Civic Intelligence

Goldstein, Zugman, Weinstein & Poole LLC

Plan context: Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan

EIN 20-0453834 • Ft Lauderdale, FL • 19 filings • 5 plans

6301 NW 5th Way, Suite 4200Ft Lauderdale, FL 33309-2045
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,547,863

2024 Contributions

$152,795

Historical Graphs

Total Assets Over Time

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

$2,271,784$1,135,892$0200620152024YearValue
$1,547,863Latest year 2024

Participants Over Time

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

24120200620152024YearValue
9Latest 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
202419$1,547,863$152,795$16,977iApproximate average salary by contribution assumption: employee only about $424,431 at 4% or $282,954 at 6%; with 50% employer match about $282,954 at 4% or $188,636 at 6%; with 100% employer match about $212,215 at 4% or $141,477 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-9$1,547,863$152,795$16,977iApproximate average salary by contribution assumption: employee only about $424,431 at 4% or $282,954 at 6%; with 50% employer match about $282,954 at 4% or $188,636 at 6%; with 100% employer match about $212,215 at 4% or $141,477 at 6%.
202319$1,955,095$138,265$15,363iApproximate average salary by contribution assumption: employee only about $384,069 at 4% or $256,046 at 6%; with 50% employer match about $256,046 at 4% or $170,698 at 6%; with 100% employer match about $192,035 at 4% or $128,023 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-9$1,955,095$138,265$15,363iApproximate average salary by contribution assumption: employee only about $384,069 at 4% or $256,046 at 6%; with 50% employer match about $256,046 at 4% or $170,698 at 6%; with 100% employer match about $192,035 at 4% or $128,023 at 6%.
202219$1,910,228$114,337$12,704iApproximate average salary by contribution assumption: employee only about $317,603 at 4% or $211,735 at 6%; with 50% employer match about $211,735 at 4% or $141,157 at 6%; with 100% employer match about $158,801 at 4% or $105,868 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-9$1,910,228$114,337$12,704iApproximate average salary by contribution assumption: employee only about $317,603 at 4% or $211,735 at 6%; with 50% employer match about $211,735 at 4% or $141,157 at 6%; with 100% employer match about $158,801 at 4% or $105,868 at 6%.
202118$2,271,784$164,138$20,517iApproximate average salary by contribution assumption: employee only about $512,931 at 4% or $341,954 at 6%; with 50% employer match about $341,954 at 4% or $227,969 at 6%; with 100% employer match about $256,466 at 4% or $170,977 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-8$2,271,784$164,138$20,517iApproximate average salary by contribution assumption: employee only about $512,931 at 4% or $341,954 at 6%; with 50% employer match about $341,954 at 4% or $227,969 at 6%; with 100% employer match about $256,466 at 4% or $170,977 at 6%.
202018$1,946,754$173,435$21,679iApproximate average salary by contribution assumption: employee only about $541,984 at 4% or $361,323 at 6%; with 50% employer match about $361,323 at 4% or $240,882 at 6%; with 100% employer match about $270,992 at 4% or $180,661 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-8$1,946,754$173,435$21,679iApproximate average salary by contribution assumption: employee only about $541,984 at 4% or $361,323 at 6%; with 50% employer match about $361,323 at 4% or $240,882 at 6%; with 100% employer match about $270,992 at 4% or $180,661 at 6%.
2019111$1,605,069$127,772$11,616iApproximate average salary by contribution assumption: employee only about $290,391 at 4% or $193,594 at 6%; with 50% employer match about $193,594 at 4% or $129,063 at 6%; with 100% employer match about $145,195 at 4% or $96,797 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-11$1,605,069$127,772$11,616iApproximate average salary by contribution assumption: employee only about $290,391 at 4% or $193,594 at 6%; with 50% employer match about $193,594 at 4% or $129,063 at 6%; with 100% employer match about $145,195 at 4% or $96,797 at 6%.
2018119$1,305,771$245,053$12,898iApproximate average salary by contribution assumption: employee only about $322,438 at 4% or $214,959 at 6%; with 50% employer match about $214,959 at 4% or $143,306 at 6%; with 100% employer match about $161,219 at 4% or $107,479 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-19$1,305,771$245,053$12,898iApproximate average salary by contribution assumption: employee only about $322,438 at 4% or $214,959 at 6%; with 50% employer match about $214,959 at 4% or $143,306 at 6%; with 100% employer match about $161,219 at 4% or $107,479 at 6%.
2017121$2,239,890$120,614$5,744iApproximate average salary by contribution assumption: employee only about $143,588 at 4% or $95,725 at 6%; with 50% employer match about $95,725 at 4% or $63,817 at 6%; with 100% employer match about $71,794 at 4% or $47,863 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-21$2,239,890$120,614$5,744iApproximate average salary by contribution assumption: employee only about $143,588 at 4% or $95,725 at 6%; with 50% employer match about $95,725 at 4% or $63,817 at 6%; with 100% employer match about $71,794 at 4% or $47,863 at 6%.
2016121$1,854,303$257,846$12,278iApproximate average salary by contribution assumption: employee only about $306,960 at 4% or $204,640 at 6%; with 50% employer match about $204,640 at 4% or $136,426 at 6%; with 100% employer match about $153,480 at 4% or $102,320 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-21$1,854,303$257,846$12,278iApproximate average salary by contribution assumption: employee only about $306,960 at 4% or $204,640 at 6%; with 50% employer match about $204,640 at 4% or $136,426 at 6%; with 100% employer match about $153,480 at 4% or $102,320 at 6%.
