Civic Intelligence

Marc H. Bloom, C.P.A.

Plan context: Marc H. Bloom, C.P.A., Retirement Plan

EIN 95-4724983 • Valencia, CA • 12 filings • 2 plans

26650 The Old Road, Suite 204Valencia, CA 91381
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$361,752

2011 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$361,752$180,876$0200020062010YearValue
$361,752Latest year 2010

Participants Over Time

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

210200020052010YearValue
2Latest year 2010

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
201110$0$0-
Marc H. Bloom, C.P.A., Retirement Plan-0$0$0-
201012$361,752$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$361,752$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200912$321,405$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$321,405$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200812$250,063$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%.
Marc H. Bloom, C.P.A., Retirement Plan-2$250,063$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%.
200712$237,702$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$237,702$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200612$211,426$36,580$18,290iApproximate average salary by contribution assumption: employee only about $457,250 at 4% or $304,833 at 6%; with 50% employer match about $304,833 at 4% or $203,222 at 6%; with 100% employer match about $228,625 at 4% or $152,417 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$211,426$36,580$18,290iApproximate average salary by contribution assumption: employee only about $457,250 at 4% or $304,833 at 6%; with 50% employer match about $304,833 at 4% or $203,222 at 6%; with 100% employer match about $228,625 at 4% or $152,417 at 6%.
200512$158,466$37,245$18,623iApproximate average salary by contribution assumption: employee only about $465,563 at 4% or $310,375 at 6%; with 50% employer match about $310,375 at 4% or $206,917 at 6%; with 100% employer match about $232,781 at 4% or $155,188 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$158,466$37,245$18,623iApproximate average salary by contribution assumption: employee only about $465,563 at 4% or $310,375 at 6%; with 50% employer match about $310,375 at 4% or $206,917 at 6%; with 100% employer match about $232,781 at 4% or $155,188 at 6%.
200412$113,222$0-
Marc H. Bloom, C.P.A., Retirement Plan-2$113,222--
200312$110,466$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$110,466$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200212$0$0-
Marc H. Bloom, C.P.A., Retirement Plan-2---
200112$0$0-
Marc H. Bloom, C.P.A., Retirement Plan-2---
200012$36,527$36,527$18,264iApproximate average salary by contribution assumption: employee only about $456,588 at 4% or $304,392 at 6%; with 50% employer match about $304,392 at 4% or $202,928 at 6%; with 100% employer match about $228,294 at 4% or $152,196 at 6%.
Marc H. Bloom, C.P.A., Retirement Plan-2$36,527$36,527$18,264iApproximate average salary by contribution assumption: employee only about $456,588 at 4% or $304,392 at 6%; with 50% employer match about $304,392 at 4% or $202,928 at 6%; with 100% employer match about $228,294 at 4% or $152,196 at 6%.