Joseph Goldsmith & Co. LLC
Plan context: Joseph Goldsmith & Co. LLC 401(K) Savings Plan
EIN 26-3989936 • New York, NY • 32 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$8,181,027
2024 Contributions
$253,284
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 32 | $8,181,027 | $253,284 | $7,915iApproximate average salary by contribution assumption: employee only about $197,878 at 4% or $131,919 at 6%; with 50% employer match about $131,919 at 4% or $87,946 at 6%; with 100% employer match about $98,939 at 4% or $65,959 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 32 | $5,087,980 | $253,284 | $7,915iApproximate average salary by contribution assumption: employee only about $197,878 at 4% or $131,919 at 6%; with 50% employer match about $131,919 at 4% or $87,946 at 6%; with 100% employer match about $98,939 at 4% or $65,959 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 12 | $3,093,047 | $0 | - |
| 2023 | 2 | 29 | $6,959,193 | $205,938 | $7,101iApproximate average salary by contribution assumption: employee only about $177,533 at 4% or $118,355 at 6%; with 50% employer match about $118,355 at 4% or $78,903 at 6%; with 100% employer match about $88,766 at 4% or $59,178 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 29 | $4,390,871 | $205,938 | $7,101iApproximate average salary by contribution assumption: employee only about $177,533 at 4% or $118,355 at 6%; with 50% employer match about $118,355 at 4% or $78,903 at 6%; with 100% employer match about $88,766 at 4% or $59,178 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 11 | $2,568,322 | $0 | - |
| 2022 | 2 | 29 | $5,526,645 | $223,973 | $7,723iApproximate average salary by contribution assumption: employee only about $193,080 at 4% or $128,720 at 6%; with 50% employer match about $128,720 at 4% or $85,813 at 6%; with 100% employer match about $96,540 at 4% or $64,360 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 29 | $3,479,447 | $223,973 | $7,723iApproximate average salary by contribution assumption: employee only about $193,080 at 4% or $128,720 at 6%; with 50% employer match about $128,720 at 4% or $85,813 at 6%; with 100% employer match about $96,540 at 4% or $64,360 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 9 | $2,047,198 | $0 | - |
| 2021 | 2 | 20 | $6,719,290 | $153,919 | $7,696iApproximate average salary by contribution assumption: employee only about $192,399 at 4% or $128,266 at 6%; with 50% employer match about $128,266 at 4% or $85,511 at 6%; with 100% employer match about $96,199 at 4% or $64,133 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 20 | $4,016,190 | $153,919 | $7,696iApproximate average salary by contribution assumption: employee only about $192,399 at 4% or $128,266 at 6%; with 50% employer match about $128,266 at 4% or $85,511 at 6%; with 100% employer match about $96,199 at 4% or $64,133 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 9 | $2,703,100 | $0 | - |
| 2020 | 2 | 18 | $6,016,719 | $164,877 | $9,160iApproximate average salary by contribution assumption: employee only about $228,996 at 4% or $152,664 at 6%; with 50% employer match about $152,664 at 4% or $101,776 at 6%; with 100% employer match about $114,498 at 4% or $76,332 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 18 | $3,752,110 | $164,877 | $9,160iApproximate average salary by contribution assumption: employee only about $228,996 at 4% or $152,664 at 6%; with 50% employer match about $152,664 at 4% or $101,776 at 6%; with 100% employer match about $114,498 at 4% or $76,332 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 10 | $2,264,609 | $0 | - |
| 2019 | 2 | 17 | $5,091,048 | $279,701 | $16,453iApproximate average salary by contribution assumption: employee only about $411,325 at 4% or $274,217 at 6%; with 50% employer match about $274,217 at 4% or $182,811 at 6%; with 100% employer match about $205,663 at 4% or $137,108 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 17 | $3,286,715 | $279,701 | $16,453iApproximate average salary by contribution assumption: employee only about $411,325 at 4% or $274,217 at 6%; with 50% employer match about $274,217 at 4% or $182,811 at 6%; with 100% employer match about $205,663 at 4% or $137,108 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 12 | $1,804,333 | $0 | - |
