Gary Goldberg CPA
Plan context: Gary Goldberg Defined Contributon Profit Sharing Plan
EIN 94-2900189 • San Mateo, CA • 23 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$5,616,321
2017 Contributions
$81,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 2 | $5,616,321 | $81,000 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 2 | $5,616,321 | $81,000 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| 2015 | 1 | 2 | $5,107,060 | -$60,694 | - |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 2 | $5,107,060 | -$60,694 | - |
| 2014 | 1 | 3 | $5,227,358 | $86,583 | $28,861iApproximate average salary by contribution assumption: employee only about $721,525 at 4% or $481,017 at 6%; with 50% employer match about $481,017 at 4% or $320,678 at 6%; with 100% employer match about $360,763 at 4% or $240,508 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 3 | $5,227,358 | $86,583 | $28,861iApproximate average salary by contribution assumption: employee only about $721,525 at 4% or $481,017 at 6%; with 50% employer match about $481,017 at 4% or $320,678 at 6%; with 100% employer match about $360,763 at 4% or $240,508 at 6%. |
| 2013 | 1 | 3 | $4,555,264 | $86,290 | $28,763iApproximate average salary by contribution assumption: employee only about $719,083 at 4% or $479,389 at 6%; with 50% employer match about $479,389 at 4% or $319,593 at 6%; with 100% employer match about $359,542 at 4% or $239,694 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 3 | $4,555,264 | $86,290 | $28,763iApproximate average salary by contribution assumption: employee only about $719,083 at 4% or $479,389 at 6%; with 50% employer match about $479,389 at 4% or $319,593 at 6%; with 100% employer match about $359,542 at 4% or $239,694 at 6%. |
| 2012 | 1 | 3 | $3,753,942 | $90,682 | $30,227iApproximate average salary by contribution assumption: employee only about $755,683 at 4% or $503,789 at 6%; with 50% employer match about $503,789 at 4% or $335,859 at 6%; with 100% employer match about $377,842 at 4% or $251,894 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 3 | $3,753,942 | $90,682 | $30,227iApproximate average salary by contribution assumption: employee only about $755,683 at 4% or $503,789 at 6%; with 50% employer match about $503,789 at 4% or $335,859 at 6%; with 100% employer match about $377,842 at 4% or $251,894 at 6%. |
| 2011 | 1 | 3 | $2,951,059 | $97,116 | $32,372iApproximate average salary by contribution assumption: employee only about $809,300 at 4% or $539,533 at 6%; with 50% employer match about $539,533 at 4% or $359,689 at 6%; with 100% employer match about $404,650 at 4% or $269,767 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 3 | $2,951,059 | $97,116 | $32,372iApproximate average salary by contribution assumption: employee only about $809,300 at 4% or $539,533 at 6%; with 50% employer match about $539,533 at 4% or $359,689 at 6%; with 100% employer match about $404,650 at 4% or $269,767 at 6%. |
| 2010 | 1 | 3 | $2,811,032 | $89,005 | $29,668iApproximate average salary by contribution assumption: employee only about $741,708 at 4% or $494,472 at 6%; with 50% employer match about $494,472 at 4% or $329,648 at 6%; with 100% employer match about $370,854 at 4% or $247,236 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 3 | $2,811,032 | $89,005 | $29,668iApproximate average salary by contribution assumption: employee only about $741,708 at 4% or $494,472 at 6%; with 50% employer match about $494,472 at 4% or $329,648 at 6%; with 100% employer match about $370,854 at 4% or $247,236 at 6%. |
| 2009 | 1 | 5 | $2,369,430 | $109,538 | $21,908iApproximate average salary by contribution assumption: employee only about $547,690 at 4% or $365,127 at 6%; with 50% employer match about $365,127 at 4% or $243,418 at 6%; with 100% employer match about $273,845 at 4% or $182,563 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 5 | $2,369,430 | $109,538 | $21,908iApproximate average salary by contribution assumption: employee only about $547,690 at 4% or $365,127 at 6%; with 50% employer match about $365,127 at 4% or $243,418 at 6%; with 100% employer match about $273,845 at 4% or $182,563 at 6%. |
