Civic Intelligence

Robert S. Golden, Clu

Plan context: R.S. Golden Pension Plan & Trust

EIN 04-3304003 • Newton, MA • 9 filings • 1 plans

16 Nod Hill RoadNewton, MA 02461-2027
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$2,219,962

2010 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$2,219,962$1,109,981$0199920062009YearValue
$2,219,962Latest year 2009

Participants Over Time

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

210199920062009YearValue
2Latest year 2009

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
201010$0$0-
R.S. Golden Pension Plan & Trust-0$0$0-
200912$2,219,962$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
R.S. Golden Pension Plan & Trust-2$2,219,962$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200812$1,740,580$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
R.S. Golden Pension Plan & Trust-2$1,740,580$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200712$0$0-
R.S. Golden Pension Plan & Trust-2---
200612$2,024,570$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
R.S. Golden Pension Plan & Trust-2$2,024,570$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200512$1,601,168$210,970$105,485iApproximate average salary by contribution assumption: employee only about $2,637,125 at 4% or $1,758,083 at 6%; with 50% employer match about $1,758,083 at 4% or $1,172,056 at 6%; with 100% employer match about $1,318,563 at 4% or $879,042 at 6%.
R.S. Golden Pension Plan & Trust-2$1,601,168$210,970$105,485iApproximate average salary by contribution assumption: employee only about $2,637,125 at 4% or $1,758,083 at 6%; with 50% employer match about $1,758,083 at 4% or $1,172,056 at 6%; with 100% employer match about $1,318,563 at 4% or $879,042 at 6%.
200412$0$0-
R.S. Golden Pension Plan & Trust-2---
200311$0$0-
R.S. Golden Pension Plan & Trust-1---
199912$529,598$60,810$30,405iApproximate average salary by contribution assumption: employee only about $760,125 at 4% or $506,750 at 6%; with 50% employer match about $506,750 at 4% or $337,833 at 6%; with 100% employer match about $380,063 at 4% or $253,375 at 6%.
R.S. Golden Pension Plan & Trust-2$529,598$60,810$30,405iApproximate average salary by contribution assumption: employee only about $760,125 at 4% or $506,750 at 6%; with 50% employer match about $506,750 at 4% or $337,833 at 6%; with 100% employer match about $380,063 at 4% or $253,375 at 6%.