Civic Intelligence

Bruce E. Loren & Associates

Plan context: Bruce E. Loren & Associates Profit Sharing Plan

EIN 65-0905216 • Palm Beach Gardens, FL • 27 filings • 9 plans

7121 Fairway Drive, Suite 104Palm Beach Gardens, FL 33418
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,514,218

2024 Contributions

$182,252

Historical Graphs

Total Assets Over Time

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

$2,514,218$1,257,109$0200020132024YearValue
$2,514,218Latest year 2024

Participants Over Time

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

1260200020132024YearValue
11Latest 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
2024111$2,514,218$182,252$16,568iApproximate average salary by contribution assumption: employee only about $414,209 at 4% or $276,139 at 6%; with 50% employer match about $276,139 at 4% or $184,093 at 6%; with 100% employer match about $207,105 at 4% or $138,070 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-11$2,514,218$182,252$16,568iApproximate average salary by contribution assumption: employee only about $414,209 at 4% or $276,139 at 6%; with 50% employer match about $276,139 at 4% or $184,093 at 6%; with 100% employer match about $207,105 at 4% or $138,070 at 6%.
2023111$2,136,127$179,176$16,289iApproximate average salary by contribution assumption: employee only about $407,218 at 4% or $271,479 at 6%; with 50% employer match about $271,479 at 4% or $180,986 at 6%; with 100% employer match about $203,609 at 4% or $135,739 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-11$2,136,127$179,176$16,289iApproximate average salary by contribution assumption: employee only about $407,218 at 4% or $271,479 at 6%; with 50% employer match about $271,479 at 4% or $180,986 at 6%; with 100% employer match about $203,609 at 4% or $135,739 at 6%.
2022111$1,674,513$150,119$13,647iApproximate average salary by contribution assumption: employee only about $341,180 at 4% or $227,453 at 6%; with 50% employer match about $227,453 at 4% or $151,635 at 6%; with 100% employer match about $170,590 at 4% or $113,727 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-11$1,674,513$150,119$13,647iApproximate average salary by contribution assumption: employee only about $341,180 at 4% or $227,453 at 6%; with 50% employer match about $227,453 at 4% or $151,635 at 6%; with 100% employer match about $170,590 at 4% or $113,727 at 6%.
2021112$1,778,967$128,529$10,711iApproximate average salary by contribution assumption: employee only about $267,769 at 4% or $178,513 at 6%; with 50% employer match about $178,513 at 4% or $119,008 at 6%; with 100% employer match about $133,884 at 4% or $89,256 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-12$1,778,967$128,529$10,711iApproximate average salary by contribution assumption: employee only about $267,769 at 4% or $178,513 at 6%; with 50% employer match about $178,513 at 4% or $119,008 at 6%; with 100% employer match about $133,884 at 4% or $89,256 at 6%.
2020110$1,398,736$124,546$12,455iApproximate average salary by contribution assumption: employee only about $311,365 at 4% or $207,577 at 6%; with 50% employer match about $207,577 at 4% or $138,384 at 6%; with 100% employer match about $155,683 at 4% or $103,788 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-10$1,398,736$124,546$12,455iApproximate average salary by contribution assumption: employee only about $311,365 at 4% or $207,577 at 6%; with 50% employer match about $207,577 at 4% or $138,384 at 6%; with 100% employer match about $155,683 at 4% or $103,788 at 6%.
201919$1,120,891$112,784$12,532iApproximate average salary by contribution assumption: employee only about $313,289 at 4% or $208,859 at 6%; with 50% employer match about $208,859 at 4% or $139,240 at 6%; with 100% employer match about $156,644 at 4% or $104,430 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-9$1,120,891$112,784$12,532iApproximate average salary by contribution assumption: employee only about $313,289 at 4% or $208,859 at 6%; with 50% employer match about $208,859 at 4% or $139,240 at 6%; with 100% employer match about $156,644 at 4% or $104,430 at 6%.
