Civic Intelligence

Goodbee & Associates Inc

Plan context: Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust

EIN 84-1443247 • Lakewood, CO • 31 filings • 5 plans

1658 Cole Blvd Ste 140Lakewood, CO 80401
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$1,804,136

2024 Contributions

$382,038

Historical Graphs

Total Assets Over Time

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

$2,775,224$1,387,612$0200720162024YearValue
$1,804,136Latest year 2024

Participants Over Time

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

59300200720162024YearValue
59Latest 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
2024159$1,804,136$382,038$6,475iApproximate average salary by contribution assumption: employee only about $161,881 at 4% or $107,920 at 6%; with 50% employer match about $107,920 at 4% or $71,947 at 6%; with 100% employer match about $80,940 at 4% or $53,960 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-59$1,804,136$382,038$6,475iApproximate average salary by contribution assumption: employee only about $161,881 at 4% or $107,920 at 6%; with 50% employer match about $107,920 at 4% or $71,947 at 6%; with 100% employer match about $80,940 at 4% or $53,960 at 6%.
2023254$1,351,891$208,489$3,861iApproximate average salary by contribution assumption: employee only about $96,523 at 4% or $64,348 at 6%; with 50% employer match about $64,348 at 4% or $42,899 at 6%; with 100% employer match about $48,261 at 4% or $32,174 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-54$1,351,891$208,489$3,861iApproximate average salary by contribution assumption: employee only about $96,523 at 4% or $64,348 at 6%; with 50% employer match about $64,348 at 4% or $42,899 at 6%; with 100% employer match about $48,261 at 4% or $32,174 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-0$0$0-
2022246$1,158,596$388,518$8,446iApproximate average salary by contribution assumption: employee only about $211,151 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,845 at 6%; with 100% employer match about $105,576 at 4% or $70,384 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-46$1,158,570$388,518$8,446iApproximate average salary by contribution assumption: employee only about $211,151 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,845 at 6%; with 100% employer match about $105,576 at 4% or $70,384 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-0$26$0-
2021237$1,903,167$179,937$4,863iApproximate average salary by contribution assumption: employee only about $121,579 at 4% or $81,053 at 6%; with 50% employer match about $81,053 at 4% or $54,035 at 6%; with 100% employer match about $60,790 at 4% or $40,526 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-37$1,173,083$179,937$4,863iApproximate average salary by contribution assumption: employee only about $121,579 at 4% or $81,053 at 6%; with 50% employer match about $81,053 at 4% or $54,035 at 6%; with 100% employer match about $60,790 at 4% or $40,526 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-34$730,084--
2020226$2,775,224$180,926$6,959iApproximate average salary by contribution assumption: employee only about $173,967 at 4% or $115,978 at 6%; with 50% employer match about $115,978 at 4% or $77,319 at 6%; with 100% employer match about $86,984 at 4% or $57,989 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-26$2,089,215$136,926$5,266iApproximate average salary by contribution assumption: employee only about $131,660 at 4% or $87,773 at 6%; with 50% employer match about $87,773 at 4% or $58,515 at 6%; with 100% employer match about $65,830 at 4% or $43,887 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-26$686,009$44,000$1,692iApproximate average salary by contribution assumption: employee only about $42,308 at 4% or $28,205 at 6%; with 50% employer match about $28,205 at 4% or $18,803 at 6%; with 100% employer match about $21,154 at 4% or $14,103 at 6%.
2019227$2,259,778$212,752$7,880iApproximate average salary by contribution assumption: employee only about $196,993 at 4% or $131,328 at 6%; with 50% employer match about $131,328 at 4% or $87,552 at 6%; with 100% employer match about $98,496 at 4% or $65,664 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-27$1,675,320$137,152$5,080iApproximate average salary by contribution assumption: employee only about $126,993 at 4% or $84,662 at 6%; with 50% employer match about $84,662 at 4% or $56,441 at 6%; with 100% employer match about $63,496 at 4% or $42,331 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-23$584,458$75,600$3,287iApproximate average salary by contribution assumption: employee only about $82,174 at 4% or $54,783 at 6%; with 50% employer match about $54,783 at 4% or $36,522 at 6%; with 100% employer match about $41,087 at 4% or $27,391 at 6%.
