens, FL • 20 filings • 6 plans

3399 Pga BlvdSuite 320Palm Beach Gardens, FL 33410
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$497,091

2020 Contributions

$147,592

Historical Graphs

Total Assets Over Time

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

$528,584$264,292$0200420112020YearValue
$497,091Latest year 2020

Participants Over Time

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

950200420102020YearValue
4Latest 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
202014$497,091$147,592$36,898iApproximate average salary by contribution assumption: employee only about $922,450 at 4% or $614,967 at 6%; with 50% employer match about $614,967 at 4% or $409,978 at 6%; with 100% employer match about $461,225 at 4% or $307,483 at 6%.
Center for Asset Management 401(K) Plan-4$497,091$147,592$36,898iApproximate average salary by contribution assumption: employee only about $922,450 at 4% or $614,967 at 6%; with 50% employer match about $614,967 at 4% or $409,978 at 6%; with 100% employer match about $461,225 at 4% or $307,483 at 6%.
201914$316,986$103,428$25,857iApproximate average salary by contribution assumption: employee only about $646,425 at 4% or $430,950 at 6%; with 50% employer match about $430,950 at 4% or $287,300 at 6%; with 100% employer match about $323,213 at 4% or $215,475 at 6%.
CENTER FOR ASSET MANAGEMENT 401(K) PLAN-4$316,986$103,428$25,857iApproximate average salary by contribution assumption: employee only about $646,425 at 4% or $430,950 at 6%; with 50% employer match about $430,950 at 4% or $287,300 at 6%; with 100% employer match about $323,213 at 4% or $215,475 at 6%.
201814$175,385$90,482$22,621iApproximate average salary by contribution assumption: employee only about $565,513 at 4% or $377,008 at 6%; with 50% employer match about $377,008 at 4% or $251,339 at 6%; with 100% employer match about $282,756 at 4% or $188,504 at 6%.
CENTER FOR ASSET MANAGEMENT 401(K) PLAN-4$175,385$90,482$22,621iApproximate average salary by contribution assumption: employee only about $565,513 at 4% or $377,008 at 6%; with 50% employer match about $377,008 at 4% or $251,339 at 6%; with 100% employer match about $282,756 at 4% or $188,504 at 6%.
201714$109,894$59,555$14,889iApproximate average salary by contribution assumption: employee only about $372,219 at 4% or $248,146 at 6%; with 50% employer match about $248,146 at 4% or $165,431 at 6%; with 100% employer match about $186,109 at 4% or $124,073 at 6%.
Center for Asset Management 401(K) Plan-4$109,894$59,555$14,889iApproximate average salary by contribution assumption: employee only about $372,219 at 4% or $248,146 at 6%; with 50% employer match about $248,146 at 4% or $165,431 at 6%; with 100% employer match about $186,109 at 4% or $124,073 at 6%.
201614$44,533$43,178$10,795iApproximate average salary by contribution assumption: employee only about $269,863 at 4% or $179,908 at 6%; with 50% employer match about $179,908 at 4% or $119,939 at 6%; with 100% employer match about $134,931 at 4% or $89,954 at 6%.
Center for Asset Management 401(K) Plan-4$44,533$43,178$10,795iApproximate average salary by contribution assumption: employee only about $269,863 at 4% or $179,908 at 6%; with 50% employer match about $179,908 at 4% or $119,939 at 6%; with 100% employer match about $134,931 at 4% or $89,954 at 6%.
201210$0$0-
Center for Asset Management 401(K) Plan-0$0--
201123$24,729$0-
Center for Asset Management 401(K) Plan-3$24,729$0-
BLATT FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST-0$0$0-
201029$528,584$8,604$956iApproximate average salary by contribution assumption: employee only about $23,900 at 4% or $15,933 at 6%; with 50% employer match about $15,933 at 4% or $10,622 at 6%; with 100% employer match about $11,950 at 4% or $7,967 at 6%.
BLATT FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST-5$295,928$0-
Center for Asset Management 401(K) Plan-9$232,656$8,604$956iApproximate average salary by contribution assumption: employee only about $23,900 at 4% or $15,933 at 6%; with 50% employer match about $15,933 at 4% or $10,622 at 6%; with 100% employer match about $11,950 at 4% or $7,967 at 6%.
