Civic Intelligence

Blume Capital Management Inc.

Plan context: Blume Capital Management Inc. Profit Sharing/401(K) Plan

EIN 94-3186835 • Berkeley, CA • 30 filings • 5 plans

1708 Shattuck AvenueBerkeley, CA 94709
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,416,679

2024 Contributions

$211,900

Historical Graphs

Total Assets Over Time

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

$4,416,679$2,208,340$0199920142024YearValue
$4,416,679Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202416$4,416,679$211,900$35,317iApproximate average salary by contribution assumption: employee only about $882,917 at 4% or $588,611 at 6%; with 50% employer match about $588,611 at 4% or $392,407 at 6%; with 100% employer match about $441,458 at 4% or $294,306 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-6$4,416,679$211,900$35,317iApproximate average salary by contribution assumption: employee only about $882,917 at 4% or $588,611 at 6%; with 50% employer match about $588,611 at 4% or $392,407 at 6%; with 100% employer match about $441,458 at 4% or $294,306 at 6%.
202316$3,539,632$176,832$29,472iApproximate average salary by contribution assumption: employee only about $736,800 at 4% or $491,200 at 6%; with 50% employer match about $491,200 at 4% or $327,467 at 6%; with 100% employer match about $368,400 at 4% or $245,600 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-6$3,539,632$176,832$29,472iApproximate average salary by contribution assumption: employee only about $736,800 at 4% or $491,200 at 6%; with 50% employer match about $491,200 at 4% or $327,467 at 6%; with 100% employer match about $368,400 at 4% or $245,600 at 6%.
202216$2,778,726$185,175$30,863iApproximate average salary by contribution assumption: employee only about $771,563 at 4% or $514,375 at 6%; with 50% employer match about $514,375 at 4% or $342,917 at 6%; with 100% employer match about $385,781 at 4% or $257,188 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-6$2,778,726$185,175$30,863iApproximate average salary by contribution assumption: employee only about $771,563 at 4% or $514,375 at 6%; with 50% employer match about $514,375 at 4% or $342,917 at 6%; with 100% employer match about $385,781 at 4% or $257,188 at 6%.
202116$4,045,889$1,090,287$181,715iApproximate average salary by contribution assumption: employee only about $4,542,863 at 4% or $3,028,575 at 6%; with 50% employer match about $3,028,575 at 4% or $2,019,050 at 6%; with 100% employer match about $2,271,431 at 4% or $1,514,288 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-6$4,045,889$1,090,287$181,715iApproximate average salary by contribution assumption: employee only about $4,542,863 at 4% or $3,028,575 at 6%; with 50% employer match about $3,028,575 at 4% or $2,019,050 at 6%; with 100% employer match about $2,271,431 at 4% or $1,514,288 at 6%.
202017$2,514,813$145,415$20,774iApproximate average salary by contribution assumption: employee only about $519,339 at 4% or $346,226 at 6%; with 50% employer match about $346,226 at 4% or $230,817 at 6%; with 100% employer match about $259,670 at 4% or $173,113 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-7$2,514,813$145,415$20,774iApproximate average salary by contribution assumption: employee only about $519,339 at 4% or $346,226 at 6%; with 50% employer match about $346,226 at 4% or $230,817 at 6%; with 100% employer match about $259,670 at 4% or $173,113 at 6%.
201917$2,097,573$119,232$17,033iApproximate average salary by contribution assumption: employee only about $425,829 at 4% or $283,886 at 6%; with 50% employer match about $283,886 at 4% or $189,257 at 6%; with 100% employer match about $212,914 at 4% or $141,943 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-7$2,097,573$119,232$17,033iApproximate average salary by contribution assumption: employee only about $425,829 at 4% or $283,886 at 6%; with 50% employer match about $283,886 at 4% or $189,257 at 6%; with 100% employer match about $212,914 at 4% or $141,943 at 6%.
201817$1,719,987$124,227$17,747iApproximate average salary by contribution assumption: employee only about $443,668 at 4% or $295,779 at 6%; with 50% employer match about $295,779 at 4% or $197,186 at 6%; with 100% employer match about $221,834 at 4% or $147,889 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-7$1,719,987$124,227$17,747iApproximate average salary by contribution assumption: employee only about $443,668 at 4% or $295,779 at 6%; with 50% employer match about $295,779 at 4% or $197,186 at 6%; with 100% employer match about $221,834 at 4% or $147,889 at 6%.
201717$1,944,818$124,500$17,786iApproximate average salary by contribution assumption: employee only about $444,643 at 4% or $296,429 at 6%; with 50% employer match about $296,429 at 4% or $197,619 at 6%; with 100% employer match about $222,321 at 4% or $148,214 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-7$1,944,818$124,500$17,786iApproximate average salary by contribution assumption: employee only about $444,643 at 4% or $296,429 at 6%; with 50% employer match about $296,429 at 4% or $197,619 at 6%; with 100% employer match about $222,321 at 4% or $148,214 at 6%.
201617$1,677,275$296,503$42,358iApproximate average salary by contribution assumption: employee only about $1,058,939 at 4% or $705,960 at 6%; with 50% employer match about $705,960 at 4% or $470,640 at 6%; with 100% employer match about $529,470 at 4% or $352,980 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-7$1,677,275$296,503$42,358iApproximate average salary by contribution assumption: employee only about $1,058,939 at 4% or $705,960 at 6%; with 50% employer match about $705,960 at 4% or $470,640 at 6%; with 100% employer match about $529,470 at 4% or $352,980 at 6%.
201515$1,423,493$88,500$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-5$1,423,493$88,500$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
