Civic Intelligence

Goetz, Baldwin & Geddes PC.

Plan context: Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan

EIN 41-1393632 • Bozeman, MT • 23 filings • 8 plans

P.O. Box 6580Bozeman, MT 59771
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,460,856

2024 Contributions

$268,177

Historical Graphs

Total Assets Over Time

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

$7,172,741$3,586,371$0200320142024YearValue
$5,460,856Latest year 2024

Participants Over Time

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

1890200320142024YearValue
12Latest year 2024

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
2024112$5,460,856$268,177$22,348iApproximate average salary by contribution assumption: employee only about $558,702 at 4% or $372,468 at 6%; with 50% employer match about $372,468 at 4% or $248,312 at 6%; with 100% employer match about $279,351 at 4% or $186,234 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-12$5,460,856$268,177$22,348iApproximate average salary by contribution assumption: employee only about $558,702 at 4% or $372,468 at 6%; with 50% employer match about $372,468 at 4% or $248,312 at 6%; with 100% employer match about $279,351 at 4% or $186,234 at 6%.
2023113$4,804,009$186,056$14,312iApproximate average salary by contribution assumption: employee only about $357,800 at 4% or $238,533 at 6%; with 50% employer match about $238,533 at 4% or $159,022 at 6%; with 100% employer match about $178,900 at 4% or $119,267 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-13$4,804,009$186,056$14,312iApproximate average salary by contribution assumption: employee only about $357,800 at 4% or $238,533 at 6%; with 50% employer match about $238,533 at 4% or $159,022 at 6%; with 100% employer match about $178,900 at 4% or $119,267 at 6%.
2022113$4,167,749$138,189$10,630iApproximate average salary by contribution assumption: employee only about $265,748 at 4% or $177,165 at 6%; with 50% employer match about $177,165 at 4% or $118,110 at 6%; with 100% employer match about $132,874 at 4% or $88,583 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-13$4,167,749$138,189$10,630iApproximate average salary by contribution assumption: employee only about $265,748 at 4% or $177,165 at 6%; with 50% employer match about $177,165 at 4% or $118,110 at 6%; with 100% employer match about $132,874 at 4% or $88,583 at 6%.
2021116$7,172,741$300,972$18,811iApproximate average salary by contribution assumption: employee only about $470,269 at 4% or $313,513 at 6%; with 50% employer match about $313,513 at 4% or $209,008 at 6%; with 100% employer match about $235,134 at 4% or $156,756 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-16$7,172,741$300,972$18,811iApproximate average salary by contribution assumption: employee only about $470,269 at 4% or $313,513 at 6%; with 50% employer match about $313,513 at 4% or $209,008 at 6%; with 100% employer match about $235,134 at 4% or $156,756 at 6%.
2020115$6,981,245$78,930$5,262iApproximate average salary by contribution assumption: employee only about $131,550 at 4% or $87,700 at 6%; with 50% employer match about $87,700 at 4% or $58,467 at 6%; with 100% employer match about $65,775 at 4% or $43,850 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-15$6,981,245$78,930$5,262iApproximate average salary by contribution assumption: employee only about $131,550 at 4% or $87,700 at 6%; with 50% employer match about $87,700 at 4% or $58,467 at 6%; with 100% employer match about $65,775 at 4% or $43,850 at 6%.
2019115$6,747,537$290,125$19,342iApproximate average salary by contribution assumption: employee only about $483,542 at 4% or $322,361 at 6%; with 50% employer match about $322,361 at 4% or $214,907 at 6%; with 100% employer match about $241,771 at 4% or $161,181 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-15$6,747,537$290,125$19,342iApproximate average salary by contribution assumption: employee only about $483,542 at 4% or $322,361 at 6%; with 50% employer match about $322,361 at 4% or $214,907 at 6%; with 100% employer match about $241,771 at 4% or $161,181 at 6%.