| 2008 | 1 | 4 | $1,752,691 | $102,000 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 4 | $1,752,691 | $102,000 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| 2007 | 1 | 4 | $2,388,630 | $99,500 | $24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 4 | $2,388,630 | $99,500 | $24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%. |
| 2006 | 1 | 4 | $2,028,985 | $110,481 | $27,620iApproximate average salary by contribution assumption: employee only about $690,506 at 4% or $460,338 at 6%; with 50% employer match about $460,338 at 4% or $306,892 at 6%; with 100% employer match about $345,253 at 4% or $230,169 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 4 | $2,028,985 | $110,481 | $27,620iApproximate average salary by contribution assumption: employee only about $690,506 at 4% or $460,338 at 6%; with 50% employer match about $460,338 at 4% or $306,892 at 6%; with 100% employer match about $345,253 at 4% or $230,169 at 6%. |
| 2005 | 1 | 4 | $1,671,355 | $99,037 | $24,759iApproximate average salary by contribution assumption: employee only about $618,981 at 4% or $412,654 at 6%; with 50% employer match about $412,654 at 4% or $275,103 at 6%; with 100% employer match about $309,491 at 4% or $206,327 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 4 | $1,671,355 | $99,037 | $24,759iApproximate average salary by contribution assumption: employee only about $618,981 at 4% or $412,654 at 6%; with 50% employer match about $412,654 at 4% or $275,103 at 6%; with 100% employer match about $309,491 at 4% or $206,327 at 6%. |
| 2004 | 1 | 4 | $1,399,723 | $68,425 | $17,106iApproximate average salary by contribution assumption: employee only about $427,656 at 4% or $285,104 at 6%; with 50% employer match about $285,104 at 4% or $190,069 at 6%; with 100% employer match about $213,828 at 4% or $142,552 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 4 | $1,399,723 | $68,425 | $17,106iApproximate average salary by contribution assumption: employee only about $427,656 at 4% or $285,104 at 6%; with 50% employer match about $285,104 at 4% or $190,069 at 6%; with 100% employer match about $213,828 at 4% or $142,552 at 6%. |
| 2003 | 1 | 3 | $1,174,311 | $64,000 | $21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,556 at 6%; with 50% employer match about $355,556 at 4% or $237,037 at 6%; with 100% employer match about $266,667 at 4% or $177,778 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 3 | $1,174,311 | $64,000 | $21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,556 at 6%; with 50% employer match about $355,556 at 4% or $237,037 at 6%; with 100% employer match about $266,667 at 4% or $177,778 at 6%. |
| 2002 | 2 | 2 | $916,881 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 2 | $916,881 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Gary Goldberg Defined Contribution Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $524,307 | $25,538 | $12,769iApproximate average salary by contribution assumption: employee only about $319,225 at 4% or $212,817 at 6%; with 50% employer match about $212,817 at 4% or $141,878 at 6%; with 100% employer match about $159,613 at 4% or $106,408 at 6%. |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 2 | $524,307 | $25,538 | $12,769iApproximate average salary by contribution assumption: employee only about $319,225 at 4% or $212,817 at 6%; with 50% employer match about $212,817 at 4% or $141,878 at 6%; with 100% employer match about $159,613 at 4% or $106,408 at 6%. |
| Gary Goldberg Defined Contribution Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 0 | $1,193,800 | $30,000 | - |
| Gary Goldberg Defined Contribution Money Purchase Pension Plan | - | 0 | $656,880 | $16,000 | - |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 0 | $536,920 | $14,000 | - |
| 1999 | 2 | 0 | $1,093,201 | $30,000 | - |
| Gary Goldberg Defined Contribution Money Purchase Pension Plan | - | 0 | $582,433 | $16,000 | - |
| Gary Goldberg Defined Contributon Profit Sharing Plan | - | 0 | $510,768 | $14,000 | - |