Civic Intelligence

Gould Asset Management LLC

Plan context: Gould Asset Management LLC 401(K) Plan

EIN 95-4738705 • Claremont, CA • 23 filings • 3 plans

341 W 1st St Ste 200Claremont, CA 91711
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$8,039,967

2024 Contributions

$302,748

Historical Graphs

Total Assets Over Time

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

$8,039,967$4,019,984$0201120182024YearValue
$8,039,967Latest year 2024

Participants Over Time

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

1580201120182024YearValue
13Latest 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
2024113$8,039,967$302,748$23,288iApproximate average salary by contribution assumption: employee only about $582,208 at 4% or $388,138 at 6%; with 50% employer match about $388,138 at 4% or $258,759 at 6%; with 100% employer match about $291,104 at 4% or $194,069 at 6%.
Gould Asset Management LLC 401(K) Plan-13$8,039,967$302,748$23,288iApproximate average salary by contribution assumption: employee only about $582,208 at 4% or $388,138 at 6%; with 50% employer match about $388,138 at 4% or $258,759 at 6%; with 100% employer match about $291,104 at 4% or $194,069 at 6%.
2023214$6,820,283$2,761,715$197,265iApproximate average salary by contribution assumption: employee only about $4,931,634 at 4% or $3,287,756 at 6%; with 50% employer match about $3,287,756 at 4% or $2,191,837 at 6%; with 100% employer match about $2,465,817 at 4% or $1,643,878 at 6%.
Gould Asset Management LLC 401(K) Plan-14$6,820,283$2,571,715$183,694iApproximate average salary by contribution assumption: employee only about $4,592,348 at 4% or $3,061,565 at 6%; with 50% employer match about $3,061,565 at 4% or $2,041,044 at 6%; with 100% employer match about $2,296,174 at 4% or $1,530,783 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-0$0$190,000-
2022215$5,681,946$858,357$57,224iApproximate average salary by contribution assumption: employee only about $1,430,595 at 4% or $953,730 at 6%; with 50% employer match about $953,730 at 4% or $635,820 at 6%; with 100% employer match about $715,298 at 4% or $476,865 at 6%.
Gould Asset Management LLC 401(K) Plan-14$3,627,600$336,357$24,026iApproximate average salary by contribution assumption: employee only about $600,638 at 4% or $400,425 at 6%; with 50% employer match about $400,425 at 4% or $266,950 at 6%; with 100% employer match about $300,319 at 4% or $200,213 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-15$2,054,346$522,000$34,800iApproximate average salary by contribution assumption: employee only about $870,000 at 4% or $580,000 at 6%; with 50% employer match about $580,000 at 4% or $386,667 at 6%; with 100% employer match about $435,000 at 4% or $290,000 at 6%.
2021213$5,618,127$511,291$39,330iApproximate average salary by contribution assumption: employee only about $983,252 at 4% or $655,501 at 6%; with 50% employer match about $655,501 at 4% or $437,001 at 6%; with 100% employer match about $491,626 at 4% or $327,751 at 6%.
Gould Asset Management LLC 401(K) Plan-12$3,862,503$316,291$26,358iApproximate average salary by contribution assumption: employee only about $658,940 at 4% or $439,293 at 6%; with 50% employer match about $439,293 at 4% or $292,862 at 6%; with 100% employer match about $329,470 at 4% or $219,647 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-13$1,755,624$195,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2020213$4,774,970$465,720$35,825iApproximate average salary by contribution assumption: employee only about $895,615 at 4% or $597,077 at 6%; with 50% employer match about $597,077 at 4% or $398,051 at 6%; with 100% employer match about $447,808 at 4% or $298,538 at 6%.
Gould Asset Management LLC 401(K) Plan-12$3,243,795$298,976$24,915iApproximate average salary by contribution assumption: employee only about $622,867 at 4% or $415,244 at 6%; with 50% employer match about $415,244 at 4% or $276,830 at 6%; with 100% employer match about $311,433 at 4% or $207,622 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-13$1,531,175$166,744$12,826iApproximate average salary by contribution assumption: employee only about $320,662 at 4% or $213,774 at 6%; with 50% employer match about $213,774 at 4% or $142,516 at 6%; with 100% employer match about $160,331 at 4% or $106,887 at 6%.
2019213$4,018,515$516,559$39,735iApproximate average salary by contribution assumption: employee only about $993,383 at 4% or $662,255 at 6%; with 50% employer match about $662,255 at 4% or $441,503 at 6%; with 100% employer match about $496,691 at 4% or $331,128 at 6%.
Gould Asset Management LLC 401(K) Plan-13$2,768,372$283,181$21,783iApproximate average salary by contribution assumption: employee only about $544,579 at 4% or $363,053 at 6%; with 50% employer match about $363,053 at 4% or $242,035 at 6%; with 100% employer match about $272,289 at 4% or $181,526 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-10$1,250,143$233,378$23,338iApproximate average salary by contribution assumption: employee only about $583,445 at 4% or $388,963 at 6%; with 50% employer match about $388,963 at 4% or $259,309 at 6%; with 100% employer match about $291,723 at 4% or $194,482 at 6%.
