Donna M Bloomer & Associates, Cpas
Plan context: Donna M Bloomer & Associates 401K Plan
EIN 59-3229334 • Pensacola, FL • 21 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
14
2018 Assets
$1,219,555
2018 Contributions
$143,054
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $143,054 | - |
| Donna M Bloomer & Associates 401K Plan | - | 0 | $0 | $143,054 | - |
| 2017 | 1 | 14 | $1,219,555 | $134,605 | $9,615iApproximate average salary by contribution assumption: employee only about $240,366 at 4% or $160,244 at 6%; with 50% employer match about $160,244 at 4% or $106,829 at 6%; with 100% employer match about $120,183 at 4% or $80,122 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 14 | $1,219,555 | $134,605 | $9,615iApproximate average salary by contribution assumption: employee only about $240,366 at 4% or $160,244 at 6%; with 50% employer match about $160,244 at 4% or $106,829 at 6%; with 100% employer match about $120,183 at 4% or $80,122 at 6%. |
| 2016 | 1 | 14 | $1,092,619 | $125,687 | $8,978iApproximate average salary by contribution assumption: employee only about $224,441 at 4% or $149,627 at 6%; with 50% employer match about $149,627 at 4% or $99,752 at 6%; with 100% employer match about $112,221 at 4% or $74,814 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 14 | $1,092,619 | $125,687 | $8,978iApproximate average salary by contribution assumption: employee only about $224,441 at 4% or $149,627 at 6%; with 50% employer match about $149,627 at 4% or $99,752 at 6%; with 100% employer match about $112,221 at 4% or $74,814 at 6%. |
| 2015 | 1 | 14 | $1,064,574 | $116,592 | $8,328iApproximate average salary by contribution assumption: employee only about $208,200 at 4% or $138,800 at 6%; with 50% employer match about $138,800 at 4% or $92,533 at 6%; with 100% employer match about $104,100 at 4% or $69,400 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 14 | $1,064,574 | $116,592 | $8,328iApproximate average salary by contribution assumption: employee only about $208,200 at 4% or $138,800 at 6%; with 50% employer match about $138,800 at 4% or $92,533 at 6%; with 100% employer match about $104,100 at 4% or $69,400 at 6%. |
| 2014 | 2 | 12 | $3,102,536 | $229,450 | $19,121iApproximate average salary by contribution assumption: employee only about $478,021 at 4% or $318,681 at 6%; with 50% employer match about $318,681 at 4% or $212,454 at 6%; with 100% employer match about $239,010 at 4% or $159,340 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 12 | $1,551,268 | $114,725 | $9,560iApproximate average salary by contribution assumption: employee only about $239,010 at 4% or $159,340 at 6%; with 50% employer match about $159,340 at 4% or $106,227 at 6%; with 100% employer match about $119,505 at 4% or $79,670 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 12 | $1,551,268 | $114,725 | $9,560iApproximate average salary by contribution assumption: employee only about $239,010 at 4% or $159,340 at 6%; with 50% employer match about $159,340 at 4% or $106,227 at 6%; with 100% employer match about $119,505 at 4% or $79,670 at 6%. |
| 2013 | 1 | 14 | $1,388,281 | $109,507 | $7,822iApproximate average salary by contribution assumption: employee only about $195,548 at 4% or $130,365 at 6%; with 50% employer match about $130,365 at 4% or $86,910 at 6%; with 100% employer match about $97,774 at 4% or $65,183 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 14 | $1,388,281 | $109,507 | $7,822iApproximate average salary by contribution assumption: employee only about $195,548 at 4% or $130,365 at 6%; with 50% employer match about $130,365 at 4% or $86,910 at 6%; with 100% employer match about $97,774 at 4% or $65,183 at 6%. |
