Michael a. Blum, Dds
Plan context: Michael a. Blum Cash Balance Plan
EIN 34-1645053 • Coventry Township, OH • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$255,375
2024 Contributions
$3,169
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $255,375 | $3,169 | $3,169iApproximate average salary by contribution assumption: employee only about $79,225 at 4% or $52,817 at 6%; with 50% employer match about $52,817 at 4% or $35,211 at 6%; with 100% employer match about $39,613 at 4% or $26,408 at 6%. |
| Michael a. Blum Cash Balance Plan | - | 1 | $255,375 | $3,169 | $3,169iApproximate average salary by contribution assumption: employee only about $79,225 at 4% or $52,817 at 6%; with 50% employer match about $52,817 at 4% or $35,211 at 6%; with 100% employer match about $39,613 at 4% or $26,408 at 6%. |
| 2023 | 2 | 5 | $253,233 | $28,722 | $5,744iApproximate average salary by contribution assumption: employee only about $143,610 at 4% or $95,740 at 6%; with 50% employer match about $95,740 at 4% or $63,827 at 6%; with 100% employer match about $71,805 at 4% or $47,870 at 6%. |
| Michael a. Blum Cash Balance Plan | - | 5 | $253,233 | $22,000 | $4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 0 | $0 | $6,722 | - |
| 2022 | 2 | 8 | $3,823,706 | $104,115 | $13,014iApproximate average salary by contribution assumption: employee only about $325,359 at 4% or $216,906 at 6%; with 50% employer match about $216,906 at 4% or $144,604 at 6%; with 100% employer match about $162,680 at 4% or $108,453 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 8 | $3,600,119 | $9,115 | $1,139iApproximate average salary by contribution assumption: employee only about $28,484 at 4% or $18,990 at 6%; with 50% employer match about $18,990 at 4% or $12,660 at 6%; with 100% employer match about $14,242 at 4% or $9,495 at 6%. |
| Michael a. Blum Cash Balance Plan | - | 5 | $223,587 | $95,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2021 | 1 | 6 | $4,236,324 | $86,025 | $14,338iApproximate average salary by contribution assumption: employee only about $358,438 at 4% or $238,958 at 6%; with 50% employer match about $238,958 at 4% or $159,306 at 6%; with 100% employer match about $179,219 at 4% or $119,479 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $4,236,324 | $86,025 | $14,338iApproximate average salary by contribution assumption: employee only about $358,438 at 4% or $238,958 at 6%; with 50% employer match about $238,958 at 4% or $159,306 at 6%; with 100% employer match about $179,219 at 4% or $119,479 at 6%. |
| 2020 | 1 | 6 | $3,449,313 | $81,688 | $13,615iApproximate average salary by contribution assumption: employee only about $340,367 at 4% or $226,911 at 6%; with 50% employer match about $226,911 at 4% or $151,274 at 6%; with 100% employer match about $170,183 at 4% or $113,456 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $3,449,313 | $81,688 | $13,615iApproximate average salary by contribution assumption: employee only about $340,367 at 4% or $226,911 at 6%; with 50% employer match about $226,911 at 4% or $151,274 at 6%; with 100% employer match about $170,183 at 4% or $113,456 at 6%. |
| 2019 | 1 | 8 | $2,955,570 | $106,325 | $13,291iApproximate average salary by contribution assumption: employee only about $332,266 at 4% or $221,510 at 6%; with 50% employer match about $221,510 at 4% or $147,674 at 6%; with 100% employer match about $166,133 at 4% or $110,755 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 8 | $2,955,570 | $106,325 | $13,291iApproximate average salary by contribution assumption: employee only about $332,266 at 4% or $221,510 at 6%; with 50% employer match about $221,510 at 4% or $147,674 at 6%; with 100% employer match about $166,133 at 4% or $110,755 at 6%. |
| 2018 | 1 | 6 | $2,386,175 | $96,812 | $16,135iApproximate average salary by contribution assumption: employee only about $403,383 at 4% or $268,922 at 6%; with 50% employer match about $268,922 at 4% or $179,281 at 6%; with 100% employer match about $201,692 at 4% or $134,461 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $2,386,175 | $96,812 | $16,135iApproximate average salary by contribution assumption: employee only about $403,383 at 4% or $268,922 at 6%; with 50% employer match about $268,922 at 4% or $179,281 at 6%; with 100% employer match about $201,692 at 4% or $134,461 at 6%. |
