Civic Intelligence

Dr. Daniel M. Goldman

Plan context: Dr. Daniel M. Goldman 401K Plan

EIN 22-2738127 • Poughkeepsie, NY • 16 filings • 4 plans

21 Fox StreetSuite 103Poughkeepsie, NY 12601
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$235,044

2013 Contributions

$4,411

Historical Graphs

Total Assets Over Time

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

$2,090,512$1,045,256$0200520092012YearValue
$235,044Latest year 2012

Participants Over Time

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

320200520092012YearValue
2Latest year 2012

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
201310$0$0-
Dr. Daniel M. Goldman 401K Plan-0$0$0-
201222$235,044$4,411$2,206iApproximate average salary by contribution assumption: employee only about $55,138 at 4% or $36,758 at 6%; with 50% employer match about $36,758 at 4% or $24,506 at 6%; with 100% employer match about $27,569 at 4% or $18,379 at 6%.
Dr. Daniel M. Goldman 401K Plan-2$235,044$4,411$2,206iApproximate average salary by contribution assumption: employee only about $55,138 at 4% or $36,758 at 6%; with 50% employer match about $36,758 at 4% or $24,506 at 6%; with 100% employer match about $27,569 at 4% or $18,379 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-0$0$0-
201123$576,537$209,250$69,750iApproximate average salary by contribution assumption: employee only about $1,743,750 at 4% or $1,162,500 at 6%; with 50% employer match about $1,162,500 at 4% or $775,000 at 6%; with 100% employer match about $871,875 at 4% or $581,250 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-3$379,725$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Dr. Daniel M. Goldman 401K Plan-3$196,812$9,250$3,083iApproximate average salary by contribution assumption: employee only about $77,083 at 4% or $51,389 at 6%; with 50% employer match about $51,389 at 4% or $34,259 at 6%; with 100% employer match about $38,542 at 4% or $25,694 at 6%.
201023$2,090,512$281,099$93,700iApproximate average salary by contribution assumption: employee only about $2,342,492 at 4% or $1,561,661 at 6%; with 50% employer match about $1,561,661 at 4% or $1,041,107 at 6%; with 100% employer match about $1,171,246 at 4% or $780,831 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-3$1,907,072$243,575$81,192iApproximate average salary by contribution assumption: employee only about $2,029,792 at 4% or $1,353,194 at 6%; with 50% employer match about $1,353,194 at 4% or $902,130 at 6%; with 100% employer match about $1,014,896 at 4% or $676,597 at 6%.
Dr. Daniel M. Goldman 401K Plan-3$183,440$37,524$12,508iApproximate average salary by contribution assumption: employee only about $312,700 at 4% or $208,467 at 6%; with 50% employer match about $208,467 at 4% or $138,978 at 6%; with 100% employer match about $156,350 at 4% or $104,233 at 6%.
200923$1,765,353$317,032$105,677iApproximate average salary by contribution assumption: employee only about $2,641,933 at 4% or $1,761,289 at 6%; with 50% employer match about $1,761,289 at 4% or $1,174,193 at 6%; with 100% employer match about $1,320,967 at 4% or $880,644 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-3$1,635,073$277,918$92,639iApproximate average salary by contribution assumption: employee only about $2,315,983 at 4% or $1,543,989 at 6%; with 50% employer match about $1,543,989 at 4% or $1,029,326 at 6%; with 100% employer match about $1,157,992 at 4% or $771,994 at 6%.
Dr. Daniel M. Goldman 401K Plan-3$130,280$39,114$13,038iApproximate average salary by contribution assumption: employee only about $325,950 at 4% or $217,300 at 6%; with 50% employer match about $217,300 at 4% or $144,867 at 6%; with 100% employer match about $162,975 at 4% or $108,650 at 6%.
200813$69,547$33,772$11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,717 at 4% or $93,811 at 6%.
Dr. Daniel M. Goldman 401K Plan-3$69,547$33,772$11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,717 at 4% or $93,811 at 6%.
200723$63,508$34,259$11,420iApproximate average salary by contribution assumption: employee only about $285,492 at 4% or $190,328 at 6%; with 50% employer match about $190,328 at 4% or $126,885 at 6%; with 100% employer match about $142,746 at 4% or $95,164 at 6%.
Dr. Daniel M. Goldman 401K Plan-3$63,508$34,259$11,420iApproximate average salary by contribution assumption: employee only about $285,492 at 4% or $190,328 at 6%; with 50% employer match about $190,328 at 4% or $126,885 at 6%; with 100% employer match about $142,746 at 4% or $95,164 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-3---
200623$642,525$223,748$74,583iApproximate average salary by contribution assumption: employee only about $1,864,567 at 4% or $1,243,044 at 6%; with 50% employer match about $1,243,044 at 4% or $828,696 at 6%; with 100% employer match about $932,283 at 4% or $621,522 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-3$613,725$194,948$64,983iApproximate average salary by contribution assumption: employee only about $1,624,567 at 4% or $1,083,044 at 6%; with 50% employer match about $1,083,044 at 4% or $722,030 at 6%; with 100% employer match about $812,283 at 4% or $541,522 at 6%.
Dr. Daniel M. Goldman 401K Plan-3$28,800$28,800$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
200512$360,468$186,727$93,364iApproximate average salary by contribution assumption: employee only about $2,334,088 at 4% or $1,556,058 at 6%; with 50% employer match about $1,556,058 at 4% or $1,037,372 at 6%; with 100% employer match about $1,167,044 at 4% or $778,029 at 6%.
Dr. Daniel M. Goldman Defined Benefit Pension Plan-2$360,468$186,727$93,364iApproximate average salary by contribution assumption: employee only about $2,334,088 at 4% or $1,556,058 at 6%; with 50% employer match about $1,556,058 at 4% or $1,037,372 at 6%; with 100% employer match about $1,167,044 at 4% or $778,029 at 6%.
200410$0$0-
Dr. Daniel M. Goldman Profit Sharing Plan-0---