Civic Intelligence

Blumberg and Associates

Plan context: Blumberg and Associates 401(K) Plan

EIN 72-1154712 • Baton Rouge, LA • 11 filings • 1 plans

8560 Jefferson HighwayBaton Rouge, LA 70809
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$4,937,684

2024 Contributions

$175,315

Historical Graphs

Total Assets Over Time

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

$4,937,684$2,468,842$0201420192023YearValue
$4,937,684Latest year 2023

Participants Over Time

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

33170201420192023YearValue
33Latest year 2023

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
202410$0$175,315-
Blumberg and Associates 401(K) Plan-0$0$175,315-
2023133$4,937,684$332,444$10,074iApproximate average salary by contribution assumption: employee only about $251,852 at 4% or $167,901 at 6%; with 50% employer match about $167,901 at 4% or $111,934 at 6%; with 100% employer match about $125,926 at 4% or $83,951 at 6%.
Blumberg and Associates 401(K) Plan-33$4,937,684$332,444$10,074iApproximate average salary by contribution assumption: employee only about $251,852 at 4% or $167,901 at 6%; with 50% employer match about $167,901 at 4% or $111,934 at 6%; with 100% employer match about $125,926 at 4% or $83,951 at 6%.
2022133$4,017,706$325,929$9,877iApproximate average salary by contribution assumption: employee only about $246,916 at 4% or $164,611 at 6%; with 50% employer match about $164,611 at 4% or $109,740 at 6%; with 100% employer match about $123,458 at 4% or $82,305 at 6%.
Blumberg and Associates 401(K) Plan-33$4,017,706$325,929$9,877iApproximate average salary by contribution assumption: employee only about $246,916 at 4% or $164,611 at 6%; with 50% employer match about $164,611 at 4% or $109,740 at 6%; with 100% employer match about $123,458 at 4% or $82,305 at 6%.
2021133$4,735,055$299,154$9,065iApproximate average salary by contribution assumption: employee only about $226,632 at 4% or $151,088 at 6%; with 50% employer match about $151,088 at 4% or $100,725 at 6%; with 100% employer match about $113,316 at 4% or $75,544 at 6%.
Blumberg and Associates 401(K) Plan-33$4,735,055$299,154$9,065iApproximate average salary by contribution assumption: employee only about $226,632 at 4% or $151,088 at 6%; with 50% employer match about $151,088 at 4% or $100,725 at 6%; with 100% employer match about $113,316 at 4% or $75,544 at 6%.
2020132$3,980,590$279,928$8,748iApproximate average salary by contribution assumption: employee only about $218,694 at 4% or $145,796 at 6%; with 50% employer match about $145,796 at 4% or $97,197 at 6%; with 100% employer match about $109,347 at 4% or $72,898 at 6%.
Blumberg and Associates 401(K) Plan-32$3,980,590$279,928$8,748iApproximate average salary by contribution assumption: employee only about $218,694 at 4% or $145,796 at 6%; with 50% employer match about $145,796 at 4% or $97,197 at 6%; with 100% employer match about $109,347 at 4% or $72,898 at 6%.
2019131$3,230,686$269,117$8,681iApproximate average salary by contribution assumption: employee only about $217,030 at 4% or $144,687 at 6%; with 50% employer match about $144,687 at 4% or $96,458 at 6%; with 100% employer match about $108,515 at 4% or $72,343 at 6%.
Blumberg and Associates 401(K) Plan-31$3,230,686$269,117$8,681iApproximate average salary by contribution assumption: employee only about $217,030 at 4% or $144,687 at 6%; with 50% employer match about $144,687 at 4% or $96,458 at 6%; with 100% employer match about $108,515 at 4% or $72,343 at 6%.
2018130$2,450,817$258,066$8,602iApproximate average salary by contribution assumption: employee only about $215,055 at 4% or $143,370 at 6%; with 50% employer match about $143,370 at 4% or $95,580 at 6%; with 100% employer match about $107,528 at 4% or $71,685 at 6%.
Blumberg and Associates 401(K) Plan-30$2,450,817$258,066$8,602iApproximate average salary by contribution assumption: employee only about $215,055 at 4% or $143,370 at 6%; with 50% employer match about $143,370 at 4% or $95,580 at 6%; with 100% employer match about $107,528 at 4% or $71,685 at 6%.
2017132$2,387,745$265,848$8,308iApproximate average salary by contribution assumption: employee only about $207,694 at 4% or $138,463 at 6%; with 50% employer match about $138,463 at 4% or $92,308 at 6%; with 100% employer match about $103,847 at 4% or $69,231 at 6%.
Blumberg and Associates 401(K) Plan-32$2,387,745$265,848$8,308iApproximate average salary by contribution assumption: employee only about $207,694 at 4% or $138,463 at 6%; with 50% employer match about $138,463 at 4% or $92,308 at 6%; with 100% employer match about $103,847 at 4% or $69,231 at 6%.
2016133$1,916,590$238,842$7,238iApproximate average salary by contribution assumption: employee only about $180,941 at 4% or $120,627 at 6%; with 50% employer match about $120,627 at 4% or $80,418 at 6%; with 100% employer match about $90,470 at 4% or $60,314 at 6%.
Blumberg and Associates 401(K) Plan-33$1,916,590$238,842$7,238iApproximate average salary by contribution assumption: employee only about $180,941 at 4% or $120,627 at 6%; with 50% employer match about $120,627 at 4% or $80,418 at 6%; with 100% employer match about $90,470 at 4% or $60,314 at 6%.
2015131$1,565,604$233,166$7,521iApproximate average salary by contribution assumption: employee only about $188,037 at 4% or $125,358 at 6%; with 50% employer match about $125,358 at 4% or $83,572 at 6%; with 100% employer match about $94,019 at 4% or $62,679 at 6%.
Blumberg and Associates 401(K) Plan-31$1,565,604$233,166$7,521iApproximate average salary by contribution assumption: employee only about $188,037 at 4% or $125,358 at 6%; with 50% employer match about $125,358 at 4% or $83,572 at 6%; with 100% employer match about $94,019 at 4% or $62,679 at 6%.
2014128$1,448,322$1,400,410$50,015iApproximate average salary by contribution assumption: employee only about $1,250,366 at 4% or $833,577 at 6%; with 50% employer match about $833,577 at 4% or $555,718 at 6%; with 100% employer match about $625,183 at 4% or $416,789 at 6%.
Blumberg and Associates 401(K) Plan-28$1,448,322$1,400,410$50,015iApproximate average salary by contribution assumption: employee only about $1,250,366 at 4% or $833,577 at 6%; with 50% employer match about $833,577 at 4% or $555,718 at 6%; with 100% employer match about $625,183 at 4% or $416,789 at 6%.