Civic Intelligence

Blum & Sons Electric Inc.

Plan context: Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust

EIN 77-0094331 • Carpinteria, CA • 53 filings • 8 plans

606 Linden AvenueCarpinteria, CA 93013-2040
Current Snapshot

Latest Year

2024

2024 Participants

90

2024 Assets

$9,945,109

2024 Contributions

$1,171,526

Historical Graphs

Total Assets Over Time

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

$13,103,893$6,551,947$0199920122024YearValue
$9,945,109Latest year 2024

Participants Over Time

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

119600199920122024YearValue
90Latest 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
2024190$9,945,109$1,171,526$13,017iApproximate average salary by contribution assumption: employee only about $325,424 at 4% or $216,949 at 6%; with 50% employer match about $216,949 at 4% or $144,633 at 6%; with 100% employer match about $162,712 at 4% or $108,475 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-90$9,945,109$1,171,526$13,017iApproximate average salary by contribution assumption: employee only about $325,424 at 4% or $216,949 at 6%; with 50% employer match about $216,949 at 4% or $144,633 at 6%; with 100% employer match about $162,712 at 4% or $108,475 at 6%.
20231110$10,606,342$1,161,315$10,557iApproximate average salary by contribution assumption: employee only about $263,935 at 4% or $175,957 at 6%; with 50% employer match about $175,957 at 4% or $117,305 at 6%; with 100% employer match about $131,968 at 4% or $87,978 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-110$10,606,342$1,161,315$10,557iApproximate average salary by contribution assumption: employee only about $263,935 at 4% or $175,957 at 6%; with 50% employer match about $175,957 at 4% or $117,305 at 6%; with 100% employer match about $131,968 at 4% or $87,978 at 6%.
20221119$8,521,443$1,315,463$11,054iApproximate average salary by contribution assumption: employee only about $276,358 at 4% or $184,239 at 6%; with 50% employer match about $184,239 at 4% or $122,826 at 6%; with 100% employer match about $138,179 at 4% or $92,119 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-119$8,521,443$1,315,463$11,054iApproximate average salary by contribution assumption: employee only about $276,358 at 4% or $184,239 at 6%; with 50% employer match about $184,239 at 4% or $122,826 at 6%; with 100% employer match about $138,179 at 4% or $92,119 at 6%.
2021187$11,028,394$728,505$8,374iApproximate average salary by contribution assumption: employee only about $209,341 at 4% or $139,560 at 6%; with 50% employer match about $139,560 at 4% or $93,040 at 6%; with 100% employer match about $104,670 at 4% or $69,780 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-87$11,028,394$728,505$8,374iApproximate average salary by contribution assumption: employee only about $209,341 at 4% or $139,560 at 6%; with 50% employer match about $139,560 at 4% or $93,040 at 6%; with 100% employer match about $104,670 at 4% or $69,780 at 6%.
2020284$9,482,969$555,650$6,615iApproximate average salary by contribution assumption: employee only about $165,372 at 4% or $110,248 at 6%; with 50% employer match about $110,248 at 4% or $73,499 at 6%; with 100% employer match about $82,686 at 4% or $55,124 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-84$9,482,969$555,650$6,615iApproximate average salary by contribution assumption: employee only about $165,372 at 4% or $110,248 at 6%; with 50% employer match about $110,248 at 4% or $73,499 at 6%; with 100% employer match about $82,686 at 4% or $55,124 at 6%.
BLUM & SONS ELECTRIC, INC. CASH BALANCE PENSION PLAN-0$0$0-
2019396$10,705,968$596,404$6,213iApproximate average salary by contribution assumption: employee only about $155,314 at 4% or $103,542 at 6%; with 50% employer match about $103,542 at 4% or $69,028 at 6%; with 100% employer match about $77,657 at 4% or $51,771 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-96$10,146,900$596,404$6,213iApproximate average salary by contribution assumption: employee only about $155,314 at 4% or $103,542 at 6%; with 50% employer match about $103,542 at 4% or $69,028 at 6%; with 100% employer match about $77,657 at 4% or $51,771 at 6%.
BLUM & SONS ELECTRIC, INC. CASH BALANCE PENSION PLAN-2$559,068$0-
BLUM & SONS ELECTRIC, INC. PROFIT SHARING PLAN-0$0$0-
