Civic Intelligence

Blumenthal Ostroff & Markham

Plan context: Blumenthal Ostroff & Markham 401K Profit Sharing Plan

EIN 33-0440890 • LA Jolla, CA • 27 filings • 7 plans

2255 Calle ClaraLA Jolla, CA 92037
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$8,727,581

2025 Contributions

$615,558

Historical Graphs

Total Assets Over Time

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

$8,727,581$4,363,791$0199920162025YearValue
$8,727,581Latest year 2025

Participants Over Time

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

26130199920142025YearValue
26Latest 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
2025126$8,727,581$615,558$23,675iApproximate average salary by contribution assumption: employee only about $591,883 at 4% or $394,588 at 6%; with 50% employer match about $394,588 at 4% or $263,059 at 6%; with 100% employer match about $295,941 at 4% or $197,294 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-26$8,727,581$615,558$23,675iApproximate average salary by contribution assumption: employee only about $591,883 at 4% or $394,588 at 6%; with 50% employer match about $394,588 at 4% or $263,059 at 6%; with 100% employer match about $295,941 at 4% or $197,294 at 6%.
2024124$7,261,069$540,570$22,524iApproximate average salary by contribution assumption: employee only about $563,094 at 4% or $375,396 at 6%; with 50% employer match about $375,396 at 4% or $250,264 at 6%; with 100% employer match about $281,547 at 4% or $187,698 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-24$7,261,069$540,570$22,524iApproximate average salary by contribution assumption: employee only about $563,094 at 4% or $375,396 at 6%; with 50% employer match about $375,396 at 4% or $250,264 at 6%; with 100% employer match about $281,547 at 4% or $187,698 at 6%.
2023120$6,285,259$539,500$26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-20$6,285,259$539,500$26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%.
2022120$5,241,881$418,000$20,900iApproximate average salary by contribution assumption: employee only about $522,500 at 4% or $348,333 at 6%; with 50% employer match about $348,333 at 4% or $232,222 at 6%; with 100% employer match about $261,250 at 4% or $174,167 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-20$5,241,881$418,000$20,900iApproximate average salary by contribution assumption: employee only about $522,500 at 4% or $348,333 at 6%; with 50% employer match about $348,333 at 4% or $232,222 at 6%; with 100% employer match about $261,250 at 4% or $174,167 at 6%.
2021115$5,715,469$320,592$21,373iApproximate average salary by contribution assumption: employee only about $534,320 at 4% or $356,213 at 6%; with 50% employer match about $356,213 at 4% or $237,476 at 6%; with 100% employer match about $267,160 at 4% or $178,107 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-15$5,715,469$320,592$21,373iApproximate average salary by contribution assumption: employee only about $534,320 at 4% or $356,213 at 6%; with 50% employer match about $356,213 at 4% or $237,476 at 6%; with 100% employer match about $267,160 at 4% or $178,107 at 6%.
2020113$4,536,705$186,413$14,339iApproximate average salary by contribution assumption: employee only about $358,487 at 4% or $238,991 at 6%; with 50% employer match about $238,991 at 4% or $159,327 at 6%; with 100% employer match about $179,243 at 4% or $119,496 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-13$4,536,705$186,413$14,339iApproximate average salary by contribution assumption: employee only about $358,487 at 4% or $238,991 at 6%; with 50% employer match about $238,991 at 4% or $159,327 at 6%; with 100% employer match about $179,243 at 4% or $119,496 at 6%.
2019115$3,902,146$157,772$10,518iApproximate average salary by contribution assumption: employee only about $262,953 at 4% or $175,302 at 6%; with 50% employer match about $175,302 at 4% or $116,868 at 6%; with 100% employer match about $131,477 at 4% or $87,651 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-15$3,902,146$157,772$10,518iApproximate average salary by contribution assumption: employee only about $262,953 at 4% or $175,302 at 6%; with 50% employer match about $175,302 at 4% or $116,868 at 6%; with 100% employer match about $131,477 at 4% or $87,651 at 6%.
2018115$3,687,726$137,683$9,179iApproximate average salary by contribution assumption: employee only about $229,472 at 4% or $152,981 at 6%; with 50% employer match about $152,981 at 4% or $101,987 at 6%; with 100% employer match about $114,736 at 4% or $76,491 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-15$3,687,726$137,683$9,179iApproximate average salary by contribution assumption: employee only about $229,472 at 4% or $152,981 at 6%; with 50% employer match about $152,981 at 4% or $101,987 at 6%; with 100% employer match about $114,736 at 4% or $76,491 at 6%.
2017113$3,524,377$123,639$9,511iApproximate average salary by contribution assumption: employee only about $237,767 at 4% or $158,512 at 6%; with 50% employer match about $158,512 at 4% or $105,674 at 6%; with 100% employer match about $118,884 at 4% or $79,256 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-13$3,524,377$123,639$9,511iApproximate average salary by contribution assumption: employee only about $237,767 at 4% or $158,512 at 6%; with 50% employer match about $158,512 at 4% or $105,674 at 6%; with 100% employer match about $118,884 at 4% or $79,256 at 6%.