200929$453,030$147,478$16,386iApproximate average salary by contribution assumption: employee only about $409,661 at 4% or $273,107 at 6%; with 50% employer match about $273,107 at 4% or $182,072 at 6%; with 100% employer match about $204,831 at 4% or $136,554 at 6%.
BLATT FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST-4$256,515$102,368$25,592iApproximate average salary by contribution assumption: employee only about $639,800 at 4% or $426,533 at 6%; with 50% employer match about $426,533 at 4% or $284,356 at 6%; with 100% employer match about $319,900 at 4% or $213,267 at 6%.
Center for Asset Management 401(K) Plan-9$196,515$45,110$5,012iApproximate average salary by contribution assumption: employee only about $125,306 at 4% or $83,537 at 6%; with 50% employer match about $83,537 at 4% or $55,691 at 6%; with 100% employer match about $62,653 at 4% or $41,769 at 6%.
200827$381,870$100,812$14,402iApproximate average salary by contribution assumption: employee only about $360,043 at 4% or $240,029 at 6%; with 50% employer match about $240,029 at 4% or $160,019 at 6%; with 100% employer match about $180,021 at 4% or $120,014 at 6%.
Center for Asset Management 401(K) Plan-7$194,356$43,584$6,226iApproximate average salary by contribution assumption: employee only about $155,657 at 4% or $103,771 at 6%; with 50% employer match about $103,771 at 4% or $69,181 at 6%; with 100% employer match about $77,829 at 4% or $51,886 at 6%.
BLATT FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST-7$187,514$57,228$8,175iApproximate average salary by contribution assumption: employee only about $204,386 at 4% or $136,257 at 6%; with 50% employer match about $136,257 at 4% or $90,838 at 6%; with 100% employer match about $102,193 at 4% or $68,129 at 6%.
200726$0$0-
Center for Asset Management 401(K) Plan-6---
BLATT FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST-6---
200623$271,234$91,619$30,540iApproximate average salary by contribution assumption: employee only about $763,492 at 4% or $508,994 at 6%; with 50% employer match about $508,994 at 4% or $339,330 at 6%; with 100% employer match about $381,746 at 4% or $254,497 at 6%.
Center for Asset Management 401(K) Plan-3$199,294$19,679$6,560iApproximate average salary by contribution assumption: employee only about $163,992 at 4% or $109,328 at 6%; with 50% employer match about $109,328 at 4% or $72,885 at 6%; with 100% employer match about $81,996 at 4% or $54,664 at 6%.
BLATT FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST-3$71,940$71,940$23,980iApproximate average salary by contribution assumption: employee only about $599,500 at 4% or $399,667 at 6%; with 50% employer match about $399,667 at 4% or $266,444 at 6%; with 100% employer match about $299,750 at 4% or $199,833 at 6%.
200513$137,736$63,306$21,102iApproximate average salary by contribution assumption: employee only about $527,550 at 4% or $351,700 at 6%; with 50% employer match about $351,700 at 4% or $234,467 at 6%; with 100% employer match about $263,775 at 4% or $175,850 at 6%.
Center for Asset Management 401(K) Plan-3$137,736$63,306$21,102iApproximate average salary by contribution assumption: employee only about $527,550 at 4% or $351,700 at 6%; with 50% employer match about $351,700 at 4% or $234,467 at 6%; with 100% employer match about $263,775 at 4% or $175,850 at 6%.
200414$65,341$64,248$16,062iApproximate average salary by contribution assumption: employee only about $401,550 at 4% or $267,700 at 6%; with 50% employer match about $267,700 at 4% or $178,467 at 6%; with 100% employer match about $200,775 at 4% or $133,850 at 6%.
Center for Asset Management 401(K) Plan-4$65,341$64,248$16,062iApproximate average salary by contribution assumption: employee only about $401,550 at 4% or $267,700 at 6%; with 50% employer match about $267,700 at 4% or $178,467 at 6%; with 100% employer match about $200,775 at 4% or $133,850 at 6%.