Civic Intelligence

Goetz & Sons Inc.

Plan context: Goetz & Sons Inc., Profit Sharing Plan and Trust

EIN 75-2217772 • Dallas, TX • 26 filings • 4 plans

12720 Hillcrest RdSuite 1000Dallas, TX 75230
Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$15,749,838

2024 Contributions

$212,209

Historical Graphs

Total Assets Over Time

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

$15,749,838$7,874,919$0199920122024YearValue
$15,749,838Latest year 2024

Participants Over Time

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

63320199920122024YearValue
63Latest 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
2024163$15,749,838$212,209$3,368iApproximate average salary by contribution assumption: employee only about $84,210 at 4% or $56,140 at 6%; with 50% employer match about $56,140 at 4% or $37,427 at 6%; with 100% employer match about $42,105 at 4% or $28,070 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-63$15,749,838$212,209$3,368iApproximate average salary by contribution assumption: employee only about $84,210 at 4% or $56,140 at 6%; with 50% employer match about $56,140 at 4% or $37,427 at 6%; with 100% employer match about $42,105 at 4% or $28,070 at 6%.
2023144$12,955,796$566,005$12,864iApproximate average salary by contribution assumption: employee only about $321,594 at 4% or $214,396 at 6%; with 50% employer match about $214,396 at 4% or $142,931 at 6%; with 100% employer match about $160,797 at 4% or $107,198 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-44$12,955,796$566,005$12,864iApproximate average salary by contribution assumption: employee only about $321,594 at 4% or $214,396 at 6%; with 50% employer match about $214,396 at 4% or $142,931 at 6%; with 100% employer match about $160,797 at 4% or $107,198 at 6%.
2022141$9,379,755$344,017$8,391iApproximate average salary by contribution assumption: employee only about $209,766 at 4% or $139,844 at 6%; with 50% employer match about $139,844 at 4% or $93,230 at 6%; with 100% employer match about $104,883 at 4% or $69,922 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-41$9,379,755$344,017$8,391iApproximate average salary by contribution assumption: employee only about $209,766 at 4% or $139,844 at 6%; with 50% employer match about $139,844 at 4% or $93,230 at 6%; with 100% employer match about $104,883 at 4% or $69,922 at 6%.
2021140$11,892,337$175,382$4,385iApproximate average salary by contribution assumption: employee only about $109,614 at 4% or $73,076 at 6%; with 50% employer match about $73,076 at 4% or $48,717 at 6%; with 100% employer match about $54,807 at 4% or $36,538 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-40$11,892,337$175,382$4,385iApproximate average salary by contribution assumption: employee only about $109,614 at 4% or $73,076 at 6%; with 50% employer match about $73,076 at 4% or $48,717 at 6%; with 100% employer match about $54,807 at 4% or $36,538 at 6%.
2020139$9,753,157$359,779$9,225iApproximate average salary by contribution assumption: employee only about $230,628 at 4% or $153,752 at 6%; with 50% employer match about $153,752 at 4% or $102,501 at 6%; with 100% employer match about $115,314 at 4% or $76,876 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-39$9,753,157$359,779$9,225iApproximate average salary by contribution assumption: employee only about $230,628 at 4% or $153,752 at 6%; with 50% employer match about $153,752 at 4% or $102,501 at 6%; with 100% employer match about $115,314 at 4% or $76,876 at 6%.
2019161$7,567,598$175,840$2,883iApproximate average salary by contribution assumption: employee only about $72,066 at 4% or $48,044 at 6%; with 50% employer match about $48,044 at 4% or $32,029 at 6%; with 100% employer match about $36,033 at 4% or $24,022 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-61$7,567,598$175,840$2,883iApproximate average salary by contribution assumption: employee only about $72,066 at 4% or $48,044 at 6%; with 50% employer match about $48,044 at 4% or $32,029 at 6%; with 100% employer match about $36,033 at 4% or $24,022 at 6%.
2018136$6,037,845$173,586$4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-36$6,037,845$173,586$4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
2017149$6,236,026$236,133$4,819iApproximate average salary by contribution assumption: employee only about $120,476 at 4% or $80,317 at 6%; with 50% employer match about $80,317 at 4% or $53,545 at 6%; with 100% employer match about $60,238 at 4% or $40,159 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-49$6,236,026$236,133$4,819iApproximate average salary by contribution assumption: employee only about $120,476 at 4% or $80,317 at 6%; with 50% employer match about $80,317 at 4% or $53,545 at 6%; with 100% employer match about $60,238 at 4% or $40,159 at 6%.
