M. Robert Goldman & Company Inc.
Plan context: M R G Employee Retirement & Savings Plan
EIN 11-2674577 • Jericho, NY • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$6,437,501
2024 Contributions
$220,980
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $6,437,501 | $220,980 | $18,415iApproximate average salary by contribution assumption: employee only about $460,375 at 4% or $306,917 at 6%; with 50% employer match about $306,917 at 4% or $204,611 at 6%; with 100% employer match about $230,188 at 4% or $153,458 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $6,037,346 | $172,138 | $14,345iApproximate average salary by contribution assumption: employee only about $358,621 at 4% or $239,081 at 6%; with 50% employer match about $239,081 at 4% or $159,387 at 6%; with 100% employer match about $179,310 at 4% or $119,540 at 6%. |
| Mrg Defined Benefit Plan | - | 6 | $400,155 | $48,842 | $8,140iApproximate average salary by contribution assumption: employee only about $203,508 at 4% or $135,672 at 6%; with 50% employer match about $135,672 at 4% or $90,448 at 6%; with 100% employer match about $101,754 at 4% or $67,836 at 6%. |
| 2023 | 2 | 12 | $6,156,474 | $197,977 | $16,498iApproximate average salary by contribution assumption: employee only about $412,452 at 4% or $274,968 at 6%; with 50% employer match about $274,968 at 4% or $183,312 at 6%; with 100% employer match about $206,226 at 4% or $137,484 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $5,829,604 | $167,300 | $13,942iApproximate average salary by contribution assumption: employee only about $348,542 at 4% or $232,361 at 6%; with 50% employer match about $232,361 at 4% or $154,907 at 6%; with 100% employer match about $174,271 at 4% or $116,181 at 6%. |
| Mrg Defined Benefit Plan | - | 6 | $326,870 | $30,677 | $5,113iApproximate average salary by contribution assumption: employee only about $127,821 at 4% or $85,214 at 6%; with 50% employer match about $85,214 at 4% or $56,809 at 6%; with 100% employer match about $63,910 at 4% or $42,607 at 6%. |
| 2022 | 2 | 12 | $5,210,072 | $255,260 | $21,272iApproximate average salary by contribution assumption: employee only about $531,792 at 4% or $354,528 at 6%; with 50% employer match about $354,528 at 4% or $236,352 at 6%; with 100% employer match about $265,896 at 4% or $177,264 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $4,939,194 | $197,696 | $16,475iApproximate average salary by contribution assumption: employee only about $411,867 at 4% or $274,578 at 6%; with 50% employer match about $274,578 at 4% or $183,052 at 6%; with 100% employer match about $205,933 at 4% or $137,289 at 6%. |
| Mrg Defined Benefit Plan | - | 6 | $270,878 | $57,564 | $9,594iApproximate average salary by contribution assumption: employee only about $239,850 at 4% or $159,900 at 6%; with 50% employer match about $159,900 at 4% or $106,600 at 6%; with 100% employer match about $119,925 at 4% or $79,950 at 6%. |
| 2021 | 2 | 12 | $5,552,369 | $247,148 | $20,596iApproximate average salary by contribution assumption: employee only about $514,892 at 4% or $343,261 at 6%; with 50% employer match about $343,261 at 4% or $228,841 at 6%; with 100% employer match about $257,446 at 4% or $171,631 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $5,316,818 | $187,556 | $15,630iApproximate average salary by contribution assumption: employee only about $390,742 at 4% or $260,494 at 6%; with 50% employer match about $260,494 at 4% or $173,663 at 6%; with 100% employer match about $195,371 at 4% or $130,247 at 6%. |
| Mrg Defined Benefit Plan | - | 5 | $235,551 | $59,592 | $11,918iApproximate average salary by contribution assumption: employee only about $297,960 at 4% or $198,640 at 6%; with 50% employer match about $198,640 at 4% or $132,427 at 6%; with 100% employer match about $148,980 at 4% or $99,320 at 6%. |
| 2020 | 2 | 12 | $4,685,479 | $230,953 | $19,246iApproximate average salary by contribution assumption: employee only about $481,152 at 4% or $320,768 at 6%; with 50% employer match about $320,768 at 4% or $213,845 at 6%; with 100% employer match about $240,576 at 4% or $160,384 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $4,523,589 | $180,953 | $15,079iApproximate average salary by contribution assumption: employee only about $376,985 at 4% or $251,324 at 6%; with 50% employer match about $251,324 at 4% or $167,549 at 6%; with 100% employer match about $188,493 at 4% or $125,662 at 6%. |
