Lori Goldstein Ltd.
Plan context: Lori Goldstein Ltd. 401(K) Profit Sharing Plan
EIN 13-3804684 • New York, NY • 33 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$1,064,947
2023 Contributions
$600
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 8 | $1,064,947 | $600 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 8 | $1,064,947 | $600 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| 2021 | 1 | 9 | $1,461,753 | $96,199 | $10,689iApproximate average salary by contribution assumption: employee only about $267,219 at 4% or $178,146 at 6%; with 50% employer match about $178,146 at 4% or $118,764 at 6%; with 100% employer match about $133,610 at 4% or $89,073 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 9 | $1,461,753 | $96,199 | $10,689iApproximate average salary by contribution assumption: employee only about $267,219 at 4% or $178,146 at 6%; with 50% employer match about $178,146 at 4% or $118,764 at 6%; with 100% employer match about $133,610 at 4% or $89,073 at 6%. |
| 2020 | 2 | 12 | $1,222,752 | $170,606 | $14,217iApproximate average salary by contribution assumption: employee only about $355,429 at 4% or $236,953 at 6%; with 50% employer match about $236,953 at 4% or $157,969 at 6%; with 100% employer match about $177,715 at 4% or $118,476 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 12 | $1,222,752 | $170,606 | $14,217iApproximate average salary by contribution assumption: employee only about $355,429 at 4% or $236,953 at 6%; with 50% employer match about $236,953 at 4% or $157,969 at 6%; with 100% employer match about $177,715 at 4% or $118,476 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 10 | $996,760 | $197,585 | $19,759iApproximate average salary by contribution assumption: employee only about $493,963 at 4% or $329,308 at 6%; with 50% employer match about $329,308 at 4% or $219,539 at 6%; with 100% employer match about $246,981 at 4% or $164,654 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 10 | $929,242 | $197,058 | $19,706iApproximate average salary by contribution assumption: employee only about $492,645 at 4% or $328,430 at 6%; with 50% employer match about $328,430 at 4% or $218,953 at 6%; with 100% employer match about $246,323 at 4% or $164,215 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN | - | 2 | $67,518 | $527 | $264iApproximate average salary by contribution assumption: employee only about $6,588 at 4% or $4,392 at 6%; with 50% employer match about $4,392 at 4% or $2,928 at 6%; with 100% employer match about $3,294 at 4% or $2,196 at 6%. |
| 2018 | 2 | 12 | $2,669,835 | $230,048 | $19,171iApproximate average salary by contribution assumption: employee only about $479,267 at 4% or $319,511 at 6%; with 50% employer match about $319,511 at 4% or $213,007 at 6%; with 100% employer match about $239,633 at 4% or $159,756 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN | - | 11 | $2,059,630 | $200,000 | $18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 12 | $610,205 | $30,048 | $2,504iApproximate average salary by contribution assumption: employee only about $62,600 at 4% or $41,733 at 6%; with 50% employer match about $41,733 at 4% or $27,822 at 6%; with 100% employer match about $31,300 at 4% or $20,867 at 6%. |
| 2017 | 2 | 11 | $2,524,393 | $635,781 | $57,798iApproximate average salary by contribution assumption: employee only about $1,444,957 at 4% or $963,305 at 6%; with 50% employer match about $963,305 at 4% or $642,203 at 6%; with 100% employer match about $722,478 at 4% or $481,652 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PLAN | - | 11 | $1,931,078 | $600,000 | $54,545iApproximate average salary by contribution assumption: employee only about $1,363,636 at 4% or $909,091 at 6%; with 50% employer match about $909,091 at 4% or $606,061 at 6%; with 100% employer match about $681,818 at 4% or $454,545 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 9 | $593,315 | $35,781 | $3,976iApproximate average salary by contribution assumption: employee only about $99,392 at 4% or $66,261 at 6%; with 50% employer match about $66,261 at 4% or $44,174 at 6%; with 100% employer match about $49,696 at 4% or $33,131 at 6%. |
