Civic Intelligence

Vest & Goltz, P.A.

Plan context: Vest & Goltz, P.A. 401(K) P/S Plan

EIN 14-1839533 • Shoreview, MN • 17 filings • 4 plans

5385 Carlson RdShoreview, MN 55126
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$1,020,089

2021 Contributions

$42,896

Historical Graphs

Total Assets Over Time

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

$1,020,089$510,045$0200320142020YearValue
$1,020,089Latest year 2020

Participants Over Time

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

740200220132020YearValue
6Latest year 2020

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
202110$0$42,896-
Vest & Goltz, P.A. 401(K) P/S Plan-0$0$42,896-
202016$1,020,089$44,628$7,438iApproximate average salary by contribution assumption: employee only about $185,950 at 4% or $123,967 at 6%; with 50% employer match about $123,967 at 4% or $82,644 at 6%; with 100% employer match about $92,975 at 4% or $61,983 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$1,020,089$44,628$7,438iApproximate average salary by contribution assumption: employee only about $185,950 at 4% or $123,967 at 6%; with 50% employer match about $123,967 at 4% or $82,644 at 6%; with 100% employer match about $92,975 at 4% or $61,983 at 6%.
201916$755,868$37,598$6,266iApproximate average salary by contribution assumption: employee only about $156,658 at 4% or $104,439 at 6%; with 50% employer match about $104,439 at 4% or $69,626 at 6%; with 100% employer match about $78,329 at 4% or $52,219 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$755,868$37,598$6,266iApproximate average salary by contribution assumption: employee only about $156,658 at 4% or $104,439 at 6%; with 50% employer match about $104,439 at 4% or $69,626 at 6%; with 100% employer match about $78,329 at 4% or $52,219 at 6%.
201816$589,225$37,053$6,176iApproximate average salary by contribution assumption: employee only about $154,388 at 4% or $102,925 at 6%; with 50% employer match about $102,925 at 4% or $68,617 at 6%; with 100% employer match about $77,194 at 4% or $51,463 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$589,225$37,053$6,176iApproximate average salary by contribution assumption: employee only about $154,388 at 4% or $102,925 at 6%; with 50% employer match about $102,925 at 4% or $68,617 at 6%; with 100% employer match about $77,194 at 4% or $51,463 at 6%.
201716$589,438$33,577$5,596iApproximate average salary by contribution assumption: employee only about $139,904 at 4% or $93,269 at 6%; with 50% employer match about $93,269 at 4% or $62,180 at 6%; with 100% employer match about $69,952 at 4% or $46,635 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$589,438$33,577$5,596iApproximate average salary by contribution assumption: employee only about $139,904 at 4% or $93,269 at 6%; with 50% employer match about $93,269 at 4% or $62,180 at 6%; with 100% employer match about $69,952 at 4% or $46,635 at 6%.
201616$444,790$33,628$5,605iApproximate average salary by contribution assumption: employee only about $140,117 at 4% or $93,411 at 6%; with 50% employer match about $93,411 at 4% or $62,274 at 6%; with 100% employer match about $70,058 at 4% or $46,706 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$444,790$33,628$5,605iApproximate average salary by contribution assumption: employee only about $140,117 at 4% or $93,411 at 6%; with 50% employer match about $93,411 at 4% or $62,274 at 6%; with 100% employer match about $70,058 at 4% or $46,706 at 6%.
201516$387,970$33,662$5,610iApproximate average salary by contribution assumption: employee only about $140,258 at 4% or $93,506 at 6%; with 50% employer match about $93,506 at 4% or $62,337 at 6%; with 100% employer match about $70,129 at 4% or $46,753 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$387,970$33,662$5,610iApproximate average salary by contribution assumption: employee only about $140,258 at 4% or $93,506 at 6%; with 50% employer match about $93,506 at 4% or $62,337 at 6%; with 100% employer match about $70,129 at 4% or $46,753 at 6%.
201416$361,517$33,217$5,536iApproximate average salary by contribution assumption: employee only about $138,404 at 4% or $92,269 at 6%; with 50% employer match about $92,269 at 4% or $61,513 at 6%; with 100% employer match about $69,202 at 4% or $46,135 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$361,517$33,217$5,536iApproximate average salary by contribution assumption: employee only about $138,404 at 4% or $92,269 at 6%; with 50% employer match about $92,269 at 4% or $61,513 at 6%; with 100% employer match about $69,202 at 4% or $46,135 at 6%.