| Mrg Defined Benefit Plan | - | 5 | $161,890 | $50,000 | $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%. |
| 2019 | 2 | 11 | $3,984,378 | $221,576 | $20,143iApproximate average salary by contribution assumption: employee only about $503,582 at 4% or $335,721 at 6%; with 50% employer match about $335,721 at 4% or $223,814 at 6%; with 100% employer match about $251,791 at 4% or $167,861 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 11 | $3,881,301 | $177,285 | $16,117iApproximate average salary by contribution assumption: employee only about $402,920 at 4% or $268,614 at 6%; with 50% employer match about $268,614 at 4% or $179,076 at 6%; with 100% employer match about $201,460 at 4% or $134,307 at 6%. |
| Mrg Defined Benefit Plan | - | 5 | $103,077 | $44,291 | $8,858iApproximate average salary by contribution assumption: employee only about $221,455 at 4% or $147,637 at 6%; with 50% employer match about $147,637 at 4% or $98,424 at 6%; with 100% employer match about $110,728 at 4% or $73,818 at 6%. |
| 2018 | 2 | 11 | $3,178,699 | $223,101 | $20,282iApproximate average salary by contribution assumption: employee only about $507,048 at 4% or $338,032 at 6%; with 50% employer match about $338,032 at 4% or $225,355 at 6%; with 100% employer match about $253,524 at 4% or $169,016 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 11 | $3,127,199 | $171,907 | $15,628iApproximate average salary by contribution assumption: employee only about $390,698 at 4% or $260,465 at 6%; with 50% employer match about $260,465 at 4% or $173,643 at 6%; with 100% employer match about $195,349 at 4% or $130,233 at 6%. |
| Mrg Defined Benefit Plan | - | 5 | $51,500 | $51,194 | $10,239iApproximate average salary by contribution assumption: employee only about $255,970 at 4% or $170,647 at 6%; with 50% employer match about $170,647 at 4% or $113,764 at 6%; with 100% employer match about $127,985 at 4% or $85,323 at 6%. |
| 2017 | 1 | 11 | $3,217,988 | $167,575 | $15,234iApproximate average salary by contribution assumption: employee only about $380,852 at 4% or $253,902 at 6%; with 50% employer match about $253,902 at 4% or $169,268 at 6%; with 100% employer match about $190,426 at 4% or $126,951 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 11 | $3,217,988 | $167,575 | $15,234iApproximate average salary by contribution assumption: employee only about $380,852 at 4% or $253,902 at 6%; with 50% employer match about $253,902 at 4% or $169,268 at 6%; with 100% employer match about $190,426 at 4% or $126,951 at 6%. |
| 2016 | 1 | 11 | $2,742,361 | $131,496 | $11,954iApproximate average salary by contribution assumption: employee only about $298,855 at 4% or $199,236 at 6%; with 50% employer match about $199,236 at 4% or $132,824 at 6%; with 100% employer match about $149,427 at 4% or $99,618 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 11 | $2,742,361 | $131,496 | $11,954iApproximate average salary by contribution assumption: employee only about $298,855 at 4% or $199,236 at 6%; with 50% employer match about $199,236 at 4% or $132,824 at 6%; with 100% employer match about $149,427 at 4% or $99,618 at 6%. |
| 2015 | 1 | 12 | $2,670,020 | $157,808 | $13,151iApproximate average salary by contribution assumption: employee only about $328,767 at 4% or $219,178 at 6%; with 50% employer match about $219,178 at 4% or $146,119 at 6%; with 100% employer match about $164,383 at 4% or $109,589 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $2,670,020 | $157,808 | $13,151iApproximate average salary by contribution assumption: employee only about $328,767 at 4% or $219,178 at 6%; with 50% employer match about $219,178 at 4% or $146,119 at 6%; with 100% employer match about $164,383 at 4% or $109,589 at 6%. |
