Civic Intelligence

Goldsmith, Agio, Helms and Lynner LLC

Plan context: Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan

EIN 41-1992659 • 12 filings • 6 plans

Current Snapshot

Latest Year

2008

2008 Participants

118

2008 Assets

$11,354,050

2008 Contributions

$1,848,752

Historical Graphs

Total Assets Over Time

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

$11,354,050$5,677,025$0200020042007YearValue
$11,354,050Latest year 2007

Participants Over Time

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

118590200020042008YearValue
118Latest year 2008

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
20081118$0$0-
GOLDSMITH, AGIO, HELMS & LYNNER, LLC CAFETERIA PLAN-118---
2007197$11,354,050$1,848,752$19,059iApproximate average salary by contribution assumption: employee only about $476,482 at 4% or $317,655 at 6%; with 50% employer match about $317,655 at 4% or $211,770 at 6%; with 100% employer match about $238,241 at 4% or $158,827 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-97$11,354,050$1,848,752$19,059iApproximate average salary by contribution assumption: employee only about $476,482 at 4% or $317,655 at 6%; with 50% employer match about $317,655 at 4% or $211,770 at 6%; with 100% employer match about $238,241 at 4% or $158,827 at 6%.
2006191$8,926,360$1,694,095$18,616iApproximate average salary by contribution assumption: employee only about $465,411 at 4% or $310,274 at 6%; with 50% employer match about $310,274 at 4% or $206,849 at 6%; with 100% employer match about $232,705 at 4% or $155,137 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-91$8,926,360$1,694,095$18,616iApproximate average salary by contribution assumption: employee only about $465,411 at 4% or $310,274 at 6%; with 50% employer match about $310,274 at 4% or $206,849 at 6%; with 100% employer match about $232,705 at 4% or $155,137 at 6%.
2005181$6,673,372$1,175,247$14,509iApproximate average salary by contribution assumption: employee only about $362,731 at 4% or $241,820 at 6%; with 50% employer match about $241,820 at 4% or $161,214 at 6%; with 100% employer match about $181,365 at 4% or $120,910 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-81$6,673,372$1,175,247$14,509iApproximate average salary by contribution assumption: employee only about $362,731 at 4% or $241,820 at 6%; with 50% employer match about $241,820 at 4% or $161,214 at 6%; with 100% employer match about $181,365 at 4% or $120,910 at 6%.
2004164$5,290,631$997,560$15,587iApproximate average salary by contribution assumption: employee only about $389,672 at 4% or $259,781 at 6%; with 50% employer match about $259,781 at 4% or $173,188 at 6%; with 100% employer match about $194,836 at 4% or $129,891 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-64$5,290,631$997,560$15,587iApproximate average salary by contribution assumption: employee only about $389,672 at 4% or $259,781 at 6%; with 50% employer match about $259,781 at 4% or $173,188 at 6%; with 100% employer match about $194,836 at 4% or $129,891 at 6%.
2003264$3,988,397$906,937$14,171iApproximate average salary by contribution assumption: employee only about $354,272 at 4% or $236,182 at 6%; with 50% employer match about $236,182 at 4% or $157,454 at 6%; with 100% employer match about $177,136 at 4% or $118,091 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-64$3,988,397$906,937$14,171iApproximate average salary by contribution assumption: employee only about $354,272 at 4% or $236,182 at 6%; with 50% employer match about $236,182 at 4% or $157,454 at 6%; with 100% employer match about $177,136 at 4% or $118,091 at 6%.
GOLDSMITH, AGIO, HELMS & LYNNER, LLC CAFETERIA PLAN-64---
2002365$2,493,700$678,029$10,431iApproximate average salary by contribution assumption: employee only about $260,780 at 4% or $173,854 at 6%; with 50% employer match about $173,854 at 4% or $115,902 at 6%; with 100% employer match about $130,390 at 4% or $86,927 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-61$2,493,700$678,029$11,115iApproximate average salary by contribution assumption: employee only about $277,881 at 4% or $185,254 at 6%; with 50% employer match about $185,254 at 4% or $123,503 at 6%; with 100% employer match about $138,940 at 4% or $92,627 at 6%.
GOLDSMITH, AGIO, HELMS & LYNNER, LLC CAFETERIA PLAN-55---
GOLDSMITH, AGIO, HELMS AND LYNNER, LLC CAFETERIA PLAN-65---
2001157$0$0-
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-57---
2000168$2,775,614$596,291$8,769iApproximate average salary by contribution assumption: employee only about $219,225 at 4% or $146,150 at 6%; with 50% employer match about $146,150 at 4% or $97,433 at 6%; with 100% employer match about $109,612 at 4% or $73,075 at 6%.
Goldsmith Agio, Helms and Lynner LLC 401K and Profit Sharing Plan-68$2,775,614$596,291$8,769iApproximate average salary by contribution assumption: employee only about $219,225 at 4% or $146,150 at 6%; with 50% employer match about $146,150 at 4% or $97,433 at 6%; with 100% employer match about $109,612 at 4% or $73,075 at 6%.