Civic Intelligence

Alan a. Blum PC.

Plan context: Alan a. Blum PC. Defined Benefit Plan

EIN 36-3440167 • Waukegan, IL • 19 filings • 9 plans

312 Grand AvenueWaukegan, IL 60085
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$2,391,826

2014 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,391,826$1,195,913$0200020082013YearValue
$2,391,826Latest year 2013

Participants Over Time

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

420200020072013YearValue
2Latest year 2013

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
201410$0$0-
Alan a. Blum PC. Defined Benefit Plan-0---
201312$2,391,826$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Alan a. Blum PC. Defined Benefit Plan-2$2,391,826$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201213$1,957,887$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%.
Alan a. Blum PC. Defined Benefit Plan-3$1,957,887$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%.
201113$1,713,096$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$1,713,096$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201013$1,467,623$121,176$40,392iApproximate average salary by contribution assumption: employee only about $1,009,800 at 4% or $673,200 at 6%; with 50% employer match about $673,200 at 4% or $448,800 at 6%; with 100% employer match about $504,900 at 4% or $336,600 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$1,467,623$121,176$40,392iApproximate average salary by contribution assumption: employee only about $1,009,800 at 4% or $673,200 at 6%; with 50% employer match about $673,200 at 4% or $448,800 at 6%; with 100% employer match about $504,900 at 4% or $336,600 at 6%.
200923$1,193,433$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$1,193,433$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
ALAN A. BLUM, P.C. 401(K) PLAN-0$0$0-
200823$932,263$102,884$34,295iApproximate average salary by contribution assumption: employee only about $857,367 at 4% or $571,578 at 6%; with 50% employer match about $571,578 at 4% or $381,052 at 6%; with 100% employer match about $428,683 at 4% or $285,789 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$932,263$102,884$34,295iApproximate average salary by contribution assumption: employee only about $857,367 at 4% or $571,578 at 6%; with 50% employer match about $571,578 at 4% or $381,052 at 6%; with 100% employer match about $428,683 at 4% or $285,789 at 6%.
ALAN A. BLUM, P.C. 401K PLAN-2---
200722$0$0-
Alan a. Blum PC. Defined Benefit Plan-2---
ALAN A. BLUM, P.C. 401K PLAN-2---
200623$881,053$140,246$46,749iApproximate average salary by contribution assumption: employee only about $1,168,717 at 4% or $779,144 at 6%; with 50% employer match about $779,144 at 4% or $519,430 at 6%; with 100% employer match about $584,358 at 4% or $389,572 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$852,792$111,985$37,328iApproximate average salary by contribution assumption: employee only about $933,208 at 4% or $622,139 at 6%; with 50% employer match about $622,139 at 4% or $414,759 at 6%; with 100% employer match about $466,604 at 4% or $311,069 at 6%.
ALAN A. BLUM, P.C. 401K PLAN-2$28,261$28,261$14,131iApproximate average salary by contribution assumption: employee only about $353,263 at 4% or $235,508 at 6%; with 50% employer match about $235,508 at 4% or $157,006 at 6%; with 100% employer match about $176,631 at 4% or $117,754 at 6%.
200513$681,800$106,840$35,613iApproximate average salary by contribution assumption: employee only about $890,333 at 4% or $593,556 at 6%; with 50% employer match about $593,556 at 4% or $395,704 at 6%; with 100% employer match about $445,167 at 4% or $296,778 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$681,800$106,840$35,613iApproximate average salary by contribution assumption: employee only about $890,333 at 4% or $593,556 at 6%; with 50% employer match about $593,556 at 4% or $395,704 at 6%; with 100% employer match about $445,167 at 4% or $296,778 at 6%.
200414$370,238$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Alan a. Blum PC. Defined Benefit Plan-4$370,238$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200314$448,051$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Alan a. Blum PC. Defined Benefit Plan-4$448,051$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200213$308,571$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$308,571$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
200112$0$0-
Alan a. Blum PC. Defined Benefit Plan-2---
200013$152,345$80,014$26,671iApproximate average salary by contribution assumption: employee only about $666,783 at 4% or $444,522 at 6%; with 50% employer match about $444,522 at 4% or $296,348 at 6%; with 100% employer match about $333,392 at 4% or $222,261 at 6%.
Alan a. Blum PC. Defined Benefit Plan-3$152,345$80,014$26,671iApproximate average salary by contribution assumption: employee only about $666,783 at 4% or $444,522 at 6%; with 50% employer match about $444,522 at 4% or $296,348 at 6%; with 100% employer match about $333,392 at 4% or $222,261 at 6%.