| 2012 | 1 | 15 | $1,089,851 | $102,771 | $6,851iApproximate average salary by contribution assumption: employee only about $171,285 at 4% or $114,190 at 6%; with 50% employer match about $114,190 at 4% or $76,127 at 6%; with 100% employer match about $85,643 at 4% or $57,095 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 15 | $1,089,851 | $102,771 | $6,851iApproximate average salary by contribution assumption: employee only about $171,285 at 4% or $114,190 at 6%; with 50% employer match about $114,190 at 4% or $76,127 at 6%; with 100% employer match about $85,643 at 4% or $57,095 at 6%. |
| 2011 | 1 | 14 | $900,083 | $118,219 | $8,444iApproximate average salary by contribution assumption: employee only about $211,105 at 4% or $140,737 at 6%; with 50% employer match about $140,737 at 4% or $93,825 at 6%; with 100% employer match about $105,553 at 4% or $70,368 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 14 | $900,083 | $118,219 | $8,444iApproximate average salary by contribution assumption: employee only about $211,105 at 4% or $140,737 at 6%; with 50% employer match about $140,737 at 4% or $93,825 at 6%; with 100% employer match about $105,553 at 4% or $70,368 at 6%. |
| 2010 | 1 | 11 | $992,148 | $127,003 | $11,546iApproximate average salary by contribution assumption: employee only about $288,643 at 4% or $192,429 at 6%; with 50% employer match about $192,429 at 4% or $128,286 at 6%; with 100% employer match about $144,322 at 4% or $96,214 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 11 | $992,148 | $127,003 | $11,546iApproximate average salary by contribution assumption: employee only about $288,643 at 4% or $192,429 at 6%; with 50% employer match about $192,429 at 4% or $128,286 at 6%; with 100% employer match about $144,322 at 4% or $96,214 at 6%. |
| 2009 | 1 | 11 | $793,679 | $108,480 | $9,862iApproximate average salary by contribution assumption: employee only about $246,545 at 4% or $164,364 at 6%; with 50% employer match about $164,364 at 4% or $109,576 at 6%; with 100% employer match about $123,273 at 4% or $82,182 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 11 | $793,679 | $108,480 | $9,862iApproximate average salary by contribution assumption: employee only about $246,545 at 4% or $164,364 at 6%; with 50% employer match about $164,364 at 4% or $109,576 at 6%; with 100% employer match about $123,273 at 4% or $82,182 at 6%. |
| 2008 | 1 | 10 | $536,691 | $100,389 | $10,039iApproximate average salary by contribution assumption: employee only about $250,973 at 4% or $167,315 at 6%; with 50% employer match about $167,315 at 4% or $111,543 at 6%; with 100% employer match about $125,486 at 4% or $83,658 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 10 | $536,691 | $100,389 | $10,039iApproximate average salary by contribution assumption: employee only about $250,973 at 4% or $167,315 at 6%; with 50% employer match about $167,315 at 4% or $111,543 at 6%; with 100% employer match about $125,486 at 4% or $83,658 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Donna M Bloomer & Associates 401K Plan | - | 9 | - | - | - |
| 2006 | 1 | 15 | $521,980 | $100,964 | $6,731iApproximate average salary by contribution assumption: employee only about $168,273 at 4% or $112,182 at 6%; with 50% employer match about $112,182 at 4% or $74,788 at 6%; with 100% employer match about $84,137 at 4% or $56,091 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 15 | $521,980 | $100,964 | $6,731iApproximate average salary by contribution assumption: employee only about $168,273 at 4% or $112,182 at 6%; with 50% employer match about $112,182 at 4% or $74,788 at 6%; with 100% employer match about $84,137 at 4% or $56,091 at 6%. |