2018211$3,146,497$642,569$58,415iApproximate average salary by contribution assumption: employee only about $1,460,384 at 4% or $973,589 at 6%; with 50% employer match about $973,589 at 4% or $649,060 at 6%; with 100% employer match about $730,192 at 4% or $486,795 at 6%.
Gould Asset Management LLC 401(K) Plan-11$2,224,765$144,935$13,176iApproximate average salary by contribution assumption: employee only about $329,398 at 4% or $219,598 at 6%; with 50% employer match about $219,598 at 4% or $146,399 at 6%; with 100% employer match about $164,699 at 4% or $109,799 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-9$921,732$497,634$55,293iApproximate average salary by contribution assumption: employee only about $1,382,317 at 4% or $921,544 at 6%; with 50% employer match about $921,544 at 4% or $614,363 at 6%; with 100% employer match about $691,158 at 4% or $460,772 at 6%.
2017212$2,838,696$675,631$56,303iApproximate average salary by contribution assumption: employee only about $1,407,565 at 4% or $938,376 at 6%; with 50% employer match about $938,376 at 4% or $625,584 at 6%; with 100% employer match about $703,782 at 4% or $469,188 at 6%.
Gould Asset Management LLC 401(K) Plan-12$2,159,869$204,703$17,059iApproximate average salary by contribution assumption: employee only about $426,465 at 4% or $284,310 at 6%; with 50% employer match about $284,310 at 4% or $189,540 at 6%; with 100% employer match about $213,232 at 4% or $142,155 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-10$678,827$470,928$47,093iApproximate average salary by contribution assumption: employee only about $1,177,320 at 4% or $784,880 at 6%; with 50% employer match about $784,880 at 4% or $523,253 at 6%; with 100% employer match about $588,660 at 4% or $392,440 at 6%.
2016214$2,280,966$399,439$28,531iApproximate average salary by contribution assumption: employee only about $713,284 at 4% or $475,523 at 6%; with 50% employer match about $475,523 at 4% or $317,015 at 6%; with 100% employer match about $356,642 at 4% or $237,761 at 6%.
Gould Asset Management LLC 401(K) Plan-14$1,846,078$179,439$12,817iApproximate average salary by contribution assumption: employee only about $320,427 at 4% or $213,618 at 6%; with 50% employer match about $213,618 at 4% or $142,412 at 6%; with 100% employer match about $160,213 at 4% or $106,809 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-11$434,888$220,000$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%.
2015212$1,754,499$451,812$37,651iApproximate average salary by contribution assumption: employee only about $941,275 at 4% or $627,517 at 6%; with 50% employer match about $627,517 at 4% or $418,344 at 6%; with 100% employer match about $470,638 at 4% or $313,758 at 6%.
Gould Asset Management LLC 401(K) Plan-12$1,538,499$235,812$19,651iApproximate average salary by contribution assumption: employee only about $491,275 at 4% or $327,517 at 6%; with 50% employer match about $327,517 at 4% or $218,344 at 6%; with 100% employer match about $245,638 at 4% or $163,758 at 6%.
Gould Asset Management LLC Cash Balance Pension Plan-9$216,000$216,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
2014113$1,316,565$313,271$24,098iApproximate average salary by contribution assumption: employee only about $602,444 at 4% or $401,629 at 6%; with 50% employer match about $401,629 at 4% or $267,753 at 6%; with 100% employer match about $301,222 at 4% or $200,815 at 6%.
Gould Asset Management LLC 401(K) Plan-13$1,316,565$313,271$24,098iApproximate average salary by contribution assumption: employee only about $602,444 at 4% or $401,629 at 6%; with 50% employer match about $401,629 at 4% or $267,753 at 6%; with 100% employer match about $301,222 at 4% or $200,815 at 6%.
2013112$964,676$154,285$12,857iApproximate average salary by contribution assumption: employee only about $321,427 at 4% or $214,285 at 6%; with 50% employer match about $214,285 at 4% or $142,856 at 6%; with 100% employer match about $160,714 at 4% or $107,142 at 6%.
Gould Asset Management LLC 401(K) Plan-12$964,676$154,285$12,857iApproximate average salary by contribution assumption: employee only about $321,427 at 4% or $214,285 at 6%; with 50% employer match about $214,285 at 4% or $142,856 at 6%; with 100% employer match about $160,714 at 4% or $107,142 at 6%.
2012110$805,706$481,564$48,156iApproximate average salary by contribution assumption: employee only about $1,203,910 at 4% or $802,607 at 6%; with 50% employer match about $802,607 at 4% or $535,071 at 6%; with 100% employer match about $601,955 at 4% or $401,303 at 6%.
Gould Asset Management LLC 401(K) Plan-10$805,706$481,564$48,156iApproximate average salary by contribution assumption: employee only about $1,203,910 at 4% or $802,607 at 6%; with 50% employer match about $802,607 at 4% or $535,071 at 6%; with 100% employer match about $601,955 at 4% or $401,303 at 6%.
201119$338,885$347,219$38,580iApproximate average salary by contribution assumption: employee only about $964,497 at 4% or $642,998 at 6%; with 50% employer match about $642,998 at 4% or $428,665 at 6%; with 100% employer match about $482,249 at 4% or $321,499 at 6%.
Gould Asset Management LLC 401(K) Plan-9$338,885$347,219$38,580iApproximate average salary by contribution assumption: employee only about $964,497 at 4% or $642,998 at 6%; with 50% employer match about $642,998 at 4% or $428,665 at 6%; with 100% employer match about $482,249 at 4% or $321,499 at 6%.