Civic Intelligence

Goldstein & Morris LLP

Plan context: Goldstein & Morris LLP Pension Trust

EIN 13-3851036 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$1,385,980

2008 Contributions

$28,544

Historical Graphs

Total Assets Over Time

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

$1,385,980$692,990$0199920042007YearValue
$1,385,980Latest year 2007

Participants Over Time

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

320199920032007YearValue
1Latest year 2007

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
200810$0$0-
Goldstein & Morris LLP Pension Trust-0---
200711$1,385,980$0-
Goldstein & Morris LLP Pension Trust-1$1,385,980--
200611$1,112,647$0-
Goldstein & Morris LLP Pension Trust-1$1,112,647--
200511$1,014,178$0-
Goldstein & Morris LLP Pension Trust-1$1,014,178--
200411$885,457$28,544$28,544iApproximate average salary by contribution assumption: employee only about $713,600 at 4% or $475,733 at 6%; with 50% employer match about $475,733 at 4% or $317,156 at 6%; with 100% employer match about $356,800 at 4% or $237,867 at 6%.
Goldstein & Morris LLP Pension Trust-1$885,457$28,544$28,544iApproximate average salary by contribution assumption: employee only about $713,600 at 4% or $475,733 at 6%; with 50% employer match about $475,733 at 4% or $317,156 at 6%; with 100% employer match about $356,800 at 4% or $237,867 at 6%.
200311$759,664$79,564$79,564iApproximate average salary by contribution assumption: employee only about $1,989,100 at 4% or $1,326,067 at 6%; with 50% employer match about $1,326,067 at 4% or $884,044 at 6%; with 100% employer match about $994,550 at 4% or $663,033 at 6%.
Goldstein & Morris LLP Pension Trust-1$759,664$79,564$79,564iApproximate average salary by contribution assumption: employee only about $1,989,100 at 4% or $1,326,067 at 6%; with 50% employer match about $1,326,067 at 4% or $884,044 at 6%; with 100% employer match about $994,550 at 4% or $663,033 at 6%.
200213$701,269$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Goldstein & Morris LLP Pension Trust-3$701,269$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200113$0$0-
Goldstein & Morris LLP Pension Trust-3---
200013$0$0-
Goldstein & Morris LLP Pension Trust-3---
199912$388,062$85,323$42,662iApproximate average salary by contribution assumption: employee only about $1,066,538 at 4% or $711,025 at 6%; with 50% employer match about $711,025 at 4% or $474,017 at 6%; with 100% employer match about $533,269 at 4% or $355,513 at 6%.
Goldstein & Morris LLP Pension Trust-2$388,062$85,323$42,662iApproximate average salary by contribution assumption: employee only about $1,066,538 at 4% or $711,025 at 6%; with 50% employer match about $711,025 at 4% or $474,017 at 6%; with 100% employer match about $533,269 at 4% or $355,513 at 6%.