2016142$5,025,746$168,039$4,001iApproximate average salary by contribution assumption: employee only about $100,023 at 4% or $66,682 at 6%; with 50% employer match about $66,682 at 4% or $44,455 at 6%; with 100% employer match about $50,012 at 4% or $33,341 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-42$5,025,746$168,039$4,001iApproximate average salary by contribution assumption: employee only about $100,023 at 4% or $66,682 at 6%; with 50% employer match about $66,682 at 4% or $44,455 at 6%; with 100% employer match about $50,012 at 4% or $33,341 at 6%.
2015140$4,421,614$161,746$4,044iApproximate average salary by contribution assumption: employee only about $101,091 at 4% or $67,394 at 6%; with 50% employer match about $67,394 at 4% or $44,929 at 6%; with 100% employer match about $50,546 at 4% or $33,697 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-40$4,421,614$161,746$4,044iApproximate average salary by contribution assumption: employee only about $101,091 at 4% or $67,394 at 6%; with 50% employer match about $67,394 at 4% or $44,929 at 6%; with 100% employer match about $50,546 at 4% or $33,697 at 6%.
2014135$4,198,988$276,006$7,886iApproximate average salary by contribution assumption: employee only about $197,147 at 4% or $131,431 at 6%; with 50% employer match about $131,431 at 4% or $87,621 at 6%; with 100% employer match about $98,574 at 4% or $65,716 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-35$4,198,988$276,006$7,886iApproximate average salary by contribution assumption: employee only about $197,147 at 4% or $131,431 at 6%; with 50% employer match about $131,431 at 4% or $87,621 at 6%; with 100% employer match about $98,574 at 4% or $65,716 at 6%.
2013135$3,637,690$164,625$4,704iApproximate average salary by contribution assumption: employee only about $117,589 at 4% or $78,393 at 6%; with 50% employer match about $78,393 at 4% or $52,262 at 6%; with 100% employer match about $58,795 at 4% or $39,196 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-35$3,637,690$164,625$4,704iApproximate average salary by contribution assumption: employee only about $117,589 at 4% or $78,393 at 6%; with 50% employer match about $78,393 at 4% or $52,262 at 6%; with 100% employer match about $58,795 at 4% or $39,196 at 6%.
2012122$2,769,019$135,905$6,178iApproximate average salary by contribution assumption: employee only about $154,438 at 4% or $102,958 at 6%; with 50% employer match about $102,958 at 4% or $68,639 at 6%; with 100% employer match about $77,219 at 4% or $51,479 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-22$2,769,019$135,905$6,178iApproximate average salary by contribution assumption: employee only about $154,438 at 4% or $102,958 at 6%; with 50% employer match about $102,958 at 4% or $68,639 at 6%; with 100% employer match about $77,219 at 4% or $51,479 at 6%.
2011118$2,264,697$173,911$9,662iApproximate average salary by contribution assumption: employee only about $241,543 at 4% or $161,029 at 6%; with 50% employer match about $161,029 at 4% or $107,352 at 6%; with 100% employer match about $120,772 at 4% or $80,514 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-18$2,264,697$173,911$9,662iApproximate average salary by contribution assumption: employee only about $241,543 at 4% or $161,029 at 6%; with 50% employer match about $161,029 at 4% or $107,352 at 6%; with 100% employer match about $120,772 at 4% or $80,514 at 6%.
2010119$2,052,414$43,009$2,264iApproximate average salary by contribution assumption: employee only about $56,591 at 4% or $37,727 at 6%; with 50% employer match about $37,727 at 4% or $25,151 at 6%; with 100% employer match about $28,295 at 4% or $18,864 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-19$2,052,414$43,009$2,264iApproximate average salary by contribution assumption: employee only about $56,591 at 4% or $37,727 at 6%; with 50% employer match about $37,727 at 4% or $25,151 at 6%; with 100% employer match about $28,295 at 4% or $18,864 at 6%.
2009119$1,808,469$99,195$5,221iApproximate average salary by contribution assumption: employee only about $130,520 at 4% or $87,013 at 6%; with 50% employer match about $87,013 at 4% or $58,009 at 6%; with 100% employer match about $65,260 at 4% or $43,507 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-19$1,808,469$99,195$5,221iApproximate average salary by contribution assumption: employee only about $130,520 at 4% or $87,013 at 6%; with 50% employer match about $87,013 at 4% or $58,009 at 6%; with 100% employer match about $65,260 at 4% or $43,507 at 6%.