201315$310,076$31,816$6,363iApproximate average salary by contribution assumption: employee only about $159,080 at 4% or $106,053 at 6%; with 50% employer match about $106,053 at 4% or $70,702 at 6%; with 100% employer match about $79,540 at 4% or $53,027 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-5$310,076$31,816$6,363iApproximate average salary by contribution assumption: employee only about $159,080 at 4% or $106,053 at 6%; with 50% employer match about $106,053 at 4% or $70,702 at 6%; with 100% employer match about $79,540 at 4% or $53,027 at 6%.
201216$215,815$34,223$5,704iApproximate average salary by contribution assumption: employee only about $142,596 at 4% or $95,064 at 6%; with 50% employer match about $95,064 at 4% or $63,376 at 6%; with 100% employer match about $71,298 at 4% or $47,532 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$215,815$34,223$5,704iApproximate average salary by contribution assumption: employee only about $142,596 at 4% or $95,064 at 6%; with 50% employer match about $95,064 at 4% or $63,376 at 6%; with 100% employer match about $71,298 at 4% or $47,532 at 6%.
201116$152,483$35,449$5,908iApproximate average salary by contribution assumption: employee only about $147,704 at 4% or $98,469 at 6%; with 50% employer match about $98,469 at 4% or $65,646 at 6%; with 100% employer match about $73,852 at 4% or $49,235 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-6$152,483$35,449$5,908iApproximate average salary by contribution assumption: employee only about $147,704 at 4% or $98,469 at 6%; with 50% employer match about $98,469 at 4% or $65,646 at 6%; with 100% employer match about $73,852 at 4% or $49,235 at 6%.
201015$126,906$30,807$6,161iApproximate average salary by contribution assumption: employee only about $154,035 at 4% or $102,690 at 6%; with 50% employer match about $102,690 at 4% or $68,460 at 6%; with 100% employer match about $77,018 at 4% or $51,345 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-5$126,906$30,807$6,161iApproximate average salary by contribution assumption: employee only about $154,035 at 4% or $102,690 at 6%; with 50% employer match about $102,690 at 4% or $68,460 at 6%; with 100% employer match about $77,018 at 4% or $51,345 at 6%.
200917$107,682$17,708$2,530iApproximate average salary by contribution assumption: employee only about $63,243 at 4% or $42,162 at 6%; with 50% employer match about $42,162 at 4% or $28,108 at 6%; with 100% employer match about $31,621 at 4% or $21,081 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-7$107,682$17,708$2,530iApproximate average salary by contribution assumption: employee only about $63,243 at 4% or $42,162 at 6%; with 50% employer match about $42,162 at 4% or $28,108 at 6%; with 100% employer match about $31,621 at 4% or $21,081 at 6%.
200817$68,848$103,235$14,748iApproximate average salary by contribution assumption: employee only about $368,696 at 4% or $245,798 at 6%; with 50% employer match about $245,798 at 4% or $163,865 at 6%; with 100% employer match about $184,348 at 4% or $122,899 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-7$68,848$103,235$14,748iApproximate average salary by contribution assumption: employee only about $368,696 at 4% or $245,798 at 6%; with 50% employer match about $245,798 at 4% or $163,865 at 6%; with 100% employer match about $184,348 at 4% or $122,899 at 6%.
200410$0$13,281-
Vest & Goltz, P.A. 401(K) P/S Plan-0-$13,281-
200314$54,727$40,829$10,207iApproximate average salary by contribution assumption: employee only about $255,181 at 4% or $170,121 at 6%; with 50% employer match about $170,121 at 4% or $113,414 at 6%; with 100% employer match about $127,591 at 4% or $85,060 at 6%.
Vest & Goltz, P.A. 401(K) P/S Plan-4$54,727$40,829$10,207iApproximate average salary by contribution assumption: employee only about $255,181 at 4% or $170,121 at 6%; with 50% employer match about $170,121 at 4% or $113,414 at 6%; with 100% employer match about $127,591 at 4% or $85,060 at 6%.
200212$0$0-
Vest & Goltz, P.A. 401(K) P/S Plan-2---