Jack Goldstein
Plan context: Goldstein & Wallman Money Purchase Pension Plan
EIN 13-3686474 • New York, NY • 46 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$486,457
2021 Contributions
$789
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 1 | $486,457 | $789 | $789iApproximate average salary by contribution assumption: employee only about $19,725 at 4% or $13,150 at 6%; with 50% employer match about $13,150 at 4% or $8,767 at 6%; with 100% employer match about $9,863 at 4% or $6,575 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $273,647 | $316 | $316iApproximate average salary by contribution assumption: employee only about $7,900 at 4% or $5,267 at 6%; with 50% employer match about $5,267 at 4% or $3,511 at 6%; with 100% employer match about $3,950 at 4% or $2,633 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $212,810 | $473 | $473iApproximate average salary by contribution assumption: employee only about $11,825 at 4% or $7,883 at 6%; with 50% employer match about $7,883 at 4% or $5,256 at 6%; with 100% employer match about $5,913 at 4% or $3,942 at 6%. |
| 2020 | 2 | 1 | $413,922 | $5,527 | $5,527iApproximate average salary by contribution assumption: employee only about $138,175 at 4% or $92,117 at 6%; with 50% employer match about $92,117 at 4% or $61,411 at 6%; with 100% employer match about $69,088 at 4% or $46,058 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $232,897 | $2,211 | $2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,638 at 4% or $18,425 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $181,025 | $3,316 | $3,316iApproximate average salary by contribution assumption: employee only about $82,900 at 4% or $55,267 at 6%; with 50% employer match about $55,267 at 4% or $36,844 at 6%; with 100% employer match about $41,450 at 4% or $27,633 at 6%. |
| 2019 | 2 | 1 | $409,387 | $7,198 | $7,198iApproximate average salary by contribution assumption: employee only about $179,950 at 4% or $119,967 at 6%; with 50% employer match about $119,967 at 4% or $79,978 at 6%; with 100% employer match about $89,975 at 4% or $59,983 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $209,816 | $4,319 | $4,319iApproximate average salary by contribution assumption: employee only about $107,975 at 4% or $71,983 at 6%; with 50% employer match about $71,983 at 4% or $47,989 at 6%; with 100% employer match about $53,988 at 4% or $35,992 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $199,571 | $2,879 | $2,879iApproximate average salary by contribution assumption: employee only about $71,975 at 4% or $47,983 at 6%; with 50% employer match about $47,983 at 4% or $31,989 at 6%; with 100% employer match about $35,988 at 4% or $23,992 at 6%. |
| 2018 | 2 | 1 | $376,741 | $14,986 | $14,986iApproximate average salary by contribution assumption: employee only about $374,650 at 4% or $249,767 at 6%; with 50% employer match about $249,767 at 4% or $166,511 at 6%; with 100% employer match about $187,325 at 4% or $124,883 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $218,291 | $8,992 | $8,992iApproximate average salary by contribution assumption: employee only about $224,800 at 4% or $149,867 at 6%; with 50% employer match about $149,867 at 4% or $99,911 at 6%; with 100% employer match about $112,400 at 4% or $74,933 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $158,450 | $5,994 | $5,994iApproximate average salary by contribution assumption: employee only about $149,850 at 4% or $99,900 at 6%; with 50% employer match about $99,900 at 4% or $66,600 at 6%; with 100% employer match about $74,925 at 4% or $49,950 at 6%. |
| 2017 | 2 | 1 | $462,874 | $24,966 | $24,966iApproximate average salary by contribution assumption: employee only about $624,150 at 4% or $416,100 at 6%; with 50% employer match about $416,100 at 4% or $277,400 at 6%; with 100% employer match about $312,075 at 4% or $208,050 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $290,214 | $14,980 | $14,980iApproximate average salary by contribution assumption: employee only about $374,500 at 4% or $249,667 at 6%; with 50% employer match about $249,667 at 4% or $166,444 at 6%; with 100% employer match about $187,250 at 4% or $124,833 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $172,660 | $9,986 | $9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%. |
| 2016 | 2 | 1 | $370,653 | $6,410 | $6,410iApproximate average salary by contribution assumption: employee only about $160,250 at 4% or $106,833 at 6%; with 50% employer match about $106,833 at 4% or $71,222 at 6%; with 100% employer match about $80,125 at 4% or $53,417 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $232,315 | $3,846 | $3,846iApproximate average salary by contribution assumption: employee only about $96,150 at 4% or $64,100 at 6%; with 50% employer match about $64,100 at 4% or $42,733 at 6%; with 100% employer match about $48,075 at 4% or $32,050 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $138,338 | $2,564 | $2,564iApproximate average salary by contribution assumption: employee only about $64,100 at 4% or $42,733 at 6%; with 50% employer match about $42,733 at 4% or $28,489 at 6%; with 100% employer match about $32,050 at 4% or $21,367 at 6%. |