2018231$1,677,004$198,718$6,410iApproximate average salary by contribution assumption: employee only about $160,256 at 4% or $106,838 at 6%; with 50% employer match about $106,838 at 4% or $71,225 at 6%; with 100% employer match about $80,128 at 4% or $53,419 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-31$1,231,066$126,318$4,075iApproximate average salary by contribution assumption: employee only about $101,869 at 4% or $67,913 at 6%; with 50% employer match about $67,913 at 4% or $45,275 at 6%; with 100% employer match about $50,935 at 4% or $33,956 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-22$445,938$72,400$3,291iApproximate average salary by contribution assumption: employee only about $82,273 at 4% or $54,848 at 6%; with 50% employer match about $54,848 at 4% or $36,566 at 6%; with 100% employer match about $41,136 at 4% or $27,424 at 6%.
2017226$2,022,882$146,004$5,616iApproximate average salary by contribution assumption: employee only about $140,388 at 4% or $93,592 at 6%; with 50% employer match about $93,592 at 4% or $62,395 at 6%; with 100% employer match about $70,194 at 4% or $46,796 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-26$1,631,362$121,904$4,689iApproximate average salary by contribution assumption: employee only about $117,215 at 4% or $78,144 at 6%; with 50% employer match about $78,144 at 4% or $52,096 at 6%; with 100% employer match about $58,608 at 4% or $39,072 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-19$391,520$24,100$1,268iApproximate average salary by contribution assumption: employee only about $31,711 at 4% or $21,140 at 6%; with 50% employer match about $21,140 at 4% or $14,094 at 6%; with 100% employer match about $15,855 at 4% or $10,570 at 6%.
2016223$1,723,626$194,303$8,448iApproximate average salary by contribution assumption: employee only about $211,199 at 4% or $140,799 at 6%; with 50% employer match about $140,799 at 4% or $93,866 at 6%; with 100% employer match about $105,599 at 4% or $70,400 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-21$1,361,662$131,303$6,253iApproximate average salary by contribution assumption: employee only about $156,313 at 4% or $104,209 at 6%; with 50% employer match about $104,209 at 4% or $69,472 at 6%; with 100% employer match about $78,157 at 4% or $52,104 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-23$361,964$63,000$2,739iApproximate average salary by contribution assumption: employee only about $68,478 at 4% or $45,652 at 6%; with 50% employer match about $45,652 at 4% or $30,435 at 6%; with 100% employer match about $34,239 at 4% or $22,826 at 6%.
2015220$1,521,941$174,621$8,731iApproximate average salary by contribution assumption: employee only about $218,276 at 4% or $145,518 at 6%; with 50% employer match about $145,518 at 4% or $97,012 at 6%; with 100% employer match about $109,138 at 4% or $72,759 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-20$1,237,510$141,621$7,081iApproximate average salary by contribution assumption: employee only about $177,026 at 4% or $118,018 at 6%; with 50% employer match about $118,018 at 4% or $78,678 at 6%; with 100% employer match about $88,513 at 4% or $59,009 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-18$284,431$33,000$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
2014214$1,400,469$188,097$13,436iApproximate average salary by contribution assumption: employee only about $335,888 at 4% or $223,925 at 6%; with 50% employer match about $223,925 at 4% or $149,283 at 6%; with 100% employer match about $167,944 at 4% or $111,963 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-14$1,143,529$118,622$8,473iApproximate average salary by contribution assumption: employee only about $211,825 at 4% or $141,217 at 6%; with 50% employer match about $141,217 at 4% or $94,144 at 6%; with 100% employer match about $105,913 at 4% or $70,608 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-13$256,940$69,475$5,344iApproximate average salary by contribution assumption: employee only about $133,606 at 4% or $89,071 at 6%; with 50% employer match about $89,071 at 4% or $59,380 at 6%; with 100% employer match about $66,803 at 4% or $44,535 at 6%.
