Jason M. Goldfarb
Plan context: Jason M. Goldfarb Retirement Plan
EIN 13-4244384 • Winthrop, MA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$108,721
2025 Contributions
$2,505
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $2,505 | - |
| Jason M. Goldfarb Retirement Plan | - | 0 | $0 | $2,505 | - |
| 2024 | 1 | 3 | $108,721 | $17,436 | $5,812iApproximate average salary by contribution assumption: employee only about $145,300 at 4% or $96,867 at 6%; with 50% employer match about $96,867 at 4% or $64,578 at 6%; with 100% employer match about $72,650 at 4% or $48,433 at 6%. |
| Jason M. Goldfarb Retirement Plan | - | 3 | $108,721 | $17,436 | $5,812iApproximate average salary by contribution assumption: employee only about $145,300 at 4% or $96,867 at 6%; with 50% employer match about $96,867 at 4% or $64,578 at 6%; with 100% employer match about $72,650 at 4% or $48,433 at 6%. |
| 2023 | 1 | 3 | $99,575 | $16,522 | $5,507iApproximate average salary by contribution assumption: employee only about $137,683 at 4% or $91,789 at 6%; with 50% employer match about $91,789 at 4% or $61,193 at 6%; with 100% employer match about $68,842 at 4% or $45,894 at 6%. |
| Jason M. Goldfarb Retirement Plan | - | 3 | $99,575 | $16,522 | $5,507iApproximate average salary by contribution assumption: employee only about $137,683 at 4% or $91,789 at 6%; with 50% employer match about $91,789 at 4% or $61,193 at 6%; with 100% employer match about $68,842 at 4% or $45,894 at 6%. |
| 2022 | 1 | 3 | $70,032 | $20,029 | $6,676iApproximate average salary by contribution assumption: employee only about $166,908 at 4% or $111,272 at 6%; with 50% employer match about $111,272 at 4% or $74,181 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%. |
| Jason M. Goldfarb Retirement Plan | - | 3 | $70,032 | $20,029 | $6,676iApproximate average salary by contribution assumption: employee only about $166,908 at 4% or $111,272 at 6%; with 50% employer match about $111,272 at 4% or $74,181 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%. |
| 2021 | 1 | 2 | $60,395 | $33,036 | $16,518iApproximate average salary by contribution assumption: employee only about $412,950 at 4% or $275,300 at 6%; with 50% employer match about $275,300 at 4% or $183,533 at 6%; with 100% employer match about $206,475 at 4% or $137,650 at 6%. |
| Jason M. Goldfarb Retirement Plan | - | 2 | $60,395 | $33,036 | $16,518iApproximate average salary by contribution assumption: employee only about $412,950 at 4% or $275,300 at 6%; with 50% employer match about $275,300 at 4% or $183,533 at 6%; with 100% employer match about $206,475 at 4% or $137,650 at 6%. |
| 2020 | 1 | 2 | $21,882 | $21,882 | $10,941iApproximate average salary by contribution assumption: employee only about $273,525 at 4% or $182,350 at 6%; with 50% employer match about $182,350 at 4% or $121,567 at 6%; with 100% employer match about $136,763 at 4% or $91,175 at 6%. |
| Jason M. Goldfarb Retirement Plan | - | 2 | $21,882 | $21,882 | $10,941iApproximate average salary by contribution assumption: employee only about $273,525 at 4% or $182,350 at 6%; with 50% employer match about $182,350 at 4% or $121,567 at 6%; with 100% employer match about $136,763 at 4% or $91,175 at 6%. |