| 2005 | 1 | 10 | $370,621 | $63,880 | $6,388iApproximate average salary by contribution assumption: employee only about $159,700 at 4% or $106,467 at 6%; with 50% employer match about $106,467 at 4% or $70,978 at 6%; with 100% employer match about $79,850 at 4% or $53,233 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 10 | $370,621 | $63,880 | $6,388iApproximate average salary by contribution assumption: employee only about $159,700 at 4% or $106,467 at 6%; with 50% employer match about $106,467 at 4% or $70,978 at 6%; with 100% employer match about $79,850 at 4% or $53,233 at 6%. |
| 2004 | 1 | 11 | $373,594 | $55,945 | $5,086iApproximate average salary by contribution assumption: employee only about $127,148 at 4% or $84,765 at 6%; with 50% employer match about $84,765 at 4% or $56,510 at 6%; with 100% employer match about $63,574 at 4% or $42,383 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 11 | $373,594 | $55,945 | $5,086iApproximate average salary by contribution assumption: employee only about $127,148 at 4% or $84,765 at 6%; with 50% employer match about $84,765 at 4% or $56,510 at 6%; with 100% employer match about $63,574 at 4% or $42,383 at 6%. |
| 2003 | 1 | 10 | $285,585 | $49,382 | $4,938iApproximate average salary by contribution assumption: employee only about $123,455 at 4% or $82,303 at 6%; with 50% employer match about $82,303 at 4% or $54,869 at 6%; with 100% employer match about $61,728 at 4% or $41,152 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 10 | $285,585 | $49,382 | $4,938iApproximate average salary by contribution assumption: employee only about $123,455 at 4% or $82,303 at 6%; with 50% employer match about $82,303 at 4% or $54,869 at 6%; with 100% employer match about $61,728 at 4% or $41,152 at 6%. |
| 2002 | 1 | 10 | $233,486 | $55,355 | $5,536iApproximate average salary by contribution assumption: employee only about $138,388 at 4% or $92,258 at 6%; with 50% employer match about $92,258 at 4% or $61,506 at 6%; with 100% employer match about $69,194 at 4% or $46,129 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 10 | $233,486 | $55,355 | $5,536iApproximate average salary by contribution assumption: employee only about $138,388 at 4% or $92,258 at 6%; with 50% employer match about $92,258 at 4% or $61,506 at 6%; with 100% employer match about $69,194 at 4% or $46,129 at 6%. |
| 2001 | 1 | 13 | $295,037 | $76,704 | $5,900iApproximate average salary by contribution assumption: employee only about $147,508 at 4% or $98,338 at 6%; with 50% employer match about $98,338 at 4% or $65,559 at 6%; with 100% employer match about $73,754 at 4% or $49,169 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 13 | $295,037 | $76,704 | $5,900iApproximate average salary by contribution assumption: employee only about $147,508 at 4% or $98,338 at 6%; with 50% employer match about $98,338 at 4% or $65,559 at 6%; with 100% employer match about $73,754 at 4% or $49,169 at 6%. |
| 2000 | 1 | 15 | $245,208 | $63,767 | $4,251iApproximate average salary by contribution assumption: employee only about $106,278 at 4% or $70,852 at 6%; with 50% employer match about $70,852 at 4% or $47,235 at 6%; with 100% employer match about $53,139 at 4% or $35,426 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 15 | $245,208 | $63,767 | $4,251iApproximate average salary by contribution assumption: employee only about $106,278 at 4% or $70,852 at 6%; with 50% employer match about $70,852 at 4% or $47,235 at 6%; with 100% employer match about $53,139 at 4% or $35,426 at 6%. |
| 1999 | 1 | 14 | $190,608 | $58,209 | $4,158iApproximate average salary by contribution assumption: employee only about $103,945 at 4% or $69,296 at 6%; with 50% employer match about $69,296 at 4% or $46,198 at 6%; with 100% employer match about $51,972 at 4% or $34,648 at 6%. |
| Donna M Bloomer & Associates 401K Plan | - | 14 | $190,608 | $58,209 | $4,158iApproximate average salary by contribution assumption: employee only about $103,945 at 4% or $69,296 at 6%; with 50% employer match about $69,296 at 4% or $46,198 at 6%; with 100% employer match about $51,972 at 4% or $34,648 at 6%. |