Civic Intelligence

Goetzmann and Associates LLC

Plan context: Goetzmann and Associates LLC 401(K) Retirement Plan

EIN 06-1781752 • Syracuse, NY • 15 filings • 2 plans

1001 West Fayette Street, Suite 3BSyracuse, NY 13204
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,297,299

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$2,297,299$1,148,650$0201020172024YearValue
$2,297,299Latest year 2024

Participants Over Time

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

530201020172024YearValue
3Latest 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
202413$2,297,299$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-3$2,297,299$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
202313$1,991,301$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-3$1,991,301$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
202214$1,470,009$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-4$1,470,009$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
202114$1,596,533$68,988$17,247iApproximate average salary by contribution assumption: employee only about $431,175 at 4% or $287,450 at 6%; with 50% employer match about $287,450 at 4% or $191,633 at 6%; with 100% employer match about $215,588 at 4% or $143,725 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-4$1,596,533$68,988$17,247iApproximate average salary by contribution assumption: employee only about $431,175 at 4% or $287,450 at 6%; with 50% employer match about $287,450 at 4% or $191,633 at 6%; with 100% employer match about $215,588 at 4% or $143,725 at 6%.
202014$1,382,840$85,655$21,414iApproximate average salary by contribution assumption: employee only about $535,344 at 4% or $356,896 at 6%; with 50% employer match about $356,896 at 4% or $237,931 at 6%; with 100% employer match about $267,672 at 4% or $178,448 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-4$1,382,840$85,655$21,414iApproximate average salary by contribution assumption: employee only about $535,344 at 4% or $356,896 at 6%; with 50% employer match about $356,896 at 4% or $237,931 at 6%; with 100% employer match about $267,672 at 4% or $178,448 at 6%.
201914$808,801$82,908$20,727iApproximate average salary by contribution assumption: employee only about $518,175 at 4% or $345,450 at 6%; with 50% employer match about $345,450 at 4% or $230,300 at 6%; with 100% employer match about $259,088 at 4% or $172,725 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-4$808,801$82,908$20,727iApproximate average salary by contribution assumption: employee only about $518,175 at 4% or $345,450 at 6%; with 50% employer match about $345,450 at 4% or $230,300 at 6%; with 100% employer match about $259,088 at 4% or $172,725 at 6%.
201814$686,958$80,689$20,172iApproximate average salary by contribution assumption: employee only about $504,306 at 4% or $336,204 at 6%; with 50% employer match about $336,204 at 4% or $224,136 at 6%; with 100% employer match about $252,153 at 4% or $168,102 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-4$686,958$80,689$20,172iApproximate average salary by contribution assumption: employee only about $504,306 at 4% or $336,204 at 6%; with 50% employer match about $336,204 at 4% or $224,136 at 6%; with 100% employer match about $252,153 at 4% or $168,102 at 6%.
201715$618,451$73,197$14,639iApproximate average salary by contribution assumption: employee only about $365,985 at 4% or $243,990 at 6%; with 50% employer match about $243,990 at 4% or $162,660 at 6%; with 100% employer match about $182,993 at 4% or $121,995 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$618,451$73,197$14,639iApproximate average salary by contribution assumption: employee only about $365,985 at 4% or $243,990 at 6%; with 50% employer match about $243,990 at 4% or $162,660 at 6%; with 100% employer match about $182,993 at 4% or $121,995 at 6%.
201615$526,617$71,255$14,251iApproximate average salary by contribution assumption: employee only about $356,275 at 4% or $237,517 at 6%; with 50% employer match about $237,517 at 4% or $158,344 at 6%; with 100% employer match about $178,138 at 4% or $118,758 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$526,617$71,255$14,251iApproximate average salary by contribution assumption: employee only about $356,275 at 4% or $237,517 at 6%; with 50% employer match about $237,517 at 4% or $158,344 at 6%; with 100% employer match about $178,138 at 4% or $118,758 at 6%.
201515$509,890$75,120$15,024iApproximate average salary by contribution assumption: employee only about $375,600 at 4% or $250,400 at 6%; with 50% employer match about $250,400 at 4% or $166,933 at 6%; with 100% employer match about $187,800 at 4% or $125,200 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$509,890$75,120$15,024iApproximate average salary by contribution assumption: employee only about $375,600 at 4% or $250,400 at 6%; with 50% employer match about $250,400 at 4% or $166,933 at 6%; with 100% employer match about $187,800 at 4% or $125,200 at 6%.
201415$431,397$73,182$14,636iApproximate average salary by contribution assumption: employee only about $365,910 at 4% or $243,940 at 6%; with 50% employer match about $243,940 at 4% or $162,627 at 6%; with 100% employer match about $182,955 at 4% or $121,970 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$431,397$73,182$14,636iApproximate average salary by contribution assumption: employee only about $365,910 at 4% or $243,940 at 6%; with 50% employer match about $243,940 at 4% or $162,627 at 6%; with 100% employer match about $182,955 at 4% or $121,970 at 6%.
201315$342,455$74,257$14,851iApproximate average salary by contribution assumption: employee only about $371,285 at 4% or $247,523 at 6%; with 50% employer match about $247,523 at 4% or $165,016 at 6%; with 100% employer match about $185,643 at 4% or $123,762 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$342,455$74,257$14,851iApproximate average salary by contribution assumption: employee only about $371,285 at 4% or $247,523 at 6%; with 50% employer match about $247,523 at 4% or $165,016 at 6%; with 100% employer match about $185,643 at 4% or $123,762 at 6%.
201215$232,318$84,332$16,866iApproximate average salary by contribution assumption: employee only about $421,660 at 4% or $281,107 at 6%; with 50% employer match about $281,107 at 4% or $187,404 at 6%; with 100% employer match about $210,830 at 4% or $140,553 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$232,318$84,332$16,866iApproximate average salary by contribution assumption: employee only about $421,660 at 4% or $281,107 at 6%; with 50% employer match about $281,107 at 4% or $187,404 at 6%; with 100% employer match about $210,830 at 4% or $140,553 at 6%.
201115$128,539$69,174$13,835iApproximate average salary by contribution assumption: employee only about $345,870 at 4% or $230,580 at 6%; with 50% employer match about $230,580 at 4% or $153,720 at 6%; with 100% employer match about $172,935 at 4% or $115,290 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$128,539$69,174$13,835iApproximate average salary by contribution assumption: employee only about $345,870 at 4% or $230,580 at 6%; with 50% employer match about $230,580 at 4% or $153,720 at 6%; with 100% employer match about $172,935 at 4% or $115,290 at 6%.
201015$63,245$59,992$11,998iApproximate average salary by contribution assumption: employee only about $299,960 at 4% or $199,973 at 6%; with 50% employer match about $199,973 at 4% or $133,316 at 6%; with 100% employer match about $149,980 at 4% or $99,987 at 6%.
Goetzmann and Associates LLC 401(K) Retirement Plan-5$63,245$59,992$11,998iApproximate average salary by contribution assumption: employee only about $299,960 at 4% or $199,973 at 6%; with 50% employer match about $199,973 at 4% or $133,316 at 6%; with 100% employer match about $149,980 at 4% or $99,987 at 6%.