| 2014 | 1 | 12 | $2,595,057 | $135,694 | $11,308iApproximate average salary by contribution assumption: employee only about $282,696 at 4% or $188,464 at 6%; with 50% employer match about $188,464 at 4% or $125,643 at 6%; with 100% employer match about $141,348 at 4% or $94,232 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $2,595,057 | $135,694 | $11,308iApproximate average salary by contribution assumption: employee only about $282,696 at 4% or $188,464 at 6%; with 50% employer match about $188,464 at 4% or $125,643 at 6%; with 100% employer match about $141,348 at 4% or $94,232 at 6%. |
| 2013 | 1 | 12 | $2,421,530 | $117,976 | $9,831iApproximate average salary by contribution assumption: employee only about $245,783 at 4% or $163,856 at 6%; with 50% employer match about $163,856 at 4% or $109,237 at 6%; with 100% employer match about $122,892 at 4% or $81,928 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 12 | $2,421,530 | $117,976 | $9,831iApproximate average salary by contribution assumption: employee only about $245,783 at 4% or $163,856 at 6%; with 50% employer match about $163,856 at 4% or $109,237 at 6%; with 100% employer match about $122,892 at 4% or $81,928 at 6%. |
| 2012 | 1 | 11 | $2,014,887 | $107,957 | $9,814iApproximate average salary by contribution assumption: employee only about $245,357 at 4% or $163,571 at 6%; with 50% employer match about $163,571 at 4% or $109,047 at 6%; with 100% employer match about $122,678 at 4% or $81,786 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 11 | $2,014,887 | $107,957 | $9,814iApproximate average salary by contribution assumption: employee only about $245,357 at 4% or $163,571 at 6%; with 50% employer match about $163,571 at 4% or $109,047 at 6%; with 100% employer match about $122,678 at 4% or $81,786 at 6%. |
| 2011 | 1 | 11 | $1,706,881 | $100,721 | $9,156iApproximate average salary by contribution assumption: employee only about $228,911 at 4% or $152,608 at 6%; with 50% employer match about $152,608 at 4% or $101,738 at 6%; with 100% employer match about $114,456 at 4% or $76,304 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 11 | $1,706,881 | $100,721 | $9,156iApproximate average salary by contribution assumption: employee only about $228,911 at 4% or $152,608 at 6%; with 50% employer match about $152,608 at 4% or $101,738 at 6%; with 100% employer match about $114,456 at 4% or $76,304 at 6%. |
| 2010 | 1 | 8 | $1,668,065 | $103,313 | $12,914iApproximate average salary by contribution assumption: employee only about $322,853 at 4% or $215,235 at 6%; with 50% employer match about $215,235 at 4% or $143,490 at 6%; with 100% employer match about $161,427 at 4% or $107,618 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 8 | $1,668,065 | $103,313 | $12,914iApproximate average salary by contribution assumption: employee only about $322,853 at 4% or $215,235 at 6%; with 50% employer match about $215,235 at 4% or $143,490 at 6%; with 100% employer match about $161,427 at 4% or $107,618 at 6%. |
| 2009 | 1 | 13 | $1,450,387 | $113,206 | $8,708iApproximate average salary by contribution assumption: employee only about $217,704 at 4% or $145,136 at 6%; with 50% employer match about $145,136 at 4% or $96,757 at 6%; with 100% employer match about $108,852 at 4% or $72,568 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 13 | $1,450,387 | $113,206 | $8,708iApproximate average salary by contribution assumption: employee only about $217,704 at 4% or $145,136 at 6%; with 50% employer match about $145,136 at 4% or $96,757 at 6%; with 100% employer match about $108,852 at 4% or $72,568 at 6%. |
| 2008 | 1 | 10 | $1,165,441 | $143,276 | $14,328iApproximate average salary by contribution assumption: employee only about $358,190 at 4% or $238,793 at 6%; with 50% employer match about $238,793 at 4% or $159,196 at 6%; with 100% employer match about $179,095 at 4% or $119,397 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 10 | $1,165,441 | $143,276 | $14,328iApproximate average salary by contribution assumption: employee only about $358,190 at 4% or $238,793 at 6%; with 50% employer match about $238,793 at 4% or $159,196 at 6%; with 100% employer match about $179,095 at 4% or $119,397 at 6%. |