| 2017 | 1 | 6 | $2,444,088 | $98,318 | $16,386iApproximate average salary by contribution assumption: employee only about $409,658 at 4% or $273,106 at 6%; with 50% employer match about $273,106 at 4% or $182,070 at 6%; with 100% employer match about $204,829 at 4% or $136,553 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $2,444,088 | $98,318 | $16,386iApproximate average salary by contribution assumption: employee only about $409,658 at 4% or $273,106 at 6%; with 50% employer match about $273,106 at 4% or $182,070 at 6%; with 100% employer match about $204,829 at 4% or $136,553 at 6%. |
| 2016 | 1 | 6 | $2,051,524 | $87,289 | $14,548iApproximate average salary by contribution assumption: employee only about $363,704 at 4% or $242,469 at 6%; with 50% employer match about $242,469 at 4% or $161,646 at 6%; with 100% employer match about $181,852 at 4% or $121,235 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $2,051,524 | $87,289 | $14,548iApproximate average salary by contribution assumption: employee only about $363,704 at 4% or $242,469 at 6%; with 50% employer match about $242,469 at 4% or $161,646 at 6%; with 100% employer match about $181,852 at 4% or $121,235 at 6%. |
| 2015 | 1 | 6 | $1,822,359 | $91,295 | $15,216iApproximate average salary by contribution assumption: employee only about $380,396 at 4% or $253,597 at 6%; with 50% employer match about $253,597 at 4% or $169,065 at 6%; with 100% employer match about $190,198 at 4% or $126,799 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $1,822,359 | $91,295 | $15,216iApproximate average salary by contribution assumption: employee only about $380,396 at 4% or $253,597 at 6%; with 50% employer match about $253,597 at 4% or $169,065 at 6%; with 100% employer match about $190,198 at 4% or $126,799 at 6%. |
| 2014 | 1 | 6 | $1,678,105 | $0 | - |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $1,678,105 | - | - |
| 2013 | 1 | 7 | $1,591,221 | $90,333 | $12,905iApproximate average salary by contribution assumption: employee only about $322,618 at 4% or $215,079 at 6%; with 50% employer match about $215,079 at 4% or $143,386 at 6%; with 100% employer match about $161,309 at 4% or $107,539 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 7 | $1,591,221 | $90,333 | $12,905iApproximate average salary by contribution assumption: employee only about $322,618 at 4% or $215,079 at 6%; with 50% employer match about $215,079 at 4% or $143,386 at 6%; with 100% employer match about $161,309 at 4% or $107,539 at 6%. |
| 2012 | 1 | 9 | $1,328,319 | $91,506 | $10,167iApproximate average salary by contribution assumption: employee only about $254,183 at 4% or $169,456 at 6%; with 50% employer match about $169,456 at 4% or $112,970 at 6%; with 100% employer match about $127,092 at 4% or $84,728 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 9 | $1,328,319 | $91,506 | $10,167iApproximate average salary by contribution assumption: employee only about $254,183 at 4% or $169,456 at 6%; with 50% employer match about $169,456 at 4% or $112,970 at 6%; with 100% employer match about $127,092 at 4% or $84,728 at 6%. |
| 2011 | 1 | 9 | $1,165,710 | $90,192 | $10,021iApproximate average salary by contribution assumption: employee only about $250,533 at 4% or $167,022 at 6%; with 50% employer match about $167,022 at 4% or $111,348 at 6%; with 100% employer match about $125,267 at 4% or $83,511 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 9 | $1,165,710 | $90,192 | $10,021iApproximate average salary by contribution assumption: employee only about $250,533 at 4% or $167,022 at 6%; with 50% employer match about $167,022 at 4% or $111,348 at 6%; with 100% employer match about $125,267 at 4% or $83,511 at 6%. |
| 2010 | 1 | 8 | $1,090,414 | $89,106 | $11,138iApproximate average salary by contribution assumption: employee only about $278,456 at 4% or $185,638 at 6%; with 50% employer match about $185,638 at 4% or $123,758 at 6%; with 100% employer match about $139,228 at 4% or $92,819 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 8 | $1,090,414 | $89,106 | $11,138iApproximate average salary by contribution assumption: employee only about $278,456 at 4% or $185,638 at 6%; with 50% employer match about $185,638 at 4% or $123,758 at 6%; with 100% employer match about $139,228 at 4% or $92,819 at 6%. |