20183101$11,268,577$1,082,353$10,716iApproximate average salary by contribution assumption: employee only about $267,909 at 4% or $178,606 at 6%; with 50% employer match about $178,606 at 4% or $119,071 at 6%; with 100% employer match about $133,955 at 4% or $89,303 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-101$9,882,565$1,034,614$10,244iApproximate average salary by contribution assumption: employee only about $256,093 at 4% or $170,728 at 6%; with 50% employer match about $170,728 at 4% or $113,819 at 6%; with 100% employer match about $128,046 at 4% or $85,364 at 6%.
BLUM & SONS ELECTRIC, INC. CASH BALANCE PENSION PLAN-22$986,352$47,739$2,170iApproximate average salary by contribution assumption: employee only about $54,249 at 4% or $36,166 at 6%; with 50% employer match about $36,166 at 4% or $24,111 at 6%; with 100% employer match about $27,124 at 4% or $18,083 at 6%.
BLUM & SONS ELECTRIC, INC. PROFIT SHARING PLAN-45$399,660$0-
2017391$12,000,395$738,305$8,113iApproximate average salary by contribution assumption: employee only about $202,831 at 4% or $135,221 at 6%; with 50% employer match about $135,221 at 4% or $90,147 at 6%; with 100% employer match about $101,416 at 4% or $67,610 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-91$10,614,647$738,305$8,113iApproximate average salary by contribution assumption: employee only about $202,831 at 4% or $135,221 at 6%; with 50% employer match about $135,221 at 4% or $90,147 at 6%; with 100% employer match about $101,416 at 4% or $67,610 at 6%.
BLUM & SONS ELECTRIC, INC. CASH BALANCE PENSION PLAN-23$935,893$0-
BLUM & SONS ELECTRIC, INC. PROFIT SHARING PLAN-54$449,855$0-
2016399$11,009,744$1,722,797$17,402iApproximate average salary by contribution assumption: employee only about $435,050 at 4% or $290,033 at 6%; with 50% employer match about $290,033 at 4% or $193,355 at 6%; with 100% employer match about $217,525 at 4% or $145,017 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-99$9,620,340$1,046,228$10,568iApproximate average salary by contribution assumption: employee only about $264,199 at 4% or $176,133 at 6%; with 50% employer match about $176,133 at 4% or $117,422 at 6%; with 100% employer match about $132,099 at 4% or $88,066 at 6%.
BLUM & SONS ELECTRIC, INC. CASH BALANCE PENSION PLAN-23$930,857$442,983$19,260iApproximate average salary by contribution assumption: employee only about $481,503 at 4% or $321,002 at 6%; with 50% employer match about $321,002 at 4% or $214,001 at 6%; with 100% employer match about $240,752 at 4% or $160,501 at 6%.
BLUM & SONS ELECTRIC, INC. PROFIT SHARING PLAN-56$458,547$233,586$4,171iApproximate average salary by contribution assumption: employee only about $104,279 at 4% or $69,520 at 6%; with 50% employer match about $69,520 at 4% or $46,346 at 6%; with 100% employer match about $52,140 at 4% or $34,760 at 6%.
2015386$8,858,193$2,940,520$34,192iApproximate average salary by contribution assumption: employee only about $854,802 at 4% or $569,868 at 6%; with 50% employer match about $569,868 at 4% or $379,912 at 6%; with 100% employer match about $427,401 at 4% or $284,934 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-86$8,189,387$2,271,714$26,415iApproximate average salary by contribution assumption: employee only about $660,382 at 4% or $440,255 at 6%; with 50% employer match about $440,255 at 4% or $293,503 at 6%; with 100% employer match about $330,191 at 4% or $220,127 at 6%.
BLUM & SONS ELECTRIC, INC. CASH BALANCE PENSION PLAN-23$453,667$453,667$19,725iApproximate average salary by contribution assumption: employee only about $493,116 at 4% or $328,744 at 6%; with 50% employer match about $328,744 at 4% or $219,163 at 6%; with 100% employer match about $246,558 at 4% or $164,372 at 6%.
BLUM & SONS ELECTRIC, INC. PROFIT SHARING PLAN-51$215,139$215,139$4,218iApproximate average salary by contribution assumption: employee only about $105,460 at 4% or $70,307 at 6%; with 50% employer match about $70,307 at 4% or $46,871 at 6%; with 100% employer match about $52,730 at 4% or $35,153 at 6%.
2014282$6,527,370$867,321$10,577iApproximate average salary by contribution assumption: employee only about $264,427 at 4% or $176,285 at 6%; with 50% employer match about $176,285 at 4% or $117,523 at 6%; with 100% employer match about $132,214 at 4% or $88,142 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-82$6,527,370$619,014$7,549iApproximate average salary by contribution assumption: employee only about $188,724 at 4% or $125,816 at 6%; with 50% employer match about $125,816 at 4% or $83,877 at 6%; with 100% employer match about $94,362 at 4% or $62,908 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-0$0$248,307-
2013293$13,103,893$1,063,469$11,435iApproximate average salary by contribution assumption: employee only about $285,879 at 4% or $190,586 at 6%; with 50% employer match about $190,586 at 4% or $127,057 at 6%; with 100% employer match about $142,939 at 4% or $95,293 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-27$6,852,371$0-
