Burton Goldstein & Co LLC
Plan context: Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust
EIN 11-2945419 • New York, NY • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,631,264
2024 Contributions
$75,955
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,631,264 | $75,955 | $9,494iApproximate average salary by contribution assumption: employee only about $237,359 at 4% or $158,240 at 6%; with 50% employer match about $158,240 at 4% or $105,493 at 6%; with 100% employer match about $118,680 at 4% or $79,120 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $1,631,264 | $75,955 | $9,494iApproximate average salary by contribution assumption: employee only about $237,359 at 4% or $158,240 at 6%; with 50% employer match about $158,240 at 4% or $105,493 at 6%; with 100% employer match about $118,680 at 4% or $79,120 at 6%. |
| 2023 | 1 | 8 | $1,284,053 | $63,881 | $7,985iApproximate average salary by contribution assumption: employee only about $199,628 at 4% or $133,085 at 6%; with 50% employer match about $133,085 at 4% or $88,724 at 6%; with 100% employer match about $99,814 at 4% or $66,543 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $1,284,053 | $63,881 | $7,985iApproximate average salary by contribution assumption: employee only about $199,628 at 4% or $133,085 at 6%; with 50% employer match about $133,085 at 4% or $88,724 at 6%; with 100% employer match about $99,814 at 4% or $66,543 at 6%. |
| 2022 | 1 | 8 | $967,824 | $30,782 | $3,848iApproximate average salary by contribution assumption: employee only about $96,194 at 4% or $64,129 at 6%; with 50% employer match about $64,129 at 4% or $42,753 at 6%; with 100% employer match about $48,097 at 4% or $32,065 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $967,824 | $30,782 | $3,848iApproximate average salary by contribution assumption: employee only about $96,194 at 4% or $64,129 at 6%; with 50% employer match about $64,129 at 4% or $42,753 at 6%; with 100% employer match about $48,097 at 4% or $32,065 at 6%. |
| 2021 | 1 | 9 | $1,289,676 | $52,591 | $5,843iApproximate average salary by contribution assumption: employee only about $146,086 at 4% or $97,391 at 6%; with 50% employer match about $97,391 at 4% or $64,927 at 6%; with 100% employer match about $73,043 at 4% or $48,695 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $1,289,676 | $52,591 | $5,843iApproximate average salary by contribution assumption: employee only about $146,086 at 4% or $97,391 at 6%; with 50% employer match about $97,391 at 4% or $64,927 at 6%; with 100% employer match about $73,043 at 4% or $48,695 at 6%. |
| 2020 | 1 | 9 | $1,049,018 | $55,117 | $6,124iApproximate average salary by contribution assumption: employee only about $153,103 at 4% or $102,069 at 6%; with 50% employer match about $102,069 at 4% or $68,046 at 6%; with 100% employer match about $76,551 at 4% or $51,034 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $1,049,018 | $55,117 | $6,124iApproximate average salary by contribution assumption: employee only about $153,103 at 4% or $102,069 at 6%; with 50% employer match about $102,069 at 4% or $68,046 at 6%; with 100% employer match about $76,551 at 4% or $51,034 at 6%. |
| 2019 | 1 | 10 | $950,948 | $56,562 | $5,656iApproximate average salary by contribution assumption: employee only about $141,405 at 4% or $94,270 at 6%; with 50% employer match about $94,270 at 4% or $62,847 at 6%; with 100% employer match about $70,703 at 4% or $47,135 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $950,948 | $56,562 | $5,656iApproximate average salary by contribution assumption: employee only about $141,405 at 4% or $94,270 at 6%; with 50% employer match about $94,270 at 4% or $62,847 at 6%; with 100% employer match about $70,703 at 4% or $47,135 at 6%. |
| 2018 | 1 | 10 | $728,283 | $48,664 | $4,866iApproximate average salary by contribution assumption: employee only about $121,660 at 4% or $81,107 at 6%; with 50% employer match about $81,107 at 4% or $54,071 at 6%; with 100% employer match about $60,830 at 4% or $40,553 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $728,283 | $48,664 | $4,866iApproximate average salary by contribution assumption: employee only about $121,660 at 4% or $81,107 at 6%; with 50% employer match about $81,107 at 4% or $54,071 at 6%; with 100% employer match about $60,830 at 4% or $40,553 at 6%. |
| 2017 | 1 | 10 | $720,910 | $51,279 | $5,128iApproximate average salary by contribution assumption: employee only about $128,197 at 4% or $85,465 at 6%; with 50% employer match about $85,465 at 4% or $56,977 at 6%; with 100% employer match about $64,099 at 4% or $42,733 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $720,910 | $51,279 | $5,128iApproximate average salary by contribution assumption: employee only about $128,197 at 4% or $85,465 at 6%; with 50% employer match about $85,465 at 4% or $56,977 at 6%; with 100% employer match about $64,099 at 4% or $42,733 at 6%. |