| 2015 | 2 | 1 | $402,209 | $21,209 | $21,209iApproximate average salary by contribution assumption: employee only about $530,225 at 4% or $353,483 at 6%; with 50% employer match about $353,483 at 4% or $235,656 at 6%; with 100% employer match about $265,113 at 4% or $176,742 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $227,631 | $12,725 | $12,725iApproximate average salary by contribution assumption: employee only about $318,125 at 4% or $212,083 at 6%; with 50% employer match about $212,083 at 4% or $141,389 at 6%; with 100% employer match about $159,063 at 4% or $106,042 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $174,578 | $8,484 | $8,484iApproximate average salary by contribution assumption: employee only about $212,100 at 4% or $141,400 at 6%; with 50% employer match about $141,400 at 4% or $94,267 at 6%; with 100% employer match about $106,050 at 4% or $70,700 at 6%. |
| 2014 | 2 | 1 | $411,849 | $18,405 | $18,405iApproximate average salary by contribution assumption: employee only about $460,125 at 4% or $306,750 at 6%; with 50% employer match about $306,750 at 4% or $204,500 at 6%; with 100% employer match about $230,063 at 4% or $153,375 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $232,482 | $11,043 | $11,043iApproximate average salary by contribution assumption: employee only about $276,075 at 4% or $184,050 at 6%; with 50% employer match about $184,050 at 4% or $122,700 at 6%; with 100% employer match about $138,038 at 4% or $92,025 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $179,367 | $7,362 | $7,362iApproximate average salary by contribution assumption: employee only about $184,050 at 4% or $122,700 at 6%; with 50% employer match about $122,700 at 4% or $81,800 at 6%; with 100% employer match about $92,025 at 4% or $61,350 at 6%. |
| 2013 | 2 | 1 | $492,271 | $16,810 | $16,810iApproximate average salary by contribution assumption: employee only about $420,250 at 4% or $280,167 at 6%; with 50% employer match about $280,167 at 4% or $186,778 at 6%; with 100% employer match about $210,125 at 4% or $140,083 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $288,269 | $10,086 | $10,086iApproximate average salary by contribution assumption: employee only about $252,150 at 4% or $168,100 at 6%; with 50% employer match about $168,100 at 4% or $112,067 at 6%; with 100% employer match about $126,075 at 4% or $84,050 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $204,002 | $6,724 | $6,724iApproximate average salary by contribution assumption: employee only about $168,100 at 4% or $112,067 at 6%; with 50% employer match about $112,067 at 4% or $74,711 at 6%; with 100% employer match about $84,050 at 4% or $56,033 at 6%. |
| 2012 | 2 | 1 | $527,983 | $29,723 | $29,723iApproximate average salary by contribution assumption: employee only about $743,075 at 4% or $495,383 at 6%; with 50% employer match about $495,383 at 4% or $330,256 at 6%; with 100% employer match about $371,538 at 4% or $247,692 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $294,070 | $17,834 | $17,834iApproximate average salary by contribution assumption: employee only about $445,850 at 4% or $297,233 at 6%; with 50% employer match about $297,233 at 4% or $198,156 at 6%; with 100% employer match about $222,925 at 4% or $148,617 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $233,913 | $11,889 | $11,889iApproximate average salary by contribution assumption: employee only about $297,225 at 4% or $198,150 at 6%; with 50% employer match about $198,150 at 4% or $132,100 at 6%; with 100% employer match about $148,613 at 4% or $99,075 at 6%. |
| 2011 | 2 | 1 | $489,974 | $19,058 | $19,058iApproximate average salary by contribution assumption: employee only about $476,450 at 4% or $317,633 at 6%; with 50% employer match about $317,633 at 4% or $211,756 at 6%; with 100% employer match about $238,225 at 4% or $158,817 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $284,795 | $11,435 | $11,435iApproximate average salary by contribution assumption: employee only about $285,875 at 4% or $190,583 at 6%; with 50% employer match about $190,583 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $205,179 | $7,623 | $7,623iApproximate average salary by contribution assumption: employee only about $190,575 at 4% or $127,050 at 6%; with 50% employer match about $127,050 at 4% or $84,700 at 6%; with 100% employer match about $95,288 at 4% or $63,525 at 6%. |
| 2010 | 2 | 1 | $508,330 | $14,823 | $14,823iApproximate average salary by contribution assumption: employee only about $370,575 at 4% or $247,050 at 6%; with 50% employer match about $247,050 at 4% or $164,700 at 6%; with 100% employer match about $185,288 at 4% or $123,525 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $300,808 | $8,894 | $8,894iApproximate average salary by contribution assumption: employee only about $222,350 at 4% or $148,233 at 6%; with 50% employer match about $148,233 at 4% or $98,822 at 6%; with 100% employer match about $111,175 at 4% or $74,117 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $207,522 | $5,929 | $5,929iApproximate average salary by contribution assumption: employee only about $148,225 at 4% or $98,817 at 6%; with 50% employer match about $98,817 at 4% or $65,878 at 6%; with 100% employer match about $74,113 at 4% or $49,408 at 6%. |
