Civic Intelligence

Goldman & Pease LLC

Plan context: Goldman & Pease LLC 401K Profit Sharing Plan

EIN 26-1591406 • Needham, MA • 17 filings • 2 plans

160 Gould StreetNeedham, MA 02494
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,366,986

2024 Contributions

$303,814

Historical Graphs

Total Assets Over Time

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

$5,366,986$2,683,493$0200820162024YearValue
$5,366,986Latest year 2024

Participants Over Time

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

950200820162024YearValue
8Latest 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
202418$5,366,986$303,814$37,977iApproximate average salary by contribution assumption: employee only about $949,419 at 4% or $632,946 at 6%; with 50% employer match about $632,946 at 4% or $421,964 at 6%; with 100% employer match about $474,709 at 4% or $316,473 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-8$5,366,986$303,814$37,977iApproximate average salary by contribution assumption: employee only about $949,419 at 4% or $632,946 at 6%; with 50% employer match about $632,946 at 4% or $421,964 at 6%; with 100% employer match about $474,709 at 4% or $316,473 at 6%.
202319$4,618,766$281,012$31,224iApproximate average salary by contribution assumption: employee only about $780,589 at 4% or $520,393 at 6%; with 50% employer match about $520,393 at 4% or $346,928 at 6%; with 100% employer match about $390,294 at 4% or $260,196 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-9$4,618,766$281,012$31,224iApproximate average salary by contribution assumption: employee only about $780,589 at 4% or $520,393 at 6%; with 50% employer match about $520,393 at 4% or $346,928 at 6%; with 100% employer match about $390,294 at 4% or $260,196 at 6%.
202218$3,775,338$255,932$31,992iApproximate average salary by contribution assumption: employee only about $799,788 at 4% or $533,192 at 6%; with 50% employer match about $533,192 at 4% or $355,461 at 6%; with 100% employer match about $399,894 at 4% or $266,596 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-8$3,775,338$255,932$31,992iApproximate average salary by contribution assumption: employee only about $799,788 at 4% or $533,192 at 6%; with 50% employer match about $533,192 at 4% or $355,461 at 6%; with 100% employer match about $399,894 at 4% or $266,596 at 6%.
202119$4,164,001$224,244$24,916iApproximate average salary by contribution assumption: employee only about $622,900 at 4% or $415,267 at 6%; with 50% employer match about $415,267 at 4% or $276,844 at 6%; with 100% employer match about $311,450 at 4% or $207,633 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-9$4,164,001$224,244$24,916iApproximate average salary by contribution assumption: employee only about $622,900 at 4% or $415,267 at 6%; with 50% employer match about $415,267 at 4% or $276,844 at 6%; with 100% employer match about $311,450 at 4% or $207,633 at 6%.
202016$3,536,494$198,522$33,087iApproximate average salary by contribution assumption: employee only about $827,175 at 4% or $551,450 at 6%; with 50% employer match about $551,450 at 4% or $367,633 at 6%; with 100% employer match about $413,588 at 4% or $275,725 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-6$3,536,494$198,522$33,087iApproximate average salary by contribution assumption: employee only about $827,175 at 4% or $551,450 at 6%; with 50% employer match about $551,450 at 4% or $367,633 at 6%; with 100% employer match about $413,588 at 4% or $275,725 at 6%.
201917$2,920,771$194,727$27,818iApproximate average salary by contribution assumption: employee only about $695,454 at 4% or $463,636 at 6%; with 50% employer match about $463,636 at 4% or $309,090 at 6%; with 100% employer match about $347,727 at 4% or $231,818 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-7$2,920,771$194,727$27,818iApproximate average salary by contribution assumption: employee only about $695,454 at 4% or $463,636 at 6%; with 50% employer match about $463,636 at 4% or $309,090 at 6%; with 100% employer match about $347,727 at 4% or $231,818 at 6%.
201817$2,276,513$188,112$26,873iApproximate average salary by contribution assumption: employee only about $671,829 at 4% or $447,886 at 6%; with 50% employer match about $447,886 at 4% or $298,590 at 6%; with 100% employer match about $335,914 at 4% or $223,943 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-7$2,276,513$188,112$26,873iApproximate average salary by contribution assumption: employee only about $671,829 at 4% or $447,886 at 6%; with 50% employer match about $447,886 at 4% or $298,590 at 6%; with 100% employer match about $335,914 at 4% or $223,943 at 6%.
201716$2,215,302$166,995$27,833iApproximate average salary by contribution assumption: employee only about $695,813 at 4% or $463,875 at 6%; with 50% employer match about $463,875 at 4% or $309,250 at 6%; with 100% employer match about $347,906 at 4% or $231,938 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-6$2,215,302$166,995$27,833iApproximate average salary by contribution assumption: employee only about $695,813 at 4% or $463,875 at 6%; with 50% employer match about $463,875 at 4% or $309,250 at 6%; with 100% employer match about $347,906 at 4% or $231,938 at 6%.
