Civic Intelligence

Goetz Firm Inc.

Plan context: Goetz Firm Inc. Profit Sharing Plan

EIN 47-2903767 • Solana Beach, CA • 20 filings • 2 plans

603 North Coast Highway 101, Ste HSolana Beach, CA 92075
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$4,367,888

2024 Contributions

$159,744

Historical Graphs

Total Assets Over Time

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

$4,420,067$2,210,034$0201520202024YearValue
$4,367,888Latest year 2024

Participants Over Time

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

320201520202024YearValue
1Latest 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
202421$4,367,888$0-
Goetz Firm Inc. Profit Sharing Plan-1$2,547,112--
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-1$1,820,776$0-
202321$3,717,887$0-
Goetz Firm Inc. Profit Sharing Plan-1$2,251,424--
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-1$1,466,463$0-
202221$3,364,062$159,744$159,744iApproximate average salary by contribution assumption: employee only about $3,993,600 at 4% or $2,662,400 at 6%; with 50% employer match about $2,662,400 at 4% or $1,774,933 at 6%; with 100% employer match about $1,996,800 at 4% or $1,331,200 at 6%.
Goetz Firm Inc. Profit Sharing Plan-1$1,900,929$9,744$9,744iApproximate average salary by contribution assumption: employee only about $243,600 at 4% or $162,400 at 6%; with 50% employer match about $162,400 at 4% or $108,267 at 6%; with 100% employer match about $121,800 at 4% or $81,200 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-1$1,463,133$150,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
202121$4,420,067$112,800$112,800iApproximate average salary by contribution assumption: employee only about $2,820,000 at 4% or $1,880,000 at 6%; with 50% employer match about $1,880,000 at 4% or $1,253,333 at 6%; with 100% employer match about $1,410,000 at 4% or $940,000 at 6%.
Goetz Firm Inc. Profit Sharing Plan-1$2,593,209$12,800$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-1$1,826,858$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202021$4,101,302$211,472$211,472iApproximate average salary by contribution assumption: employee only about $5,286,800 at 4% or $3,524,533 at 6%; with 50% employer match about $3,524,533 at 4% or $2,349,689 at 6%; with 100% employer match about $2,643,400 at 4% or $1,762,267 at 6%.
Goetz Firm Inc. Profit Sharing Plan-1$2,501,839$11,472$11,472iApproximate average salary by contribution assumption: employee only about $286,800 at 4% or $191,200 at 6%; with 50% employer match about $191,200 at 4% or $127,467 at 6%; with 100% employer match about $143,400 at 4% or $95,600 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-1$1,599,463$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
201923$3,830,110$214,616$71,539iApproximate average salary by contribution assumption: employee only about $1,788,467 at 4% or $1,192,311 at 6%; with 50% employer match about $1,192,311 at 4% or $794,874 at 6%; with 100% employer match about $894,233 at 4% or $596,156 at 6%.
Goetz Firm Inc. Profit Sharing Plan-3$2,399,022$14,616$4,872iApproximate average salary by contribution assumption: employee only about $121,800 at 4% or $81,200 at 6%; with 50% employer match about $81,200 at 4% or $54,133 at 6%; with 100% employer match about $60,900 at 4% or $40,600 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-3$1,431,088$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201823$3,240,161$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Goetz Firm Inc. Profit Sharing Plan-3$2,126,494$19,695$6,565iApproximate average salary by contribution assumption: employee only about $164,125 at 4% or $109,417 at 6%; with 50% employer match about $109,417 at 4% or $72,944 at 6%; with 100% employer match about $82,063 at 4% or $54,708 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-3$1,113,667$180,305$60,102iApproximate average salary by contribution assumption: employee only about $1,502,542 at 4% or $1,001,694 at 6%; with 50% employer match about $1,001,694 at 4% or $667,796 at 6%; with 100% employer match about $751,271 at 4% or $500,847 at 6%.
201723$3,280,684$580,921$193,640iApproximate average salary by contribution assumption: employee only about $4,841,008 at 4% or $3,227,339 at 6%; with 50% employer match about $3,227,339 at 4% or $2,151,559 at 6%; with 100% employer match about $2,420,504 at 4% or $1,613,669 at 6%.
Goetz Firm Inc. Profit Sharing Plan-3$2,295,415$380,682$126,894iApproximate average salary by contribution assumption: employee only about $3,172,350 at 4% or $2,114,900 at 6%; with 50% employer match about $2,114,900 at 4% or $1,409,933 at 6%; with 100% employer match about $1,586,175 at 4% or $1,057,450 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-3$985,269$200,239$66,746iApproximate average salary by contribution assumption: employee only about $1,668,658 at 4% or $1,112,439 at 6%; with 50% employer match about $1,112,439 at 4% or $741,626 at 6%; with 100% employer match about $834,329 at 4% or $556,219 at 6%.
201622$2,671,300$641,762$320,881iApproximate average salary by contribution assumption: employee only about $8,022,025 at 4% or $5,348,017 at 6%; with 50% employer match about $5,348,017 at 4% or $3,565,344 at 6%; with 100% employer match about $4,011,013 at 4% or $2,674,008 at 6%.
Goetz Firm Inc. Profit Sharing Plan-2$1,914,733$361,762$180,881iApproximate average salary by contribution assumption: employee only about $4,522,025 at 4% or $3,014,683 at 6%; with 50% employer match about $3,014,683 at 4% or $2,009,789 at 6%; with 100% employer match about $2,261,013 at 4% or $1,507,342 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-2$756,567$280,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
201522$1,850,268$876,116$438,058iApproximate average salary by contribution assumption: employee only about $10,951,450 at 4% or $7,300,967 at 6%; with 50% employer match about $7,300,967 at 4% or $4,867,311 at 6%; with 100% employer match about $5,475,725 at 4% or $3,650,483 at 6%.
Goetz Firm Inc. Profit Sharing Plan-2$1,368,946$644,794$322,397iApproximate average salary by contribution assumption: employee only about $8,059,925 at 4% or $5,373,283 at 6%; with 50% employer match about $5,373,283 at 4% or $3,582,189 at 6%; with 100% employer match about $4,029,963 at 4% or $2,686,642 at 6%.
GOETZ FIRM INC. DEFINED BENEFIT PENSION PLAN-2$481,322$231,322$115,661iApproximate average salary by contribution assumption: employee only about $2,891,525 at 4% or $1,927,683 at 6%; with 50% employer match about $1,927,683 at 4% or $1,285,122 at 6%; with 100% employer match about $1,445,763 at 4% or $963,842 at 6%.