Civic Intelligence

Blumenthal Insurance Services

Plan context: Blumenthal Insurance Service 401K Plan

EIN 33-0836140 • Coronado, CA • 9 filings • 3 plans

830 Orange Ave Suite J2Coronado, CA 92118
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$365,090

2016 Contributions

$213

Historical Graphs

Total Assets Over Time

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

$372,430$186,215$0200820122015YearValue
$365,090Latest year 2015

Participants Over Time

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

530200820122015YearValue
4Latest year 2015

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
201610$0$213-
Blumenthal Insurance Service 401K Plan-0$0$213-
201514$365,090$2,682$671iApproximate average salary by contribution assumption: employee only about $16,763 at 4% or $11,175 at 6%; with 50% employer match about $11,175 at 4% or $7,450 at 6%; with 100% employer match about $8,381 at 4% or $5,588 at 6%.
Blumenthal Insurance Service 401K Plan-4$365,090$2,682$671iApproximate average salary by contribution assumption: employee only about $16,763 at 4% or $11,175 at 6%; with 50% employer match about $11,175 at 4% or $7,450 at 6%; with 100% employer match about $8,381 at 4% or $5,588 at 6%.
201415$372,430$3,410$682iApproximate average salary by contribution assumption: employee only about $17,050 at 4% or $11,367 at 6%; with 50% employer match about $11,367 at 4% or $7,578 at 6%; with 100% employer match about $8,525 at 4% or $5,683 at 6%.
Blumenthal Insurance Service 401K Plan-5$372,430$3,410$682iApproximate average salary by contribution assumption: employee only about $17,050 at 4% or $11,367 at 6%; with 50% employer match about $11,367 at 4% or $7,578 at 6%; with 100% employer match about $8,525 at 4% or $5,683 at 6%.
201315$356,805$3,650$730iApproximate average salary by contribution assumption: employee only about $18,250 at 4% or $12,167 at 6%; with 50% employer match about $12,167 at 4% or $8,111 at 6%; with 100% employer match about $9,125 at 4% or $6,083 at 6%.
Blumenthal Insurance Service 401K Plan-5$356,805$3,650$730iApproximate average salary by contribution assumption: employee only about $18,250 at 4% or $12,167 at 6%; with 50% employer match about $12,167 at 4% or $8,111 at 6%; with 100% employer match about $9,125 at 4% or $6,083 at 6%.
201214$304,692$2,154$539iApproximate average salary by contribution assumption: employee only about $13,463 at 4% or $8,975 at 6%; with 50% employer match about $8,975 at 4% or $5,983 at 6%; with 100% employer match about $6,731 at 4% or $4,488 at 6%.
Blumenthal Insurance Service 401K Plan-4$304,692$2,154$539iApproximate average salary by contribution assumption: employee only about $13,463 at 4% or $8,975 at 6%; with 50% employer match about $8,975 at 4% or $5,983 at 6%; with 100% employer match about $6,731 at 4% or $4,488 at 6%.
201114$269,976$22,601$5,650iApproximate average salary by contribution assumption: employee only about $141,256 at 4% or $94,171 at 6%; with 50% employer match about $94,171 at 4% or $62,781 at 6%; with 100% employer match about $70,628 at 4% or $47,085 at 6%.
Blumenthal Insurance Service 401K Plan-4$269,976$22,601$5,650iApproximate average salary by contribution assumption: employee only about $141,256 at 4% or $94,171 at 6%; with 50% employer match about $94,171 at 4% or $62,781 at 6%; with 100% employer match about $70,628 at 4% or $47,085 at 6%.
201014$273,622$33,960$8,490iApproximate average salary by contribution assumption: employee only about $212,250 at 4% or $141,500 at 6%; with 50% employer match about $141,500 at 4% or $94,333 at 6%; with 100% employer match about $106,125 at 4% or $70,750 at 6%.
Blumenthal Insurance Service 401K Plan-4$273,622$33,960$8,490iApproximate average salary by contribution assumption: employee only about $212,250 at 4% or $141,500 at 6%; with 50% employer match about $141,500 at 4% or $94,333 at 6%; with 100% employer match about $106,125 at 4% or $70,750 at 6%.
200912$181,517$0-
Blumenthal Insurance Service 401K Plan-2$181,517$0-
200813$143,682$82,000$27,333iApproximate average salary by contribution assumption: employee only about $683,333 at 4% or $455,556 at 6%; with 50% employer match about $455,556 at 4% or $303,704 at 6%; with 100% employer match about $341,667 at 4% or $227,778 at 6%.
Blumenthal Insurance Service 401K Plan-3$143,682$82,000$27,333iApproximate average salary by contribution assumption: employee only about $683,333 at 4% or $455,556 at 6%; with 50% employer match about $455,556 at 4% or $303,704 at 6%; with 100% employer match about $341,667 at 4% or $227,778 at 6%.