Stephen M. Goepfert
SPECIAL ASSISTANT TO THE PRESIDENT AND PERSONAL AIDE TO THE PRESIDENT
Estimated Net Worth
  • estimated net worth
    $11 K - $166 K
Salary
  • salary
    $110 K

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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