Goliath Financial & Management
Plan context: Goliath Financial Management Retirement Plan
EIN 30-0005546 • Newport Beach, CA • 18 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$542,691
2019 Contributions
$60,242
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $542,691 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $542,691 | - | - |
| 2018 | 1 | 2 | $548,522 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $548,522 | - | - |
| 2017 | 1 | 2 | $555,706 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $555,706 | - | - |
| 2016 | 1 | 2 | $599,747 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $599,747 | - | - |
| 2015 | 1 | 2 | $565,637 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $565,637 | - | - |
| 2014 | 1 | 2 | $451,636 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $451,636 | - | - |
| 2013 | 1 | 2 | $352,175 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $352,175 | - | - |
| 2012 | 1 | 2 | $429,711 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $429,711 | - | - |
| 2011 | 1 | 2 | $418,401 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $418,401 | - | - |
| 2010 | 1 | 2 | $712,866 | $60,242 | $30,121iApproximate average salary by contribution assumption: employee only about $753,025 at 4% or $502,017 at 6%; with 50% employer match about $502,017 at 4% or $334,678 at 6%; with 100% employer match about $376,513 at 4% or $251,008 at 6%. |
| Goliath Financial Management Retirement Plan | - | 2 | $712,866 | $60,242 | $30,121iApproximate average salary by contribution assumption: employee only about $753,025 at 4% or $502,017 at 6%; with 50% employer match about $502,017 at 4% or $334,678 at 6%; with 100% employer match about $376,513 at 4% or $251,008 at 6%. |
| 2009 | 1 | 2 | $667,499 | $0 | - |
| Goliath Financial Management Retirement Plan | - | 2 | $667,499 | $0 | - |
| 2008 | 2 | 2 | $631,346 | $631,346 | $315,673iApproximate average salary by contribution assumption: employee only about $7,891,825 at 4% or $5,261,217 at 6%; with 50% employer match about $5,261,217 at 4% or $3,507,478 at 6%; with 100% employer match about $3,945,913 at 4% or $2,630,608 at 6%. |
| Goliath Financial Management Retirement Plan | - | 2 | $631,346 | $631,346 | $315,673iApproximate average salary by contribution assumption: employee only about $7,891,825 at 4% or $5,261,217 at 6%; with 50% employer match about $5,261,217 at 4% or $3,507,478 at 6%; with 100% employer match about $3,945,913 at 4% or $2,630,608 at 6%. |
| GOLIATH FINANCIAL MANAGEMENT PENSION PLAN | - | 0 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| GOLIATH FINANCIAL MANAGEMENT PENSION PLAN | - | 1 | - | - | - |
| 2006 | 1 | 1 | $232,389 | $7,182 | $7,182iApproximate average salary by contribution assumption: employee only about $179,550 at 4% or $119,700 at 6%; with 50% employer match about $119,700 at 4% or $79,800 at 6%; with 100% employer match about $89,775 at 4% or $59,850 at 6%. |
| GOLIATH FINANCIAL MANAGEMENT PENSION PLAN | - | 1 | $232,389 | $7,182 | $7,182iApproximate average salary by contribution assumption: employee only about $179,550 at 4% or $119,700 at 6%; with 50% employer match about $119,700 at 4% or $79,800 at 6%; with 100% employer match about $89,775 at 4% or $59,850 at 6%. |
| 2005 | 1 | 1 | $223,346 | $78,841 | $78,841iApproximate average salary by contribution assumption: employee only about $1,971,025 at 4% or $1,314,017 at 6%; with 50% employer match about $1,314,017 at 4% or $876,011 at 6%; with 100% employer match about $985,513 at 4% or $657,008 at 6%. |
| GOLIATH FINANCIAL MANAGEMENT PENSION PLAN | - | 1 | $223,346 | $78,841 | $78,841iApproximate average salary by contribution assumption: employee only about $1,971,025 at 4% or $1,314,017 at 6%; with 50% employer match about $1,314,017 at 4% or $876,011 at 6%; with 100% employer match about $985,513 at 4% or $657,008 at 6%. |
| 2004 | 1 | 1 | $141,269 | $80,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| GOLIATH FINANCIAL MANAGEMENT PENSION PLAN | - | 1 | $141,269 | $80,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2003 | 1 | 1 | $59,977 | $59,977 | $59,977iApproximate average salary by contribution assumption: employee only about $1,499,425 at 4% or $999,617 at 6%; with 50% employer match about $999,617 at 4% or $666,411 at 6%; with 100% employer match about $749,713 at 4% or $499,808 at 6%. |
| GOLIATH FINANCIAL MANAGEMENT PENSION PLAN | - | 1 | $59,977 | $59,977 | $59,977iApproximate average salary by contribution assumption: employee only about $1,499,425 at 4% or $999,617 at 6%; with 50% employer match about $999,617 at 4% or $666,411 at 6%; with 100% employer match about $749,713 at 4% or $499,808 at 6%. |