| 2016 | 1 | 10 | $585,071 | $66,640 | $6,664iApproximate average salary by contribution assumption: employee only about $166,600 at 4% or $111,067 at 6%; with 50% employer match about $111,067 at 4% or $74,044 at 6%; with 100% employer match about $83,300 at 4% or $55,533 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $585,071 | $66,640 | $6,664iApproximate average salary by contribution assumption: employee only about $166,600 at 4% or $111,067 at 6%; with 50% employer match about $111,067 at 4% or $74,044 at 6%; with 100% employer match about $83,300 at 4% or $55,533 at 6%. |
| 2015 | 1 | 10 | $476,947 | $38,763 | $3,876iApproximate average salary by contribution assumption: employee only about $96,908 at 4% or $64,605 at 6%; with 50% employer match about $64,605 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,303 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $476,947 | $38,763 | $3,876iApproximate average salary by contribution assumption: employee only about $96,908 at 4% or $64,605 at 6%; with 50% employer match about $64,605 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,303 at 6%. |
| 2014 | 1 | 9 | $444,655 | $35,625 | $3,958iApproximate average salary by contribution assumption: employee only about $98,958 at 4% or $65,972 at 6%; with 50% employer match about $65,972 at 4% or $43,981 at 6%; with 100% employer match about $49,479 at 4% or $32,986 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $444,655 | $35,625 | $3,958iApproximate average salary by contribution assumption: employee only about $98,958 at 4% or $65,972 at 6%; with 50% employer match about $65,972 at 4% or $43,981 at 6%; with 100% employer match about $49,479 at 4% or $32,986 at 6%. |
| 2013 | 1 | 9 | $389,320 | $42,271 | $4,697iApproximate average salary by contribution assumption: employee only about $117,419 at 4% or $78,280 at 6%; with 50% employer match about $78,280 at 4% or $52,186 at 6%; with 100% employer match about $58,710 at 4% or $39,140 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $389,320 | $42,271 | $4,697iApproximate average salary by contribution assumption: employee only about $117,419 at 4% or $78,280 at 6%; with 50% employer match about $78,280 at 4% or $52,186 at 6%; with 100% employer match about $58,710 at 4% or $39,140 at 6%. |
| 2012 | 1 | 10 | $296,858 | $21,325 | $2,133iApproximate average salary by contribution assumption: employee only about $53,313 at 4% or $35,542 at 6%; with 50% employer match about $35,542 at 4% or $23,694 at 6%; with 100% employer match about $26,656 at 4% or $17,771 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $296,858 | $21,325 | $2,133iApproximate average salary by contribution assumption: employee only about $53,313 at 4% or $35,542 at 6%; with 50% employer match about $35,542 at 4% or $23,694 at 6%; with 100% employer match about $26,656 at 4% or $17,771 at 6%. |
| 2011 | 1 | 9 | $253,586 | $12,785 | $1,421iApproximate average salary by contribution assumption: employee only about $35,514 at 4% or $23,676 at 6%; with 50% employer match about $23,676 at 4% or $15,784 at 6%; with 100% employer match about $17,757 at 4% or $11,838 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $253,586 | $12,785 | $1,421iApproximate average salary by contribution assumption: employee only about $35,514 at 4% or $23,676 at 6%; with 50% employer match about $23,676 at 4% or $15,784 at 6%; with 100% employer match about $17,757 at 4% or $11,838 at 6%. |
| 2010 | 1 | 7 | $274,369 | $22,058 | $3,151iApproximate average salary by contribution assumption: employee only about $78,779 at 4% or $52,519 at 6%; with 50% employer match about $52,519 at 4% or $35,013 at 6%; with 100% employer match about $39,389 at 4% or $26,260 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $274,369 | $22,058 | $3,151iApproximate average salary by contribution assumption: employee only about $78,779 at 4% or $52,519 at 6%; with 50% employer match about $52,519 at 4% or $35,013 at 6%; with 100% employer match about $39,389 at 4% or $26,260 at 6%. |
| 2009 | 1 | 6 | $221,678 | $14,632 | $2,439iApproximate average salary by contribution assumption: employee only about $60,967 at 4% or $40,644 at 6%; with 50% employer match about $40,644 at 4% or $27,096 at 6%; with 100% employer match about $30,483 at 4% or $20,322 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $221,678 | $14,632 | $2,439iApproximate average salary by contribution assumption: employee only about $60,967 at 4% or $40,644 at 6%; with 50% employer match about $40,644 at 4% or $27,096 at 6%; with 100% employer match about $30,483 at 4% or $20,322 at 6%. |
