Civic Intelligence

Lisa and Douglas Goldman Fund

Plan context: Lisa and Douglas Goldman Fund 403(B) Plan

EIN 94-3167546 • San Francisco, CA • 16 filings • 1 plans

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1 Montgomery Street #3440San Francisco, CA 94104
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,649,953

2025 Contributions

$222,161

Historical Graphs

Total Assets Over Time

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

$3,649,953$1,824,977$0201020182025YearValue
$3,649,953Latest year 2025

Participants Over Time

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

740201020182025YearValue
6Latest year 2025

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
202516$3,649,953$222,161$37,027iApproximate average salary by contribution assumption: employee only about $925,671 at 4% or $617,114 at 6%; with 50% employer match about $617,114 at 4% or $411,409 at 6%; with 100% employer match about $462,835 at 4% or $308,557 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-6$3,649,953$222,161$37,027iApproximate average salary by contribution assumption: employee only about $925,671 at 4% or $617,114 at 6%; with 50% employer match about $617,114 at 4% or $411,409 at 6%; with 100% employer match about $462,835 at 4% or $308,557 at 6%.
202417$3,049,323$203,516$29,074iApproximate average salary by contribution assumption: employee only about $726,843 at 4% or $484,562 at 6%; with 50% employer match about $484,562 at 4% or $323,041 at 6%; with 100% employer match about $363,421 at 4% or $242,281 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-7$3,049,323$203,516$29,074iApproximate average salary by contribution assumption: employee only about $726,843 at 4% or $484,562 at 6%; with 50% employer match about $484,562 at 4% or $323,041 at 6%; with 100% employer match about $363,421 at 4% or $242,281 at 6%.
202317$2,544,600$196,350$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-7$2,544,600$196,350$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
202217$2,026,107$181,670$25,953iApproximate average salary by contribution assumption: employee only about $648,821 at 4% or $432,548 at 6%; with 50% employer match about $432,548 at 4% or $288,365 at 6%; with 100% employer match about $324,411 at 4% or $216,274 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-7$2,026,107$181,670$25,953iApproximate average salary by contribution assumption: employee only about $648,821 at 4% or $432,548 at 6%; with 50% employer match about $432,548 at 4% or $288,365 at 6%; with 100% employer match about $324,411 at 4% or $216,274 at 6%.
202117$2,205,783$163,163$23,309iApproximate average salary by contribution assumption: employee only about $582,725 at 4% or $388,483 at 6%; with 50% employer match about $388,483 at 4% or $258,989 at 6%; with 100% employer match about $291,363 at 4% or $194,242 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-7$2,205,783$163,163$23,309iApproximate average salary by contribution assumption: employee only about $582,725 at 4% or $388,483 at 6%; with 50% employer match about $388,483 at 4% or $258,989 at 6%; with 100% employer match about $291,363 at 4% or $194,242 at 6%.
202017$1,791,861$165,067$23,581iApproximate average salary by contribution assumption: employee only about $589,525 at 4% or $393,017 at 6%; with 50% employer match about $393,017 at 4% or $262,011 at 6%; with 100% employer match about $294,763 at 4% or $196,508 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-7$1,791,861$165,067$23,581iApproximate average salary by contribution assumption: employee only about $589,525 at 4% or $393,017 at 6%; with 50% employer match about $393,017 at 4% or $262,011 at 6%; with 100% employer match about $294,763 at 4% or $196,508 at 6%.
201916$1,398,893$147,785$24,631iApproximate average salary by contribution assumption: employee only about $615,771 at 4% or $410,514 at 6%; with 50% employer match about $410,514 at 4% or $273,676 at 6%; with 100% employer match about $307,885 at 4% or $205,257 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-6$1,398,893$147,785$24,631iApproximate average salary by contribution assumption: employee only about $615,771 at 4% or $410,514 at 6%; with 50% employer match about $410,514 at 4% or $273,676 at 6%; with 100% employer match about $307,885 at 4% or $205,257 at 6%.