| 2016 | 2 | 8 | $1,694,627 | $305,160 | $38,145iApproximate average salary by contribution assumption: employee only about $953,625 at 4% or $635,750 at 6%; with 50% employer match about $635,750 at 4% or $423,833 at 6%; with 100% employer match about $476,813 at 4% or $317,875 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PLAN | - | 8 | $1,206,980 | $305,160 | $38,145iApproximate average salary by contribution assumption: employee only about $953,625 at 4% or $635,750 at 6%; with 50% employer match about $635,750 at 4% or $423,833 at 6%; with 100% employer match about $476,813 at 4% or $317,875 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $487,647 | $0 | - |
| 2015 | 2 | 6 | $1,328,475 | $342,000 | $57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PLAN | - | 6 | $868,635 | $342,000 | $57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $459,840 | - | - |
| 2014 | 2 | 3 | $984,881 | $275,000 | $91,667iApproximate average salary by contribution assumption: employee only about $2,291,667 at 4% or $1,527,778 at 6%; with 50% employer match about $1,527,778 at 4% or $1,018,519 at 6%; with 100% employer match about $1,145,833 at 4% or $763,889 at 6%. |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PLAN | - | 3 | $520,737 | $275,000 | $91,667iApproximate average salary by contribution assumption: employee only about $2,291,667 at 4% or $1,527,778 at 6%; with 50% employer match about $1,527,778 at 4% or $1,018,519 at 6%; with 100% employer match about $1,145,833 at 4% or $763,889 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $464,144 | - | - |
| 2013 | 3 | 3 | $690,680 | $492,000 | $164,000iApproximate average salary by contribution assumption: employee only about $4,100,000 at 4% or $2,733,333 at 6%; with 50% employer match about $2,733,333 at 4% or $1,822,222 at 6%; with 100% employer match about $2,050,000 at 4% or $1,366,667 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $444,680 | - | - |
| LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN | - | 3 | $246,000 | $246,000 | $82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%. |
| LORI GOLDSTEIN, LTS. DEFINED BENEFIT PENSION PLAN | - | 3 | $0 | $246,000 | $82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%. |
| 2012 | 1 | 1 | $422,281 | $0 | - |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $422,281 | - | - |
| 2011 | 1 | 1 | $422,229 | $0 | - |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $422,229 | - | - |
| 2010 | 1 | 2 | $407,061 | $0 | - |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 2 | $407,061 | - | - |
| 2009 | 2 | 2 | $357,896 | $2,956 | $1,478iApproximate average salary by contribution assumption: employee only about $36,950 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 2 | $357,896 | $2,956 | $1,478iApproximate average salary by contribution assumption: employee only about $36,950 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%. |
| LORI GOLDSTEIN, LTD DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| 2008 | 2 | 1 | $188,733 | $81,000 | $81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%. |
| LORI GOLDSTEIN, LTD DEFINED BENEFIT PENSION PLAN | - | 1 | $188,733 | $81,000 | $81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| 2003 | 2 | 1 | $280,185 | $28,951 | $28,951iApproximate average salary by contribution assumption: employee only about $723,775 at 4% or $482,517 at 6%; with 50% employer match about $482,517 at 4% or $321,678 at 6%; with 100% employer match about $361,888 at 4% or $241,258 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 1 | $280,185 | $28,951 | $28,951iApproximate average salary by contribution assumption: employee only about $723,775 at 4% or $482,517 at 6%; with 50% employer match about $482,517 at 4% or $321,678 at 6%; with 100% employer match about $361,888 at 4% or $241,258 at 6%. |
| LORI GOLDSTEIN, LTD. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2002 | 2 | 2 | $207,574 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 2 | $131,447 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |
| LORI GOLDSTEIN, LTD. MONEY PURCHASE PLAN | - | 1 | $76,127 | - | - |
| 2001 | 2 | 2 | $98,440 | $18,115 | $9,058iApproximate average salary by contribution assumption: employee only about $226,438 at 4% or $150,958 at 6%; with 50% employer match about $150,958 at 4% or $100,639 at 6%; with 100% employer match about $113,219 at 4% or $75,479 at 6%. |
| LORI GOLDSTEIN, LTD. MONEY PURCHASE PLAN | - | 2 | $98,440 | $18,115 | $9,058iApproximate average salary by contribution assumption: employee only about $226,438 at 4% or $150,958 at 6%; with 50% employer match about $150,958 at 4% or $100,639 at 6%; with 100% employer match about $113,219 at 4% or $75,479 at 6%. |
| Lori Goldstein Ltd. 401(K) Profit Sharing Plan | - | 0 | - | - | - |