201616$1,766,654$168,577$28,096iApproximate average salary by contribution assumption: employee only about $702,404 at 4% or $468,269 at 6%; with 50% employer match about $468,269 at 4% or $312,180 at 6%; with 100% employer match about $351,202 at 4% or $234,135 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-6$1,766,654$168,577$28,096iApproximate average salary by contribution assumption: employee only about $702,404 at 4% or $468,269 at 6%; with 50% employer match about $468,269 at 4% or $312,180 at 6%; with 100% employer match about $351,202 at 4% or $234,135 at 6%.
201516$1,520,065$130,777$21,796iApproximate average salary by contribution assumption: employee only about $544,904 at 4% or $363,269 at 6%; with 50% employer match about $363,269 at 4% or $242,180 at 6%; with 100% employer match about $272,452 at 4% or $181,635 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-6$1,520,065$130,777$21,796iApproximate average salary by contribution assumption: employee only about $544,904 at 4% or $363,269 at 6%; with 50% employer match about $363,269 at 4% or $242,180 at 6%; with 100% employer match about $272,452 at 4% or $181,635 at 6%.
201415$1,462,584$144,809$28,962iApproximate average salary by contribution assumption: employee only about $724,045 at 4% or $482,697 at 6%; with 50% employer match about $482,697 at 4% or $321,798 at 6%; with 100% employer match about $362,023 at 4% or $241,348 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-5$1,462,584$144,809$28,962iApproximate average salary by contribution assumption: employee only about $724,045 at 4% or $482,697 at 6%; with 50% employer match about $482,697 at 4% or $321,798 at 6%; with 100% employer match about $362,023 at 4% or $241,348 at 6%.
201315$1,256,374$143,463$28,693iApproximate average salary by contribution assumption: employee only about $717,315 at 4% or $478,210 at 6%; with 50% employer match about $478,210 at 4% or $318,807 at 6%; with 100% employer match about $358,658 at 4% or $239,105 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-5$1,256,374$143,463$28,693iApproximate average salary by contribution assumption: employee only about $717,315 at 4% or $478,210 at 6%; with 50% employer match about $478,210 at 4% or $318,807 at 6%; with 100% employer match about $358,658 at 4% or $239,105 at 6%.
201215$952,347$137,949$27,590iApproximate average salary by contribution assumption: employee only about $689,745 at 4% or $459,830 at 6%; with 50% employer match about $459,830 at 4% or $306,553 at 6%; with 100% employer match about $344,873 at 4% or $229,915 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-5$952,347$137,949$27,590iApproximate average salary by contribution assumption: employee only about $689,745 at 4% or $459,830 at 6%; with 50% employer match about $459,830 at 4% or $306,553 at 6%; with 100% employer match about $344,873 at 4% or $229,915 at 6%.
201114$730,833$121,437$30,359iApproximate average salary by contribution assumption: employee only about $758,981 at 4% or $505,988 at 6%; with 50% employer match about $505,988 at 4% or $337,325 at 6%; with 100% employer match about $379,491 at 4% or $252,994 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-4$730,833$121,437$30,359iApproximate average salary by contribution assumption: employee only about $758,981 at 4% or $505,988 at 6%; with 50% employer match about $505,988 at 4% or $337,325 at 6%; with 100% employer match about $379,491 at 4% or $252,994 at 6%.
201015$642,630$119,696$23,939iApproximate average salary by contribution assumption: employee only about $598,480 at 4% or $398,987 at 6%; with 50% employer match about $398,987 at 4% or $265,991 at 6%; with 100% employer match about $299,240 at 4% or $199,493 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-5$642,630$119,696$23,939iApproximate average salary by contribution assumption: employee only about $598,480 at 4% or $398,987 at 6%; with 50% employer match about $398,987 at 4% or $265,991 at 6%; with 100% employer match about $299,240 at 4% or $199,493 at 6%.
200914$560,527$138,106$34,527iApproximate average salary by contribution assumption: employee only about $863,163 at 4% or $575,442 at 6%; with 50% employer match about $575,442 at 4% or $383,628 at 6%; with 100% employer match about $431,581 at 4% or $287,721 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-4$560,527$138,106$34,527iApproximate average salary by contribution assumption: employee only about $863,163 at 4% or $575,442 at 6%; with 50% employer match about $575,442 at 4% or $383,628 at 6%; with 100% employer match about $431,581 at 4% or $287,721 at 6%.
200814$407,681$129,841$32,460iApproximate average salary by contribution assumption: employee only about $811,506 at 4% or $541,004 at 6%; with 50% employer match about $541,004 at 4% or $360,669 at 6%; with 100% employer match about $405,753 at 4% or $270,502 at 6%.
Goldman & Pease LLC 401K Profit Sharing Plan-4$407,681$129,841$32,460iApproximate average salary by contribution assumption: employee only about $811,506 at 4% or $541,004 at 6%; with 50% employer match about $541,004 at 4% or $360,669 at 6%; with 100% employer match about $405,753 at 4% or $270,502 at 6%.