Civic Intelligence

S. Goldman Asset Management LLC

Plan context: S. Goldman Asset Management LLC 401(K) Plan

EIN 26-4495272 • New York, NY • 26 filings • 6 plans

599 Lexington Avenue35th FloorNew York, NY 10022
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,011,828

2025 Contributions

$65,000

Historical Graphs

Total Assets Over Time

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

$3,594,904$1,797,452$0201120182025YearValue
$1,011,828Latest year 2025

Participants Over Time

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

320201120182025YearValue
3Latest year 2025

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
202513$1,011,828$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$1,011,828$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
202423$1,205,847$161,000$53,667iApproximate average salary by contribution assumption: employee only about $1,341,667 at 4% or $894,444 at 6%; with 50% employer match about $894,444 at 4% or $596,296 at 6%; with 100% employer match about $670,833 at 4% or $447,222 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$840,897$71,000$23,667iApproximate average salary by contribution assumption: employee only about $591,667 at 4% or $394,444 at 6%; with 50% employer match about $394,444 at 4% or $262,963 at 6%; with 100% employer match about $295,833 at 4% or $197,222 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-2$364,950$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
202323$847,513$207,977$69,326iApproximate average salary by contribution assumption: employee only about $1,733,142 at 4% or $1,155,428 at 6%; with 50% employer match about $1,155,428 at 4% or $770,285 at 6%; with 100% employer match about $866,571 at 4% or $577,714 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$620,932$67,977$22,659iApproximate average salary by contribution assumption: employee only about $566,475 at 4% or $377,650 at 6%; with 50% employer match about $377,650 at 4% or $251,767 at 6%; with 100% employer match about $283,238 at 4% or $188,825 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-2$226,581$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
202222$3,526,358$572,000$286,000iApproximate average salary by contribution assumption: employee only about $7,150,000 at 4% or $4,766,667 at 6%; with 50% employer match about $4,766,667 at 4% or $3,177,778 at 6%; with 100% employer match about $3,575,000 at 4% or $2,383,333 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-2$3,045,471$450,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-2$480,887$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
202123$3,594,904$466,000$155,333iApproximate average salary by contribution assumption: employee only about $3,883,333 at 4% or $2,588,889 at 6%; with 50% employer match about $2,588,889 at 4% or $1,725,926 at 6%; with 100% employer match about $1,941,667 at 4% or $1,294,444 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-2$3,103,492$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$491,412$116,000$38,667iApproximate average salary by contribution assumption: employee only about $966,667 at 4% or $644,444 at 6%; with 50% employer match about $644,444 at 4% or $429,630 at 6%; with 100% employer match about $483,333 at 4% or $322,222 at 6%.
202023$2,531,797$558,500$186,167iApproximate average salary by contribution assumption: employee only about $4,654,167 at 4% or $3,102,778 at 6%; with 50% employer match about $3,102,778 at 4% or $2,068,519 at 6%; with 100% employer match about $2,327,083 at 4% or $1,551,389 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-1$2,213,950$489,000$489,000iApproximate average salary by contribution assumption: employee only about $12,225,000 at 4% or $8,150,000 at 6%; with 50% employer match about $8,150,000 at 4% or $5,433,333 at 6%; with 100% employer match about $6,112,500 at 4% or $4,075,000 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$317,847$69,500$23,167iApproximate average salary by contribution assumption: employee only about $579,167 at 4% or $386,111 at 6%; with 50% employer match about $386,111 at 4% or $257,407 at 6%; with 100% employer match about $289,583 at 4% or $193,056 at 6%.
201912$263,818$0-
S. Goldman Asset Management LLC 401(K) Plan-2$263,818--
201822$1,261,196$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-1$1,046,839$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-2$214,357$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201722$995,060$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-1$816,931$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-2$178,129--
201622$674,884$100,523$50,262iApproximate average salary by contribution assumption: employee only about $1,256,538 at 4% or $837,692 at 6%; with 50% employer match about $837,692 at 4% or $558,461 at 6%; with 100% employer match about $628,269 at 4% or $418,846 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-1$516,157$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-2$158,727$523$262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%.
201523$699,717$0-
S. Goldman Asset Management LLC Cash Balance Plan-2$424,127$0-
S. Goldman Asset Management LLC 401(K) Plan-3$275,590--
201423$743,800$364,500$121,500iApproximate average salary by contribution assumption: employee only about $3,037,500 at 4% or $2,025,000 at 6%; with 50% employer match about $2,025,000 at 4% or $1,350,000 at 6%; with 100% employer match about $1,518,750 at 4% or $1,012,500 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-2$444,748$260,500$130,250iApproximate average salary by contribution assumption: employee only about $3,256,250 at 4% or $2,170,833 at 6%; with 50% employer match about $2,170,833 at 4% or $1,447,222 at 6%; with 100% employer match about $1,628,125 at 4% or $1,085,417 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$299,052$104,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
201323$343,003$277,000$92,333iApproximate average salary by contribution assumption: employee only about $2,308,333 at 4% or $1,538,889 at 6%; with 50% employer match about $1,538,889 at 4% or $1,025,926 at 6%; with 100% employer match about $1,154,167 at 4% or $769,444 at 6%.
S. Goldman Asset Management LLC Cash Balance Plan-3$175,000$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-2$168,003$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201211$87,284$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-1$87,284$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
201113$129,510$89,000$29,667iApproximate average salary by contribution assumption: employee only about $741,667 at 4% or $494,444 at 6%; with 50% employer match about $494,444 at 4% or $329,630 at 6%; with 100% employer match about $370,833 at 4% or $247,222 at 6%.
S. Goldman Asset Management LLC 401(K) Plan-3$129,510$89,000$29,667iApproximate average salary by contribution assumption: employee only about $741,667 at 4% or $494,444 at 6%; with 50% employer match about $494,444 at 4% or $329,630 at 6%; with 100% employer match about $370,833 at 4% or $247,222 at 6%.