Civic Intelligence

Goozman, Bernstein & Markuski

Plan context: Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust

EIN 52-1034558 • Laurel, MD • 26 filings • 2 plans

9101 Cherry Lane, Suite 207Laurel, MD 20708
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,971,354

2024 Contributions

$85,476

Historical Graphs

Total Assets Over Time

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

$4,506,705$2,253,353$0199920122024YearValue
$3,971,354Latest year 2024

Participants Over Time

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

19100199920122024YearValue
7Latest 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
202417$3,971,354$85,476$12,211iApproximate average salary by contribution assumption: employee only about $305,271 at 4% or $203,514 at 6%; with 50% employer match about $203,514 at 4% or $135,676 at 6%; with 100% employer match about $152,636 at 4% or $101,757 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-7$3,971,354$85,476$12,211iApproximate average salary by contribution assumption: employee only about $305,271 at 4% or $203,514 at 6%; with 50% employer match about $203,514 at 4% or $135,676 at 6%; with 100% employer match about $152,636 at 4% or $101,757 at 6%.
202318$3,286,519$82,646$10,331iApproximate average salary by contribution assumption: employee only about $258,269 at 4% or $172,179 at 6%; with 50% employer match about $172,179 at 4% or $114,786 at 6%; with 100% employer match about $129,134 at 4% or $86,090 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-8$3,286,519$82,646$10,331iApproximate average salary by contribution assumption: employee only about $258,269 at 4% or $172,179 at 6%; with 50% employer match about $172,179 at 4% or $114,786 at 6%; with 100% employer match about $129,134 at 4% or $86,090 at 6%.
202218$2,555,517$91,367$11,421iApproximate average salary by contribution assumption: employee only about $285,522 at 4% or $190,348 at 6%; with 50% employer match about $190,348 at 4% or $126,899 at 6%; with 100% employer match about $142,761 at 4% or $95,174 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-8$2,555,517$91,367$11,421iApproximate average salary by contribution assumption: employee only about $285,522 at 4% or $190,348 at 6%; with 50% employer match about $190,348 at 4% or $126,899 at 6%; with 100% employer match about $142,761 at 4% or $95,174 at 6%.
202119$3,359,589$86,961$9,662iApproximate average salary by contribution assumption: employee only about $241,558 at 4% or $161,039 at 6%; with 50% employer match about $161,039 at 4% or $107,359 at 6%; with 100% employer match about $120,779 at 4% or $80,519 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-9$3,359,589$86,961$9,662iApproximate average salary by contribution assumption: employee only about $241,558 at 4% or $161,039 at 6%; with 50% employer match about $161,039 at 4% or $107,359 at 6%; with 100% employer match about $120,779 at 4% or $80,519 at 6%.
202019$2,840,865$81,988$9,110iApproximate average salary by contribution assumption: employee only about $227,744 at 4% or $151,830 at 6%; with 50% employer match about $151,830 at 4% or $101,220 at 6%; with 100% employer match about $113,872 at 4% or $75,915 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-9$2,840,865$81,988$9,110iApproximate average salary by contribution assumption: employee only about $227,744 at 4% or $151,830 at 6%; with 50% employer match about $151,830 at 4% or $101,220 at 6%; with 100% employer match about $113,872 at 4% or $75,915 at 6%.
2019110$3,708,424$74,151$7,415iApproximate average salary by contribution assumption: employee only about $185,378 at 4% or $123,585 at 6%; with 50% employer match about $123,585 at 4% or $82,390 at 6%; with 100% employer match about $92,689 at 4% or $61,793 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-10$3,708,424$74,151$7,415iApproximate average salary by contribution assumption: employee only about $185,378 at 4% or $123,585 at 6%; with 50% employer match about $123,585 at 4% or $82,390 at 6%; with 100% employer match about $92,689 at 4% or $61,793 at 6%.
2018110$2,929,773$98,389$9,839iApproximate average salary by contribution assumption: employee only about $245,973 at 4% or $163,982 at 6%; with 50% employer match about $163,982 at 4% or $109,321 at 6%; with 100% employer match about $122,986 at 4% or $81,991 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-10$2,929,773$98,389$9,839iApproximate average salary by contribution assumption: employee only about $245,973 at 4% or $163,982 at 6%; with 50% employer match about $163,982 at 4% or $109,321 at 6%; with 100% employer match about $122,986 at 4% or $81,991 at 6%.
2017111$4,506,705$134,748$12,250iApproximate average salary by contribution assumption: employee only about $306,245 at 4% or $204,164 at 6%; with 50% employer match about $204,164 at 4% or $136,109 at 6%; with 100% employer match about $153,123 at 4% or $102,082 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-11$4,506,705$134,748$12,250iApproximate average salary by contribution assumption: employee only about $306,245 at 4% or $204,164 at 6%; with 50% employer match about $204,164 at 4% or $136,109 at 6%; with 100% employer match about $153,123 at 4% or $102,082 at 6%.