2016111$3,256,379$107,737$9,794iApproximate average salary by contribution assumption: employee only about $244,857 at 4% or $163,238 at 6%; with 50% employer match about $163,238 at 4% or $108,825 at 6%; with 100% employer match about $122,428 at 4% or $81,619 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-11$3,256,379$107,737$9,794iApproximate average salary by contribution assumption: employee only about $244,857 at 4% or $163,238 at 6%; with 50% employer match about $163,238 at 4% or $108,825 at 6%; with 100% employer match about $122,428 at 4% or $81,619 at 6%.
201518$3,200,040$89,507$11,188iApproximate average salary by contribution assumption: employee only about $279,709 at 4% or $186,473 at 6%; with 50% employer match about $186,473 at 4% or $124,315 at 6%; with 100% employer match about $139,855 at 4% or $93,236 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-8$3,200,040$89,507$11,188iApproximate average salary by contribution assumption: employee only about $279,709 at 4% or $186,473 at 6%; with 50% employer match about $186,473 at 4% or $124,315 at 6%; with 100% employer match about $139,855 at 4% or $93,236 at 6%.
201418$3,258,464$1,204,339$150,542iApproximate average salary by contribution assumption: employee only about $3,763,559 at 4% or $2,509,040 at 6%; with 50% employer match about $2,509,040 at 4% or $1,672,693 at 6%; with 100% employer match about $1,881,780 at 4% or $1,254,520 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-8$3,258,464$1,204,339$150,542iApproximate average salary by contribution assumption: employee only about $3,763,559 at 4% or $2,509,040 at 6%; with 50% employer match about $2,509,040 at 4% or $1,672,693 at 6%; with 100% employer match about $1,881,780 at 4% or $1,254,520 at 6%.
201314$1,940,346$7,200$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-4$1,940,346$7,200$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
200923$2,243,177$196,650$65,550iApproximate average salary by contribution assumption: employee only about $1,638,750 at 4% or $1,092,500 at 6%; with 50% employer match about $1,092,500 at 4% or $728,333 at 6%; with 100% employer match about $819,375 at 4% or $546,250 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-3$1,383,229$46,650$15,550iApproximate average salary by contribution assumption: employee only about $388,750 at 4% or $259,167 at 6%; with 50% employer match about $259,167 at 4% or $172,778 at 6%; with 100% employer match about $194,375 at 4% or $129,583 at 6%.
BLUMENTHAL NORDREHAUG BHOWMIK DEFINED BENEFIT PENSION PLAN-3$859,948$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200813$1,180,300$55,300$18,433iApproximate average salary by contribution assumption: employee only about $460,833 at 4% or $307,222 at 6%; with 50% employer match about $307,222 at 4% or $204,815 at 6%; with 100% employer match about $230,417 at 4% or $153,611 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-3$1,180,300$55,300$18,433iApproximate average salary by contribution assumption: employee only about $460,833 at 4% or $307,222 at 6%; with 50% employer match about $307,222 at 4% or $204,815 at 6%; with 100% employer match about $230,417 at 4% or $153,611 at 6%.
200712$0$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-2---
200623$1,223,470$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-3$930,130--
BLUMENTHAL & MARKHAM DEFINED BENEFIT PENSION PLAN-2$293,340--
200522$1,338,966$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-2$979,331--
BLUMENTHAL & MARKHAM DEFINED BENEFIT PENSION PLAN-2$359,635--
200412$294,978$294,978$147,489iApproximate average salary by contribution assumption: employee only about $3,687,225 at 4% or $2,458,150 at 6%; with 50% employer match about $2,458,150 at 4% or $1,638,767 at 6%; with 100% employer match about $1,843,613 at 4% or $1,229,075 at 6%.
BLUMENTHAL & MARKHAM DEFINED BENEFIT PENSION PLAN-2$294,978$294,978$147,489iApproximate average salary by contribution assumption: employee only about $3,687,225 at 4% or $2,458,150 at 6%; with 50% employer match about $2,458,150 at 4% or $1,638,767 at 6%; with 100% employer match about $1,843,613 at 4% or $1,229,075 at 6%.
200312$0$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-2---
200215$0$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-5---
200115$0$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-5---
200019$0$0-
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-9---
199919$913,950$120,273$13,364iApproximate average salary by contribution assumption: employee only about $334,092 at 4% or $222,728 at 6%; with 50% employer match about $222,728 at 4% or $148,485 at 6%; with 100% employer match about $167,046 at 4% or $111,364 at 6%.
Blumenthal Ostroff & Markham 401K Profit Sharing Plan-9$913,950$120,273$13,364iApproximate average salary by contribution assumption: employee only about $334,092 at 4% or $222,728 at 6%; with 50% employer match about $222,728 at 4% or $148,485 at 6%; with 100% employer match about $167,046 at 4% or $111,364 at 6%.