| 2007 | 1 | 7 | $1,409,943 | $159,027 | $22,718iApproximate average salary by contribution assumption: employee only about $567,954 at 4% or $378,636 at 6%; with 50% employer match about $378,636 at 4% or $252,424 at 6%; with 100% employer match about $283,977 at 4% or $189,318 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 7 | $1,409,943 | $159,027 | $22,718iApproximate average salary by contribution assumption: employee only about $567,954 at 4% or $378,636 at 6%; with 50% employer match about $378,636 at 4% or $252,424 at 6%; with 100% employer match about $283,977 at 4% or $189,318 at 6%. |
| 2006 | 1 | 9 | $1,197,771 | $161,868 | $17,985iApproximate average salary by contribution assumption: employee only about $449,633 at 4% or $299,756 at 6%; with 50% employer match about $299,756 at 4% or $199,837 at 6%; with 100% employer match about $224,817 at 4% or $149,878 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 9 | $1,197,771 | $161,868 | $17,985iApproximate average salary by contribution assumption: employee only about $449,633 at 4% or $299,756 at 6%; with 50% employer match about $299,756 at 4% or $199,837 at 6%; with 100% employer match about $224,817 at 4% or $149,878 at 6%. |
| 2005 | 1 | 9 | $930,172 | $150,023 | $16,669iApproximate average salary by contribution assumption: employee only about $416,731 at 4% or $277,820 at 6%; with 50% employer match about $277,820 at 4% or $185,214 at 6%; with 100% employer match about $208,365 at 4% or $138,910 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 9 | $930,172 | $150,023 | $16,669iApproximate average salary by contribution assumption: employee only about $416,731 at 4% or $277,820 at 6%; with 50% employer match about $277,820 at 4% or $185,214 at 6%; with 100% employer match about $208,365 at 4% or $138,910 at 6%. |
| 2004 | 1 | 9 | $762,476 | $136,627 | $15,181iApproximate average salary by contribution assumption: employee only about $379,519 at 4% or $253,013 at 6%; with 50% employer match about $253,013 at 4% or $168,675 at 6%; with 100% employer match about $189,760 at 4% or $126,506 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 9 | $762,476 | $136,627 | $15,181iApproximate average salary by contribution assumption: employee only about $379,519 at 4% or $253,013 at 6%; with 50% employer match about $253,013 at 4% or $168,675 at 6%; with 100% employer match about $189,760 at 4% or $126,506 at 6%. |
| 2003 | 1 | 8 | $570,482 | $129,345 | $16,168iApproximate average salary by contribution assumption: employee only about $404,203 at 4% or $269,469 at 6%; with 50% employer match about $269,469 at 4% or $179,646 at 6%; with 100% employer match about $202,102 at 4% or $134,734 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 8 | $570,482 | $129,345 | $16,168iApproximate average salary by contribution assumption: employee only about $404,203 at 4% or $269,469 at 6%; with 50% employer match about $269,469 at 4% or $179,646 at 6%; with 100% employer match about $202,102 at 4% or $134,734 at 6%. |
| 2002 | 1 | 7 | $377,086 | $75,105 | $10,729iApproximate average salary by contribution assumption: employee only about $268,232 at 4% or $178,821 at 6%; with 50% employer match about $178,821 at 4% or $119,214 at 6%; with 100% employer match about $134,116 at 4% or $89,411 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 7 | $377,086 | $75,105 | $10,729iApproximate average salary by contribution assumption: employee only about $268,232 at 4% or $178,821 at 6%; with 50% employer match about $178,821 at 4% or $119,214 at 6%; with 100% employer match about $134,116 at 4% or $89,411 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| M R G Employee Retirement & Savings Plan | - | 9 | - | - | - |
| 1999 | 1 | 15 | $354,804 | $99,048 | $6,603iApproximate average salary by contribution assumption: employee only about $165,080 at 4% or $110,053 at 6%; with 50% employer match about $110,053 at 4% or $73,369 at 6%; with 100% employer match about $82,540 at 4% or $55,027 at 6%. |
| M R G Employee Retirement & Savings Plan | - | 15 | $354,804 | $99,048 | $6,603iApproximate average salary by contribution assumption: employee only about $165,080 at 4% or $110,053 at 6%; with 50% employer match about $110,053 at 4% or $73,369 at 6%; with 100% employer match about $82,540 at 4% or $55,027 at 6%. |