Civic Intelligence

Blachly, Tabor, Bozik & Hartman

Plan context: Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust

EIN 35-1069713 • Valparaiso, IN • 33 filings • 6 plans

56 Washington StreetSuite 401Valparaiso, IN 46383
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$12,848,608

2024 Contributions

$201,360

Historical Graphs

Total Assets Over Time

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

$13,078,755$6,539,378$0199920122024YearValue
$12,848,608Latest year 2024

Participants Over Time

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

33170199920122024YearValue
21Latest 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
2024121$12,848,608$201,360$9,589iApproximate average salary by contribution assumption: employee only about $239,714 at 4% or $159,810 at 6%; with 50% employer match about $159,810 at 4% or $106,540 at 6%; with 100% employer match about $119,857 at 4% or $79,905 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-21$12,848,608$201,360$9,589iApproximate average salary by contribution assumption: employee only about $239,714 at 4% or $159,810 at 6%; with 50% employer match about $159,810 at 4% or $106,540 at 6%; with 100% employer match about $119,857 at 4% or $79,905 at 6%.
2023122$12,018,451$163,704$7,441iApproximate average salary by contribution assumption: employee only about $186,027 at 4% or $124,018 at 6%; with 50% employer match about $124,018 at 4% or $82,679 at 6%; with 100% employer match about $93,014 at 4% or $62,009 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-22$12,018,451$163,704$7,441iApproximate average salary by contribution assumption: employee only about $186,027 at 4% or $124,018 at 6%; with 50% employer match about $124,018 at 4% or $82,679 at 6%; with 100% employer match about $93,014 at 4% or $62,009 at 6%.
2022122$10,788,997$203,223$9,237iApproximate average salary by contribution assumption: employee only about $230,935 at 4% or $153,957 at 6%; with 50% employer match about $153,957 at 4% or $102,638 at 6%; with 100% employer match about $115,468 at 4% or $76,978 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-22$10,788,997$203,223$9,237iApproximate average salary by contribution assumption: employee only about $230,935 at 4% or $153,957 at 6%; with 50% employer match about $153,957 at 4% or $102,638 at 6%; with 100% employer match about $115,468 at 4% or $76,978 at 6%.
2021124$13,078,755$255,206$10,634iApproximate average salary by contribution assumption: employee only about $265,840 at 4% or $177,226 at 6%; with 50% employer match about $177,226 at 4% or $118,151 at 6%; with 100% employer match about $132,920 at 4% or $88,613 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-24$13,078,755$255,206$10,634iApproximate average salary by contribution assumption: employee only about $265,840 at 4% or $177,226 at 6%; with 50% employer match about $177,226 at 4% or $118,151 at 6%; with 100% employer match about $132,920 at 4% or $88,613 at 6%.
2020222$11,998,817$402,971$18,317iApproximate average salary by contribution assumption: employee only about $457,922 at 4% or $305,281 at 6%; with 50% employer match about $305,281 at 4% or $203,521 at 6%; with 100% employer match about $228,961 at 4% or $152,641 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-22$11,998,817$219,920$9,996iApproximate average salary by contribution assumption: employee only about $249,909 at 4% or $166,606 at 6%; with 50% employer match about $166,606 at 4% or $111,071 at 6%; with 100% employer match about $124,955 at 4% or $83,303 at 6%.
BLACHLY TABOR BOZIK & HARTMAN CBIN BENEFIT PLAN-0$0$183,051-
2019130$11,146,135$198,021$6,601iApproximate average salary by contribution assumption: employee only about $165,018 at 4% or $110,012 at 6%; with 50% employer match about $110,012 at 4% or $73,341 at 6%; with 100% employer match about $82,509 at 4% or $55,006 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-30$11,146,135$198,021$6,601iApproximate average salary by contribution assumption: employee only about $165,018 at 4% or $110,012 at 6%; with 50% employer match about $110,012 at 4% or $73,341 at 6%; with 100% employer match about $82,509 at 4% or $55,006 at 6%.