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-93$6,251,522$1,063,469$11,435iApproximate average salary by contribution assumption: employee only about $285,879 at 4% or $190,586 at 6%; with 50% employer match about $190,586 at 4% or $127,057 at 6%; with 100% employer match about $142,939 at 4% or $95,293 at 6%.
2012266$12,089,093$713,761$10,815iApproximate average salary by contribution assumption: employee only about $270,364 at 4% or $180,243 at 6%; with 50% employer match about $180,243 at 4% or $120,162 at 6%; with 100% employer match about $135,182 at 4% or $90,121 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-30$7,047,555$150,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-66$5,041,538$563,761$8,542iApproximate average salary by contribution assumption: employee only about $213,546 at 4% or $142,364 at 6%; with 50% employer match about $142,364 at 4% or $94,909 at 6%; with 100% employer match about $106,773 at 4% or $71,182 at 6%.
2011261$10,942,266$775,518$12,713iApproximate average salary by contribution assumption: employee only about $317,835 at 4% or $211,890 at 6%; with 50% employer match about $211,890 at 4% or $141,260 at 6%; with 100% employer match about $158,918 at 4% or $105,945 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-33$6,801,554$150,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-61$4,140,712$625,518$10,254iApproximate average salary by contribution assumption: employee only about $256,360 at 4% or $170,907 at 6%; with 50% employer match about $170,907 at 4% or $113,938 at 6%; with 100% employer match about $128,180 at 4% or $85,453 at 6%.
2010244$9,412,759$731,219$16,619iApproximate average salary by contribution assumption: employee only about $415,465 at 4% or $276,977 at 6%; with 50% employer match about $276,977 at 4% or $184,651 at 6%; with 100% employer match about $207,733 at 4% or $138,488 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-34$5,816,340$150,000$4,412iApproximate average salary by contribution assumption: employee only about $110,294 at 4% or $73,529 at 6%; with 50% employer match about $73,529 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-44$3,596,419$581,219$13,210iApproximate average salary by contribution assumption: employee only about $330,238 at 4% or $220,159 at 6%; with 50% employer match about $220,159 at 4% or $146,772 at 6%; with 100% employer match about $165,119 at 4% or $110,079 at 6%.
2009255$8,660,901$477,030$8,673iApproximate average salary by contribution assumption: employee only about $216,832 at 4% or $144,555 at 6%; with 50% employer match about $144,555 at 4% or $96,370 at 6%; with 100% employer match about $108,416 at 4% or $72,277 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-34$5,840,613$0-
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-55$2,820,288$477,030$8,673iApproximate average salary by contribution assumption: employee only about $216,832 at 4% or $144,555 at 6%; with 50% employer match about $144,555 at 4% or $96,370 at 6%; with 100% employer match about $108,416 at 4% or $72,277 at 6%.
2008257$1,912,032$532,617$9,344iApproximate average salary by contribution assumption: employee only about $233,604 at 4% or $155,736 at 6%; with 50% employer match about $155,736 at 4% or $103,824 at 6%; with 100% employer match about $116,802 at 4% or $77,868 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-57$1,912,032$532,617$9,344iApproximate average salary by contribution assumption: employee only about $233,604 at 4% or $155,736 at 6%; with 50% employer match about $155,736 at 4% or $103,824 at 6%; with 100% employer match about $116,802 at 4% or $77,868 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-37---
2007286$0$0-
Blum & Sons Electric Inc. Defined Benefit Pension Plan-37---
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-86---
2006263$1,672,095$314,379$4,990iApproximate average salary by contribution assumption: employee only about $124,754 at 4% or $83,169 at 6%; with 50% employer match about $83,169 at 4% or $55,446 at 6%; with 100% employer match about $62,377 at 4% or $41,585 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-60$1,672,095$314,379$5,240iApproximate average salary by contribution assumption: employee only about $130,991 at 4% or $87,328 at 6%; with 50% employer match about $87,328 at 4% or $58,218 at 6%; with 100% employer match about $65,496 at 4% or $43,664 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-63---