| 2018 | 2 | 17 | $4,511,167 | $432,236 | $25,426iApproximate average salary by contribution assumption: employee only about $635,641 at 4% or $423,761 at 6%; with 50% employer match about $423,761 at 4% or $282,507 at 6%; with 100% employer match about $317,821 at 4% or $211,880 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 17 | $3,105,966 | $302,236 | $17,779iApproximate average salary by contribution assumption: employee only about $444,465 at 4% or $296,310 at 6%; with 50% employer match about $296,310 at 4% or $197,540 at 6%; with 100% employer match about $222,232 at 4% or $148,155 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 11 | $1,405,201 | $130,000 | $11,818iApproximate average salary by contribution assumption: employee only about $295,455 at 4% or $196,970 at 6%; with 50% employer match about $196,970 at 4% or $131,313 at 6%; with 100% employer match about $147,727 at 4% or $98,485 at 6%. |
| 2017 | 2 | 14 | $4,451,646 | $398,528 | $28,466iApproximate average salary by contribution assumption: employee only about $711,657 at 4% or $474,438 at 6%; with 50% employer match about $474,438 at 4% or $316,292 at 6%; with 100% employer match about $355,829 at 4% or $237,219 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 14 | $3,065,826 | $268,528 | $19,181iApproximate average salary by contribution assumption: employee only about $479,514 at 4% or $319,676 at 6%; with 50% employer match about $319,676 at 4% or $213,117 at 6%; with 100% employer match about $239,757 at 4% or $159,838 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 10 | $1,385,820 | $130,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2016 | 2 | 16 | $3,492,230 | $391,158 | $24,447iApproximate average salary by contribution assumption: employee only about $611,184 at 4% or $407,456 at 6%; with 50% employer match about $407,456 at 4% or $271,638 at 6%; with 100% employer match about $305,592 at 4% or $203,728 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 16 | $2,407,418 | $241,158 | $15,072iApproximate average salary by contribution assumption: employee only about $376,809 at 4% or $251,206 at 6%; with 50% employer match about $251,206 at 4% or $167,471 at 6%; with 100% employer match about $188,405 at 4% or $125,603 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 9 | $1,084,812 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2015 | 2 | 21 | $2,928,058 | $462,342 | $22,016iApproximate average salary by contribution assumption: employee only about $550,407 at 4% or $366,938 at 6%; with 50% employer match about $366,938 at 4% or $244,625 at 6%; with 100% employer match about $275,204 at 4% or $183,469 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 21 | $2,063,774 | $322,342 | $15,350iApproximate average salary by contribution assumption: employee only about $383,740 at 4% or $255,827 at 6%; with 50% employer match about $255,827 at 4% or $170,551 at 6%; with 100% employer match about $191,870 at 4% or $127,913 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 12 | $864,284 | $140,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2014 | 2 | 17 | $2,572,487 | $328,956 | $19,350iApproximate average salary by contribution assumption: employee only about $483,759 at 4% or $322,506 at 6%; with 50% employer match about $322,506 at 4% or $215,004 at 6%; with 100% employer match about $241,879 at 4% or $161,253 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 17 | $1,844,779 | $188,956 | $11,115iApproximate average salary by contribution assumption: employee only about $277,876 at 4% or $185,251 at 6%; with 50% employer match about $185,251 at 4% or $123,501 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 11 | $727,708 | $140,000 | $12,727iApproximate average salary by contribution assumption: employee only about $318,182 at 4% or $212,121 at 6%; with 50% employer match about $212,121 at 4% or $141,414 at 6%; with 100% employer match about $159,091 at 4% or $106,061 at 6%. |
