Civic Intelligence

Barton R. Blumberg, DMD, a PC.

Plan context: Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan

EIN 68-0222480 • The Villages, FL • 24 filings • 4 plans

1503 Buenos Aires Blvd., Suite 190The Villages, FL 32159-6822
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$2,434,611

2022 Contributions

$72,845

Historical Graphs

Total Assets Over Time

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

$2,434,611$1,217,306$0199920112021YearValue
$2,434,611Latest year 2021

Participants Over Time

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

950199920102021YearValue
1Latest year 2021

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
202210$0$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-0---
202111$2,434,611$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-1$2,434,611--
202011$2,266,290$72,845$72,845iApproximate average salary by contribution assumption: employee only about $1,821,125 at 4% or $1,214,083 at 6%; with 50% employer match about $1,214,083 at 4% or $809,389 at 6%; with 100% employer match about $910,563 at 4% or $607,042 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-1$2,266,290$72,845$72,845iApproximate average salary by contribution assumption: employee only about $1,821,125 at 4% or $1,214,083 at 6%; with 50% employer match about $1,214,083 at 4% or $809,389 at 6%; with 100% employer match about $910,563 at 4% or $607,042 at 6%.
201919$2,118,970$65,302$7,256iApproximate average salary by contribution assumption: employee only about $181,394 at 4% or $120,930 at 6%; with 50% employer match about $120,930 at 4% or $80,620 at 6%; with 100% employer match about $90,697 at 4% or $60,465 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-9$2,118,970$65,302$7,256iApproximate average salary by contribution assumption: employee only about $181,394 at 4% or $120,930 at 6%; with 50% employer match about $120,930 at 4% or $80,620 at 6%; with 100% employer match about $90,697 at 4% or $60,465 at 6%.
201817$1,842,255$64,903$9,272iApproximate average salary by contribution assumption: employee only about $231,796 at 4% or $154,531 at 6%; with 50% employer match about $154,531 at 4% or $103,021 at 6%; with 100% employer match about $115,898 at 4% or $77,265 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-7$1,842,255$64,903$9,272iApproximate average salary by contribution assumption: employee only about $231,796 at 4% or $154,531 at 6%; with 50% employer match about $154,531 at 4% or $103,021 at 6%; with 100% employer match about $115,898 at 4% or $77,265 at 6%.
201715$1,831,238$58,833$11,767iApproximate average salary by contribution assumption: employee only about $294,165 at 4% or $196,110 at 6%; with 50% employer match about $196,110 at 4% or $130,740 at 6%; with 100% employer match about $147,083 at 4% or $98,055 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-5$1,831,238$58,833$11,767iApproximate average salary by contribution assumption: employee only about $294,165 at 4% or $196,110 at 6%; with 50% employer match about $196,110 at 4% or $130,740 at 6%; with 100% employer match about $147,083 at 4% or $98,055 at 6%.
201615$1,591,048$27,438$5,488iApproximate average salary by contribution assumption: employee only about $137,190 at 4% or $91,460 at 6%; with 50% employer match about $91,460 at 4% or $60,973 at 6%; with 100% employer match about $68,595 at 4% or $45,730 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-5$1,591,048$27,438$5,488iApproximate average salary by contribution assumption: employee only about $137,190 at 4% or $91,460 at 6%; with 50% employer match about $91,460 at 4% or $60,973 at 6%; with 100% employer match about $68,595 at 4% or $45,730 at 6%.
201515$1,500,567$27,955$5,591iApproximate average salary by contribution assumption: employee only about $139,775 at 4% or $93,183 at 6%; with 50% employer match about $93,183 at 4% or $62,122 at 6%; with 100% employer match about $69,888 at 4% or $46,592 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-5$1,500,567$27,955$5,591iApproximate average salary by contribution assumption: employee only about $139,775 at 4% or $93,183 at 6%; with 50% employer match about $93,183 at 4% or $62,122 at 6%; with 100% employer match about $69,888 at 4% or $46,592 at 6%.
201412$1,499,056$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,499,056$0-
201312$1,413,885$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,413,885$0-
201212$1,246,875$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,246,875$0-
201112$1,158,890$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,158,890$0-
201012$1,157,312$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,157,312$0-