2008117$1,438,733$100,895$5,935iApproximate average salary by contribution assumption: employee only about $148,375 at 4% or $98,917 at 6%; with 50% employer match about $98,917 at 4% or $65,944 at 6%; with 100% employer match about $74,188 at 4% or $49,458 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-17$1,438,733$100,895$5,935iApproximate average salary by contribution assumption: employee only about $148,375 at 4% or $98,917 at 6%; with 50% employer match about $98,917 at 4% or $65,944 at 6%; with 100% employer match about $74,188 at 4% or $49,458 at 6%.
2007113$0$0-
Goetz & Sons Inc., Profit Sharing Plan and Trust-13---
200615$1,566,135$55,417$11,083iApproximate average salary by contribution assumption: employee only about $277,085 at 4% or $184,723 at 6%; with 50% employer match about $184,723 at 4% or $123,149 at 6%; with 100% employer match about $138,543 at 4% or $92,362 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-5$1,566,135$55,417$11,083iApproximate average salary by contribution assumption: employee only about $277,085 at 4% or $184,723 at 6%; with 50% employer match about $184,723 at 4% or $123,149 at 6%; with 100% employer match about $138,543 at 4% or $92,362 at 6%.
200516$1,310,681$10,560$1,760iApproximate average salary by contribution assumption: employee only about $44,000 at 4% or $29,333 at 6%; with 50% employer match about $29,333 at 4% or $19,556 at 6%; with 100% employer match about $22,000 at 4% or $14,667 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-6$1,310,681$10,560$1,760iApproximate average salary by contribution assumption: employee only about $44,000 at 4% or $29,333 at 6%; with 50% employer match about $29,333 at 4% or $19,556 at 6%; with 100% employer match about $22,000 at 4% or $14,667 at 6%.
200415$1,237,097$126,072$25,214iApproximate average salary by contribution assumption: employee only about $630,360 at 4% or $420,240 at 6%; with 50% employer match about $420,240 at 4% or $280,160 at 6%; with 100% employer match about $315,180 at 4% or $210,120 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-5$1,237,097$126,072$25,214iApproximate average salary by contribution assumption: employee only about $630,360 at 4% or $420,240 at 6%; with 50% employer match about $420,240 at 4% or $280,160 at 6%; with 100% employer match about $315,180 at 4% or $210,120 at 6%.
200315$1,000,386$98,316$19,663iApproximate average salary by contribution assumption: employee only about $491,580 at 4% or $327,720 at 6%; with 50% employer match about $327,720 at 4% or $218,480 at 6%; with 100% employer match about $245,790 at 4% or $163,860 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-5$1,000,386$98,316$19,663iApproximate average salary by contribution assumption: employee only about $491,580 at 4% or $327,720 at 6%; with 50% employer match about $327,720 at 4% or $218,480 at 6%; with 100% employer match about $245,790 at 4% or $163,860 at 6%.
200215$728,660$70,635$14,127iApproximate average salary by contribution assumption: employee only about $353,175 at 4% or $235,450 at 6%; with 50% employer match about $235,450 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-5$728,660$70,635$14,127iApproximate average salary by contribution assumption: employee only about $353,175 at 4% or $235,450 at 6%; with 50% employer match about $235,450 at 4% or $156,967 at 6%; with 100% employer match about $176,588 at 4% or $117,725 at 6%.
200114$886,870$34,643$8,661iApproximate average salary by contribution assumption: employee only about $216,519 at 4% or $144,346 at 6%; with 50% employer match about $144,346 at 4% or $96,231 at 6%; with 100% employer match about $108,259 at 4% or $72,173 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-4$886,870$34,643$8,661iApproximate average salary by contribution assumption: employee only about $216,519 at 4% or $144,346 at 6%; with 50% employer match about $144,346 at 4% or $96,231 at 6%; with 100% employer match about $108,259 at 4% or $72,173 at 6%.
200014$879,448$66,737$16,684iApproximate average salary by contribution assumption: employee only about $417,106 at 4% or $278,071 at 6%; with 50% employer match about $278,071 at 4% or $185,381 at 6%; with 100% employer match about $208,553 at 4% or $139,035 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-4$879,448$66,737$16,684iApproximate average salary by contribution assumption: employee only about $417,106 at 4% or $278,071 at 6%; with 50% employer match about $278,071 at 4% or $185,381 at 6%; with 100% employer match about $208,553 at 4% or $139,035 at 6%.
199913$896,752$56,700$18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%.
Goetz & Sons Inc., Profit Sharing Plan and Trust-3$896,752$56,700$18,900iApproximate average salary by contribution assumption: employee only about $472,500 at 4% or $315,000 at 6%; with 50% employer match about $315,000 at 4% or $210,000 at 6%; with 100% employer match about $236,250 at 4% or $157,500 at 6%.