201818$856,589$106,304$13,288iApproximate average salary by contribution assumption: employee only about $332,200 at 4% or $221,467 at 6%; with 50% employer match about $221,467 at 4% or $147,644 at 6%; with 100% employer match about $166,100 at 4% or $110,733 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-8$856,589$106,304$13,288iApproximate average salary by contribution assumption: employee only about $332,200 at 4% or $221,467 at 6%; with 50% employer match about $221,467 at 4% or $147,644 at 6%; with 100% employer match about $166,100 at 4% or $110,733 at 6%.
201718$807,343$104,865$13,108iApproximate average salary by contribution assumption: employee only about $327,703 at 4% or $218,469 at 6%; with 50% employer match about $218,469 at 4% or $145,646 at 6%; with 100% employer match about $163,852 at 4% or $109,234 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-8$807,343$104,865$13,108iApproximate average salary by contribution assumption: employee only about $327,703 at 4% or $218,469 at 6%; with 50% employer match about $218,469 at 4% or $145,646 at 6%; with 100% employer match about $163,852 at 4% or $109,234 at 6%.
201617$631,163$95,622$13,660iApproximate average salary by contribution assumption: employee only about $341,507 at 4% or $227,671 at 6%; with 50% employer match about $227,671 at 4% or $151,781 at 6%; with 100% employer match about $170,754 at 4% or $113,836 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-7$631,163$95,622$13,660iApproximate average salary by contribution assumption: employee only about $341,507 at 4% or $227,671 at 6%; with 50% employer match about $227,671 at 4% or $151,781 at 6%; with 100% employer match about $170,754 at 4% or $113,836 at 6%.
201518$491,005$96,734$12,092iApproximate average salary by contribution assumption: employee only about $302,294 at 4% or $201,529 at 6%; with 50% employer match about $201,529 at 4% or $134,353 at 6%; with 100% employer match about $151,147 at 4% or $100,765 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-8$491,005$96,734$12,092iApproximate average salary by contribution assumption: employee only about $302,294 at 4% or $201,529 at 6%; with 50% employer match about $201,529 at 4% or $134,353 at 6%; with 100% employer match about $151,147 at 4% or $100,765 at 6%.
201419$468,474$119,096$13,233iApproximate average salary by contribution assumption: employee only about $330,822 at 4% or $220,548 at 6%; with 50% employer match about $220,548 at 4% or $147,032 at 6%; with 100% employer match about $165,411 at 4% or $110,274 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-9$468,474$119,096$13,233iApproximate average salary by contribution assumption: employee only about $330,822 at 4% or $220,548 at 6%; with 50% employer match about $220,548 at 4% or $147,032 at 6%; with 100% employer match about $165,411 at 4% or $110,274 at 6%.
201328$625,050$111,695$13,962iApproximate average salary by contribution assumption: employee only about $349,047 at 4% or $232,698 at 6%; with 50% employer match about $232,698 at 4% or $155,132 at 6%; with 100% employer match about $174,523 at 4% or $116,349 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-8$335,252$78,574$9,822iApproximate average salary by contribution assumption: employee only about $245,544 at 4% or $163,696 at 6%; with 50% employer match about $163,696 at 4% or $109,131 at 6%; with 100% employer match about $122,772 at 4% or $81,848 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-7$289,798$33,121$4,732iApproximate average salary by contribution assumption: employee only about $118,289 at 4% or $78,860 at 6%; with 50% employer match about $78,860 at 4% or $52,573 at 6%; with 100% employer match about $59,145 at 4% or $39,430 at 6%.
201210$250,090$5,200-
Bruce E. Loren & Associates Profit Sharing Plan-0$250,090$5,200-
201115$238,932$6,700$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-5$238,932$6,700$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
