Civic Intelligence

Stephen I Bloomfield

Plan context: Stephen I Bloomfield 401 K Profit Sharing Plan Trust

EIN 59-3468649 • Ponte Vedra Beach, FL • 16 filings • 6 plans

94 San Juan DrivePonte Vedra Beach, FL 32082
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$38

2020 Contributions

$115,914

Historical Graphs

Total Assets Over Time

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

$2,334,448$1,167,224$0200620132020YearValue
$38Latest year 2020

Participants Over Time

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

530200520132020YearValue
1Latest year 2020

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
202011$38$115,914$115,914iApproximate average salary by contribution assumption: employee only about $2,897,850 at 4% or $1,931,900 at 6%; with 50% employer match about $1,931,900 at 4% or $1,287,933 at 6%; with 100% employer match about $1,448,925 at 4% or $965,950 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-1$38$115,914$115,914iApproximate average salary by contribution assumption: employee only about $2,897,850 at 4% or $1,931,900 at 6%; with 50% employer match about $1,931,900 at 4% or $1,287,933 at 6%; with 100% employer match about $1,448,925 at 4% or $965,950 at 6%.
201913$2,334,448$115,535$38,512iApproximate average salary by contribution assumption: employee only about $962,792 at 4% or $641,861 at 6%; with 50% employer match about $641,861 at 4% or $427,907 at 6%; with 100% employer match about $481,396 at 4% or $320,931 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$2,334,448$115,535$38,512iApproximate average salary by contribution assumption: employee only about $962,792 at 4% or $641,861 at 6%; with 50% employer match about $641,861 at 4% or $427,907 at 6%; with 100% employer match about $481,396 at 4% or $320,931 at 6%.
201813$1,873,562$115,197$38,399iApproximate average salary by contribution assumption: employee only about $959,975 at 4% or $639,983 at 6%; with 50% employer match about $639,983 at 4% or $426,656 at 6%; with 100% employer match about $479,988 at 4% or $319,992 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$1,873,562$115,197$38,399iApproximate average salary by contribution assumption: employee only about $959,975 at 4% or $639,983 at 6%; with 50% employer match about $639,983 at 4% or $426,656 at 6%; with 100% employer match about $479,988 at 4% or $319,992 at 6%.
201713$1,941,286$113,314$37,771iApproximate average salary by contribution assumption: employee only about $944,283 at 4% or $629,522 at 6%; with 50% employer match about $629,522 at 4% or $419,681 at 6%; with 100% employer match about $472,142 at 4% or $314,761 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$1,941,286$113,314$37,771iApproximate average salary by contribution assumption: employee only about $944,283 at 4% or $629,522 at 6%; with 50% employer match about $629,522 at 4% or $419,681 at 6%; with 100% employer match about $472,142 at 4% or $314,761 at 6%.
201613$1,642,004$118,911$39,637iApproximate average salary by contribution assumption: employee only about $990,925 at 4% or $660,617 at 6%; with 50% employer match about $660,617 at 4% or $440,411 at 6%; with 100% employer match about $495,463 at 4% or $330,308 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$1,642,004$118,911$39,637iApproximate average salary by contribution assumption: employee only about $990,925 at 4% or $660,617 at 6%; with 50% employer match about $660,617 at 4% or $440,411 at 6%; with 100% employer match about $495,463 at 4% or $330,308 at 6%.
201513$1,510,175$111,212$37,071iApproximate average salary by contribution assumption: employee only about $926,767 at 4% or $617,844 at 6%; with 50% employer match about $617,844 at 4% or $411,896 at 6%; with 100% employer match about $463,383 at 4% or $308,922 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$1,510,175$111,212$37,071iApproximate average salary by contribution assumption: employee only about $926,767 at 4% or $617,844 at 6%; with 50% employer match about $617,844 at 4% or $411,896 at 6%; with 100% employer match about $463,383 at 4% or $308,922 at 6%.
201413$1,384,872$110,809$36,936iApproximate average salary by contribution assumption: employee only about $923,408 at 4% or $615,606 at 6%; with 50% employer match about $615,606 at 4% or $410,404 at 6%; with 100% employer match about $461,704 at 4% or $307,803 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$1,384,872$110,809$36,936iApproximate average salary by contribution assumption: employee only about $923,408 at 4% or $615,606 at 6%; with 50% employer match about $615,606 at 4% or $410,404 at 6%; with 100% employer match about $461,704 at 4% or $307,803 at 6%.