| 2008 | 1 | 6 | $173,976 | $19,600 | $3,267iApproximate average salary by contribution assumption: employee only about $81,667 at 4% or $54,444 at 6%; with 50% employer match about $54,444 at 4% or $36,296 at 6%; with 100% employer match about $40,833 at 4% or $27,222 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $173,976 | $19,600 | $3,267iApproximate average salary by contribution assumption: employee only about $81,667 at 4% or $54,444 at 6%; with 50% employer match about $54,444 at 4% or $36,296 at 6%; with 100% employer match about $40,833 at 4% or $27,222 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 2006 | 1 | 15 | $249,539 | $26,458 | $1,764iApproximate average salary by contribution assumption: employee only about $44,097 at 4% or $29,398 at 6%; with 50% employer match about $29,398 at 4% or $19,599 at 6%; with 100% employer match about $22,048 at 4% or $14,699 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 15 | $249,539 | $26,458 | $1,764iApproximate average salary by contribution assumption: employee only about $44,097 at 4% or $29,398 at 6%; with 50% employer match about $29,398 at 4% or $19,599 at 6%; with 100% employer match about $22,048 at 4% or $14,699 at 6%. |
| 2005 | 1 | 16 | $317,767 | $46,333 | $2,896iApproximate average salary by contribution assumption: employee only about $72,395 at 4% or $48,264 at 6%; with 50% employer match about $48,264 at 4% or $32,176 at 6%; with 100% employer match about $36,198 at 4% or $24,132 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 16 | $317,767 | $46,333 | $2,896iApproximate average salary by contribution assumption: employee only about $72,395 at 4% or $48,264 at 6%; with 50% employer match about $48,264 at 4% or $32,176 at 6%; with 100% employer match about $36,198 at 4% or $24,132 at 6%. |
| 2004 | 1 | 20 | $295,345 | $73,824 | $3,691iApproximate average salary by contribution assumption: employee only about $92,280 at 4% or $61,520 at 6%; with 50% employer match about $61,520 at 4% or $41,013 at 6%; with 100% employer match about $46,140 at 4% or $30,760 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 20 | $295,345 | $73,824 | $3,691iApproximate average salary by contribution assumption: employee only about $92,280 at 4% or $61,520 at 6%; with 50% employer match about $61,520 at 4% or $41,013 at 6%; with 100% employer match about $46,140 at 4% or $30,760 at 6%. |
| 2003 | 1 | 18 | $346,892 | $80,711 | $4,484iApproximate average salary by contribution assumption: employee only about $112,099 at 4% or $74,732 at 6%; with 50% employer match about $74,732 at 4% or $49,822 at 6%; with 100% employer match about $56,049 at 4% or $37,366 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 18 | $346,892 | $80,711 | $4,484iApproximate average salary by contribution assumption: employee only about $112,099 at 4% or $74,732 at 6%; with 50% employer match about $74,732 at 4% or $49,822 at 6%; with 100% employer match about $56,049 at 4% or $37,366 at 6%. |
| 2002 | 1 | 21 | $235,496 | $59,404 | $2,829iApproximate average salary by contribution assumption: employee only about $70,719 at 4% or $47,146 at 6%; with 50% employer match about $47,146 at 4% or $31,431 at 6%; with 100% employer match about $35,360 at 4% or $23,573 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 21 | $235,496 | $59,404 | $2,829iApproximate average salary by contribution assumption: employee only about $70,719 at 4% or $47,146 at 6%; with 50% employer match about $47,146 at 4% or $31,431 at 6%; with 100% employer match about $35,360 at 4% or $23,573 at 6%. |
| 2001 | 1 | 15 | $222,010 | $56,133 | $3,742iApproximate average salary by contribution assumption: employee only about $93,555 at 4% or $62,370 at 6%; with 50% employer match about $62,370 at 4% or $41,580 at 6%; with 100% employer match about $46,778 at 4% or $31,185 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 15 | $222,010 | $56,133 | $3,742iApproximate average salary by contribution assumption: employee only about $93,555 at 4% or $62,370 at 6%; with 50% employer match about $62,370 at 4% or $41,580 at 6%; with 100% employer match about $46,778 at 4% or $31,185 at 6%. |
| 2000 | 1 | 13 | $160,450 | $62,482 | $4,806iApproximate average salary by contribution assumption: employee only about $120,158 at 4% or $80,105 at 6%; with 50% employer match about $80,105 at 4% or $53,403 at 6%; with 100% employer match about $60,079 at 4% or $40,053 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 13 | $160,450 | $62,482 | $4,806iApproximate average salary by contribution assumption: employee only about $120,158 at 4% or $80,105 at 6%; with 50% employer match about $80,105 at 4% or $53,403 at 6%; with 100% employer match about $60,079 at 4% or $40,053 at 6%. |
| 1999 | 1 | 15 | $104,458 | $61,775 | $4,118iApproximate average salary by contribution assumption: employee only about $102,958 at 4% or $68,639 at 6%; with 50% employer match about $68,639 at 4% or $45,759 at 6%; with 100% employer match about $51,479 at 4% or $34,319 at 6%. |
| Burton Goldstein & Co LLC 401(K) Profit Sharing Plan & Trust | - | 15 | $104,458 | $61,775 | $4,118iApproximate average salary by contribution assumption: employee only about $102,958 at 4% or $68,639 at 6%; with 50% employer match about $68,639 at 4% or $45,759 at 6%; with 100% employer match about $51,479 at 4% or $34,319 at 6%. |