| 2013 | 2 | 17 | $2,252,532 | $320,140 | $18,832iApproximate average salary by contribution assumption: employee only about $470,794 at 4% or $313,863 at 6%; with 50% employer match about $313,863 at 4% or $209,242 at 6%; with 100% employer match about $235,397 at 4% or $156,931 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 17 | $1,701,051 | $209,390 | $12,317iApproximate average salary by contribution assumption: employee only about $307,926 at 4% or $205,284 at 6%; with 50% employer match about $205,284 at 4% or $136,856 at 6%; with 100% employer match about $153,963 at 4% or $102,642 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 9 | $551,481 | $110,750 | $12,306iApproximate average salary by contribution assumption: employee only about $307,639 at 4% or $205,093 at 6%; with 50% employer match about $205,093 at 4% or $136,728 at 6%; with 100% employer match about $153,819 at 4% or $102,546 at 6%. |
| 2012 | 2 | 15 | $1,662,551 | $383,154 | $25,544iApproximate average salary by contribution assumption: employee only about $638,590 at 4% or $425,727 at 6%; with 50% employer match about $425,727 at 4% or $283,818 at 6%; with 100% employer match about $319,295 at 4% or $212,863 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 15 | $1,273,785 | $242,190 | $16,146iApproximate average salary by contribution assumption: employee only about $403,650 at 4% or $269,100 at 6%; with 50% employer match about $269,100 at 4% or $179,400 at 6%; with 100% employer match about $201,825 at 4% or $134,550 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 9 | $388,766 | $140,964 | $15,663iApproximate average salary by contribution assumption: employee only about $391,567 at 4% or $261,044 at 6%; with 50% employer match about $261,044 at 4% or $174,030 at 6%; with 100% employer match about $195,783 at 4% or $130,522 at 6%. |
| 2011 | 2 | 11 | $1,175,706 | $310,142 | $28,195iApproximate average salary by contribution assumption: employee only about $704,868 at 4% or $469,912 at 6%; with 50% employer match about $469,912 at 4% or $313,275 at 6%; with 100% employer match about $352,434 at 4% or $234,956 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 11 | $936,834 | $228,912 | $20,810iApproximate average salary by contribution assumption: employee only about $520,255 at 4% or $346,836 at 6%; with 50% employer match about $346,836 at 4% or $231,224 at 6%; with 100% employer match about $260,127 at 4% or $173,418 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 3 | $238,872 | $81,230 | $27,077iApproximate average salary by contribution assumption: employee only about $676,917 at 4% or $451,278 at 6%; with 50% employer match about $451,278 at 4% or $300,852 at 6%; with 100% employer match about $338,458 at 4% or $225,639 at 6%. |
| 2010 | 2 | 6 | $892,210 | $204,485 | $34,081iApproximate average salary by contribution assumption: employee only about $852,021 at 4% or $568,014 at 6%; with 50% employer match about $568,014 at 4% or $378,676 at 6%; with 100% employer match about $426,010 at 4% or $284,007 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 6 | $730,144 | $116,722 | $19,454iApproximate average salary by contribution assumption: employee only about $486,342 at 4% or $324,228 at 6%; with 50% employer match about $324,228 at 4% or $216,152 at 6%; with 100% employer match about $243,171 at 4% or $162,114 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 4 | $162,066 | $87,763 | $21,941iApproximate average salary by contribution assumption: employee only about $548,519 at 4% or $365,679 at 6%; with 50% employer match about $365,679 at 4% or $243,786 at 6%; with 100% employer match about $274,259 at 4% or $182,840 at 6%. |
| 2009 | 2 | 8 | $658,662 | $654,041 | $81,755iApproximate average salary by contribution assumption: employee only about $2,043,878 at 4% or $1,362,585 at 6%; with 50% employer match about $1,362,585 at 4% or $908,390 at 6%; with 100% employer match about $1,021,939 at 4% or $681,293 at 6%. |
| Joseph Goldsmith & Co. LLC 401(K) Savings Plan | - | 8 | $584,365 | $579,744 | $72,468iApproximate average salary by contribution assumption: employee only about $1,811,700 at 4% or $1,207,800 at 6%; with 50% employer match about $1,207,800 at 4% or $805,200 at 6%; with 100% employer match about $905,850 at 4% or $603,900 at 6%. |
| Joseph Goldsmith & Co., L.L.C. Cash Balance Plan | - | 3 | $74,297 | $74,297 | $24,766iApproximate average salary by contribution assumption: employee only about $619,142 at 4% or $412,761 at 6%; with 50% employer match about $412,761 at 4% or $275,174 at 6%; with 100% employer match about $309,571 at 4% or $206,381 at 6%. |