Civic Intelligence

Richard S. Goldstein PC.

Plan context: GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN

EIN 13-3743502 • New York, NY • 28 filings • 5 plans

145 W. 57th Street8th FloorNew York, NY 10019
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,054,644

2024 Contributions

$289,020

Historical Graphs

Total Assets Over Time

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

$8,476,207$4,238,104$0199920132024YearValue
$2,054,644Latest year 2024

Participants Over Time

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

19100199920122024YearValue
15Latest 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
2024115$2,054,644$289,020$19,268iApproximate average salary by contribution assumption: employee only about $481,700 at 4% or $321,133 at 6%; with 50% employer match about $321,133 at 4% or $214,089 at 6%; with 100% employer match about $240,850 at 4% or $160,567 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-15$2,054,644$289,020$19,268iApproximate average salary by contribution assumption: employee only about $481,700 at 4% or $321,133 at 6%; with 50% employer match about $321,133 at 4% or $214,089 at 6%; with 100% employer match about $240,850 at 4% or $160,567 at 6%.
2023119$1,620,563$249,326$13,122iApproximate average salary by contribution assumption: employee only about $328,061 at 4% or $218,707 at 6%; with 50% employer match about $218,707 at 4% or $145,805 at 6%; with 100% employer match about $164,030 at 4% or $109,354 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-19$1,620,563$249,326$13,122iApproximate average salary by contribution assumption: employee only about $328,061 at 4% or $218,707 at 6%; with 50% employer match about $218,707 at 4% or $145,805 at 6%; with 100% employer match about $164,030 at 4% or $109,354 at 6%.
2022117$1,237,212$220,966$12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-17$1,237,212$220,966$12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%.
2021118$1,316,346$204,732$11,374iApproximate average salary by contribution assumption: employee only about $284,350 at 4% or $189,567 at 6%; with 50% employer match about $189,567 at 4% or $126,378 at 6%; with 100% employer match about $142,175 at 4% or $94,783 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-18$1,316,346$204,732$11,374iApproximate average salary by contribution assumption: employee only about $284,350 at 4% or $189,567 at 6%; with 50% employer match about $189,567 at 4% or $126,378 at 6%; with 100% employer match about $142,175 at 4% or $94,783 at 6%.
2020116$995,515$176,436$11,027iApproximate average salary by contribution assumption: employee only about $275,681 at 4% or $183,788 at 6%; with 50% employer match about $183,788 at 4% or $122,525 at 6%; with 100% employer match about $137,841 at 4% or $91,894 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-16$995,515$176,436$11,027iApproximate average salary by contribution assumption: employee only about $275,681 at 4% or $183,788 at 6%; with 50% employer match about $183,788 at 4% or $122,525 at 6%; with 100% employer match about $137,841 at 4% or $91,894 at 6%.
2019114$747,815$163,265$11,662iApproximate average salary by contribution assumption: employee only about $291,545 at 4% or $194,363 at 6%; with 50% employer match about $194,363 at 4% or $129,575 at 6%; with 100% employer match about $145,772 at 4% or $97,182 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-14$747,815$163,265$11,662iApproximate average salary by contribution assumption: employee only about $291,545 at 4% or $194,363 at 6%; with 50% employer match about $194,363 at 4% or $129,575 at 6%; with 100% employer match about $145,772 at 4% or $97,182 at 6%.
2018113$531,288$51,563$3,966iApproximate average salary by contribution assumption: employee only about $99,160 at 4% or $66,106 at 6%; with 50% employer match about $66,106 at 4% or $44,071 at 6%; with 100% employer match about $49,580 at 4% or $33,053 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-13$531,288$51,563$3,966iApproximate average salary by contribution assumption: employee only about $99,160 at 4% or $66,106 at 6%; with 50% employer match about $66,106 at 4% or $44,071 at 6%; with 100% employer match about $49,580 at 4% or $33,053 at 6%.
2017211$628,895$144,503$13,137iApproximate average salary by contribution assumption: employee only about $328,416 at 4% or $218,944 at 6%; with 50% employer match about $218,944 at 4% or $145,963 at 6%; with 100% employer match about $164,208 at 4% or $109,472 at 6%.