2018129$9,398,227$305,425$10,532iApproximate average salary by contribution assumption: employee only about $263,297 at 4% or $175,532 at 6%; with 50% employer match about $175,532 at 4% or $117,021 at 6%; with 100% employer match about $131,649 at 4% or $87,766 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-29$9,398,227$305,425$10,532iApproximate average salary by contribution assumption: employee only about $263,297 at 4% or $175,532 at 6%; with 50% employer match about $175,532 at 4% or $117,021 at 6%; with 100% employer match about $131,649 at 4% or $87,766 at 6%.
2017129$9,757,076$353,285$12,182iApproximate average salary by contribution assumption: employee only about $304,556 at 4% or $203,037 at 6%; with 50% employer match about $203,037 at 4% or $135,358 at 6%; with 100% employer match about $152,278 at 4% or $101,519 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-29$9,757,076$353,285$12,182iApproximate average salary by contribution assumption: employee only about $304,556 at 4% or $203,037 at 6%; with 50% employer match about $203,037 at 4% or $135,358 at 6%; with 100% employer match about $152,278 at 4% or $101,519 at 6%.
2016128$8,198,298$362,102$12,932iApproximate average salary by contribution assumption: employee only about $323,305 at 4% or $215,537 at 6%; with 50% employer match about $215,537 at 4% or $143,691 at 6%; with 100% employer match about $161,653 at 4% or $107,768 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-28$8,198,298$362,102$12,932iApproximate average salary by contribution assumption: employee only about $323,305 at 4% or $215,537 at 6%; with 50% employer match about $215,537 at 4% or $143,691 at 6%; with 100% employer match about $161,653 at 4% or $107,768 at 6%.
2015129$7,352,506$371,566$12,813iApproximate average salary by contribution assumption: employee only about $320,316 at 4% or $213,544 at 6%; with 50% employer match about $213,544 at 4% or $142,362 at 6%; with 100% employer match about $160,158 at 4% or $106,772 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-29$7,352,506$371,566$12,813iApproximate average salary by contribution assumption: employee only about $320,316 at 4% or $213,544 at 6%; with 50% employer match about $213,544 at 4% or $142,362 at 6%; with 100% employer match about $160,158 at 4% or $106,772 at 6%.
2014128$7,178,743$439,654$15,702iApproximate average salary by contribution assumption: employee only about $392,548 at 4% or $261,699 at 6%; with 50% employer match about $261,699 at 4% or $174,466 at 6%; with 100% employer match about $196,274 at 4% or $130,849 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-28$7,178,743$439,654$15,702iApproximate average salary by contribution assumption: employee only about $392,548 at 4% or $261,699 at 6%; with 50% employer match about $261,699 at 4% or $174,466 at 6%; with 100% employer match about $196,274 at 4% or $130,849 at 6%.
2013127$6,812,260$230,209$8,526iApproximate average salary by contribution assumption: employee only about $213,156 at 4% or $142,104 at 6%; with 50% employer match about $142,104 at 4% or $94,736 at 6%; with 100% employer match about $106,578 at 4% or $71,052 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-27$6,812,260$230,209$8,526iApproximate average salary by contribution assumption: employee only about $213,156 at 4% or $142,104 at 6%; with 50% employer match about $142,104 at 4% or $94,736 at 6%; with 100% employer match about $106,578 at 4% or $71,052 at 6%.
2012127$5,809,458$342,759$12,695iApproximate average salary by contribution assumption: employee only about $317,369 at 4% or $211,580 at 6%; with 50% employer match about $211,580 at 4% or $141,053 at 6%; with 100% employer match about $158,685 at 4% or $105,790 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-27$5,809,458$342,759$12,695iApproximate average salary by contribution assumption: employee only about $317,369 at 4% or $211,580 at 6%; with 50% employer match about $211,580 at 4% or $141,053 at 6%; with 100% employer match about $158,685 at 4% or $105,790 at 6%.
