Civic Intelligence

David N. Goldstein

Plan context: David N. Goldstein, Clu Keogh Profit Sharing Plan

EIN 06-1409082 • Austin, TX • 34 filings • 10 plans

PO Box 27247Austin, TX 78755-2247
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,137,270

2024 Contributions

$110,290

Historical Graphs

Total Assets Over Time

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

$1,868,490$934,245$0199920122024YearValue
$1,137,270Latest year 2024

Participants Over Time

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

630199920122024YearValue
6Latest 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
202416$1,137,270$110,290$18,382iApproximate average salary by contribution assumption: employee only about $459,542 at 4% or $306,361 at 6%; with 50% employer match about $306,361 at 4% or $204,241 at 6%; with 100% employer match about $229,771 at 4% or $153,181 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-6$1,137,270$110,290$18,382iApproximate average salary by contribution assumption: employee only about $459,542 at 4% or $306,361 at 6%; with 50% employer match about $306,361 at 4% or $204,241 at 6%; with 100% employer match about $229,771 at 4% or $153,181 at 6%.
202315$906,535$104,071$20,814iApproximate average salary by contribution assumption: employee only about $520,355 at 4% or $346,903 at 6%; with 50% employer match about $346,903 at 4% or $231,269 at 6%; with 100% employer match about $260,178 at 4% or $173,452 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-5$906,535$104,071$20,814iApproximate average salary by contribution assumption: employee only about $520,355 at 4% or $346,903 at 6%; with 50% employer match about $346,903 at 4% or $231,269 at 6%; with 100% employer match about $260,178 at 4% or $173,452 at 6%.
202214$687,423$80,035$20,009iApproximate average salary by contribution assumption: employee only about $500,219 at 4% or $333,479 at 6%; with 50% employer match about $333,479 at 4% or $222,319 at 6%; with 100% employer match about $250,109 at 4% or $166,740 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-4$687,423$80,035$20,009iApproximate average salary by contribution assumption: employee only about $500,219 at 4% or $333,479 at 6%; with 50% employer match about $333,479 at 4% or $222,319 at 6%; with 100% employer match about $250,109 at 4% or $166,740 at 6%.
202115$1,296,799$76,550$15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-5$1,296,799$76,550$15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%.
202015$1,081,329$76,150$15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-5$1,081,329$76,150$15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%.
201915$887,817$74,450$14,890iApproximate average salary by contribution assumption: employee only about $372,250 at 4% or $248,167 at 6%; with 50% employer match about $248,167 at 4% or $165,444 at 6%; with 100% employer match about $186,125 at 4% or $124,083 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-5$887,817$74,450$14,890iApproximate average salary by contribution assumption: employee only about $372,250 at 4% or $248,167 at 6%; with 50% employer match about $248,167 at 4% or $165,444 at 6%; with 100% employer match about $186,125 at 4% or $124,083 at 6%.
201815$1,120,951$72,700$14,540iApproximate average salary by contribution assumption: employee only about $363,500 at 4% or $242,333 at 6%; with 50% employer match about $242,333 at 4% or $161,556 at 6%; with 100% employer match about $181,750 at 4% or $121,167 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-5$1,120,951$72,700$14,540iApproximate average salary by contribution assumption: employee only about $363,500 at 4% or $242,333 at 6%; with 50% employer match about $242,333 at 4% or $161,556 at 6%; with 100% employer match about $181,750 at 4% or $121,167 at 6%.
201715$1,868,490$71,597$14,319iApproximate average salary by contribution assumption: employee only about $357,985 at 4% or $238,657 at 6%; with 50% employer match about $238,657 at 4% or $159,104 at 6%; with 100% employer match about $178,993 at 4% or $119,328 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-5$1,868,490$71,597$14,319iApproximate average salary by contribution assumption: employee only about $357,985 at 4% or $238,657 at 6%; with 50% employer match about $238,657 at 4% or $159,104 at 6%; with 100% employer match about $178,993 at 4% or $119,328 at 6%.
