Civic Intelligence

Mark H. Goldgeier

Plan context: Mark H Goldgeier 401(K) Profit Sharing Plan & Trust

EIN 16-1208468 • Rochester, NY • 26 filings • 7 plans

900 Westfall Rd Ste 3CRochester, NY 14618-2635
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$7,268,378

2024 Contributions

$142,767

Historical Graphs

Total Assets Over Time

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

$7,268,378$3,634,189$0199920132024YearValue
$7,268,378Latest year 2024

Participants Over Time

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

1260199920122024YearValue
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$7,268,378$142,767$47,589iApproximate average salary by contribution assumption: employee only about $1,189,725 at 4% or $793,150 at 6%; with 50% employer match about $793,150 at 4% or $528,767 at 6%; with 100% employer match about $594,863 at 4% or $396,575 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-3$7,268,378$142,767$47,589iApproximate average salary by contribution assumption: employee only about $1,189,725 at 4% or $793,150 at 6%; with 50% employer match about $793,150 at 4% or $528,767 at 6%; with 100% employer match about $594,863 at 4% or $396,575 at 6%.
202315$6,307,976$100,258$20,052iApproximate average salary by contribution assumption: employee only about $501,290 at 4% or $334,193 at 6%; with 50% employer match about $334,193 at 4% or $222,796 at 6%; with 100% employer match about $250,645 at 4% or $167,097 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-5$6,307,976$100,258$20,052iApproximate average salary by contribution assumption: employee only about $501,290 at 4% or $334,193 at 6%; with 50% employer match about $334,193 at 4% or $222,796 at 6%; with 100% employer match about $250,645 at 4% or $167,097 at 6%.
202215$5,104,115$89,035$17,807iApproximate average salary by contribution assumption: employee only about $445,175 at 4% or $296,783 at 6%; with 50% employer match about $296,783 at 4% or $197,856 at 6%; with 100% employer match about $222,588 at 4% or $148,392 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-5$5,104,115$89,035$17,807iApproximate average salary by contribution assumption: employee only about $445,175 at 4% or $296,783 at 6%; with 50% employer match about $296,783 at 4% or $197,856 at 6%; with 100% employer match about $222,588 at 4% or $148,392 at 6%.
202116$6,382,883$83,965$13,994iApproximate average salary by contribution assumption: employee only about $349,854 at 4% or $233,236 at 6%; with 50% employer match about $233,236 at 4% or $155,491 at 6%; with 100% employer match about $174,927 at 4% or $116,618 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-6$6,382,883$83,965$13,994iApproximate average salary by contribution assumption: employee only about $349,854 at 4% or $233,236 at 6%; with 50% employer match about $233,236 at 4% or $155,491 at 6%; with 100% employer match about $174,927 at 4% or $116,618 at 6%.
202018$5,574,505$39,337$4,917iApproximate average salary by contribution assumption: employee only about $122,928 at 4% or $81,952 at 6%; with 50% employer match about $81,952 at 4% or $54,635 at 6%; with 100% employer match about $61,464 at 4% or $40,976 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-8$5,574,505$39,337$4,917iApproximate average salary by contribution assumption: employee only about $122,928 at 4% or $81,952 at 6%; with 50% employer match about $81,952 at 4% or $54,635 at 6%; with 100% employer match about $61,464 at 4% or $40,976 at 6%.
201918$4,586,829$79,623$9,953iApproximate average salary by contribution assumption: employee only about $248,822 at 4% or $165,881 at 6%; with 50% employer match about $165,881 at 4% or $110,588 at 6%; with 100% employer match about $124,411 at 4% or $82,941 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-8$4,586,829$79,623$9,953iApproximate average salary by contribution assumption: employee only about $248,822 at 4% or $165,881 at 6%; with 50% employer match about $165,881 at 4% or $110,588 at 6%; with 100% employer match about $124,411 at 4% or $82,941 at 6%.
201819$3,625,212$81,633$9,070iApproximate average salary by contribution assumption: employee only about $226,758 at 4% or $151,172 at 6%; with 50% employer match about $151,172 at 4% or $100,781 at 6%; with 100% employer match about $113,379 at 4% or $75,586 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-9$3,625,212$81,633$9,070iApproximate average salary by contribution assumption: employee only about $226,758 at 4% or $151,172 at 6%; with 50% employer match about $151,172 at 4% or $100,781 at 6%; with 100% employer match about $113,379 at 4% or $75,586 at 6%.
