Civic Intelligence

Goldstein & Morris, CPA PC.

Plan context: GOLDSTEIN & MORRIS DEFINED BENEFIT PLAN

EIN 13-3664787 • 9 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

6

2004 Assets

$1,021,333

2004 Contributions

$241,462

Historical Graphs

Total Assets Over Time

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

$1,021,333$510,667$0199920022004YearValue
$1,021,333Latest year 2004

Participants Over Time

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

950199920022004YearValue
6Latest year 2004

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
200436$1,021,333$241,462$40,244iApproximate average salary by contribution assumption: employee only about $1,006,092 at 4% or $670,728 at 6%; with 50% employer match about $670,728 at 4% or $447,152 at 6%; with 100% employer match about $503,046 at 4% or $335,364 at 6%.
GOLDSTEIN & MORRIS DEFINED BENEFIT PLAN-3$500,977$201,000$67,000iApproximate average salary by contribution assumption: employee only about $1,675,000 at 4% or $1,116,667 at 6%; with 50% employer match about $1,116,667 at 4% or $744,444 at 6%; with 100% employer match about $837,500 at 4% or $558,333 at 6%.
Goldstein & Morris Retirement Plan-6$476,626$32,242$5,374iApproximate average salary by contribution assumption: employee only about $134,342 at 4% or $89,561 at 6%; with 50% employer match about $89,561 at 4% or $59,707 at 6%; with 100% employer match about $67,171 at 4% or $44,781 at 6%.
GOLDSTEIN & MORRIS, CPAS PC PROFIT SHARING PLAN-3$43,730$8,220$2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%.
200339$685,340$263,857$29,317iApproximate average salary by contribution assumption: employee only about $732,936 at 4% or $488,624 at 6%; with 50% employer match about $488,624 at 4% or $325,749 at 6%; with 100% employer match about $366,468 at 4% or $244,312 at 6%.
Goldstein & Morris Retirement Plan-9$449,695$49,675$5,519iApproximate average salary by contribution assumption: employee only about $137,986 at 4% or $91,991 at 6%; with 50% employer match about $91,991 at 4% or $61,327 at 6%; with 100% employer match about $68,993 at 4% or $45,995 at 6%.
GOLDSTEIN & MORRIS DEFINED BENEFIT PLAN-4$210,291$190,882$47,721iApproximate average salary by contribution assumption: employee only about $1,193,013 at 4% or $795,342 at 6%; with 50% employer match about $795,342 at 4% or $530,228 at 6%; with 100% employer match about $596,506 at 4% or $397,671 at 6%.
GOLDSTEIN & MORRIS, CPAS PC PROFIT SHARING PLAN-5$25,354$23,300$4,660iApproximate average salary by contribution assumption: employee only about $116,500 at 4% or $77,667 at 6%; with 50% employer match about $77,667 at 4% or $51,778 at 6%; with 100% employer match about $58,250 at 4% or $38,833 at 6%.
200219$328,994$56,335$6,259iApproximate average salary by contribution assumption: employee only about $156,486 at 4% or $104,324 at 6%; with 50% employer match about $104,324 at 4% or $69,549 at 6%; with 100% employer match about $78,243 at 4% or $52,162 at 6%.
Goldstein & Morris Retirement Plan-9$328,994$56,335$6,259iApproximate average salary by contribution assumption: employee only about $156,486 at 4% or $104,324 at 6%; with 50% employer match about $104,324 at 4% or $69,549 at 6%; with 100% employer match about $78,243 at 4% or $52,162 at 6%.
200117$329,604$42,800$6,114iApproximate average salary by contribution assumption: employee only about $152,857 at 4% or $101,905 at 6%; with 50% employer match about $101,905 at 4% or $67,937 at 6%; with 100% employer match about $76,429 at 4% or $50,952 at 6%.
Goldstein & Morris Retirement Plan-7$329,604$42,800$6,114iApproximate average salary by contribution assumption: employee only about $152,857 at 4% or $101,905 at 6%; with 50% employer match about $101,905 at 4% or $67,937 at 6%; with 100% employer match about $76,429 at 4% or $50,952 at 6%.
199919$525,602$45,500$5,056iApproximate average salary by contribution assumption: employee only about $126,389 at 4% or $84,259 at 6%; with 50% employer match about $84,259 at 4% or $56,173 at 6%; with 100% employer match about $63,194 at 4% or $42,130 at 6%.
Goldstein & Morris Retirement Plan-9$525,602$45,500$5,056iApproximate average salary by contribution assumption: employee only about $126,389 at 4% or $84,259 at 6%; with 50% employer match about $84,259 at 4% or $56,173 at 6%; with 100% employer match about $63,194 at 4% or $42,130 at 6%.