201613$1,522,859$78,824$26,275iApproximate average salary by contribution assumption: employee only about $656,867 at 4% or $437,911 at 6%; with 50% employer match about $437,911 at 4% or $291,941 at 6%; with 100% employer match about $328,433 at 4% or $218,956 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$1,522,859$78,824$26,275iApproximate average salary by contribution assumption: employee only about $656,867 at 4% or $437,911 at 6%; with 50% employer match about $437,911 at 4% or $291,941 at 6%; with 100% employer match about $328,433 at 4% or $218,956 at 6%.
201513$1,327,980$62,854$20,951iApproximate average salary by contribution assumption: employee only about $523,783 at 4% or $349,189 at 6%; with 50% employer match about $349,189 at 4% or $232,793 at 6%; with 100% employer match about $261,892 at 4% or $174,594 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$1,327,980$62,854$20,951iApproximate average salary by contribution assumption: employee only about $523,783 at 4% or $349,189 at 6%; with 50% employer match about $349,189 at 4% or $232,793 at 6%; with 100% employer match about $261,892 at 4% or $174,594 at 6%.
201413$1,279,345$26,600$8,867iApproximate average salary by contribution assumption: employee only about $221,667 at 4% or $147,778 at 6%; with 50% employer match about $147,778 at 4% or $98,519 at 6%; with 100% employer match about $110,833 at 4% or $73,889 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$1,279,345$26,600$8,867iApproximate average salary by contribution assumption: employee only about $221,667 at 4% or $147,778 at 6%; with 50% employer match about $147,778 at 4% or $98,519 at 6%; with 100% employer match about $110,833 at 4% or $73,889 at 6%.
201314$1,212,323$25,305$6,326iApproximate average salary by contribution assumption: employee only about $158,156 at 4% or $105,438 at 6%; with 50% employer match about $105,438 at 4% or $70,292 at 6%; with 100% employer match about $79,078 at 4% or $52,719 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-4$1,212,323$25,305$6,326iApproximate average salary by contribution assumption: employee only about $158,156 at 4% or $105,438 at 6%; with 50% employer match about $105,438 at 4% or $70,292 at 6%; with 100% employer match about $79,078 at 4% or $52,719 at 6%.
201213$957,898$22,040$7,347iApproximate average salary by contribution assumption: employee only about $183,667 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,630 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$957,898$22,040$7,347iApproximate average salary by contribution assumption: employee only about $183,667 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,630 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%.
201113$825,448$19,731$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$825,448$19,731$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
201013$816,624$24,925$8,308iApproximate average salary by contribution assumption: employee only about $207,708 at 4% or $138,472 at 6%; with 50% employer match about $138,472 at 4% or $92,315 at 6%; with 100% employer match about $103,854 at 4% or $69,236 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$816,624$24,925$8,308iApproximate average salary by contribution assumption: employee only about $207,708 at 4% or $138,472 at 6%; with 50% employer match about $138,472 at 4% or $92,315 at 6%; with 100% employer match about $103,854 at 4% or $69,236 at 6%.
200913$709,459$24,900$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$709,459$24,900$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
200813$553,253$61,800$20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$553,253$61,800$20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%.
200713$722,561$60,300$20,100iApproximate average salary by contribution assumption: employee only about $502,500 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$722,561$60,300$20,100iApproximate average salary by contribution assumption: employee only about $502,500 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%.
200623$615,443$63,962$21,321iApproximate average salary by contribution assumption: employee only about $533,017 at 4% or $355,344 at 6%; with 50% employer match about $355,344 at 4% or $236,896 at 6%; with 100% employer match about $266,508 at 4% or $177,672 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$615,443$63,962$21,321iApproximate average salary by contribution assumption: employee only about $533,017 at 4% or $355,344 at 6%; with 50% employer match about $355,344 at 4% or $236,896 at 6%; with 100% employer match about $266,508 at 4% or $177,672 at 6%.
