Civic Intelligence

Goldberg Simpson LLC

Plan context: Goldberg Simpson LLC 401K Profit Sharing Plan

EIN 26-1464160 • Prospect, KY • 18 filings • 4 plans

Norton Commons9301 Dayflower St.Prospect, KY 40059
Current Snapshot

Latest Year

2024

2024 Participants

75

2024 Assets

$11,848,992

2024 Contributions

$474,875

Historical Graphs

Total Assets Over Time

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

$11,860,633$5,930,317$0200920172024YearValue
$11,848,992Latest year 2024

Participants Over Time

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

92460200820162024YearValue
75Latest 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
2024175$11,848,992$474,875$6,332iApproximate average salary by contribution assumption: employee only about $158,292 at 4% or $105,528 at 6%; with 50% employer match about $105,528 at 4% or $70,352 at 6%; with 100% employer match about $79,146 at 4% or $52,764 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-75$11,848,992$474,875$6,332iApproximate average salary by contribution assumption: employee only about $158,292 at 4% or $105,528 at 6%; with 50% employer match about $105,528 at 4% or $70,352 at 6%; with 100% employer match about $79,146 at 4% or $52,764 at 6%.
2023186$11,860,633$703,569$8,181iApproximate average salary by contribution assumption: employee only about $204,526 at 4% or $136,351 at 6%; with 50% employer match about $136,351 at 4% or $90,900 at 6%; with 100% employer match about $102,263 at 4% or $68,175 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-86$11,860,633$703,569$8,181iApproximate average salary by contribution assumption: employee only about $204,526 at 4% or $136,351 at 6%; with 50% employer match about $136,351 at 4% or $90,900 at 6%; with 100% employer match about $102,263 at 4% or $68,175 at 6%.
2022192$10,555,262$553,111$6,012iApproximate average salary by contribution assumption: employee only about $150,302 at 4% or $100,201 at 6%; with 50% employer match about $100,201 at 4% or $66,801 at 6%; with 100% employer match about $75,151 at 4% or $50,101 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-92$10,555,262$553,111$6,012iApproximate average salary by contribution assumption: employee only about $150,302 at 4% or $100,201 at 6%; with 50% employer match about $100,201 at 4% or $66,801 at 6%; with 100% employer match about $75,151 at 4% or $50,101 at 6%.
2021287$11,270,503$1,617,874$18,596iApproximate average salary by contribution assumption: employee only about $464,906 at 4% or $309,938 at 6%; with 50% employer match about $309,938 at 4% or $206,625 at 6%; with 100% employer match about $232,453 at 4% or $154,969 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-87$11,270,503$1,338,911$15,390iApproximate average salary by contribution assumption: employee only about $384,745 at 4% or $256,496 at 6%; with 50% employer match about $256,496 at 4% or $170,998 at 6%; with 100% employer match about $192,372 at 4% or $128,248 at 6%.
GOLDBERG SIMPSON LLC CBS BENEFIT PLAN-0$0$278,963-
2020179$9,215,008$344,510$4,361iApproximate average salary by contribution assumption: employee only about $109,022 at 4% or $72,681 at 6%; with 50% employer match about $72,681 at 4% or $48,454 at 6%; with 100% employer match about $54,511 at 4% or $36,341 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-79$9,215,008$344,510$4,361iApproximate average salary by contribution assumption: employee only about $109,022 at 4% or $72,681 at 6%; with 50% employer match about $72,681 at 4% or $48,454 at 6%; with 100% employer match about $54,511 at 4% or $36,341 at 6%.
2019168$8,361,222$428,376$6,300iApproximate average salary by contribution assumption: employee only about $157,491 at 4% or $104,994 at 6%; with 50% employer match about $104,994 at 4% or $69,996 at 6%; with 100% employer match about $78,746 at 4% or $52,497 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-68$8,361,222$428,376$6,300iApproximate average salary by contribution assumption: employee only about $157,491 at 4% or $104,994 at 6%; with 50% employer match about $104,994 at 4% or $69,996 at 6%; with 100% employer match about $78,746 at 4% or $52,497 at 6%.
2018167$7,150,592$499,357$7,453iApproximate average salary by contribution assumption: employee only about $186,327 at 4% or $124,218 at 6%; with 50% employer match about $124,218 at 4% or $82,812 at 6%; with 100% employer match about $93,164 at 4% or $62,109 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-67$7,150,592$499,357$7,453iApproximate average salary by contribution assumption: employee only about $186,327 at 4% or $124,218 at 6%; with 50% employer match about $124,218 at 4% or $82,812 at 6%; with 100% employer match about $93,164 at 4% or $62,109 at 6%.