2005258$1,216,980$183,861$3,170iApproximate average salary by contribution assumption: employee only about $79,250 at 4% or $52,834 at 6%; with 50% employer match about $52,834 at 4% or $35,222 at 6%; with 100% employer match about $39,625 at 4% or $26,417 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-44$1,216,980$183,861$4,179iApproximate average salary by contribution assumption: employee only about $104,466 at 4% or $69,644 at 6%; with 50% employer match about $69,644 at 4% or $46,430 at 6%; with 100% employer match about $52,233 at 4% or $34,822 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-58---
2004242$6,466,616$920,649$21,920iApproximate average salary by contribution assumption: employee only about $548,005 at 4% or $365,337 at 6%; with 50% employer match about $365,337 at 4% or $243,558 at 6%; with 100% employer match about $274,003 at 4% or $182,668 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-41$5,382,568$750,000$18,293iApproximate average salary by contribution assumption: employee only about $457,317 at 4% or $304,878 at 6%; with 50% employer match about $304,878 at 4% or $203,252 at 6%; with 100% employer match about $228,659 at 4% or $152,439 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-42$1,084,048$170,649$4,063iApproximate average salary by contribution assumption: employee only about $101,577 at 4% or $67,718 at 6%; with 50% employer match about $67,718 at 4% or $45,145 at 6%; with 100% employer match about $50,788 at 4% or $33,859 at 6%.
2003242$838,887$148,729$3,541iApproximate average salary by contribution assumption: employee only about $88,529 at 4% or $59,019 at 6%; with 50% employer match about $59,019 at 4% or $39,346 at 6%; with 100% employer match about $44,265 at 4% or $29,510 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-42$838,887$148,729$3,541iApproximate average salary by contribution assumption: employee only about $88,529 at 4% or $59,019 at 6%; with 50% employer match about $59,019 at 4% or $39,346 at 6%; with 100% employer match about $44,265 at 4% or $29,510 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-40---
2002242$519,983$143,578$3,419iApproximate average salary by contribution assumption: employee only about $85,463 at 4% or $56,975 at 6%; with 50% employer match about $56,975 at 4% or $37,984 at 6%; with 100% employer match about $42,732 at 4% or $28,488 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-41$519,983$143,578$3,502iApproximate average salary by contribution assumption: employee only about $87,548 at 4% or $58,365 at 6%; with 50% employer match about $58,365 at 4% or $38,910 at 6%; with 100% employer match about $43,774 at 4% or $29,183 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-42---
2001240$468,116$133,696$3,342iApproximate average salary by contribution assumption: employee only about $83,560 at 4% or $55,707 at 6%; with 50% employer match about $55,707 at 4% or $37,138 at 6%; with 100% employer match about $41,780 at 4% or $27,853 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-34$468,116$133,696$3,932iApproximate average salary by contribution assumption: employee only about $98,306 at 4% or $65,537 at 6%; with 50% employer match about $65,537 at 4% or $43,692 at 6%; with 100% employer match about $49,153 at 4% or $32,769 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-40---
2000234$368,535$103,929$3,057iApproximate average salary by contribution assumption: employee only about $76,418 at 4% or $50,946 at 6%; with 50% employer match about $50,946 at 4% or $33,964 at 6%; with 100% employer match about $38,209 at 4% or $25,473 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-25$368,535$103,929$4,157iApproximate average salary by contribution assumption: employee only about $103,929 at 4% or $69,286 at 6%; with 50% employer match about $69,286 at 4% or $46,191 at 6%; with 100% employer match about $51,965 at 4% or $34,643 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-34---
1999230$3,049,308$339,857$11,329iApproximate average salary by contribution assumption: employee only about $283,214 at 4% or $188,809 at 6%; with 50% employer match about $188,809 at 4% or $125,873 at 6%; with 100% employer match about $141,607 at 4% or $94,405 at 6%.
Blum & Sons Electric Inc. Defined Benefit Pension Plan-30$2,770,053$240,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Blum & Sons Electric Inc. 401(K) Profit Sharing Plan & Trust-28$279,255$99,857$3,566iApproximate average salary by contribution assumption: employee only about $89,158 at 4% or $59,439 at 6%; with 50% employer match about $59,439 at 4% or $39,626 at 6%; with 100% employer match about $44,579 at 4% or $29,719 at 6%.