201718$4,022,199$48,550$6,069iApproximate average salary by contribution assumption: employee only about $151,719 at 4% or $101,146 at 6%; with 50% employer match about $101,146 at 4% or $67,431 at 6%; with 100% employer match about $75,859 at 4% or $50,573 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-8$4,022,199$48,550$6,069iApproximate average salary by contribution assumption: employee only about $151,719 at 4% or $101,146 at 6%; with 50% employer match about $101,146 at 4% or $67,431 at 6%; with 100% employer match about $75,859 at 4% or $50,573 at 6%.
2016111$3,782,251$114,538$10,413iApproximate average salary by contribution assumption: employee only about $260,314 at 4% or $173,542 at 6%; with 50% employer match about $173,542 at 4% or $115,695 at 6%; with 100% employer match about $130,157 at 4% or $86,771 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-11$3,782,251$114,538$10,413iApproximate average salary by contribution assumption: employee only about $260,314 at 4% or $173,542 at 6%; with 50% employer match about $173,542 at 4% or $115,695 at 6%; with 100% employer match about $130,157 at 4% or $86,771 at 6%.
2015110$3,331,401$129,059$12,906iApproximate average salary by contribution assumption: employee only about $322,648 at 4% or $215,098 at 6%; with 50% employer match about $215,098 at 4% or $143,399 at 6%; with 100% employer match about $161,324 at 4% or $107,549 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-10$3,331,401$129,059$12,906iApproximate average salary by contribution assumption: employee only about $322,648 at 4% or $215,098 at 6%; with 50% employer match about $215,098 at 4% or $143,399 at 6%; with 100% employer match about $161,324 at 4% or $107,549 at 6%.
2014111$3,302,544$117,851$10,714iApproximate average salary by contribution assumption: employee only about $267,843 at 4% or $178,562 at 6%; with 50% employer match about $178,562 at 4% or $119,041 at 6%; with 100% employer match about $133,922 at 4% or $89,281 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-11$3,302,544$117,851$10,714iApproximate average salary by contribution assumption: employee only about $267,843 at 4% or $178,562 at 6%; with 50% employer match about $178,562 at 4% or $119,041 at 6%; with 100% employer match about $133,922 at 4% or $89,281 at 6%.
2013112$3,036,004$74,058$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-12$3,036,004$74,058$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
201218$2,385,631$31,951$3,994iApproximate average salary by contribution assumption: employee only about $99,847 at 4% or $66,565 at 6%; with 50% employer match about $66,565 at 4% or $44,376 at 6%; with 100% employer match about $49,923 at 4% or $33,282 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-8$2,385,631$31,951$3,994iApproximate average salary by contribution assumption: employee only about $99,847 at 4% or $66,565 at 6%; with 50% employer match about $66,565 at 4% or $44,376 at 6%; with 100% employer match about $49,923 at 4% or $33,282 at 6%.
2011110$1,984,399$110,128$11,013iApproximate average salary by contribution assumption: employee only about $275,320 at 4% or $183,547 at 6%; with 50% employer match about $183,547 at 4% or $122,364 at 6%; with 100% employer match about $137,660 at 4% or $91,773 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-10$1,984,399$110,128$11,013iApproximate average salary by contribution assumption: employee only about $275,320 at 4% or $183,547 at 6%; with 50% employer match about $183,547 at 4% or $122,364 at 6%; with 100% employer match about $137,660 at 4% or $91,773 at 6%.
2010110$1,954,801$103,732$10,373iApproximate average salary by contribution assumption: employee only about $259,330 at 4% or $172,887 at 6%; with 50% employer match about $172,887 at 4% or $115,258 at 6%; with 100% employer match about $129,665 at 4% or $86,443 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-10$1,954,801$103,732$10,373iApproximate average salary by contribution assumption: employee only about $259,330 at 4% or $172,887 at 6%; with 50% employer match about $172,887 at 4% or $115,258 at 6%; with 100% employer match about $129,665 at 4% or $86,443 at 6%.
2009111$1,643,889$108,010$9,819iApproximate average salary by contribution assumption: employee only about $245,477 at 4% or $163,652 at 6%; with 50% employer match about $163,652 at 4% or $109,101 at 6%; with 100% employer match about $122,739 at 4% or $81,826 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-11$1,643,889$108,010$9,819iApproximate average salary by contribution assumption: employee only about $245,477 at 4% or $163,652 at 6%; with 50% employer match about $163,652 at 4% or $109,101 at 6%; with 100% employer match about $122,739 at 4% or $81,826 at 6%.