2011131$5,601,700$377,323$12,172iApproximate average salary by contribution assumption: employee only about $304,293 at 4% or $202,862 at 6%; with 50% employer match about $202,862 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-31$5,601,700$377,323$12,172iApproximate average salary by contribution assumption: employee only about $304,293 at 4% or $202,862 at 6%; with 50% employer match about $202,862 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%.
2010127$5,425,757$366,539$13,576iApproximate average salary by contribution assumption: employee only about $339,388 at 4% or $226,259 at 6%; with 50% employer match about $226,259 at 4% or $150,839 at 6%; with 100% employer match about $169,694 at 4% or $113,129 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-27$5,425,757$366,539$13,576iApproximate average salary by contribution assumption: employee only about $339,388 at 4% or $226,259 at 6%; with 50% employer match about $226,259 at 4% or $150,839 at 6%; with 100% employer match about $169,694 at 4% or $113,129 at 6%.
2009130$4,853,569$390,697$13,023iApproximate average salary by contribution assumption: employee only about $325,581 at 4% or $217,054 at 6%; with 50% employer match about $217,054 at 4% or $144,703 at 6%; with 100% employer match about $162,790 at 4% or $108,527 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-30$4,853,569$390,697$13,023iApproximate average salary by contribution assumption: employee only about $325,581 at 4% or $217,054 at 6%; with 50% employer match about $217,054 at 4% or $144,703 at 6%; with 100% employer match about $162,790 at 4% or $108,527 at 6%.
2008132$3,991,578$349,149$10,911iApproximate average salary by contribution assumption: employee only about $272,773 at 4% or $181,848 at 6%; with 50% employer match about $181,848 at 4% or $121,232 at 6%; with 100% employer match about $136,386 at 4% or $90,924 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-32$3,991,578$349,149$10,911iApproximate average salary by contribution assumption: employee only about $272,773 at 4% or $181,848 at 6%; with 50% employer match about $181,848 at 4% or $121,232 at 6%; with 100% employer match about $136,386 at 4% or $90,924 at 6%.
2007127$5,159,910$382,911$14,182iApproximate average salary by contribution assumption: employee only about $354,547 at 4% or $236,365 at 6%; with 50% employer match about $236,365 at 4% or $157,577 at 6%; with 100% employer match about $177,274 at 4% or $118,182 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-27$5,159,910$382,911$14,182iApproximate average salary by contribution assumption: employee only about $354,547 at 4% or $236,365 at 6%; with 50% employer match about $236,365 at 4% or $157,577 at 6%; with 100% employer match about $177,274 at 4% or $118,182 at 6%.
2006123$4,718,944$366,462$15,933iApproximate average salary by contribution assumption: employee only about $398,328 at 4% or $265,552 at 6%; with 50% employer match about $265,552 at 4% or $177,035 at 6%; with 100% employer match about $199,164 at 4% or $132,776 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-23$4,718,944$366,462$15,933iApproximate average salary by contribution assumption: employee only about $398,328 at 4% or $265,552 at 6%; with 50% employer match about $265,552 at 4% or $177,035 at 6%; with 100% employer match about $199,164 at 4% or $132,776 at 6%.
2005127$5,123,847$305,038$11,298iApproximate average salary by contribution assumption: employee only about $282,443 at 4% or $188,295 at 6%; with 50% employer match about $188,295 at 4% or $125,530 at 6%; with 100% employer match about $141,221 at 4% or $94,148 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-27$5,123,847$305,038$11,298iApproximate average salary by contribution assumption: employee only about $282,443 at 4% or $188,295 at 6%; with 50% employer match about $188,295 at 4% or $125,530 at 6%; with 100% employer match about $141,221 at 4% or $94,148 at 6%.