2013213$1,370,810$231,347$17,796iApproximate average salary by contribution assumption: employee only about $444,898 at 4% or $296,599 at 6%; with 50% employer match about $296,599 at 4% or $197,732 at 6%; with 100% employer match about $222,449 at 4% or $148,299 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-13$1,182,813$163,347$12,565iApproximate average salary by contribution assumption: employee only about $314,129 at 4% or $209,419 at 6%; with 50% employer match about $209,419 at 4% or $139,613 at 6%; with 100% employer match about $157,064 at 4% or $104,710 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-11$187,997$68,000$6,182iApproximate average salary by contribution assumption: employee only about $154,545 at 4% or $103,030 at 6%; with 50% employer match about $103,030 at 4% or $68,687 at 6%; with 100% employer match about $77,273 at 4% or $51,515 at 6%.
2012213$950,862$182,195$14,015iApproximate average salary by contribution assumption: employee only about $350,375 at 4% or $233,583 at 6%; with 50% employer match about $233,583 at 4% or $155,722 at 6%; with 100% employer match about $175,188 at 4% or $116,792 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-13$828,912$122,153$9,396iApproximate average salary by contribution assumption: employee only about $234,910 at 4% or $156,606 at 6%; with 50% employer match about $156,606 at 4% or $104,404 at 6%; with 100% employer match about $117,455 at 4% or $78,303 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-11$121,950$60,042$5,458iApproximate average salary by contribution assumption: employee only about $136,459 at 4% or $90,973 at 6%; with 50% employer match about $90,973 at 4% or $60,648 at 6%; with 100% employer match about $68,230 at 4% or $45,486 at 6%.
2011212$692,855$197,200$16,433iApproximate average salary by contribution assumption: employee only about $410,833 at 4% or $273,889 at 6%; with 50% employer match about $273,889 at 4% or $182,593 at 6%; with 100% employer match about $205,417 at 4% or $136,944 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-12$632,855$137,200$11,433iApproximate average salary by contribution assumption: employee only about $285,833 at 4% or $190,556 at 6%; with 50% employer match about $190,556 at 4% or $127,037 at 6%; with 100% employer match about $142,917 at 4% or $95,278 at 6%.
GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST-10$60,000$60,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2010110$526,796$100,797$10,080iApproximate average salary by contribution assumption: employee only about $251,993 at 4% or $167,995 at 6%; with 50% employer match about $167,995 at 4% or $111,997 at 6%; with 100% employer match about $125,996 at 4% or $83,998 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-10$526,796$100,797$10,080iApproximate average salary by contribution assumption: employee only about $251,993 at 4% or $167,995 at 6%; with 50% employer match about $167,995 at 4% or $111,997 at 6%; with 100% employer match about $125,996 at 4% or $83,998 at 6%.
2009111$375,423$120,079$10,916iApproximate average salary by contribution assumption: employee only about $272,907 at 4% or $181,938 at 6%; with 50% employer match about $181,938 at 4% or $121,292 at 6%; with 100% employer match about $136,453 at 4% or $90,969 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-11$375,423$120,079$10,916iApproximate average salary by contribution assumption: employee only about $272,907 at 4% or $181,938 at 6%; with 50% employer match about $181,938 at 4% or $121,292 at 6%; with 100% employer match about $136,453 at 4% or $90,969 at 6%.
2008111$202,852$118,501$10,773iApproximate average salary by contribution assumption: employee only about $269,320 at 4% or $179,547 at 6%; with 50% employer match about $179,547 at 4% or $119,698 at 6%; with 100% employer match about $134,660 at 4% or $89,773 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-11$202,852$118,501$10,773iApproximate average salary by contribution assumption: employee only about $269,320 at 4% or $179,547 at 6%; with 50% employer match about $179,547 at 4% or $119,698 at 6%; with 100% employer match about $134,660 at 4% or $89,773 at 6%.
2007111$129,877$127,770$11,615iApproximate average salary by contribution assumption: employee only about $290,386 at 4% or $193,591 at 6%; with 50% employer match about $193,591 at 4% or $129,061 at 6%; with 100% employer match about $145,193 at 4% or $96,795 at 6%.
Goodbee & Associates Inc 401(K) Profit Sharing Plan & Trust-11$129,877$127,770$11,615iApproximate average salary by contribution assumption: employee only about $290,386 at 4% or $193,591 at 6%; with 50% employer match about $193,591 at 4% or $129,061 at 6%; with 100% employer match about $145,193 at 4% or $96,795 at 6%.