David N. Goldstein, Clu Honey Purchase Pension Plan-0---
200523$524,079$29,462$9,821iApproximate average salary by contribution assumption: employee only about $245,517 at 4% or $163,678 at 6%; with 50% employer match about $163,678 at 4% or $109,119 at 6%; with 100% employer match about $122,758 at 4% or $81,839 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$276,657--
David N. Goldstein, Clu Honey Purchase Pension Plan-3$247,422$29,462$9,821iApproximate average salary by contribution assumption: employee only about $245,517 at 4% or $163,678 at 6%; with 50% employer match about $163,678 at 4% or $109,119 at 6%; with 100% employer match about $122,758 at 4% or $81,839 at 6%.
200423$469,433$24,444$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$265,818--
David N. Goldstein, Clu Honey Purchase Pension Plan-3$203,615$24,444$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
200322$413,013$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-2$247,294$31,800$15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%.
David N. Goldstein, Clu Honey Purchase Pension Plan-2$165,719$21,200$10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%.
200222$295,703$53,750$26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-2$179,707$32,250$16,125iApproximate average salary by contribution assumption: employee only about $403,125 at 4% or $268,750 at 6%; with 50% employer match about $268,750 at 4% or $179,167 at 6%; with 100% employer match about $201,563 at 4% or $134,375 at 6%.
David N. Goldstein, Clu Honey Purchase Pension Plan-2$115,996$21,500$10,750iApproximate average salary by contribution assumption: employee only about $268,750 at 4% or $179,167 at 6%; with 50% employer match about $179,167 at 4% or $119,444 at 6%; with 100% employer match about $134,375 at 4% or $89,583 at 6%.
200122$296,722$48,500$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-2$175,286$29,100$14,550iApproximate average salary by contribution assumption: employee only about $363,750 at 4% or $242,500 at 6%; with 50% employer match about $242,500 at 4% or $161,667 at 6%; with 100% employer match about $181,875 at 4% or $121,250 at 6%.
David N. Goldstein, Clu Honey Purchase Pension Plan-2$121,436$19,400$9,700iApproximate average salary by contribution assumption: employee only about $242,500 at 4% or $161,667 at 6%; with 50% employer match about $161,667 at 4% or $107,778 at 6%; with 100% employer match about $121,250 at 4% or $80,833 at 6%.
200023$287,188$45,519$15,173iApproximate average salary by contribution assumption: employee only about $379,325 at 4% or $252,883 at 6%; with 50% employer match about $252,883 at 4% or $168,589 at 6%; with 100% employer match about $189,663 at 4% or $126,442 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-3$164,831$27,311$9,104iApproximate average salary by contribution assumption: employee only about $227,592 at 4% or $151,728 at 6%; with 50% employer match about $151,728 at 4% or $101,152 at 6%; with 100% employer match about $113,796 at 4% or $75,864 at 6%.
David N. Goldstein, Clu Honey Purchase Pension Plan-3$122,357$18,208$6,069iApproximate average salary by contribution assumption: employee only about $151,733 at 4% or $101,156 at 6%; with 50% employer match about $101,156 at 4% or $67,437 at 6%; with 100% employer match about $75,867 at 4% or $50,578 at 6%.
199922$256,610$37,608$18,804iApproximate average salary by contribution assumption: employee only about $470,100 at 4% or $313,400 at 6%; with 50% employer match about $313,400 at 4% or $208,933 at 6%; with 100% employer match about $235,050 at 4% or $156,700 at 6%.
David N. Goldstein, Clu Keogh Profit Sharing Plan-2$143,042$22,565$11,283iApproximate average salary by contribution assumption: employee only about $282,063 at 4% or $188,042 at 6%; with 50% employer match about $188,042 at 4% or $125,361 at 6%; with 100% employer match about $141,031 at 4% or $94,021 at 6%.
David N. Goldstein, Clu Honey Purchase Pension Plan-2$113,568$15,043$7,522iApproximate average salary by contribution assumption: employee only about $188,038 at 4% or $125,358 at 6%; with 50% employer match about $125,358 at 4% or $83,572 at 6%; with 100% employer match about $94,019 at 4% or $62,679 at 6%.
David N. Goldstein | EIN 06-1409082 | 2024 Form 5500 Company Profile