Civic Intelligence

Nicole L Goetz Pl

Plan context: Nicole L Goetz Pl 401 K Profit Sharing Plan Trust

EIN 27-3296371 • Naples, FL • 9 filings • 3 plans

2430 Vanderbilt Beach RdSuite 108, Pmb 635Naples, FL 34109
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$663,210

2020 Contributions

$15,035

Historical Graphs

Total Assets Over Time

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

$663,210$331,605$0201220162019YearValue
$663,210Latest year 2019

Participants Over Time

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

530201220162019YearValue
2Latest year 2019

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
202010$0$15,035-
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-0$0$15,035-
201912$663,210$24,552$12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-2$663,210$24,552$12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
201815$535,732$26,817$5,363iApproximate average salary by contribution assumption: employee only about $134,085 at 4% or $89,390 at 6%; with 50% employer match about $89,390 at 4% or $59,593 at 6%; with 100% employer match about $67,043 at 4% or $44,695 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-5$535,732$26,817$5,363iApproximate average salary by contribution assumption: employee only about $134,085 at 4% or $89,390 at 6%; with 50% employer match about $89,390 at 4% or $59,593 at 6%; with 100% employer match about $67,043 at 4% or $44,695 at 6%.
201715$576,468$46,702$9,340iApproximate average salary by contribution assumption: employee only about $233,510 at 4% or $155,673 at 6%; with 50% employer match about $155,673 at 4% or $103,782 at 6%; with 100% employer match about $116,755 at 4% or $77,837 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-5$576,468$46,702$9,340iApproximate average salary by contribution assumption: employee only about $233,510 at 4% or $155,673 at 6%; with 50% employer match about $155,673 at 4% or $103,782 at 6%; with 100% employer match about $116,755 at 4% or $77,837 at 6%.
201614$446,822$73,210$18,303iApproximate average salary by contribution assumption: employee only about $457,563 at 4% or $305,042 at 6%; with 50% employer match about $305,042 at 4% or $203,361 at 6%; with 100% employer match about $228,781 at 4% or $152,521 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-4$446,822$73,210$18,303iApproximate average salary by contribution assumption: employee only about $457,563 at 4% or $305,042 at 6%; with 50% employer match about $305,042 at 4% or $203,361 at 6%; with 100% employer match about $228,781 at 4% or $152,521 at 6%.
201515$380,703$60,689$12,138iApproximate average salary by contribution assumption: employee only about $303,445 at 4% or $202,297 at 6%; with 50% employer match about $202,297 at 4% or $134,864 at 6%; with 100% employer match about $151,723 at 4% or $101,148 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-5$380,703$60,689$12,138iApproximate average salary by contribution assumption: employee only about $303,445 at 4% or $202,297 at 6%; with 50% employer match about $202,297 at 4% or $134,864 at 6%; with 100% employer match about $151,723 at 4% or $101,148 at 6%.
201411$315,352$51,672$51,672iApproximate average salary by contribution assumption: employee only about $1,291,800 at 4% or $861,200 at 6%; with 50% employer match about $861,200 at 4% or $574,133 at 6%; with 100% employer match about $645,900 at 4% or $430,600 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-1$315,352$51,672$51,672iApproximate average salary by contribution assumption: employee only about $1,291,800 at 4% or $861,200 at 6%; with 50% employer match about $861,200 at 4% or $574,133 at 6%; with 100% employer match about $645,900 at 4% or $430,600 at 6%.
201311$245,113$58,931$58,931iApproximate average salary by contribution assumption: employee only about $1,473,275 at 4% or $982,183 at 6%; with 50% employer match about $982,183 at 4% or $654,789 at 6%; with 100% employer match about $736,638 at 4% or $491,092 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-1$245,113$58,931$58,931iApproximate average salary by contribution assumption: employee only about $1,473,275 at 4% or $982,183 at 6%; with 50% employer match about $982,183 at 4% or $654,789 at 6%; with 100% employer match about $736,638 at 4% or $491,092 at 6%.
201212$153,250$149,675$74,838iApproximate average salary by contribution assumption: employee only about $1,870,938 at 4% or $1,247,292 at 6%; with 50% employer match about $1,247,292 at 4% or $831,528 at 6%; with 100% employer match about $935,469 at 4% or $623,646 at 6%.
Nicole L Goetz Pl 401 K Profit Sharing Plan Trust-2$153,250$149,675$74,838iApproximate average salary by contribution assumption: employee only about $1,870,938 at 4% or $1,247,292 at 6%; with 50% employer match about $1,247,292 at 4% or $831,528 at 6%; with 100% employer match about $935,469 at 4% or $623,646 at 6%.