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-11$628,895$144,503$13,137iApproximate average salary by contribution assumption: employee only about $328,416 at 4% or $218,944 at 6%; with 50% employer match about $218,944 at 4% or $145,963 at 6%; with 100% employer match about $164,208 at 4% or $109,472 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-0$0$0-
2016210$7,884,542$102,154$10,215iApproximate average salary by contribution assumption: employee only about $255,385 at 4% or $170,257 at 6%; with 50% employer match about $170,257 at 4% or $113,504 at 6%; with 100% employer match about $127,693 at 4% or $85,128 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-9$7,782,388$0-
GOLDSTEIN & LEE, P. C. 401(K) PROFIT SHARING PLAN-10$102,154$102,154$10,215iApproximate average salary by contribution assumption: employee only about $255,385 at 4% or $170,257 at 6%; with 50% employer match about $170,257 at 4% or $113,504 at 6%; with 100% employer match about $127,693 at 4% or $85,128 at 6%.
2015110$7,741,977$93,646$9,365iApproximate average salary by contribution assumption: employee only about $234,115 at 4% or $156,077 at 6%; with 50% employer match about $156,077 at 4% or $104,051 at 6%; with 100% employer match about $117,058 at 4% or $78,038 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-10$7,741,977$93,646$9,365iApproximate average salary by contribution assumption: employee only about $234,115 at 4% or $156,077 at 6%; with 50% employer match about $156,077 at 4% or $104,051 at 6%; with 100% employer match about $117,058 at 4% or $78,038 at 6%.
201417$8,476,207$104,619$14,946iApproximate average salary by contribution assumption: employee only about $373,639 at 4% or $249,093 at 6%; with 50% employer match about $249,093 at 4% or $166,062 at 6%; with 100% employer match about $186,820 at 4% or $124,546 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-7$8,476,207$104,619$14,946iApproximate average salary by contribution assumption: employee only about $373,639 at 4% or $249,093 at 6%; with 50% employer match about $249,093 at 4% or $166,062 at 6%; with 100% employer match about $186,820 at 4% or $124,546 at 6%.
201316$7,359,363$99,076$16,513iApproximate average salary by contribution assumption: employee only about $412,817 at 4% or $275,211 at 6%; with 50% employer match about $275,211 at 4% or $183,474 at 6%; with 100% employer match about $206,408 at 4% or $137,606 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-6$7,359,363$99,076$16,513iApproximate average salary by contribution assumption: employee only about $412,817 at 4% or $275,211 at 6%; with 50% employer match about $275,211 at 4% or $183,474 at 6%; with 100% employer match about $206,408 at 4% or $137,606 at 6%.
201217$5,646,691$97,129$13,876iApproximate average salary by contribution assumption: employee only about $346,889 at 4% or $231,260 at 6%; with 50% employer match about $231,260 at 4% or $154,173 at 6%; with 100% employer match about $173,445 at 4% or $115,630 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-7$5,646,691$97,129$13,876iApproximate average salary by contribution assumption: employee only about $346,889 at 4% or $231,260 at 6%; with 50% employer match about $231,260 at 4% or $154,173 at 6%; with 100% employer match about $173,445 at 4% or $115,630 at 6%.
201117$4,884,734$88,265$12,609iApproximate average salary by contribution assumption: employee only about $315,232 at 4% or $210,155 at 6%; with 50% employer match about $210,155 at 4% or $140,103 at 6%; with 100% employer match about $157,616 at 4% or $105,077 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-7$4,884,734$88,265$12,609iApproximate average salary by contribution assumption: employee only about $315,232 at 4% or $210,155 at 6%; with 50% employer match about $210,155 at 4% or $140,103 at 6%; with 100% employer match about $157,616 at 4% or $105,077 at 6%.
201015$4,637,151$82,719$16,544iApproximate average salary by contribution assumption: employee only about $413,595 at 4% or $275,730 at 6%; with 50% employer match about $275,730 at 4% or $183,820 at 6%; with 100% employer match about $206,798 at 4% or $137,865 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-5$4,637,151$82,719$16,544iApproximate average salary by contribution assumption: employee only about $413,595 at 4% or $275,730 at 6%; with 50% employer match about $275,730 at 4% or $183,820 at 6%; with 100% employer match about $206,798 at 4% or $137,865 at 6%.