2015120$1,936,098$175,825$8,791iApproximate average salary by contribution assumption: employee only about $219,781 at 4% or $146,521 at 6%; with 50% employer match about $146,521 at 4% or $97,681 at 6%; with 100% employer match about $109,891 at 4% or $73,260 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-20$1,936,098$175,825$8,791iApproximate average salary by contribution assumption: employee only about $219,781 at 4% or $146,521 at 6%; with 50% employer match about $146,521 at 4% or $97,681 at 6%; with 100% employer match about $109,891 at 4% or $73,260 at 6%.
2014121$1,795,842$131,962$6,284iApproximate average salary by contribution assumption: employee only about $157,098 at 4% or $104,732 at 6%; with 50% employer match about $104,732 at 4% or $69,821 at 6%; with 100% employer match about $78,549 at 4% or $52,366 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-21$1,795,842$131,962$6,284iApproximate average salary by contribution assumption: employee only about $157,098 at 4% or $104,732 at 6%; with 50% employer match about $104,732 at 4% or $69,821 at 6%; with 100% employer match about $78,549 at 4% or $52,366 at 6%.
2013120$1,611,367$78,258$3,913iApproximate average salary by contribution assumption: employee only about $97,823 at 4% or $65,215 at 6%; with 50% employer match about $65,215 at 4% or $43,477 at 6%; with 100% employer match about $48,911 at 4% or $32,608 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-20$1,611,367$78,258$3,913iApproximate average salary by contribution assumption: employee only about $97,823 at 4% or $65,215 at 6%; with 50% employer match about $65,215 at 4% or $43,477 at 6%; with 100% employer match about $48,911 at 4% or $32,608 at 6%.
2012120$1,333,080$182,354$9,118iApproximate average salary by contribution assumption: employee only about $227,943 at 4% or $151,962 at 6%; with 50% employer match about $151,962 at 4% or $101,308 at 6%; with 100% employer match about $113,971 at 4% or $75,981 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-20$1,333,080$182,354$9,118iApproximate average salary by contribution assumption: employee only about $227,943 at 4% or $151,962 at 6%; with 50% employer match about $151,962 at 4% or $101,308 at 6%; with 100% employer match about $113,971 at 4% or $75,981 at 6%.
2011121$1,166,840$157,272$7,489iApproximate average salary by contribution assumption: employee only about $187,229 at 4% or $124,819 at 6%; with 50% employer match about $124,819 at 4% or $83,213 at 6%; with 100% employer match about $93,614 at 4% or $62,410 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-21$1,166,840$157,272$7,489iApproximate average salary by contribution assumption: employee only about $187,229 at 4% or $124,819 at 6%; with 50% employer match about $124,819 at 4% or $83,213 at 6%; with 100% employer match about $93,614 at 4% or $62,410 at 6%.
2010122$1,105,223$125,387$5,699iApproximate average salary by contribution assumption: employee only about $142,485 at 4% or $94,990 at 6%; with 50% employer match about $94,990 at 4% or $63,327 at 6%; with 100% employer match about $71,243 at 4% or $47,495 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-22$1,105,223$125,387$5,699iApproximate average salary by contribution assumption: employee only about $142,485 at 4% or $94,990 at 6%; with 50% employer match about $94,990 at 4% or $63,327 at 6%; with 100% employer match about $71,243 at 4% or $47,495 at 6%.
2009122$1,066,054$164,706$7,487iApproximate average salary by contribution assumption: employee only about $187,166 at 4% or $124,777 at 6%; with 50% employer match about $124,777 at 4% or $83,185 at 6%; with 100% employer match about $93,583 at 4% or $62,389 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-22$1,066,054$164,706$7,487iApproximate average salary by contribution assumption: employee only about $187,166 at 4% or $124,777 at 6%; with 50% employer match about $124,777 at 4% or $83,185 at 6%; with 100% employer match about $93,583 at 4% or $62,389 at 6%.
2008121$810,558$175,022$8,334iApproximate average salary by contribution assumption: employee only about $208,360 at 4% or $138,906 at 6%; with 50% employer match about $138,906 at 4% or $92,604 at 6%; with 100% employer match about $104,180 at 4% or $69,453 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-21$810,558$175,022$8,334iApproximate average salary by contribution assumption: employee only about $208,360 at 4% or $138,906 at 6%; with 50% employer match about $138,906 at 4% or $92,604 at 6%; with 100% employer match about $104,180 at 4% or $69,453 at 6%.
2007124$1,083,082$192,704$8,029iApproximate average salary by contribution assumption: employee only about $200,733 at 4% or $133,822 at 6%; with 50% employer match about $133,822 at 4% or $89,215 at 6%; with 100% employer match about $100,367 at 4% or $66,911 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-24$1,083,082$192,704$8,029iApproximate average salary by contribution assumption: employee only about $200,733 at 4% or $133,822 at 6%; with 50% employer match about $133,822 at 4% or $89,215 at 6%; with 100% employer match about $100,367 at 4% or $66,911 at 6%.
2006123$838,241$168,753$7,337iApproximate average salary by contribution assumption: employee only about $183,427 at 4% or $122,285 at 6%; with 50% employer match about $122,285 at 4% or $81,523 at 6%; with 100% employer match about $91,714 at 4% or $61,142 at 6%.
Goldstein, Zugman, Weinstein & Poole LLC 401(K) Plan-23$838,241$168,753$7,337iApproximate average salary by contribution assumption: employee only about $183,427 at 4% or $122,285 at 6%; with 50% employer match about $122,285 at 4% or $81,523 at 6%; with 100% employer match about $91,714 at 4% or $61,142 at 6%.