200912$1,098,137$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,098,137$0-
200811$931,727$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-1$931,727--
200712$0$0-
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2---
200612$1,204,080$22,465$11,233iApproximate average salary by contribution assumption: employee only about $280,813 at 4% or $187,208 at 6%; with 50% employer match about $187,208 at 4% or $124,806 at 6%; with 100% employer match about $140,406 at 4% or $93,604 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-2$1,204,080$22,465$11,233iApproximate average salary by contribution assumption: employee only about $280,813 at 4% or $187,208 at 6%; with 50% employer match about $187,208 at 4% or $124,806 at 6%; with 100% employer match about $140,406 at 4% or $93,604 at 6%.
200515$1,175,582$73,531$14,706iApproximate average salary by contribution assumption: employee only about $367,655 at 4% or $245,103 at 6%; with 50% employer match about $245,103 at 4% or $163,402 at 6%; with 100% employer match about $183,828 at 4% or $122,552 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-5$1,175,582$73,531$14,706iApproximate average salary by contribution assumption: employee only about $367,655 at 4% or $245,103 at 6%; with 50% employer match about $245,103 at 4% or $163,402 at 6%; with 100% employer match about $183,828 at 4% or $122,552 at 6%.
200417$1,046,924$68,868$9,838iApproximate average salary by contribution assumption: employee only about $245,957 at 4% or $163,971 at 6%; with 50% employer match about $163,971 at 4% or $109,314 at 6%; with 100% employer match about $122,979 at 4% or $81,986 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-7$1,046,924$68,868$9,838iApproximate average salary by contribution assumption: employee only about $245,957 at 4% or $163,971 at 6%; with 50% employer match about $163,971 at 4% or $109,314 at 6%; with 100% employer match about $122,979 at 4% or $81,986 at 6%.
200317$897,708$52,291$7,470iApproximate average salary by contribution assumption: employee only about $186,754 at 4% or $124,502 at 6%; with 50% employer match about $124,502 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-7$897,708$52,291$7,470iApproximate average salary by contribution assumption: employee only about $186,754 at 4% or $124,502 at 6%; with 50% employer match about $124,502 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%.
200218$687,630$50,345$6,293iApproximate average salary by contribution assumption: employee only about $157,328 at 4% or $104,885 at 6%; with 50% employer match about $104,885 at 4% or $69,924 at 6%; with 100% employer match about $78,664 at 4% or $52,443 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-8$687,630$50,345$6,293iApproximate average salary by contribution assumption: employee only about $157,328 at 4% or $104,885 at 6%; with 50% employer match about $104,885 at 4% or $69,924 at 6%; with 100% employer match about $78,664 at 4% or $52,443 at 6%.
200116$764,328$37,608$6,268iApproximate average salary by contribution assumption: employee only about $156,700 at 4% or $104,467 at 6%; with 50% employer match about $104,467 at 4% or $69,644 at 6%; with 100% employer match about $78,350 at 4% or $52,233 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-6$764,328$37,608$6,268iApproximate average salary by contribution assumption: employee only about $156,700 at 4% or $104,467 at 6%; with 50% employer match about $104,467 at 4% or $69,644 at 6%; with 100% employer match about $78,350 at 4% or $52,233 at 6%.
200015$825,428$42,280$8,456iApproximate average salary by contribution assumption: employee only about $211,400 at 4% or $140,933 at 6%; with 50% employer match about $140,933 at 4% or $93,956 at 6%; with 100% employer match about $105,700 at 4% or $70,467 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-5$825,428$42,280$8,456iApproximate average salary by contribution assumption: employee only about $211,400 at 4% or $140,933 at 6%; with 50% employer match about $140,933 at 4% or $93,956 at 6%; with 100% employer match about $105,700 at 4% or $70,467 at 6%.
199915$874,794$41,576$8,315iApproximate average salary by contribution assumption: employee only about $207,880 at 4% or $138,587 at 6%; with 50% employer match about $138,587 at 4% or $92,391 at 6%; with 100% employer match about $103,940 at 4% or $69,293 at 6%.
Barton R. Blumberg, DMD, a PC. Profit Sharing/401K Plan-5$874,794$41,576$8,315iApproximate average salary by contribution assumption: employee only about $207,880 at 4% or $138,587 at 6%; with 50% employer match about $138,587 at 4% or $92,391 at 6%; with 100% employer match about $103,940 at 4% or $69,293 at 6%.