200918$3,785,237$83,787$10,473iApproximate average salary by contribution assumption: employee only about $261,834 at 4% or $174,556 at 6%; with 50% employer match about $174,556 at 4% or $116,371 at 6%; with 100% employer match about $130,917 at 4% or $87,278 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-8$3,785,237$83,787$10,473iApproximate average salary by contribution assumption: employee only about $261,834 at 4% or $174,556 at 6%; with 50% employer match about $174,556 at 4% or $116,371 at 6%; with 100% employer match about $130,917 at 4% or $87,278 at 6%.
200817$2,574,775$78,906$11,272iApproximate average salary by contribution assumption: employee only about $281,807 at 4% or $187,871 at 6%; with 50% employer match about $187,871 at 4% or $125,248 at 6%; with 100% employer match about $140,904 at 4% or $93,936 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-7$2,574,775$78,906$11,272iApproximate average salary by contribution assumption: employee only about $281,807 at 4% or $187,871 at 6%; with 50% employer match about $187,871 at 4% or $125,248 at 6%; with 100% employer match about $140,904 at 4% or $93,936 at 6%.
200718$0$0-
Richard S. Goldstein PC. Target Benefit Plan-8---
200618$3,471,196$70,891$8,861iApproximate average salary by contribution assumption: employee only about $221,534 at 4% or $147,690 at 6%; with 50% employer match about $147,690 at 4% or $98,460 at 6%; with 100% employer match about $110,767 at 4% or $73,845 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-8$3,471,196$70,891$8,861iApproximate average salary by contribution assumption: employee only about $221,534 at 4% or $147,690 at 6%; with 50% employer match about $147,690 at 4% or $98,460 at 6%; with 100% employer match about $110,767 at 4% or $73,845 at 6%.
200516$2,810,947$61,688$10,281iApproximate average salary by contribution assumption: employee only about $257,033 at 4% or $171,356 at 6%; with 50% employer match about $171,356 at 4% or $114,237 at 6%; with 100% employer match about $128,517 at 4% or $85,678 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-6$2,810,947$61,688$10,281iApproximate average salary by contribution assumption: employee only about $257,033 at 4% or $171,356 at 6%; with 50% employer match about $171,356 at 4% or $114,237 at 6%; with 100% employer match about $128,517 at 4% or $85,678 at 6%.
200415$2,611,979$64,272$12,854iApproximate average salary by contribution assumption: employee only about $321,360 at 4% or $214,240 at 6%; with 50% employer match about $214,240 at 4% or $142,827 at 6%; with 100% employer match about $160,680 at 4% or $107,120 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-5$2,611,979$64,272$12,854iApproximate average salary by contribution assumption: employee only about $321,360 at 4% or $214,240 at 6%; with 50% employer match about $214,240 at 4% or $142,827 at 6%; with 100% employer match about $160,680 at 4% or $107,120 at 6%.
200315$2,416,094$60,727$12,145iApproximate average salary by contribution assumption: employee only about $303,635 at 4% or $202,423 at 6%; with 50% employer match about $202,423 at 4% or $134,949 at 6%; with 100% employer match about $151,818 at 4% or $101,212 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-5$2,416,094$60,727$12,145iApproximate average salary by contribution assumption: employee only about $303,635 at 4% or $202,423 at 6%; with 50% employer match about $202,423 at 4% or $134,949 at 6%; with 100% employer match about $151,818 at 4% or $101,212 at 6%.
200215$1,792,744$57,818$11,564iApproximate average salary by contribution assumption: employee only about $289,090 at 4% or $192,727 at 6%; with 50% employer match about $192,727 at 4% or $128,484 at 6%; with 100% employer match about $144,545 at 4% or $96,363 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-5$1,792,744$57,818$11,564iApproximate average salary by contribution assumption: employee only about $289,090 at 4% or $192,727 at 6%; with 50% employer match about $192,727 at 4% or $128,484 at 6%; with 100% employer match about $144,545 at 4% or $96,363 at 6%.
200114$0$0-
Richard S. Goldstein PC. Target Benefit Plan-4---
200015$0$0-
Richard S. Goldstein PC. Target Benefit Plan-5---
199916$2,863,273$45,790$7,632iApproximate average salary by contribution assumption: employee only about $190,792 at 4% or $127,194 at 6%; with 50% employer match about $127,194 at 4% or $84,796 at 6%; with 100% employer match about $95,396 at 4% or $63,597 at 6%.
Richard S. Goldstein PC. Target Benefit Plan-6$2,863,273$45,790$7,632iApproximate average salary by contribution assumption: employee only about $190,792 at 4% or $127,194 at 6%; with 50% employer match about $127,194 at 4% or $84,796 at 6%; with 100% employer match about $95,396 at 4% or $63,597 at 6%.