2016111$3,614,878$127,957$11,632iApproximate average salary by contribution assumption: employee only about $290,811 at 4% or $193,874 at 6%; with 50% employer match about $193,874 at 4% or $129,249 at 6%; with 100% employer match about $145,406 at 4% or $96,937 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-11$3,614,878$127,957$11,632iApproximate average salary by contribution assumption: employee only about $290,811 at 4% or $193,874 at 6%; with 50% employer match about $193,874 at 4% or $129,249 at 6%; with 100% employer match about $145,406 at 4% or $96,937 at 6%.
2015112$3,398,498$128,542$10,712iApproximate average salary by contribution assumption: employee only about $267,796 at 4% or $178,531 at 6%; with 50% employer match about $178,531 at 4% or $119,020 at 6%; with 100% employer match about $133,898 at 4% or $89,265 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-12$3,398,498$128,542$10,712iApproximate average salary by contribution assumption: employee only about $267,796 at 4% or $178,531 at 6%; with 50% employer match about $178,531 at 4% or $119,020 at 6%; with 100% employer match about $133,898 at 4% or $89,265 at 6%.
2014111$3,265,288$124,540$11,322iApproximate average salary by contribution assumption: employee only about $283,045 at 4% or $188,697 at 6%; with 50% employer match about $188,697 at 4% or $125,798 at 6%; with 100% employer match about $141,523 at 4% or $94,348 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-11$3,265,288$124,540$11,322iApproximate average salary by contribution assumption: employee only about $283,045 at 4% or $188,697 at 6%; with 50% employer match about $188,697 at 4% or $125,798 at 6%; with 100% employer match about $141,523 at 4% or $94,348 at 6%.
2013110$2,946,533$117,442$11,744iApproximate average salary by contribution assumption: employee only about $293,605 at 4% or $195,737 at 6%; with 50% employer match about $195,737 at 4% or $130,491 at 6%; with 100% employer match about $146,803 at 4% or $97,868 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-10$2,946,533$117,442$11,744iApproximate average salary by contribution assumption: employee only about $293,605 at 4% or $195,737 at 6%; with 50% employer match about $195,737 at 4% or $130,491 at 6%; with 100% employer match about $146,803 at 4% or $97,868 at 6%.
201218$2,274,914$123,201$15,400iApproximate average salary by contribution assumption: employee only about $385,003 at 4% or $256,669 at 6%; with 50% employer match about $256,669 at 4% or $171,113 at 6%; with 100% employer match about $192,502 at 4% or $128,334 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-8$2,274,914$123,201$15,400iApproximate average salary by contribution assumption: employee only about $385,003 at 4% or $256,669 at 6%; with 50% employer match about $256,669 at 4% or $171,113 at 6%; with 100% employer match about $192,502 at 4% or $128,334 at 6%.
201119$1,974,066$121,425$13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,861 at 6%; with 50% employer match about $224,861 at 4% or $149,907 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-9$1,974,066$121,425$13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,861 at 6%; with 50% employer match about $224,861 at 4% or $149,907 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%.
2010111$1,931,018$118,271$10,752iApproximate average salary by contribution assumption: employee only about $268,798 at 4% or $179,198 at 6%; with 50% employer match about $179,198 at 4% or $119,466 at 6%; with 100% employer match about $134,399 at 4% or $89,599 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-11$1,931,018$118,271$10,752iApproximate average salary by contribution assumption: employee only about $268,798 at 4% or $179,198 at 6%; with 50% employer match about $179,198 at 4% or $119,466 at 6%; with 100% employer match about $134,399 at 4% or $89,599 at 6%.
2009111$1,609,246$119,658$10,878iApproximate average salary by contribution assumption: employee only about $271,950 at 4% or $181,300 at 6%; with 50% employer match about $181,300 at 4% or $120,867 at 6%; with 100% employer match about $135,975 at 4% or $90,650 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-11$1,609,246$119,658$10,878iApproximate average salary by contribution assumption: employee only about $271,950 at 4% or $181,300 at 6%; with 50% employer match about $181,300 at 4% or $120,867 at 6%; with 100% employer match about $135,975 at 4% or $90,650 at 6%.
