Civic Intelligence

Goldco Direct LLC

Plan context: Goldco Direct LLC 401(K) Profit Sharing Plan and Trust

EIN 45-3668539 • Calabasas, CA • 12 filings • 4 plans

24025 Park SorrentoSte 210Calabasas, CA 91302-4025
Current Snapshot

Latest Year

2024

2024 Participants

149

2024 Assets

$7,894,138

2024 Contributions

$1,746,192

Historical Graphs

Total Assets Over Time

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

$7,894,138$3,947,069$0201520202024YearValue
$7,894,138Latest year 2024

Participants Over Time

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

171860201520202024YearValue
149Latest 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
20242149$7,894,138$1,746,192$11,719iApproximate average salary by contribution assumption: employee only about $292,985 at 4% or $195,323 at 6%; with 50% employer match about $195,323 at 4% or $130,216 at 6%; with 100% employer match about $146,493 at 4% or $97,662 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-149$7,894,138$1,746,192$11,719iApproximate average salary by contribution assumption: employee only about $292,985 at 4% or $195,323 at 6%; with 50% employer match about $195,323 at 4% or $130,216 at 6%; with 100% employer match about $146,493 at 4% or $97,662 at 6%.
GOLDCO DIRECT LLC HEALTH AND WELFARE PLAN DECEMBER 2023-113---
20232171$6,623,436$2,288,546$13,383iApproximate average salary by contribution assumption: employee only about $334,583 at 4% or $223,055 at 6%; with 50% employer match about $223,055 at 4% or $148,703 at 6%; with 100% employer match about $167,291 at 4% or $111,528 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-171$6,623,436$2,288,546$13,383iApproximate average salary by contribution assumption: employee only about $334,583 at 4% or $223,055 at 6%; with 50% employer match about $223,055 at 4% or $148,703 at 6%; with 100% employer match about $167,291 at 4% or $111,528 at 6%.
GOLDCO DIRECT LLC HEALTH AND WELFARE PLAN DECEMBER 2023-148---
20221155$4,087,575$1,755,453$11,326iApproximate average salary by contribution assumption: employee only about $283,138 at 4% or $188,758 at 6%; with 50% employer match about $188,758 at 4% or $125,839 at 6%; with 100% employer match about $141,569 at 4% or $94,379 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-155$4,087,575$1,755,453$11,326iApproximate average salary by contribution assumption: employee only about $283,138 at 4% or $188,758 at 6%; with 50% employer match about $188,758 at 4% or $125,839 at 6%; with 100% employer match about $141,569 at 4% or $94,379 at 6%.
20211122$3,087,882$1,009,723$8,276iApproximate average salary by contribution assumption: employee only about $206,910 at 4% or $137,940 at 6%; with 50% employer match about $137,940 at 4% or $91,960 at 6%; with 100% employer match about $103,455 at 4% or $68,970 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-122$3,087,882$1,009,723$8,276iApproximate average salary by contribution assumption: employee only about $206,910 at 4% or $137,940 at 6%; with 50% employer match about $137,940 at 4% or $91,960 at 6%; with 100% employer match about $103,455 at 4% or $68,970 at 6%.
2020176$2,036,394$488,557$6,428iApproximate average salary by contribution assumption: employee only about $160,710 at 4% or $107,140 at 6%; with 50% employer match about $107,140 at 4% or $71,426 at 6%; with 100% employer match about $80,355 at 4% or $53,570 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-76$2,036,394$488,557$6,428iApproximate average salary by contribution assumption: employee only about $160,710 at 4% or $107,140 at 6%; with 50% employer match about $107,140 at 4% or $71,426 at 6%; with 100% employer match about $80,355 at 4% or $53,570 at 6%.
2019173$1,561,039$831,658$11,393iApproximate average salary by contribution assumption: employee only about $284,814 at 4% or $189,876 at 6%; with 50% employer match about $189,876 at 4% or $126,584 at 6%; with 100% employer match about $142,407 at 4% or $94,938 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-73$1,561,039$831,658$11,393iApproximate average salary by contribution assumption: employee only about $284,814 at 4% or $189,876 at 6%; with 50% employer match about $189,876 at 4% or $126,584 at 6%; with 100% employer match about $142,407 at 4% or $94,938 at 6%.
2018152$654,564$224,110$4,310iApproximate average salary by contribution assumption: employee only about $107,745 at 4% or $71,830 at 6%; with 50% employer match about $71,830 at 4% or $47,887 at 6%; with 100% employer match about $53,873 at 4% or $35,915 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-52$654,564$224,110$4,310iApproximate average salary by contribution assumption: employee only about $107,745 at 4% or $71,830 at 6%; with 50% employer match about $71,830 at 4% or $47,887 at 6%; with 100% employer match about $53,873 at 4% or $35,915 at 6%.
2017173$1,134,275$870,576$11,926iApproximate average salary by contribution assumption: employee only about $298,142 at 4% or $198,762 at 6%; with 50% employer match about $198,762 at 4% or $132,508 at 6%; with 100% employer match about $149,071 at 4% or $99,381 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-73$1,134,275$870,576$11,926iApproximate average salary by contribution assumption: employee only about $298,142 at 4% or $198,762 at 6%; with 50% employer match about $198,762 at 4% or $132,508 at 6%; with 100% employer match about $149,071 at 4% or $99,381 at 6%.
2016169$527,899$359,185$5,206iApproximate average salary by contribution assumption: employee only about $130,139 at 4% or $86,760 at 6%; with 50% employer match about $86,760 at 4% or $57,840 at 6%; with 100% employer match about $65,070 at 4% or $43,380 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-69$527,899$359,185$5,206iApproximate average salary by contribution assumption: employee only about $130,139 at 4% or $86,760 at 6%; with 50% employer match about $86,760 at 4% or $57,840 at 6%; with 100% employer match about $65,070 at 4% or $43,380 at 6%.
2015139$152,541$152,971$3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%.
Goldco Direct LLC 401(K) Profit Sharing Plan and Trust-39$152,541$152,971$3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%.