Civic Intelligence

Adam Goldstein

Plan context: ADAM GOLDSTEIN 401(K) PLAN

EIN 26-3771032 • Calabasas, CA • 15 filings • 3 plans

24025 Park Sorrento, Suite 320Calabasas, CA 91302
Current Snapshot

Latest Year

2017

2017 Participants

11

2017 Assets

$2,212,242

2017 Contributions

$585,079

Historical Graphs

Total Assets Over Time

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

$2,212,242$1,106,121$0200820132017YearValue
$2,212,242Latest year 2017

Participants Over Time

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

1160200820132017YearValue
11Latest year 2017

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
2017111$2,212,242$585,079$53,189iApproximate average salary by contribution assumption: employee only about $1,329,725 at 4% or $886,483 at 6%; with 50% employer match about $886,483 at 4% or $590,989 at 6%; with 100% employer match about $664,863 at 4% or $443,242 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-11$2,212,242$585,079$53,189iApproximate average salary by contribution assumption: employee only about $1,329,725 at 4% or $886,483 at 6%; with 50% employer match about $886,483 at 4% or $590,989 at 6%; with 100% employer match about $664,863 at 4% or $443,242 at 6%.
2016211$1,368,009$205,750$18,705iApproximate average salary by contribution assumption: employee only about $467,614 at 4% or $311,742 at 6%; with 50% employer match about $311,742 at 4% or $207,828 at 6%; with 100% employer match about $233,807 at 4% or $155,871 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-11$1,368,009$161,481$14,680iApproximate average salary by contribution assumption: employee only about $367,002 at 4% or $244,668 at 6%; with 50% employer match about $244,668 at 4% or $163,112 at 6%; with 100% employer match about $183,501 at 4% or $122,334 at 6%.
Adam Goldstein Defined Benefit Pension Plan-0$0$44,269-
201527$1,530,179$238,888$34,127iApproximate average salary by contribution assumption: employee only about $853,171 at 4% or $568,781 at 6%; with 50% employer match about $568,781 at 4% or $379,187 at 6%; with 100% employer match about $426,586 at 4% or $284,390 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-7$1,142,624$170,088$24,298iApproximate average salary by contribution assumption: employee only about $607,457 at 4% or $404,971 at 6%; with 50% employer match about $404,971 at 4% or $269,981 at 6%; with 100% employer match about $303,729 at 4% or $202,486 at 6%.
Adam Goldstein Defined Benefit Pension Plan-7$387,555$68,800$9,829iApproximate average salary by contribution assumption: employee only about $245,714 at 4% or $163,810 at 6%; with 50% employer match about $163,810 at 4% or $109,206 at 6%; with 100% employer match about $122,857 at 4% or $81,905 at 6%.
201425$1,306,956$501,111$100,222iApproximate average salary by contribution assumption: employee only about $2,505,555 at 4% or $1,670,370 at 6%; with 50% employer match about $1,670,370 at 4% or $1,113,580 at 6%; with 100% employer match about $1,252,778 at 4% or $835,185 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-5$988,145$341,111$68,222iApproximate average salary by contribution assumption: employee only about $1,705,555 at 4% or $1,137,037 at 6%; with 50% employer match about $1,137,037 at 4% or $758,024 at 6%; with 100% employer match about $852,778 at 4% or $568,518 at 6%.
Adam Goldstein Defined Benefit Pension Plan-5$318,811$160,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201324$757,323$219,458$54,865iApproximate average salary by contribution assumption: employee only about $1,371,613 at 4% or $914,408 at 6%; with 50% employer match about $914,408 at 4% or $609,606 at 6%; with 100% employer match about $685,806 at 4% or $457,204 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-4$607,184$148,458$37,115iApproximate average salary by contribution assumption: employee only about $927,863 at 4% or $618,575 at 6%; with 50% employer match about $618,575 at 4% or $412,383 at 6%; with 100% employer match about $463,931 at 4% or $309,288 at 6%.
Adam Goldstein Defined Benefit Pension Plan-4$150,139$71,000$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
201223$449,328$144,188$48,063iApproximate average salary by contribution assumption: employee only about $1,201,567 at 4% or $801,044 at 6%; with 50% employer match about $801,044 at 4% or $534,030 at 6%; with 100% employer match about $600,783 at 4% or $400,522 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-3$375,593$70,453$23,484iApproximate average salary by contribution assumption: employee only about $587,108 at 4% or $391,406 at 6%; with 50% employer match about $391,406 at 4% or $260,937 at 6%; with 100% employer match about $293,554 at 4% or $195,703 at 6%.
Adam Goldstein Defined Benefit Pension Plan-3$73,735$73,735$24,578iApproximate average salary by contribution assumption: employee only about $614,458 at 4% or $409,639 at 6%; with 50% employer match about $409,639 at 4% or $273,093 at 6%; with 100% employer match about $307,229 at 4% or $204,819 at 6%.
201113$267,518$62,014$20,671iApproximate average salary by contribution assumption: employee only about $516,783 at 4% or $344,522 at 6%; with 50% employer match about $344,522 at 4% or $229,681 at 6%; with 100% employer match about $258,392 at 4% or $172,261 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-3$267,518$62,014$20,671iApproximate average salary by contribution assumption: employee only about $516,783 at 4% or $344,522 at 6%; with 50% employer match about $344,522 at 4% or $229,681 at 6%; with 100% employer match about $258,392 at 4% or $172,261 at 6%.
201012$213,022$60,748$30,374iApproximate average salary by contribution assumption: employee only about $759,350 at 4% or $506,233 at 6%; with 50% employer match about $506,233 at 4% or $337,489 at 6%; with 100% employer match about $379,675 at 4% or $253,117 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-2$213,022$60,748$30,374iApproximate average salary by contribution assumption: employee only about $759,350 at 4% or $506,233 at 6%; with 50% employer match about $506,233 at 4% or $337,489 at 6%; with 100% employer match about $379,675 at 4% or $253,117 at 6%.
200912$133,424$68,803$34,402iApproximate average salary by contribution assumption: employee only about $860,038 at 4% or $573,358 at 6%; with 50% employer match about $573,358 at 4% or $382,239 at 6%; with 100% employer match about $430,019 at 4% or $286,679 at 6%.
ADAM GOLDSTEIN 401(K) PLAN-2$133,424$68,803$34,402iApproximate average salary by contribution assumption: employee only about $860,038 at 4% or $573,358 at 6%; with 50% employer match about $573,358 at 4% or $382,239 at 6%; with 100% employer match about $430,019 at 4% or $286,679 at 6%.
200812$51,381$51,381$25,691iApproximate average salary by contribution assumption: employee only about $642,263 at 4% or $428,175 at 6%; with 50% employer match about $428,175 at 4% or $285,450 at 6%; with 100% employer match about $321,131 at 4% or $214,088 at 6%.
ADAM GOLDSTEIN 401K PLAN-2$51,381$51,381$25,691iApproximate average salary by contribution assumption: employee only about $642,263 at 4% or $428,175 at 6%; with 50% employer match about $428,175 at 4% or $285,450 at 6%; with 100% employer match about $321,131 at 4% or $214,088 at 6%.