GOAL QUESTE, LLC
Plan context: GOAL QUEST ADVISORS, LLC, 401(K) PLAN
EIN 45-3532245 • Berwyn, PA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,160,595
2025 Contributions
$113,115
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,160,595 | $113,115 | $56,558iApproximate average salary by contribution assumption: employee only about $1,413,938 at 4% or $942,625 at 6%; with 50% employer match about $942,625 at 4% or $628,417 at 6%; with 100% employer match about $706,969 at 4% or $471,313 at 6%. |
| GOAL QUEST ADVISORS, LLC, 401(K) PLAN | - | 2 | $1,160,595 | $113,115 | $56,558iApproximate average salary by contribution assumption: employee only about $1,413,938 at 4% or $942,625 at 6%; with 50% employer match about $942,625 at 4% or $628,417 at 6%; with 100% employer match about $706,969 at 4% or $471,313 at 6%. |
| 2024 | 1 | 2 | $877,375 | $102,209 | $51,105iApproximate average salary by contribution assumption: employee only about $1,277,613 at 4% or $851,742 at 6%; with 50% employer match about $851,742 at 4% or $567,828 at 6%; with 100% employer match about $638,806 at 4% or $425,871 at 6%. |
| GOAL QUEST ADVISORS, LLC, 401(K) PLAN | - | 2 | $877,375 | $102,209 | $51,105iApproximate average salary by contribution assumption: employee only about $1,277,613 at 4% or $851,742 at 6%; with 50% employer match about $851,742 at 4% or $567,828 at 6%; with 100% employer match about $638,806 at 4% or $425,871 at 6%. |
| 2023 | 1 | 2 | $681,419 | $513,863 | $256,932iApproximate average salary by contribution assumption: employee only about $6,423,288 at 4% or $4,282,192 at 6%; with 50% employer match about $4,282,192 at 4% or $2,854,794 at 6%; with 100% employer match about $3,211,644 at 4% or $2,141,096 at 6%. |
| GOAL QUEST ADVISORS, LLC, 401(K) PLAN | - | 2 | $681,419 | $513,863 | $256,932iApproximate average salary by contribution assumption: employee only about $6,423,288 at 4% or $4,282,192 at 6%; with 50% employer match about $4,282,192 at 4% or $2,854,794 at 6%; with 100% employer match about $3,211,644 at 4% or $2,141,096 at 6%. |
| 2022 | 1 | 2 | $103,252 | $106,658 | $53,329iApproximate average salary by contribution assumption: employee only about $1,333,225 at 4% or $888,817 at 6%; with 50% employer match about $888,817 at 4% or $592,544 at 6%; with 100% employer match about $666,613 at 4% or $444,408 at 6%. |
| GOAL QUESTE LLC, 401(K) PLAN | - | 2 | $103,252 | $106,658 | $53,329iApproximate average salary by contribution assumption: employee only about $1,333,225 at 4% or $888,817 at 6%; with 50% employer match about $888,817 at 4% or $592,544 at 6%; with 100% employer match about $666,613 at 4% or $444,408 at 6%. |