2017168$8,207,920$611,120$8,987iApproximate average salary by contribution assumption: employee only about $224,676 at 4% or $149,784 at 6%; with 50% employer match about $149,784 at 4% or $99,856 at 6%; with 100% employer match about $112,338 at 4% or $74,892 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-68$8,207,920$611,120$8,987iApproximate average salary by contribution assumption: employee only about $224,676 at 4% or $149,784 at 6%; with 50% employer match about $149,784 at 4% or $99,856 at 6%; with 100% employer match about $112,338 at 4% or $74,892 at 6%.
2016174$7,824,691$617,908$8,350iApproximate average salary by contribution assumption: employee only about $208,753 at 4% or $139,168 at 6%; with 50% employer match about $139,168 at 4% or $92,779 at 6%; with 100% employer match about $104,376 at 4% or $69,584 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-74$7,824,691$617,908$8,350iApproximate average salary by contribution assumption: employee only about $208,753 at 4% or $139,168 at 6%; with 50% employer match about $139,168 at 4% or $92,779 at 6%; with 100% employer match about $104,376 at 4% or $69,584 at 6%.
2015170$7,023,986$1,285,905$18,370iApproximate average salary by contribution assumption: employee only about $459,252 at 4% or $306,168 at 6%; with 50% employer match about $306,168 at 4% or $204,112 at 6%; with 100% employer match about $229,626 at 4% or $153,084 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-70$7,023,986$1,285,905$18,370iApproximate average salary by contribution assumption: employee only about $459,252 at 4% or $306,168 at 6%; with 50% employer match about $306,168 at 4% or $204,112 at 6%; with 100% employer match about $229,626 at 4% or $153,084 at 6%.
2014171$6,849,794$388,842$5,477iApproximate average salary by contribution assumption: employee only about $136,916 at 4% or $91,277 at 6%; with 50% employer match about $91,277 at 4% or $60,852 at 6%; with 100% employer match about $68,458 at 4% or $45,639 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-71$6,849,794$388,842$5,477iApproximate average salary by contribution assumption: employee only about $136,916 at 4% or $91,277 at 6%; with 50% employer match about $91,277 at 4% or $60,852 at 6%; with 100% employer match about $68,458 at 4% or $45,639 at 6%.
2013169$6,575,861$405,158$5,872iApproximate average salary by contribution assumption: employee only about $146,796 at 4% or $97,864 at 6%; with 50% employer match about $97,864 at 4% or $65,243 at 6%; with 100% employer match about $73,398 at 4% or $48,932 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-69$6,575,861$405,158$5,872iApproximate average salary by contribution assumption: employee only about $146,796 at 4% or $97,864 at 6%; with 50% employer match about $97,864 at 4% or $65,243 at 6%; with 100% employer match about $73,398 at 4% or $48,932 at 6%.
2012164$5,060,085$529,088$8,267iApproximate average salary by contribution assumption: employee only about $206,675 at 4% or $137,783 at 6%; with 50% employer match about $137,783 at 4% or $91,856 at 6%; with 100% employer match about $103,338 at 4% or $68,892 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-64$5,060,085$529,088$8,267iApproximate average salary by contribution assumption: employee only about $206,675 at 4% or $137,783 at 6%; with 50% employer match about $137,783 at 4% or $91,856 at 6%; with 100% employer match about $103,338 at 4% or $68,892 at 6%.
2011161$4,031,772$465,337$7,628iApproximate average salary by contribution assumption: employee only about $190,712 at 4% or $127,141 at 6%; with 50% employer match about $127,141 at 4% or $84,761 at 6%; with 100% employer match about $95,356 at 4% or $63,571 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-61$4,031,772$465,337$7,628iApproximate average salary by contribution assumption: employee only about $190,712 at 4% or $127,141 at 6%; with 50% employer match about $127,141 at 4% or $84,761 at 6%; with 100% employer match about $95,356 at 4% or $63,571 at 6%.
2010151$4,150,475$349,222$6,847iApproximate average salary by contribution assumption: employee only about $171,187 at 4% or $114,125 at 6%; with 50% employer match about $114,125 at 4% or $76,083 at 6%; with 100% employer match about $85,594 at 4% or $57,062 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-51$4,150,475$349,222$6,847iApproximate average salary by contribution assumption: employee only about $171,187 at 4% or $114,125 at 6%; with 50% employer match about $114,125 at 4% or $76,083 at 6%; with 100% employer match about $85,594 at 4% or $57,062 at 6%.
2009152$3,500,150$353,509$6,798iApproximate average salary by contribution assumption: employee only about $169,956 at 4% or $113,304 at 6%; with 50% employer match about $113,304 at 4% or $75,536 at 6%; with 100% employer match about $84,978 at 4% or $56,652 at 6%.
Goldberg Simpson LLC 401K Profit Sharing Plan-52$3,500,150$353,509$6,798iApproximate average salary by contribution assumption: employee only about $169,956 at 4% or $113,304 at 6%; with 50% employer match about $113,304 at 4% or $75,536 at 6%; with 100% employer match about $84,978 at 4% or $56,652 at 6%.
2008144$0$0-
Goldberg Simpson LLC 401K Profit Sharing Plan-44---
Goldberg Simpson LLC | EIN 26-1464160 | 2024 Form 5500 Company Profile