Civic Intelligence

Evan D. Goldstein, D.D.S.

Plan context: EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN

EIN 11-2668549 • Boca Raton, FL • 29 filings • 3 plans

950 Ponce DE Leon - Apt. 505Boca Raton, FL 33432
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$643,276

2022 Contributions

$92,775

Historical Graphs

Total Assets Over Time

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

$2,820,605$1,410,303$0199920112021YearValue
$643,276Latest year 2021

Participants Over Time

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

420199920092021YearValue
4Latest year 2021

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
202210$0$0-
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-0$0--
202114$643,276$0-
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$643,276$0-
202014$639,189$0-
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$639,189--
201914$634,537$0-
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$634,537--
201624$2,820,605$92,775$23,194iApproximate average salary by contribution assumption: employee only about $579,844 at 4% or $386,563 at 6%; with 50% employer match about $386,563 at 4% or $257,708 at 6%; with 100% employer match about $289,922 at 4% or $193,281 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,198,512--
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$622,093$92,775$23,194iApproximate average salary by contribution assumption: employee only about $579,844 at 4% or $386,563 at 6%; with 50% employer match about $386,563 at 4% or $257,708 at 6%; with 100% employer match about $289,922 at 4% or $193,281 at 6%.
201524$2,518,871$94,149$23,537iApproximate average salary by contribution assumption: employee only about $588,431 at 4% or $392,288 at 6%; with 50% employer match about $392,288 at 4% or $261,525 at 6%; with 100% employer match about $294,216 at 4% or $196,144 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,008,919--
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$509,952$94,149$23,537iApproximate average salary by contribution assumption: employee only about $588,431 at 4% or $392,288 at 6%; with 50% employer match about $392,288 at 4% or $261,525 at 6%; with 100% employer match about $294,216 at 4% or $196,144 at 6%.
201424$2,477,714$153,051$38,263iApproximate average salary by contribution assumption: employee only about $956,569 at 4% or $637,713 at 6%; with 50% employer match about $637,713 at 4% or $425,142 at 6%; with 100% employer match about $478,284 at 4% or $318,856 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,055,827$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$421,887$54,051$13,513iApproximate average salary by contribution assumption: employee only about $337,819 at 4% or $225,213 at 6%; with 50% employer match about $225,213 at 4% or $150,142 at 6%; with 100% employer match about $168,909 at 4% or $112,606 at 6%.
201324$2,162,691$89,860$22,465iApproximate average salary by contribution assumption: employee only about $561,625 at 4% or $374,417 at 6%; with 50% employer match about $374,417 at 4% or $249,611 at 6%; with 100% employer match about $280,813 at 4% or $187,208 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,816,654$0-
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$346,037$89,860$22,465iApproximate average salary by contribution assumption: employee only about $561,625 at 4% or $374,417 at 6%; with 50% employer match about $374,417 at 4% or $249,611 at 6%; with 100% employer match about $280,813 at 4% or $187,208 at 6%.
201224$1,868,143$87,905$21,976iApproximate average salary by contribution assumption: employee only about $549,406 at 4% or $366,271 at 6%; with 50% employer match about $366,271 at 4% or $244,181 at 6%; with 100% employer match about $274,703 at 4% or $183,135 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,631,719--
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$236,424$87,905$21,976iApproximate average salary by contribution assumption: employee only about $549,406 at 4% or $366,271 at 6%; with 50% employer match about $366,271 at 4% or $244,181 at 6%; with 100% employer match about $274,703 at 4% or $183,135 at 6%.
201124$1,752,563$82,877$20,719iApproximate average salary by contribution assumption: employee only about $517,981 at 4% or $345,321 at 6%; with 50% employer match about $345,321 at 4% or $230,214 at 6%; with 100% employer match about $258,991 at 4% or $172,660 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,606,798--
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$145,765$82,877$20,719iApproximate average salary by contribution assumption: employee only about $517,981 at 4% or $345,321 at 6%; with 50% employer match about $345,321 at 4% or $230,214 at 6%; with 100% employer match about $258,991 at 4% or $172,660 at 6%.
201024$1,673,121$212,556$53,139iApproximate average salary by contribution assumption: employee only about $1,328,475 at 4% or $885,650 at 6%; with 50% employer match about $885,650 at 4% or $590,433 at 6%; with 100% employer match about $664,238 at 4% or $442,825 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,610,565$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
EVAN GOLDSTEIN, D.D.S. RETIREMENT PLAN-4$62,556$62,556$15,639iApproximate average salary by contribution assumption: employee only about $390,975 at 4% or $260,650 at 6%; with 50% employer match about $260,650 at 4% or $173,767 at 6%; with 100% employer match about $195,488 at 4% or $130,325 at 6%.
200913$1,351,408$230,000$76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,351,408$230,000$76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%.
200814$1,265,129$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-4$1,265,129$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200714$0$0-
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-4---
200614$811,877$200,906$50,227iApproximate average salary by contribution assumption: employee only about $1,255,663 at 4% or $837,108 at 6%; with 50% employer match about $837,108 at 4% or $558,072 at 6%; with 100% employer match about $627,831 at 4% or $418,554 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-4$811,877$200,906$50,227iApproximate average salary by contribution assumption: employee only about $1,255,663 at 4% or $837,108 at 6%; with 50% employer match about $837,108 at 4% or $558,072 at 6%; with 100% employer match about $627,831 at 4% or $418,554 at 6%.
200514$589,018$193,303$48,326iApproximate average salary by contribution assumption: employee only about $1,208,144 at 4% or $805,429 at 6%; with 50% employer match about $805,429 at 4% or $536,953 at 6%; with 100% employer match about $604,072 at 4% or $402,715 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-4$589,018$193,303$48,326iApproximate average salary by contribution assumption: employee only about $1,208,144 at 4% or $805,429 at 6%; with 50% employer match about $805,429 at 4% or $536,953 at 6%; with 100% employer match about $604,072 at 4% or $402,715 at 6%.
200414$390,660$144,881$36,220iApproximate average salary by contribution assumption: employee only about $905,506 at 4% or $603,671 at 6%; with 50% employer match about $603,671 at 4% or $402,447 at 6%; with 100% employer match about $452,753 at 4% or $301,835 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-4$390,660$144,881$36,220iApproximate average salary by contribution assumption: employee only about $905,506 at 4% or $603,671 at 6%; with 50% employer match about $603,671 at 4% or $402,447 at 6%; with 100% employer match about $452,753 at 4% or $301,835 at 6%.
200314$229,378$128,487$32,122iApproximate average salary by contribution assumption: employee only about $803,044 at 4% or $535,363 at 6%; with 50% employer match about $535,363 at 4% or $356,908 at 6%; with 100% employer match about $401,522 at 4% or $267,681 at 6%.
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-4$229,378$128,487$32,122iApproximate average salary by contribution assumption: employee only about $803,044 at 4% or $535,363 at 6%; with 50% employer match about $535,363 at 4% or $356,908 at 6%; with 100% employer match about $401,522 at 4% or $267,681 at 6%.
200213$0$0-
EVAN GOLDSTEIN, D.D.S. DEFINED BENEFIT PENSION PLAN-3---
200113$0$0-
Evan D. Goldstein, D.D.S. Profit Sharing Plan-3---
200014$0$0-
Evan D. Goldstein, D.D.S. Profit Sharing Plan-4---
199913$350,585$30,225$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.
Evan D. Goldstein, D.D.S. Profit Sharing Plan-3$350,585$30,225$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.