201816$1,018,376$139,072$23,179iApproximate average salary by contribution assumption: employee only about $579,467 at 4% or $386,311 at 6%; with 50% employer match about $386,311 at 4% or $257,541 at 6%; with 100% employer match about $289,733 at 4% or $193,156 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-6$1,018,376$139,072$23,179iApproximate average salary by contribution assumption: employee only about $579,467 at 4% or $386,311 at 6%; with 50% employer match about $386,311 at 4% or $257,541 at 6%; with 100% employer match about $289,733 at 4% or $193,156 at 6%.
201715$942,766$121,193$24,239iApproximate average salary by contribution assumption: employee only about $605,965 at 4% or $403,977 at 6%; with 50% employer match about $403,977 at 4% or $269,318 at 6%; with 100% employer match about $302,983 at 4% or $201,988 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-5$942,766$121,193$24,239iApproximate average salary by contribution assumption: employee only about $605,965 at 4% or $403,977 at 6%; with 50% employer match about $403,977 at 4% or $269,318 at 6%; with 100% employer match about $302,983 at 4% or $201,988 at 6%.
201615$711,790$152,686$30,537iApproximate average salary by contribution assumption: employee only about $763,430 at 4% or $508,953 at 6%; with 50% employer match about $508,953 at 4% or $339,302 at 6%; with 100% employer match about $381,715 at 4% or $254,477 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-5$711,790$152,686$30,537iApproximate average salary by contribution assumption: employee only about $763,430 at 4% or $508,953 at 6%; with 50% employer match about $508,953 at 4% or $339,302 at 6%; with 100% employer match about $381,715 at 4% or $254,477 at 6%.
201515$544,815$108,816$21,763iApproximate average salary by contribution assumption: employee only about $544,080 at 4% or $362,720 at 6%; with 50% employer match about $362,720 at 4% or $241,813 at 6%; with 100% employer match about $272,040 at 4% or $181,360 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-5$544,815$108,816$21,763iApproximate average salary by contribution assumption: employee only about $544,080 at 4% or $362,720 at 6%; with 50% employer match about $362,720 at 4% or $241,813 at 6%; with 100% employer match about $272,040 at 4% or $181,360 at 6%.
201415$442,003$118,710$23,742iApproximate average salary by contribution assumption: employee only about $593,550 at 4% or $395,700 at 6%; with 50% employer match about $395,700 at 4% or $263,800 at 6%; with 100% employer match about $296,775 at 4% or $197,850 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-5$442,003$118,710$23,742iApproximate average salary by contribution assumption: employee only about $593,550 at 4% or $395,700 at 6%; with 50% employer match about $395,700 at 4% or $263,800 at 6%; with 100% employer match about $296,775 at 4% or $197,850 at 6%.
201315$304,121$109,824$21,965iApproximate average salary by contribution assumption: employee only about $549,120 at 4% or $366,080 at 6%; with 50% employer match about $366,080 at 4% or $244,053 at 6%; with 100% employer match about $274,560 at 4% or $183,040 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-5$304,121$109,824$21,965iApproximate average salary by contribution assumption: employee only about $549,120 at 4% or $366,080 at 6%; with 50% employer match about $366,080 at 4% or $244,053 at 6%; with 100% employer match about $274,560 at 4% or $183,040 at 6%.
201214$164,019$84,248$21,062iApproximate average salary by contribution assumption: employee only about $526,550 at 4% or $351,033 at 6%; with 50% employer match about $351,033 at 4% or $234,022 at 6%; with 100% employer match about $263,275 at 4% or $175,517 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-4$164,019$84,248$21,062iApproximate average salary by contribution assumption: employee only about $526,550 at 4% or $351,033 at 6%; with 50% employer match about $351,033 at 4% or $234,022 at 6%; with 100% employer match about $263,275 at 4% or $175,517 at 6%.
201111$68,353$23,200$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-1$68,353$23,200$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
201011$45,808$42,142$42,142iApproximate average salary by contribution assumption: employee only about $1,053,550 at 4% or $702,367 at 6%; with 50% employer match about $702,367 at 4% or $468,244 at 6%; with 100% employer match about $526,775 at 4% or $351,183 at 6%.
Lisa and Douglas Goldman Fund 403(B) Plan-1$45,808$42,142$42,142iApproximate average salary by contribution assumption: employee only about $1,053,550 at 4% or $702,367 at 6%; with 50% employer match about $702,367 at 4% or $468,244 at 6%; with 100% employer match about $526,775 at 4% or $351,183 at 6%.