Civic Intelligence

Palmer Goertzel & Associatespc

Plan context: Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust

EIN 57-1187024 • Greenwood Village, CO • 11 filings • 2 plans

6060 Greenwood Plaza Blvd StGreenwood Village, CO 80111
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$403,404

2024 Contributions

$21,780

Historical Graphs

Total Assets Over Time

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

$548,474$274,237$0201320182024YearValue
$403,404Latest year 2024

Participants Over Time

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

320201320182024YearValue
3Latest 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
202413$403,404$21,780$7,260iApproximate average salary by contribution assumption: employee only about $181,500 at 4% or $121,000 at 6%; with 50% employer match about $121,000 at 4% or $80,667 at 6%; with 100% employer match about $90,750 at 4% or $60,500 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$403,404$21,780$7,260iApproximate average salary by contribution assumption: employee only about $181,500 at 4% or $121,000 at 6%; with 50% employer match about $121,000 at 4% or $80,667 at 6%; with 100% employer match about $90,750 at 4% or $60,500 at 6%.
202313$548,474$18,873$6,291iApproximate average salary by contribution assumption: employee only about $157,275 at 4% or $104,850 at 6%; with 50% employer match about $104,850 at 4% or $69,900 at 6%; with 100% employer match about $78,638 at 4% or $52,425 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$548,474$18,873$6,291iApproximate average salary by contribution assumption: employee only about $157,275 at 4% or $104,850 at 6%; with 50% employer match about $104,850 at 4% or $69,900 at 6%; with 100% employer match about $78,638 at 4% or $52,425 at 6%.
202213$433,178$39,823$13,274iApproximate average salary by contribution assumption: employee only about $331,858 at 4% or $221,239 at 6%; with 50% employer match about $221,239 at 4% or $147,493 at 6%; with 100% employer match about $165,929 at 4% or $110,619 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$433,178$39,823$13,274iApproximate average salary by contribution assumption: employee only about $331,858 at 4% or $221,239 at 6%; with 50% employer match about $221,239 at 4% or $147,493 at 6%; with 100% employer match about $165,929 at 4% or $110,619 at 6%.
202113$483,382$17,887$5,962iApproximate average salary by contribution assumption: employee only about $149,058 at 4% or $99,372 at 6%; with 50% employer match about $99,372 at 4% or $66,248 at 6%; with 100% employer match about $74,529 at 4% or $49,686 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$483,382$17,887$5,962iApproximate average salary by contribution assumption: employee only about $149,058 at 4% or $99,372 at 6%; with 50% employer match about $99,372 at 4% or $66,248 at 6%; with 100% employer match about $74,529 at 4% or $49,686 at 6%.
202013$380,546$21,897$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$380,546$21,897$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
201813$341,527$28,771$9,590iApproximate average salary by contribution assumption: employee only about $239,758 at 4% or $159,839 at 6%; with 50% employer match about $159,839 at 4% or $106,559 at 6%; with 100% employer match about $119,879 at 4% or $79,919 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$341,527$28,771$9,590iApproximate average salary by contribution assumption: employee only about $239,758 at 4% or $159,839 at 6%; with 50% employer match about $159,839 at 4% or $106,559 at 6%; with 100% employer match about $119,879 at 4% or $79,919 at 6%.
201713$326,749$48,526$16,175iApproximate average salary by contribution assumption: employee only about $404,383 at 4% or $269,589 at 6%; with 50% employer match about $269,589 at 4% or $179,726 at 6%; with 100% employer match about $202,192 at 4% or $134,794 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$326,749$48,526$16,175iApproximate average salary by contribution assumption: employee only about $404,383 at 4% or $269,589 at 6%; with 50% employer match about $269,589 at 4% or $179,726 at 6%; with 100% employer match about $202,192 at 4% or $134,794 at 6%.
201613$237,902$49,920$16,640iApproximate average salary by contribution assumption: employee only about $416,000 at 4% or $277,333 at 6%; with 50% employer match about $277,333 at 4% or $184,889 at 6%; with 100% employer match about $208,000 at 4% or $138,667 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$237,902$49,920$16,640iApproximate average salary by contribution assumption: employee only about $416,000 at 4% or $277,333 at 6%; with 50% employer match about $277,333 at 4% or $184,889 at 6%; with 100% employer match about $208,000 at 4% or $138,667 at 6%.
201513$172,955$53,060$17,687iApproximate average salary by contribution assumption: employee only about $442,167 at 4% or $294,778 at 6%; with 50% employer match about $294,778 at 4% or $196,519 at 6%; with 100% employer match about $221,083 at 4% or $147,389 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$172,955$53,060$17,687iApproximate average salary by contribution assumption: employee only about $442,167 at 4% or $294,778 at 6%; with 50% employer match about $294,778 at 4% or $196,519 at 6%; with 100% employer match about $221,083 at 4% or $147,389 at 6%.
201413$119,689$58,360$19,453iApproximate average salary by contribution assumption: employee only about $486,333 at 4% or $324,222 at 6%; with 50% employer match about $324,222 at 4% or $216,148 at 6%; with 100% employer match about $243,167 at 4% or $162,111 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$119,689$58,360$19,453iApproximate average salary by contribution assumption: employee only about $486,333 at 4% or $324,222 at 6%; with 50% employer match about $324,222 at 4% or $216,148 at 6%; with 100% employer match about $243,167 at 4% or $162,111 at 6%.
201313$54,021$50,373$16,791iApproximate average salary by contribution assumption: employee only about $419,775 at 4% or $279,850 at 6%; with 50% employer match about $279,850 at 4% or $186,567 at 6%; with 100% employer match about $209,888 at 4% or $139,925 at 6%.
Palmer Goertzel & Associatespc 401(K) Profit Sharing Plan & Trust-3$54,021$50,373$16,791iApproximate average salary by contribution assumption: employee only about $419,775 at 4% or $279,850 at 6%; with 50% employer match about $279,850 at 4% or $186,567 at 6%; with 100% employer match about $209,888 at 4% or $139,925 at 6%.