201415$1,452,643$80,146$16,029iApproximate average salary by contribution assumption: employee only about $400,730 at 4% or $267,153 at 6%; with 50% employer match about $267,153 at 4% or $178,102 at 6%; with 100% employer match about $200,365 at 4% or $133,577 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-5$1,452,643$80,146$16,029iApproximate average salary by contribution assumption: employee only about $400,730 at 4% or $267,153 at 6%; with 50% employer match about $267,153 at 4% or $178,102 at 6%; with 100% employer match about $200,365 at 4% or $133,577 at 6%.
201315$1,384,850$63,589$12,718iApproximate average salary by contribution assumption: employee only about $317,945 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,973 at 4% or $105,982 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-5$1,384,850$63,589$12,718iApproximate average salary by contribution assumption: employee only about $317,945 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,973 at 4% or $105,982 at 6%.
201215$1,166,675$57,194$11,439iApproximate average salary by contribution assumption: employee only about $285,970 at 4% or $190,647 at 6%; with 50% employer match about $190,647 at 4% or $127,098 at 6%; with 100% employer match about $142,985 at 4% or $95,323 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-5$1,166,675$57,194$11,439iApproximate average salary by contribution assumption: employee only about $285,970 at 4% or $190,647 at 6%; with 50% employer match about $190,647 at 4% or $127,098 at 6%; with 100% employer match about $142,985 at 4% or $95,323 at 6%.
201113$1,026,745$36,912$12,304iApproximate average salary by contribution assumption: employee only about $307,600 at 4% or $205,067 at 6%; with 50% employer match about $205,067 at 4% or $136,711 at 6%; with 100% employer match about $153,800 at 4% or $102,533 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-3$1,026,745$36,912$12,304iApproximate average salary by contribution assumption: employee only about $307,600 at 4% or $205,067 at 6%; with 50% employer match about $205,067 at 4% or $136,711 at 6%; with 100% employer match about $153,800 at 4% or $102,533 at 6%.
201014$1,029,414$36,931$9,233iApproximate average salary by contribution assumption: employee only about $230,819 at 4% or $153,879 at 6%; with 50% employer match about $153,879 at 4% or $102,586 at 6%; with 100% employer match about $115,409 at 4% or $76,940 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-4$1,029,414$36,931$9,233iApproximate average salary by contribution assumption: employee only about $230,819 at 4% or $153,879 at 6%; with 50% employer match about $153,879 at 4% or $102,586 at 6%; with 100% employer match about $115,409 at 4% or $76,940 at 6%.
200914$871,123$34,291$8,573iApproximate average salary by contribution assumption: employee only about $214,319 at 4% or $142,879 at 6%; with 50% employer match about $142,879 at 4% or $95,253 at 6%; with 100% employer match about $107,159 at 4% or $71,440 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-4$871,123$34,291$8,573iApproximate average salary by contribution assumption: employee only about $214,319 at 4% or $142,879 at 6%; with 50% employer match about $142,879 at 4% or $95,253 at 6%; with 100% employer match about $107,159 at 4% or $71,440 at 6%.
200814$635,101$42,512$10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-4$635,101$42,512$10,628iApproximate average salary by contribution assumption: employee only about $265,700 at 4% or $177,133 at 6%; with 50% employer match about $177,133 at 4% or $118,089 at 6%; with 100% employer match about $132,850 at 4% or $88,567 at 6%.
200712$0$0-
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2---
200612$815,160$47,900$23,950iApproximate average salary by contribution assumption: employee only about $598,750 at 4% or $399,167 at 6%; with 50% employer match about $399,167 at 4% or $266,111 at 6%; with 100% employer match about $299,375 at 4% or $199,583 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2$815,160$47,900$23,950iApproximate average salary by contribution assumption: employee only about $598,750 at 4% or $399,167 at 6%; with 50% employer match about $399,167 at 4% or $266,111 at 6%; with 100% employer match about $299,375 at 4% or $199,583 at 6%.
200512$713,216$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2$713,216$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200412$619,626$49,257$24,629iApproximate average salary by contribution assumption: employee only about $615,713 at 4% or $410,475 at 6%; with 50% employer match about $410,475 at 4% or $273,650 at 6%; with 100% employer match about $307,856 at 4% or $205,238 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2$619,626$49,257$24,629iApproximate average salary by contribution assumption: employee only about $615,713 at 4% or $410,475 at 6%; with 50% employer match about $410,475 at 4% or $273,650 at 6%; with 100% employer match about $307,856 at 4% or $205,238 at 6%.
200312$0$0-
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2---
200222$0$0-
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2---
James B. Blume Inc. Money Purchase Plan-0---
200122$0$0-
James B. Blume Inc. Money Purchase Plan-2---
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2---
200022$0$0-
James B. Blume Inc. Money Purchase Plan-2---
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2---
199922$213,123$35,647$17,824iApproximate average salary by contribution assumption: employee only about $445,588 at 4% or $297,058 at 6%; with 50% employer match about $297,058 at 4% or $198,039 at 6%; with 100% employer match about $222,794 at 4% or $148,529 at 6%.
James B. Blume Inc. Money Purchase Plan-2$170,872$18,401$9,201iApproximate average salary by contribution assumption: employee only about $230,013 at 4% or $153,342 at 6%; with 50% employer match about $153,342 at 4% or $102,228 at 6%; with 100% employer match about $115,006 at 4% or $76,671 at 6%.
Blume Capital Management Inc. Profit Sharing/401(K) Plan-2$42,251$17,246$8,623iApproximate average salary by contribution assumption: employee only about $215,575 at 4% or $143,717 at 6%; with 50% employer match about $143,717 at 4% or $95,811 at 6%; with 100% employer match about $107,788 at 4% or $71,858 at 6%.