201313$1,212,707$94,936$31,645iApproximate average salary by contribution assumption: employee only about $791,133 at 4% or $527,422 at 6%; with 50% employer match about $527,422 at 4% or $351,615 at 6%; with 100% employer match about $395,567 at 4% or $263,711 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$1,212,707$94,936$31,645iApproximate average salary by contribution assumption: employee only about $791,133 at 4% or $527,422 at 6%; with 50% employer match about $527,422 at 4% or $351,615 at 6%; with 100% employer match about $395,567 at 4% or $263,711 at 6%.
201213$887,650$81,748$27,249iApproximate average salary by contribution assumption: employee only about $681,233 at 4% or $454,156 at 6%; with 50% employer match about $454,156 at 4% or $302,770 at 6%; with 100% employer match about $340,617 at 4% or $227,078 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$887,650$81,748$27,249iApproximate average salary by contribution assumption: employee only about $681,233 at 4% or $454,156 at 6%; with 50% employer match about $454,156 at 4% or $302,770 at 6%; with 100% employer match about $340,617 at 4% or $227,078 at 6%.
201113$720,316$105,308$35,103iApproximate average salary by contribution assumption: employee only about $877,567 at 4% or $585,044 at 6%; with 50% employer match about $585,044 at 4% or $390,030 at 6%; with 100% employer match about $438,783 at 4% or $292,522 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$720,316$105,308$35,103iApproximate average salary by contribution assumption: employee only about $877,567 at 4% or $585,044 at 6%; with 50% employer match about $585,044 at 4% or $390,030 at 6%; with 100% employer match about $438,783 at 4% or $292,522 at 6%.
201013$649,558$98,003$32,668iApproximate average salary by contribution assumption: employee only about $816,692 at 4% or $544,461 at 6%; with 50% employer match about $544,461 at 4% or $362,974 at 6%; with 100% employer match about $408,346 at 4% or $272,231 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-3$649,558$98,003$32,668iApproximate average salary by contribution assumption: employee only about $816,692 at 4% or $544,461 at 6%; with 50% employer match about $544,461 at 4% or $362,974 at 6%; with 100% employer match about $408,346 at 4% or $272,231 at 6%.
200915$469,263$91,218$18,244iApproximate average salary by contribution assumption: employee only about $456,090 at 4% or $304,060 at 6%; with 50% employer match about $304,060 at 4% or $202,707 at 6%; with 100% employer match about $228,045 at 4% or $152,030 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-5$469,263$91,218$18,244iApproximate average salary by contribution assumption: employee only about $456,090 at 4% or $304,060 at 6%; with 50% employer match about $304,060 at 4% or $202,707 at 6%; with 100% employer match about $228,045 at 4% or $152,030 at 6%.
200814$273,007$90,863$22,716iApproximate average salary by contribution assumption: employee only about $567,894 at 4% or $378,596 at 6%; with 50% employer match about $378,596 at 4% or $252,397 at 6%; with 100% employer match about $283,947 at 4% or $189,298 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-4$273,007$90,863$22,716iApproximate average salary by contribution assumption: employee only about $567,894 at 4% or $378,596 at 6%; with 50% employer match about $378,596 at 4% or $252,397 at 6%; with 100% employer match about $283,947 at 4% or $189,298 at 6%.
200714$341,276$97,494$24,374iApproximate average salary by contribution assumption: employee only about $609,338 at 4% or $406,225 at 6%; with 50% employer match about $406,225 at 4% or $270,817 at 6%; with 100% employer match about $304,669 at 4% or $203,113 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-4$341,276$97,494$24,374iApproximate average salary by contribution assumption: employee only about $609,338 at 4% or $406,225 at 6%; with 50% employer match about $406,225 at 4% or $270,817 at 6%; with 100% employer match about $304,669 at 4% or $203,113 at 6%.
200615$219,817$83,681$16,736iApproximate average salary by contribution assumption: employee only about $418,405 at 4% or $278,937 at 6%; with 50% employer match about $278,937 at 4% or $185,958 at 6%; with 100% employer match about $209,203 at 4% or $139,468 at 6%.
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-5$219,817$83,681$16,736iApproximate average salary by contribution assumption: employee only about $418,405 at 4% or $278,937 at 6%; with 50% employer match about $278,937 at 4% or $185,958 at 6%; with 100% employer match about $209,203 at 4% or $139,468 at 6%.
200512$0$0-
Stephen I Bloomfield 401 K Profit Sharing Plan Trust-2---