Stephen M. Goepfert
Special Assistant to the President and Personal Aide to the President
Estimated Net Worth
- $11 K - $166 K
Salary
- $110 K
Records
Financial Disclosure Details - OGE Form 278e (04/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Personal Aide to President-elect Biden | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. | Salary | $4,200 | |
2 | New York State Voluntary Defined Contribution Plan | |||
2.1 | CREF Equity Index R3 | $1,001 - $15,000 | None (or less than $201) | |
2.2 | CREF Global Equities R3 | $1,001 - $15,000 | None (or less than $201) | |
2.3 | CREF Growth R3 | $1,001 - $15,000 | None (or less than $201) | |
2.4 | CREF Stock R3 | $1,001 - $15,000 | None (or less than $201) | |
2.5 | TIAA Real Estate (QREARX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | TIAA Traditional | None (or less than $1,001) | None (or less than $201) | |
3 | TIAA 36/CREFF (Center for Civic Education) | |||
3.1 | CREF Bond Market R1 (QCBMRX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | |
2 | Los Angeles, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2009 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Credit Union #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank #1 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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