Civic Intelligence

Feldstein, Gelpi & Gotay

Plan context: Feldstein, Gelpi & Gotay Retirement Plan & Trust

EIN 66-0363300 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

5

2004 Assets

$952,538

2004 Contributions

$46,492

Historical Graphs

Total Assets Over Time

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

$952,538$476,269$01999YearValue
$952,538Latest year 1999

Participants Over Time

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

840199920012002YearValue
5Latest year 2002

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
200410$0$0-
Feldstein, Gelpi & Gotay Retirement Plan & Trust-0---
200310$0$0-
Feldstein, Gelpi & Gotay Retirement Plan & Trust-0---
200215$0$0-
Feldstein, Gelpi & Gotay Retirement Plan & Trust-5---
200116$0$0-
Feldstein, Gelpi & Gotay Retirement Plan & Trust-6---
200016$0$0-
Feldstein, Gelpi & Gotay Retirement Plan & Trust-6---
199918$952,538$46,492$5,812iApproximate average salary by contribution assumption: employee only about $145,288 at 4% or $96,858 at 6%; with 50% employer match about $96,858 at 4% or $64,572 at 6%; with 100% employer match about $72,644 at 4% or $48,429 at 6%.
Feldstein, Gelpi & Gotay Retirement Plan & Trust-8$952,538$46,492$5,812iApproximate average salary by contribution assumption: employee only about $145,288 at 4% or $96,858 at 6%; with 50% employer match about $96,858 at 4% or $64,572 at 6%; with 100% employer match about $72,644 at 4% or $48,429 at 6%.
Feldstein, Gelpi & Gotay | EIN 66-0363300 | 2004 Form 5500 Company Profile