2018116$5,559,951$327,632$20,477iApproximate average salary by contribution assumption: employee only about $511,925 at 4% or $341,283 at 6%; with 50% employer match about $341,283 at 4% or $227,522 at 6%; with 100% employer match about $255,963 at 4% or $170,642 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-16$5,559,951$327,632$20,477iApproximate average salary by contribution assumption: employee only about $511,925 at 4% or $341,283 at 6%; with 50% employer match about $341,283 at 4% or $227,522 at 6%; with 100% employer match about $255,963 at 4% or $170,642 at 6%.
2017114$5,741,492$317,032$22,645iApproximate average salary by contribution assumption: employee only about $566,129 at 4% or $377,419 at 6%; with 50% employer match about $377,419 at 4% or $251,613 at 6%; with 100% employer match about $283,064 at 4% or $188,710 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-14$5,741,492$317,032$22,645iApproximate average salary by contribution assumption: employee only about $566,129 at 4% or $377,419 at 6%; with 50% employer match about $377,419 at 4% or $251,613 at 6%; with 100% employer match about $283,064 at 4% or $188,710 at 6%.
2016115$4,825,190$157,691$10,513iApproximate average salary by contribution assumption: employee only about $262,818 at 4% or $175,212 at 6%; with 50% employer match about $175,212 at 4% or $116,808 at 6%; with 100% employer match about $131,409 at 4% or $87,606 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-15$4,825,190$157,691$10,513iApproximate average salary by contribution assumption: employee only about $262,818 at 4% or $175,212 at 6%; with 50% employer match about $175,212 at 4% or $116,808 at 6%; with 100% employer match about $131,409 at 4% or $87,606 at 6%.
2015114$4,395,835$267,210$19,086iApproximate average salary by contribution assumption: employee only about $477,161 at 4% or $318,107 at 6%; with 50% employer match about $318,107 at 4% or $212,071 at 6%; with 100% employer match about $238,580 at 4% or $159,054 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-14$4,395,835$267,210$19,086iApproximate average salary by contribution assumption: employee only about $477,161 at 4% or $318,107 at 6%; with 50% employer match about $318,107 at 4% or $212,071 at 6%; with 100% employer match about $238,580 at 4% or $159,054 at 6%.
2014117$4,460,258$461,804$27,165iApproximate average salary by contribution assumption: employee only about $679,124 at 4% or $452,749 at 6%; with 50% employer match about $452,749 at 4% or $301,833 at 6%; with 100% employer match about $339,562 at 4% or $226,375 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-17$4,460,258$461,804$27,165iApproximate average salary by contribution assumption: employee only about $679,124 at 4% or $452,749 at 6%; with 50% employer match about $452,749 at 4% or $301,833 at 6%; with 100% employer match about $339,562 at 4% or $226,375 at 6%.
2013118$4,318,886$203,991$11,333iApproximate average salary by contribution assumption: employee only about $283,321 at 4% or $188,881 at 6%; with 50% employer match about $188,881 at 4% or $125,920 at 6%; with 100% employer match about $141,660 at 4% or $94,440 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-18$4,318,886$203,991$11,333iApproximate average salary by contribution assumption: employee only about $283,321 at 4% or $188,881 at 6%; with 50% employer match about $188,881 at 4% or $125,920 at 6%; with 100% employer match about $141,660 at 4% or $94,440 at 6%.
2012114$4,171,801$244,459$17,461iApproximate average salary by contribution assumption: employee only about $436,534 at 4% or $291,023 at 6%; with 50% employer match about $291,023 at 4% or $194,015 at 6%; with 100% employer match about $218,267 at 4% or $145,511 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-14$4,171,801$244,459$17,461iApproximate average salary by contribution assumption: employee only about $436,534 at 4% or $291,023 at 6%; with 50% employer match about $291,023 at 4% or $194,015 at 6%; with 100% employer match about $218,267 at 4% or $145,511 at 6%.
2011115$3,592,921$236,200$15,747iApproximate average salary by contribution assumption: employee only about $393,667 at 4% or $262,444 at 6%; with 50% employer match about $262,444 at 4% or $174,963 at 6%; with 100% employer match about $196,833 at 4% or $131,222 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-15$3,592,921$236,200$15,747iApproximate average salary by contribution assumption: employee only about $393,667 at 4% or $262,444 at 6%; with 50% employer match about $262,444 at 4% or $174,963 at 6%; with 100% employer match about $196,833 at 4% or $131,222 at 6%.
