Civic Intelligence

Goodman & Breen Pa

Plan context: Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust

EIN 65-0657905 • Naples, FL • 9 filings • 4 plans

3838 Tamiami Trl N Ste 300Naples, FL 34103-3586
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$911,254

2017 Contributions

$166,616

Historical Graphs

Total Assets Over Time

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

$911,254$455,627$0201020142017YearValue
$911,254Latest year 2017

Participants Over Time

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

840201020142017YearValue
7Latest year 2017

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
201727$911,254$166,616$23,802iApproximate average salary by contribution assumption: employee only about $595,057 at 4% or $396,705 at 6%; with 50% employer match about $396,705 at 4% or $264,470 at 6%; with 100% employer match about $297,529 at 4% or $198,352 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-7$911,254$108,781$15,540iApproximate average salary by contribution assumption: employee only about $388,504 at 4% or $259,002 at 6%; with 50% employer match about $259,002 at 4% or $172,668 at 6%; with 100% employer match about $194,252 at 4% or $129,501 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-0-$57,835-
201617$699,155$113,203$16,172iApproximate average salary by contribution assumption: employee only about $404,296 at 4% or $269,531 at 6%; with 50% employer match about $269,531 at 4% or $179,687 at 6%; with 100% employer match about $202,148 at 4% or $134,765 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-7$699,155$113,203$16,172iApproximate average salary by contribution assumption: employee only about $404,296 at 4% or $269,531 at 6%; with 50% employer match about $269,531 at 4% or $179,687 at 6%; with 100% employer match about $202,148 at 4% or $134,765 at 6%.
201516$606,199$126,346$21,058iApproximate average salary by contribution assumption: employee only about $526,442 at 4% or $350,961 at 6%; with 50% employer match about $350,961 at 4% or $233,974 at 6%; with 100% employer match about $263,221 at 4% or $175,481 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-6$606,199$126,346$21,058iApproximate average salary by contribution assumption: employee only about $526,442 at 4% or $350,961 at 6%; with 50% employer match about $350,961 at 4% or $233,974 at 6%; with 100% employer match about $263,221 at 4% or $175,481 at 6%.
201417$646,354$129,307$18,472iApproximate average salary by contribution assumption: employee only about $461,811 at 4% or $307,874 at 6%; with 50% employer match about $307,874 at 4% or $205,249 at 6%; with 100% employer match about $230,905 at 4% or $153,937 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-7$646,354$129,307$18,472iApproximate average salary by contribution assumption: employee only about $461,811 at 4% or $307,874 at 6%; with 50% employer match about $307,874 at 4% or $205,249 at 6%; with 100% employer match about $230,905 at 4% or $153,937 at 6%.
201318$451,658$137,057$17,132iApproximate average salary by contribution assumption: employee only about $428,303 at 4% or $285,535 at 6%; with 50% employer match about $285,535 at 4% or $190,357 at 6%; with 100% employer match about $214,152 at 4% or $142,768 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-8$451,658$137,057$17,132iApproximate average salary by contribution assumption: employee only about $428,303 at 4% or $285,535 at 6%; with 50% employer match about $285,535 at 4% or $190,357 at 6%; with 100% employer match about $214,152 at 4% or $142,768 at 6%.
201217$230,157$87,363$12,480iApproximate average salary by contribution assumption: employee only about $312,011 at 4% or $208,007 at 6%; with 50% employer match about $208,007 at 4% or $138,671 at 6%; with 100% employer match about $156,005 at 4% or $104,004 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-7$230,157$87,363$12,480iApproximate average salary by contribution assumption: employee only about $312,011 at 4% or $208,007 at 6%; with 50% employer match about $208,007 at 4% or $138,671 at 6%; with 100% employer match about $156,005 at 4% or $104,004 at 6%.
201117$29,645$0-
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-7$29,645--
201017$24,863$24,863$3,552iApproximate average salary by contribution assumption: employee only about $88,796 at 4% or $59,198 at 6%; with 50% employer match about $59,198 at 4% or $39,465 at 6%; with 100% employer match about $44,398 at 4% or $29,599 at 6%.
Goodman & Breen Pa 401(K) Profit Sharing Plan & Trust-7$24,863$24,863$3,552iApproximate average salary by contribution assumption: employee only about $88,796 at 4% or $59,198 at 6%; with 50% employer match about $59,198 at 4% or $39,465 at 6%; with 100% employer match about $44,398 at 4% or $29,599 at 6%.