2008113$1,159,240$115,321$8,871iApproximate average salary by contribution assumption: employee only about $221,771 at 4% or $147,847 at 6%; with 50% employer match about $147,847 at 4% or $98,565 at 6%; with 100% employer match about $110,886 at 4% or $73,924 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-13$1,159,240$115,321$8,871iApproximate average salary by contribution assumption: employee only about $221,771 at 4% or $147,847 at 6%; with 50% employer match about $147,847 at 4% or $98,565 at 6%; with 100% employer match about $110,886 at 4% or $73,924 at 6%.
2007114$1,587,958$117,395$8,385iApproximate average salary by contribution assumption: employee only about $209,634 at 4% or $139,756 at 6%; with 50% employer match about $139,756 at 4% or $93,171 at 6%; with 100% employer match about $104,817 at 4% or $69,878 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-14$1,587,958$117,395$8,385iApproximate average salary by contribution assumption: employee only about $209,634 at 4% or $139,756 at 6%; with 50% employer match about $139,756 at 4% or $93,171 at 6%; with 100% employer match about $104,817 at 4% or $69,878 at 6%.
2006113$1,314,618$114,483$8,806iApproximate average salary by contribution assumption: employee only about $220,160 at 4% or $146,773 at 6%; with 50% employer match about $146,773 at 4% or $97,849 at 6%; with 100% employer match about $110,080 at 4% or $73,387 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-13$1,314,618$114,483$8,806iApproximate average salary by contribution assumption: employee only about $220,160 at 4% or $146,773 at 6%; with 50% employer match about $146,773 at 4% or $97,849 at 6%; with 100% employer match about $110,080 at 4% or $73,387 at 6%.
2005116$1,126,564$103,773$6,486iApproximate average salary by contribution assumption: employee only about $162,145 at 4% or $108,097 at 6%; with 50% employer match about $108,097 at 4% or $72,065 at 6%; with 100% employer match about $81,073 at 4% or $54,048 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-16$1,126,564$103,773$6,486iApproximate average salary by contribution assumption: employee only about $162,145 at 4% or $108,097 at 6%; with 50% employer match about $108,097 at 4% or $72,065 at 6%; with 100% employer match about $81,073 at 4% or $54,048 at 6%.
2004113$924,287$90,844$6,988iApproximate average salary by contribution assumption: employee only about $174,700 at 4% or $116,467 at 6%; with 50% employer match about $116,467 at 4% or $77,644 at 6%; with 100% employer match about $87,350 at 4% or $58,233 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-13$924,287$90,844$6,988iApproximate average salary by contribution assumption: employee only about $174,700 at 4% or $116,467 at 6%; with 50% employer match about $116,467 at 4% or $77,644 at 6%; with 100% employer match about $87,350 at 4% or $58,233 at 6%.
2003113$751,757$89,911$6,916iApproximate average salary by contribution assumption: employee only about $172,906 at 4% or $115,271 at 6%; with 50% employer match about $115,271 at 4% or $76,847 at 6%; with 100% employer match about $86,453 at 4% or $57,635 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-13$751,757$89,911$6,916iApproximate average salary by contribution assumption: employee only about $172,906 at 4% or $115,271 at 6%; with 50% employer match about $115,271 at 4% or $76,847 at 6%; with 100% employer match about $86,453 at 4% or $57,635 at 6%.
2002115$559,422$70,276$4,685iApproximate average salary by contribution assumption: employee only about $117,127 at 4% or $78,084 at 6%; with 50% employer match about $78,084 at 4% or $52,056 at 6%; with 100% employer match about $58,563 at 4% or $39,042 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-15$559,422$70,276$4,685iApproximate average salary by contribution assumption: employee only about $117,127 at 4% or $78,084 at 6%; with 50% employer match about $78,084 at 4% or $52,056 at 6%; with 100% employer match about $58,563 at 4% or $39,042 at 6%.
2001119$0$0-
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-19---
2000116$536,825$56,706$3,544iApproximate average salary by contribution assumption: employee only about $88,603 at 4% or $59,069 at 6%; with 50% employer match about $59,069 at 4% or $39,379 at 6%; with 100% employer match about $44,302 at 4% or $29,534 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-16$536,825$56,706$3,544iApproximate average salary by contribution assumption: employee only about $88,603 at 4% or $59,069 at 6%; with 50% employer match about $59,069 at 4% or $39,379 at 6%; with 100% employer match about $44,302 at 4% or $29,534 at 6%.
1999114$505,287$49,012$3,501iApproximate average salary by contribution assumption: employee only about $87,521 at 4% or $58,348 at 6%; with 50% employer match about $58,348 at 4% or $38,898 at 6%; with 100% employer match about $43,761 at 4% or $29,174 at 6%.
Wilson, Goozman, Bernstein & Markuski Tax Deferred Savings Plan and Trust-14$505,287$49,012$3,501iApproximate average salary by contribution assumption: employee only about $87,521 at 4% or $58,348 at 6%; with 50% employer match about $58,348 at 4% or $38,898 at 6%; with 100% employer match about $43,761 at 4% or $29,174 at 6%.