2010114$3,632,419$227,765$16,269iApproximate average salary by contribution assumption: employee only about $406,723 at 4% or $271,149 at 6%; with 50% employer match about $271,149 at 4% or $180,766 at 6%; with 100% employer match about $203,362 at 4% or $135,574 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-14$3,632,419$227,765$16,269iApproximate average salary by contribution assumption: employee only about $406,723 at 4% or $271,149 at 6%; with 50% employer match about $271,149 at 4% or $180,766 at 6%; with 100% employer match about $203,362 at 4% or $135,574 at 6%.
2009117$3,443,015$244,054$14,356iApproximate average salary by contribution assumption: employee only about $358,903 at 4% or $239,269 at 6%; with 50% employer match about $239,269 at 4% or $159,512 at 6%; with 100% employer match about $179,451 at 4% or $119,634 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-17$3,443,015$244,054$14,356iApproximate average salary by contribution assumption: employee only about $358,903 at 4% or $239,269 at 6%; with 50% employer match about $239,269 at 4% or $159,512 at 6%; with 100% employer match about $179,451 at 4% or $119,634 at 6%.
2008111$2,760,028$184,228$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-11$2,760,028$184,228$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
2007110$3,659,165$191,571$19,157iApproximate average salary by contribution assumption: employee only about $478,927 at 4% or $319,285 at 6%; with 50% employer match about $319,285 at 4% or $212,857 at 6%; with 100% employer match about $239,464 at 4% or $159,643 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-10$3,659,165$191,571$19,157iApproximate average salary by contribution assumption: employee only about $478,927 at 4% or $319,285 at 6%; with 50% employer match about $319,285 at 4% or $212,857 at 6%; with 100% employer match about $239,464 at 4% or $159,643 at 6%.
2006111$3,102,389$146,225$13,293iApproximate average salary by contribution assumption: employee only about $332,330 at 4% or $221,553 at 6%; with 50% employer match about $221,553 at 4% or $147,702 at 6%; with 100% employer match about $166,165 at 4% or $110,777 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-11$3,102,389$146,225$13,293iApproximate average salary by contribution assumption: employee only about $332,330 at 4% or $221,553 at 6%; with 50% employer match about $221,553 at 4% or $147,702 at 6%; with 100% employer match about $166,165 at 4% or $110,777 at 6%.
2005112$2,722,909$134,771$11,231iApproximate average salary by contribution assumption: employee only about $280,773 at 4% or $187,182 at 6%; with 50% employer match about $187,182 at 4% or $124,788 at 6%; with 100% employer match about $140,386 at 4% or $93,591 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-12$2,722,909$134,771$11,231iApproximate average salary by contribution assumption: employee only about $280,773 at 4% or $187,182 at 6%; with 50% employer match about $187,182 at 4% or $124,788 at 6%; with 100% employer match about $140,386 at 4% or $93,591 at 6%.
200419$2,650,230$119,444$13,272iApproximate average salary by contribution assumption: employee only about $331,789 at 4% or $221,193 at 6%; with 50% employer match about $221,193 at 4% or $147,462 at 6%; with 100% employer match about $165,894 at 4% or $110,596 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-9$2,650,230$119,444$13,272iApproximate average salary by contribution assumption: employee only about $331,789 at 4% or $221,193 at 6%; with 50% employer match about $221,193 at 4% or $147,462 at 6%; with 100% employer match about $165,894 at 4% or $110,596 at 6%.
200328$2,263,828$149,980$18,748iApproximate average salary by contribution assumption: employee only about $468,688 at 4% or $312,458 at 6%; with 50% employer match about $312,458 at 4% or $208,306 at 6%; with 100% employer match about $234,344 at 4% or $156,229 at 6%.
Goetz Baldwin & Geddes PC Safe Harbor 401K Profit Sharing Plan-8$2,263,828$63,466$7,933iApproximate average salary by contribution assumption: employee only about $198,331 at 4% or $132,221 at 6%; with 50% employer match about $132,221 at 4% or $88,147 at 6%; with 100% employer match about $99,166 at 4% or $66,110 at 6%.
GOETZ, GALLIK, BALDWIN, & DOLAN PC PENSION PLAN-0-$86,514-