| 2009 | 1 | 7 | $915,692 | $86,747 | $12,392iApproximate average salary by contribution assumption: employee only about $309,811 at 4% or $206,540 at 6%; with 50% employer match about $206,540 at 4% or $137,694 at 6%; with 100% employer match about $154,905 at 4% or $103,270 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 7 | $915,692 | $86,747 | $12,392iApproximate average salary by contribution assumption: employee only about $309,811 at 4% or $206,540 at 6%; with 50% employer match about $206,540 at 4% or $137,694 at 6%; with 100% employer match about $154,905 at 4% or $103,270 at 6%. |
| 2008 | 1 | 5 | $699,669 | $64,974 | $12,995iApproximate average salary by contribution assumption: employee only about $324,870 at 4% or $216,580 at 6%; with 50% employer match about $216,580 at 4% or $144,387 at 6%; with 100% employer match about $162,435 at 4% or $108,290 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 5 | $699,669 | $64,974 | $12,995iApproximate average salary by contribution assumption: employee only about $324,870 at 4% or $216,580 at 6%; with 50% employer match about $216,580 at 4% or $144,387 at 6%; with 100% employer match about $162,435 at 4% or $108,290 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2006 | 1 | 6 | $811,103 | $63,150 | $10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $811,103 | $63,150 | $10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%. |
| 2005 | 1 | 7 | $678,285 | $60,877 | $8,697iApproximate average salary by contribution assumption: employee only about $217,418 at 4% or $144,945 at 6%; with 50% employer match about $144,945 at 4% or $96,630 at 6%; with 100% employer match about $108,709 at 4% or $72,473 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 7 | $678,285 | $60,877 | $8,697iApproximate average salary by contribution assumption: employee only about $217,418 at 4% or $144,945 at 6%; with 50% employer match about $144,945 at 4% or $96,630 at 6%; with 100% employer match about $108,709 at 4% or $72,473 at 6%. |
| 2004 | 1 | 6 | $587,169 | $59,362 | $9,894iApproximate average salary by contribution assumption: employee only about $247,342 at 4% or $164,894 at 6%; with 50% employer match about $164,894 at 4% or $109,930 at 6%; with 100% employer match about $123,671 at 4% or $82,447 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 6 | $587,169 | $59,362 | $9,894iApproximate average salary by contribution assumption: employee only about $247,342 at 4% or $164,894 at 6%; with 50% employer match about $164,894 at 4% or $109,930 at 6%; with 100% employer match about $123,671 at 4% or $82,447 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2002 | 2 | 5 | $0 | $0 | - |
| Michael a. Blum Cash Balance Plan | - | 0 | - | - | - |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Michael a. Blum Cash Balance Plan | - | 0 | - | - | - |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2000 | 2 | 5 | $399,036 | $39,258 | $7,852iApproximate average salary by contribution assumption: employee only about $196,290 at 4% or $130,860 at 6%; with 50% employer match about $130,860 at 4% or $87,240 at 6%; with 100% employer match about $98,145 at 4% or $65,430 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 5 | $364,150 | $33,672 | $6,734iApproximate average salary by contribution assumption: employee only about $168,360 at 4% or $112,240 at 6%; with 50% employer match about $112,240 at 4% or $74,827 at 6%; with 100% employer match about $84,180 at 4% or $56,120 at 6%. |
| Michael a. Blum Cash Balance Plan | - | 5 | $34,886 | $5,586 | $1,117iApproximate average salary by contribution assumption: employee only about $27,930 at 4% or $18,620 at 6%; with 50% employer match about $18,620 at 4% or $12,413 at 6%; with 100% employer match about $13,965 at 4% or $9,310 at 6%. |
| 1999 | 2 | 4 | $453,056 | $45,576 | $11,394iApproximate average salary by contribution assumption: employee only about $284,850 at 4% or $189,900 at 6%; with 50% employer match about $189,900 at 4% or $126,600 at 6%; with 100% employer match about $142,425 at 4% or $94,950 at 6%. |
| Michael a. Blum Dds Profit Sharing Plan and Trust | - | 4 | $414,609 | $35,515 | $8,879iApproximate average salary by contribution assumption: employee only about $221,969 at 4% or $147,979 at 6%; with 50% employer match about $147,979 at 4% or $98,653 at 6%; with 100% employer match about $110,984 at 4% or $73,990 at 6%. |
| Michael a. Blum Cash Balance Plan | - | 4 | $38,447 | $10,061 | $2,515iApproximate average salary by contribution assumption: employee only about $62,881 at 4% or $41,921 at 6%; with 50% employer match about $41,921 at 4% or $27,947 at 6%; with 100% employer match about $31,441 at 4% or $20,960 at 6%. |