2008111$1,038,291$90,290$8,208iApproximate average salary by contribution assumption: employee only about $205,205 at 4% or $136,803 at 6%; with 50% employer match about $136,803 at 4% or $91,202 at 6%; with 100% employer match about $102,602 at 4% or $68,402 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-11$1,038,291$90,290$8,208iApproximate average salary by contribution assumption: employee only about $205,205 at 4% or $136,803 at 6%; with 50% employer match about $136,803 at 4% or $91,202 at 6%; with 100% employer match about $102,602 at 4% or $68,402 at 6%.
2007110$0$0-
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-10---
2006110$1,465,077$85,719$8,572iApproximate average salary by contribution assumption: employee only about $214,298 at 4% or $142,865 at 6%; with 50% employer match about $142,865 at 4% or $95,243 at 6%; with 100% employer match about $107,149 at 4% or $71,433 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-10$1,465,077$85,719$8,572iApproximate average salary by contribution assumption: employee only about $214,298 at 4% or $142,865 at 6%; with 50% employer match about $142,865 at 4% or $95,243 at 6%; with 100% employer match about $107,149 at 4% or $71,433 at 6%.
200519$1,217,475$90,191$10,021iApproximate average salary by contribution assumption: employee only about $250,531 at 4% or $167,020 at 6%; with 50% employer match about $167,020 at 4% or $111,347 at 6%; with 100% employer match about $125,265 at 4% or $83,510 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-9$1,217,475$90,191$10,021iApproximate average salary by contribution assumption: employee only about $250,531 at 4% or $167,020 at 6%; with 50% employer match about $167,020 at 4% or $111,347 at 6%; with 100% employer match about $125,265 at 4% or $83,510 at 6%.
200416$1,080,308$69,922$11,654iApproximate average salary by contribution assumption: employee only about $291,342 at 4% or $194,228 at 6%; with 50% employer match about $194,228 at 4% or $129,485 at 6%; with 100% employer match about $145,671 at 4% or $97,114 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-6$1,080,308$69,922$11,654iApproximate average salary by contribution assumption: employee only about $291,342 at 4% or $194,228 at 6%; with 50% employer match about $194,228 at 4% or $129,485 at 6%; with 100% employer match about $145,671 at 4% or $97,114 at 6%.
200316$947,957$62,816$10,469iApproximate average salary by contribution assumption: employee only about $261,733 at 4% or $174,489 at 6%; with 50% employer match about $174,489 at 4% or $116,326 at 6%; with 100% employer match about $130,867 at 4% or $87,244 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-6$947,957$62,816$10,469iApproximate average salary by contribution assumption: employee only about $261,733 at 4% or $174,489 at 6%; with 50% employer match about $174,489 at 4% or $116,326 at 6%; with 100% employer match about $130,867 at 4% or $87,244 at 6%.
200216$651,574$50,840$8,473iApproximate average salary by contribution assumption: employee only about $211,833 at 4% or $141,222 at 6%; with 50% employer match about $141,222 at 4% or $94,148 at 6%; with 100% employer match about $105,917 at 4% or $70,611 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-6$651,574$50,840$8,473iApproximate average salary by contribution assumption: employee only about $211,833 at 4% or $141,222 at 6%; with 50% employer match about $141,222 at 4% or $94,148 at 6%; with 100% employer match about $105,917 at 4% or $70,611 at 6%.
200116$0$0-
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-6---
200016$836,954$58,933$9,822iApproximate average salary by contribution assumption: employee only about $245,554 at 4% or $163,703 at 6%; with 50% employer match about $163,703 at 4% or $109,135 at 6%; with 100% employer match about $122,777 at 4% or $81,851 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-6$836,954$58,933$9,822iApproximate average salary by contribution assumption: employee only about $245,554 at 4% or $163,703 at 6%; with 50% employer match about $163,703 at 4% or $109,135 at 6%; with 100% employer match about $122,777 at 4% or $81,851 at 6%.
199915$851,128$33,381$6,676iApproximate average salary by contribution assumption: employee only about $166,905 at 4% or $111,270 at 6%; with 50% employer match about $111,270 at 4% or $74,180 at 6%; with 100% employer match about $83,453 at 4% or $55,635 at 6%.
Mark H Goldgeier 401(K) Profit Sharing Plan & Trust-5$851,128$33,381$6,676iApproximate average salary by contribution assumption: employee only about $166,905 at 4% or $111,270 at 6%; with 50% employer match about $111,270 at 4% or $74,180 at 6%; with 100% employer match about $83,453 at 4% or $55,635 at 6%.