BLUMENTHAL FOUNDATION
Plan context: BLUMENTHAL FOUNDATION 401K PLAN
EIN 56-0793667 • Charlotte, NC • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$15,793
2025 Contributions
$48,742
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $15,793 | $48,742 | $48,742iApproximate average salary by contribution assumption: employee only about $1,218,550 at 4% or $812,367 at 6%; with 50% employer match about $812,367 at 4% or $541,578 at 6%; with 100% employer match about $609,275 at 4% or $406,183 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $15,793 | $48,742 | $48,742iApproximate average salary by contribution assumption: employee only about $1,218,550 at 4% or $812,367 at 6%; with 50% employer match about $812,367 at 4% or $541,578 at 6%; with 100% employer match about $609,275 at 4% or $406,183 at 6%. |
| 2024 | 1 | 1 | $179,605 | $33,956 | $33,956iApproximate average salary by contribution assumption: employee only about $848,900 at 4% or $565,933 at 6%; with 50% employer match about $565,933 at 4% or $377,289 at 6%; with 100% employer match about $424,450 at 4% or $282,967 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $179,605 | $33,956 | $33,956iApproximate average salary by contribution assumption: employee only about $848,900 at 4% or $565,933 at 6%; with 50% employer match about $565,933 at 4% or $377,289 at 6%; with 100% employer match about $424,450 at 4% or $282,967 at 6%. |
| 2023 | 1 | 1 | $138,939 | $32,441 | $32,441iApproximate average salary by contribution assumption: employee only about $811,025 at 4% or $540,683 at 6%; with 50% employer match about $540,683 at 4% or $360,456 at 6%; with 100% employer match about $405,513 at 4% or $270,342 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $138,939 | $32,441 | $32,441iApproximate average salary by contribution assumption: employee only about $811,025 at 4% or $540,683 at 6%; with 50% employer match about $540,683 at 4% or $360,456 at 6%; with 100% employer match about $405,513 at 4% or $270,342 at 6%. |
| 2022 | 1 | 1 | $103,723 | $16,131 | $16,131iApproximate average salary by contribution assumption: employee only about $403,275 at 4% or $268,850 at 6%; with 50% employer match about $268,850 at 4% or $179,233 at 6%; with 100% employer match about $201,638 at 4% or $134,425 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $103,723 | $16,131 | $16,131iApproximate average salary by contribution assumption: employee only about $403,275 at 4% or $268,850 at 6%; with 50% employer match about $268,850 at 4% or $179,233 at 6%; with 100% employer match about $201,638 at 4% or $134,425 at 6%. |
| 2021 | 1 | 1 | $98,216 | $14,423 | $14,423iApproximate average salary by contribution assumption: employee only about $360,575 at 4% or $240,383 at 6%; with 50% employer match about $240,383 at 4% or $160,256 at 6%; with 100% employer match about $180,288 at 4% or $120,192 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $98,216 | $14,423 | $14,423iApproximate average salary by contribution assumption: employee only about $360,575 at 4% or $240,383 at 6%; with 50% employer match about $240,383 at 4% or $160,256 at 6%; with 100% employer match about $180,288 at 4% or $120,192 at 6%. |
| 2020 | 1 | 1 | $77,979 | $14,469 | $14,469iApproximate average salary by contribution assumption: employee only about $361,725 at 4% or $241,150 at 6%; with 50% employer match about $241,150 at 4% or $160,767 at 6%; with 100% employer match about $180,863 at 4% or $120,575 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $77,979 | $14,469 | $14,469iApproximate average salary by contribution assumption: employee only about $361,725 at 4% or $241,150 at 6%; with 50% employer match about $241,150 at 4% or $160,767 at 6%; with 100% employer match about $180,863 at 4% or $120,575 at 6%. |
| 2019 | 1 | 1 | $58,587 | $14,092 | $14,092iApproximate average salary by contribution assumption: employee only about $352,300 at 4% or $234,867 at 6%; with 50% employer match about $234,867 at 4% or $156,578 at 6%; with 100% employer match about $176,150 at 4% or $117,433 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $58,587 | $14,092 | $14,092iApproximate average salary by contribution assumption: employee only about $352,300 at 4% or $234,867 at 6%; with 50% employer match about $234,867 at 4% or $156,578 at 6%; with 100% employer match about $176,150 at 4% or $117,433 at 6%. |
| 2018 | 1 | 1 | $38,158 | $13,049 | $13,049iApproximate average salary by contribution assumption: employee only about $326,225 at 4% or $217,483 at 6%; with 50% employer match about $217,483 at 4% or $144,989 at 6%; with 100% employer match about $163,113 at 4% or $108,742 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $38,158 | $13,049 | $13,049iApproximate average salary by contribution assumption: employee only about $326,225 at 4% or $217,483 at 6%; with 50% employer match about $217,483 at 4% or $144,989 at 6%; with 100% employer match about $163,113 at 4% or $108,742 at 6%. |
| 2017 | 1 | 1 | $26,405 | $13,175 | $13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $26,405 | $13,175 | $13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%. |
| 2016 | 1 | 1 | $11,644 | $11,701 | $11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%. |
| BLUMENTHAL FOUNDATION 401K PLAN | - | 1 | $11,644 | $11,701 | $11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%. |