2004120$4,824,758$361,632$18,082iApproximate average salary by contribution assumption: employee only about $452,040 at 4% or $301,360 at 6%; with 50% employer match about $301,360 at 4% or $200,907 at 6%; with 100% employer match about $226,020 at 4% or $150,680 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-20$4,824,758$361,632$18,082iApproximate average salary by contribution assumption: employee only about $452,040 at 4% or $301,360 at 6%; with 50% employer match about $301,360 at 4% or $200,907 at 6%; with 100% employer match about $226,020 at 4% or $150,680 at 6%.
2003121$4,325,040$279,994$13,333iApproximate average salary by contribution assumption: employee only about $333,326 at 4% or $222,217 at 6%; with 50% employer match about $222,217 at 4% or $148,145 at 6%; with 100% employer match about $166,663 at 4% or $111,109 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-21$4,325,040$279,994$13,333iApproximate average salary by contribution assumption: employee only about $333,326 at 4% or $222,217 at 6%; with 50% employer match about $222,217 at 4% or $148,145 at 6%; with 100% employer match about $166,663 at 4% or $111,109 at 6%.
2002321$3,563,900$234,255$11,155iApproximate average salary by contribution assumption: employee only about $278,875 at 4% or $185,917 at 6%; with 50% employer match about $185,917 at 4% or $123,944 at 6%; with 100% employer match about $139,438 at 4% or $92,958 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-21$3,563,900$234,255$11,155iApproximate average salary by contribution assumption: employee only about $278,875 at 4% or $185,917 at 6%; with 50% employer match about $185,917 at 4% or $123,944 at 6%; with 100% employer match about $139,438 at 4% or $92,958 at 6%.
Blachly, Tabor, Bozik & Hartman Master Trust Investment Account-0---
Blachly, Tabor, Bozik & Hartman Money Purchase Pension Plan & Trust-0---
2001333$3,359,402$0-
Blachly, Tabor, Bozik & Hartman Master Trust Investment Account-0$3,359,402--
Blachly, Tabor, Bozik & Hartman Money Purchase Pension Plan & Trust-20---
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-33---
2000222$3,603,773$162,678$7,394iApproximate average salary by contribution assumption: employee only about $184,861 at 4% or $123,241 at 6%; with 50% employer match about $123,241 at 4% or $82,161 at 6%; with 100% employer match about $92,431 at 4% or $61,620 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-22$3,200,876$99,250$4,511iApproximate average salary by contribution assumption: employee only about $112,784 at 4% or $75,189 at 6%; with 50% employer match about $75,189 at 4% or $50,126 at 6%; with 100% employer match about $56,392 at 4% or $37,595 at 6%.
Blachly, Tabor, Bozik & Hartman Money Purchase Pension Plan & Trust-22$402,897$63,428$2,883iApproximate average salary by contribution assumption: employee only about $72,077 at 4% or $48,052 at 6%; with 50% employer match about $48,052 at 4% or $32,034 at 6%; with 100% employer match about $36,039 at 4% or $24,026 at 6%.
1999221$3,436,128$249,118$11,863iApproximate average salary by contribution assumption: employee only about $296,569 at 4% or $197,713 at 6%; with 50% employer match about $197,713 at 4% or $131,808 at 6%; with 100% employer match about $148,285 at 4% or $98,856 at 6%.
Blachly, Tabor, Bozik & Hartman 401K Salary Reduction Plan & Trust-21$3,099,406$196,272$9,346iApproximate average salary by contribution assumption: employee only about $233,657 at 4% or $155,771 at 6%; with 50% employer match about $155,771 at 4% or $103,848 at 6%; with 100% employer match about $116,829 at 4% or $77,886 at 6%.
Blachly, Tabor, Bozik & Hartman Money Purchase Pension Plan & Trust-21$336,722$52,846$2,516iApproximate average salary by contribution assumption: employee only about $62,912 at 4% or $41,941 at 6%; with 50% employer match about $41,941 at 4% or $27,961 at 6%; with 100% employer match about $31,456 at 4% or $20,971 at 6%.