| 2009 | 2 | 1 | $447,713 | $17,230 | $17,230iApproximate average salary by contribution assumption: employee only about $430,750 at 4% or $287,167 at 6%; with 50% employer match about $287,167 at 4% or $191,444 at 6%; with 100% employer match about $215,375 at 4% or $143,583 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $265,101 | $10,338 | $10,338iApproximate average salary by contribution assumption: employee only about $258,450 at 4% or $172,300 at 6%; with 50% employer match about $172,300 at 4% or $114,867 at 6%; with 100% employer match about $129,225 at 4% or $86,150 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $182,612 | $6,892 | $6,892iApproximate average salary by contribution assumption: employee only about $172,300 at 4% or $114,867 at 6%; with 50% employer match about $114,867 at 4% or $76,578 at 6%; with 100% employer match about $86,150 at 4% or $57,433 at 6%. |
| 2008 | 2 | 0 | $140,985 | $11,307 | - |
| Goldstein & Wallman Money Purchase Pension Plan | - | 0 | $140,985 | $11,307 | - |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 0 | - | - | - |
| Goldstein & Wallman Money Purchase Pension Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $557,408 | $31,641 | - |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 0 | $321,876 | $18,985 | - |
| Goldstein & Wallman Money Purchase Pension Plan | - | 0 | $235,532 | $12,656 | - |
| 2005 | 2 | 2 | $481,158 | $21,815 | $10,908iApproximate average salary by contribution assumption: employee only about $272,688 at 4% or $181,792 at 6%; with 50% employer match about $181,792 at 4% or $121,194 at 6%; with 100% employer match about $136,344 at 4% or $90,896 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 2 | $273,583 | $13,089 | $6,545iApproximate average salary by contribution assumption: employee only about $163,613 at 4% or $109,075 at 6%; with 50% employer match about $109,075 at 4% or $72,717 at 6%; with 100% employer match about $81,806 at 4% or $54,538 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 2 | $207,575 | $8,726 | $4,363iApproximate average salary by contribution assumption: employee only about $109,075 at 4% or $72,717 at 6%; with 50% employer match about $72,717 at 4% or $48,478 at 6%; with 100% employer match about $54,538 at 4% or $36,358 at 6%. |
| 2004 | 2 | 2 | $454,675 | $41,000 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 2 | $257,744 | $24,600 | $12,300iApproximate average salary by contribution assumption: employee only about $307,500 at 4% or $205,000 at 6%; with 50% employer match about $205,000 at 4% or $136,667 at 6%; with 100% employer match about $153,750 at 4% or $102,500 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 2 | $196,931 | $16,400 | $8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%. |
| 2003 | 2 | 2 | $0 | $0 | - |
| Goldstein & Wallman Money Purchase Pension Plan | - | 2 | - | - | - |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 2 | - | - | - |
| 2002 | 2 | 2 | $314,743 | $39,325 | $19,663iApproximate average salary by contribution assumption: employee only about $491,563 at 4% or $327,708 at 6%; with 50% employer match about $327,708 at 4% or $218,472 at 6%; with 100% employer match about $245,781 at 4% or $163,854 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 2 | $177,099 | $23,595 | $11,798iApproximate average salary by contribution assumption: employee only about $294,938 at 4% or $196,625 at 6%; with 50% employer match about $196,625 at 4% or $131,083 at 6%; with 100% employer match about $147,469 at 4% or $98,313 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 2 | $137,644 | $15,730 | $7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Goldstein & Wallman Money Purchase Pension Plan | - | 0 | - | - | - |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 1 | $158,763 | $8,065 | $8,065iApproximate average salary by contribution assumption: employee only about $201,625 at 4% or $134,417 at 6%; with 50% employer match about $134,417 at 4% or $89,611 at 6%; with 100% employer match about $100,813 at 4% or $67,208 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $158,763 | $8,065 | $8,065iApproximate average salary by contribution assumption: employee only about $201,625 at 4% or $134,417 at 6%; with 50% employer match about $134,417 at 4% or $89,611 at 6%; with 100% employer match about $100,813 at 4% or $67,208 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | - | - | - |
| 1999 | 2 | 1 | $388,867 | $23,999 | $23,999iApproximate average salary by contribution assumption: employee only about $599,975 at 4% or $399,983 at 6%; with 50% employer match about $399,983 at 4% or $266,656 at 6%; with 100% employer match about $299,988 at 4% or $199,992 at 6%. |
| Goldstern & Wallman Profit Sharing Pension Plan | - | 1 | $213,290 | $14,399 | $14,399iApproximate average salary by contribution assumption: employee only about $359,975 at 4% or $239,983 at 6%; with 50% employer match about $239,983 at 4% or $159,989 at 6%; with 100% employer match about $179,988 at 4% or $119,992 at 6%. |
| Goldstein & Wallman Money Purchase Pension Plan | - | 1 | $175,577 | $9,600 | $9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%. |