201018$230,874$17,432$2,179iApproximate average salary by contribution assumption: employee only about $54,475 at 4% or $36,317 at 6%; with 50% employer match about $36,317 at 4% or $24,211 at 6%; with 100% employer match about $27,238 at 4% or $18,158 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-8$230,874$17,432$2,179iApproximate average salary by contribution assumption: employee only about $54,475 at 4% or $36,317 at 6%; with 50% employer match about $36,317 at 4% or $24,211 at 6%; with 100% employer match about $27,238 at 4% or $18,158 at 6%.
200918$190,851$30,802$3,850iApproximate average salary by contribution assumption: employee only about $96,256 at 4% or $64,171 at 6%; with 50% employer match about $64,171 at 4% or $42,781 at 6%; with 100% employer match about $48,128 at 4% or $32,085 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-8$190,851$30,802$3,850iApproximate average salary by contribution assumption: employee only about $96,256 at 4% or $64,171 at 6%; with 50% employer match about $64,171 at 4% or $42,781 at 6%; with 100% employer match about $48,128 at 4% or $32,085 at 6%.
200815$132,820$17,595$3,519iApproximate average salary by contribution assumption: employee only about $87,975 at 4% or $58,650 at 6%; with 50% employer match about $58,650 at 4% or $39,100 at 6%; with 100% employer match about $43,988 at 4% or $29,325 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-5$132,820$17,595$3,519iApproximate average salary by contribution assumption: employee only about $87,975 at 4% or $58,650 at 6%; with 50% employer match about $58,650 at 4% or $39,100 at 6%; with 100% employer match about $43,988 at 4% or $29,325 at 6%.
200713$0$0-
Bruce E. Loren & Associates Profit Sharing Plan-3---
200613$138,493$3,080$1,027iApproximate average salary by contribution assumption: employee only about $25,667 at 4% or $17,111 at 6%; with 50% employer match about $17,111 at 4% or $11,407 at 6%; with 100% employer match about $12,833 at 4% or $8,556 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-3$138,493$3,080$1,027iApproximate average salary by contribution assumption: employee only about $25,667 at 4% or $17,111 at 6%; with 50% employer match about $17,111 at 4% or $11,407 at 6%; with 100% employer match about $12,833 at 4% or $8,556 at 6%.
200513$124,158$4,580$1,527iApproximate average salary by contribution assumption: employee only about $38,167 at 4% or $25,444 at 6%; with 50% employer match about $25,444 at 4% or $16,963 at 6%; with 100% employer match about $19,083 at 4% or $12,722 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-3$124,158$4,580$1,527iApproximate average salary by contribution assumption: employee only about $38,167 at 4% or $25,444 at 6%; with 50% employer match about $25,444 at 4% or $16,963 at 6%; with 100% employer match about $19,083 at 4% or $12,722 at 6%.
200413$113,179$2,080$693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-3$113,179$2,080$693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%.
200323$107,376$99,442$33,147iApproximate average salary by contribution assumption: employee only about $828,683 at 4% or $552,456 at 6%; with 50% employer match about $552,456 at 4% or $368,304 at 6%; with 100% employer match about $414,342 at 4% or $276,228 at 6%.
Bruce E. Loren & Associates Profit Sharing Plan-3$107,376$99,442$33,147iApproximate average salary by contribution assumption: employee only about $828,683 at 4% or $552,456 at 6%; with 50% employer match about $552,456 at 4% or $368,304 at 6%; with 100% employer match about $414,342 at 4% or $276,228 at 6%.
BRUCE E. LOREN, P.A. PROFIT SHARING PLAN-0---
200213$72,900$1,230$410iApproximate average salary by contribution assumption: employee only about $10,250 at 4% or $6,833 at 6%; with 50% employer match about $6,833 at 4% or $4,556 at 6%; with 100% employer match about $5,125 at 4% or $3,417 at 6%.
BRUCE E. LOREN, P.A. PROFIT SHARING PLAN-3$72,900$1,230$410iApproximate average salary by contribution assumption: employee only about $10,250 at 4% or $6,833 at 6%; with 50% employer match about $6,833 at 4% or $4,556 at 6%; with 100% employer match about $5,125 at 4% or $3,417 at 6%.
200112$0$0-
BRUCE E. LOREN, P.A. PROFIT SHARING PLAN-2---
200012$78,036$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
BRUCE E. LOREN, P.A. PROFIT SHARING PLAN-2$78,036$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.