Civic Intelligence

Albert & Goodman, CPA'S PC.

Plan context: ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST

EIN 80-0877321 • Northbrook, IL • 12 filings • 2 plans

1233 Walters AvenueNorthbrook, IL 60062
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$610,142

2018 Contributions

$10,476

Historical Graphs

Total Assets Over Time

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

$3,151,655$1,575,828$0201320162018YearValue
$610,142Latest year 2018

Participants Over Time

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

950201320162018YearValue
1Latest year 2018

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
201821$610,142$10,476$10,476iApproximate average salary by contribution assumption: employee only about $261,900 at 4% or $174,600 at 6%; with 50% employer match about $174,600 at 4% or $116,400 at 6%; with 100% employer match about $130,950 at 4% or $87,300 at 6%.
ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST-1$610,142$10,476$10,476iApproximate average salary by contribution assumption: employee only about $261,900 at 4% or $174,600 at 6%; with 50% employer match about $174,600 at 4% or $116,400 at 6%; with 100% employer match about $130,950 at 4% or $87,300 at 6%.
Albert & Goodman 401(K) Profit Sharing Plan & Trust-0$0--
201729$3,151,655$137,072$15,230iApproximate average salary by contribution assumption: employee only about $380,756 at 4% or $253,837 at 6%; with 50% employer match about $253,837 at 4% or $169,225 at 6%; with 100% employer match about $190,378 at 4% or $126,919 at 6%.
Albert & Goodman 401(K) Profit Sharing Plan & Trust-9$2,403,886$137,072$15,230iApproximate average salary by contribution assumption: employee only about $380,756 at 4% or $253,837 at 6%; with 50% employer match about $253,837 at 4% or $169,225 at 6%; with 100% employer match about $190,378 at 4% or $126,919 at 6%.
ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST-8$747,769--
201629$2,613,824$192,574$21,397iApproximate average salary by contribution assumption: employee only about $534,928 at 4% or $356,619 at 6%; with 50% employer match about $356,619 at 4% or $237,746 at 6%; with 100% employer match about $267,464 at 4% or $178,309 at 6%.
Albert & Goodman 401(K) Profit Sharing Plan & Trust-9$1,932,203$142,574$15,842iApproximate average salary by contribution assumption: employee only about $396,039 at 4% or $264,026 at 6%; with 50% employer match about $264,026 at 4% or $176,017 at 6%; with 100% employer match about $198,019 at 4% or $132,013 at 6%.
ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST-8$681,621$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201528$2,252,640$172,610$21,576iApproximate average salary by contribution assumption: employee only about $539,406 at 4% or $359,604 at 6%; with 50% employer match about $359,604 at 4% or $239,736 at 6%; with 100% employer match about $269,703 at 4% or $179,802 at 6%.
Albert & Goodman 401(K) Profit Sharing Plan & Trust-8$1,641,114$122,610$15,326iApproximate average salary by contribution assumption: employee only about $383,156 at 4% or $255,438 at 6%; with 50% employer match about $255,438 at 4% or $170,292 at 6%; with 100% employer match about $191,578 at 4% or $127,719 at 6%.
ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST-7$611,526$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
201428$2,130,253$166,077$20,760iApproximate average salary by contribution assumption: employee only about $518,991 at 4% or $345,994 at 6%; with 50% employer match about $345,994 at 4% or $230,663 at 6%; with 100% employer match about $259,495 at 4% or $172,997 at 6%.
Albert & Goodman 401(K) Profit Sharing Plan & Trust-8$1,558,500$116,077$14,510iApproximate average salary by contribution assumption: employee only about $362,741 at 4% or $241,827 at 6%; with 50% employer match about $241,827 at 4% or $161,218 at 6%; with 100% employer match about $181,370 at 4% or $120,914 at 6%.
ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST-7$571,753$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
201326$1,885,068$174,088$29,015iApproximate average salary by contribution assumption: employee only about $725,367 at 4% or $483,578 at 6%; with 50% employer match about $483,578 at 4% or $322,385 at 6%; with 100% employer match about $362,683 at 4% or $241,789 at 6%.
Albert & Goodman 401(K) Profit Sharing Plan & Trust-6$1,384,149$124,088$20,681iApproximate average salary by contribution assumption: employee only about $517,033 at 4% or $344,689 at 6%; with 50% employer match about $344,689 at 4% or $229,793 at 6%; with 100% employer match about $258,517 at 4% or $172,344 at 6%.
ALBERT & GOODMAN CASH BALANCE PENSION PLAN & TRUST-6$500,919$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.