Civic Intelligence

David L Goldstein & Associates LLC

Plan context: David L Goldstein & Associates LLC 401K Plan

EIN 20-2012111 • Chicago, IL • 14 filings • 3 plans

35 E Wacker Dr Ste 650Chicago, IL 60601-2119
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$1,006,865

2018 Contributions

$40,301

Historical Graphs

Total Assets Over Time

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

$1,006,865$503,433$0200520112017YearValue
$1,006,865Latest year 2017

Participants Over Time

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

420200520112017YearValue
3Latest year 2017

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
201810$0$40,301-
David L Goldstein & Associates LLC 401K Plan-0$0$40,301-
201713$1,006,865$67,386$22,462iApproximate average salary by contribution assumption: employee only about $561,550 at 4% or $374,367 at 6%; with 50% employer match about $374,367 at 4% or $249,578 at 6%; with 100% employer match about $280,775 at 4% or $187,183 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$1,006,865$67,386$22,462iApproximate average salary by contribution assumption: employee only about $561,550 at 4% or $374,367 at 6%; with 50% employer match about $374,367 at 4% or $249,578 at 6%; with 100% employer match about $280,775 at 4% or $187,183 at 6%.
201613$849,955$68,084$22,695iApproximate average salary by contribution assumption: employee only about $567,367 at 4% or $378,244 at 6%; with 50% employer match about $378,244 at 4% or $252,163 at 6%; with 100% employer match about $283,683 at 4% or $189,122 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$849,955$68,084$22,695iApproximate average salary by contribution assumption: employee only about $567,367 at 4% or $378,244 at 6%; with 50% employer match about $378,244 at 4% or $252,163 at 6%; with 100% employer match about $283,683 at 4% or $189,122 at 6%.
201513$709,404$65,376$21,792iApproximate average salary by contribution assumption: employee only about $544,800 at 4% or $363,200 at 6%; with 50% employer match about $363,200 at 4% or $242,133 at 6%; with 100% employer match about $272,400 at 4% or $181,600 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$709,404$65,376$21,792iApproximate average salary by contribution assumption: employee only about $544,800 at 4% or $363,200 at 6%; with 50% employer match about $363,200 at 4% or $242,133 at 6%; with 100% employer match about $272,400 at 4% or $181,600 at 6%.
201413$661,714$65,052$21,684iApproximate average salary by contribution assumption: employee only about $542,100 at 4% or $361,400 at 6%; with 50% employer match about $361,400 at 4% or $240,933 at 6%; with 100% employer match about $271,050 at 4% or $180,700 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$661,714$65,052$21,684iApproximate average salary by contribution assumption: employee only about $542,100 at 4% or $361,400 at 6%; with 50% employer match about $361,400 at 4% or $240,933 at 6%; with 100% employer match about $271,050 at 4% or $180,700 at 6%.
201313$576,819$67,047$22,349iApproximate average salary by contribution assumption: employee only about $558,725 at 4% or $372,483 at 6%; with 50% employer match about $372,483 at 4% or $248,322 at 6%; with 100% employer match about $279,363 at 4% or $186,242 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$576,819$67,047$22,349iApproximate average salary by contribution assumption: employee only about $558,725 at 4% or $372,483 at 6%; with 50% employer match about $372,483 at 4% or $248,322 at 6%; with 100% employer match about $279,363 at 4% or $186,242 at 6%.
201213$436,598$81,730$27,243iApproximate average salary by contribution assumption: employee only about $681,083 at 4% or $454,056 at 6%; with 50% employer match about $454,056 at 4% or $302,704 at 6%; with 100% employer match about $340,542 at 4% or $227,028 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$436,598$81,730$27,243iApproximate average salary by contribution assumption: employee only about $681,083 at 4% or $454,056 at 6%; with 50% employer match about $454,056 at 4% or $302,704 at 6%; with 100% employer match about $340,542 at 4% or $227,028 at 6%.
201113$315,640$43,704$14,568iApproximate average salary by contribution assumption: employee only about $364,200 at 4% or $242,800 at 6%; with 50% employer match about $242,800 at 4% or $161,867 at 6%; with 100% employer match about $182,100 at 4% or $121,400 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$315,640$43,704$14,568iApproximate average salary by contribution assumption: employee only about $364,200 at 4% or $242,800 at 6%; with 50% employer match about $242,800 at 4% or $161,867 at 6%; with 100% employer match about $182,100 at 4% or $121,400 at 6%.
201013$283,977$66,438$22,146iApproximate average salary by contribution assumption: employee only about $553,650 at 4% or $369,100 at 6%; with 50% employer match about $369,100 at 4% or $246,067 at 6%; with 100% employer match about $276,825 at 4% or $184,550 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$283,977$66,438$22,146iApproximate average salary by contribution assumption: employee only about $553,650 at 4% or $369,100 at 6%; with 50% employer match about $369,100 at 4% or $246,067 at 6%; with 100% employer match about $276,825 at 4% or $184,550 at 6%.
200912$189,983$30,324$15,162iApproximate average salary by contribution assumption: employee only about $379,050 at 4% or $252,700 at 6%; with 50% employer match about $252,700 at 4% or $168,467 at 6%; with 100% employer match about $189,525 at 4% or $126,350 at 6%.
David L Goldstein & Associates LLC 401K Plan-2$189,983$30,324$15,162iApproximate average salary by contribution assumption: employee only about $379,050 at 4% or $252,700 at 6%; with 50% employer match about $252,700 at 4% or $168,467 at 6%; with 100% employer match about $189,525 at 4% or $126,350 at 6%.
200813$191,509$82,058$27,353iApproximate average salary by contribution assumption: employee only about $683,817 at 4% or $455,878 at 6%; with 50% employer match about $455,878 at 4% or $303,919 at 6%; with 100% employer match about $341,908 at 4% or $227,939 at 6%.
David L Goldstein & Associates LLC 401K Plan-3$191,509$82,058$27,353iApproximate average salary by contribution assumption: employee only about $683,817 at 4% or $455,878 at 6%; with 50% employer match about $455,878 at 4% or $303,919 at 6%; with 100% employer match about $341,908 at 4% or $227,939 at 6%.
200714$166,662$83,179$20,795iApproximate average salary by contribution assumption: employee only about $519,869 at 4% or $346,579 at 6%; with 50% employer match about $346,579 at 4% or $231,053 at 6%; with 100% employer match about $259,934 at 4% or $173,290 at 6%.
David L Goldstein & Associates LLC 401K Plan-4$166,662$83,179$20,795iApproximate average salary by contribution assumption: employee only about $519,869 at 4% or $346,579 at 6%; with 50% employer match about $346,579 at 4% or $231,053 at 6%; with 100% employer match about $259,934 at 4% or $173,290 at 6%.
200614$77,124$49,400$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
David L Goldstein & Associates LLC 401K Plan-4$77,124$49,400$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
200514$21,894$21,033$5,258iApproximate average salary by contribution assumption: employee only about $131,456 at 4% or $87,638 at 6%; with 50% employer match about $87,638 at 4% or $58,425 at 6%; with 100% employer match about $65,728 at 4% or $43,819 at 6%.
David L Goldstein & Associates LLC 401K Plan-4$21,894$21,033$5,258iApproximate average salary by contribution assumption: employee only about $131,456 at 4% or $87,638 at 6%; with 50% employer match about $87,638 at 4% or $58,425 at 6%; with 100% employer match about $65,728 at 4% or $43,819 at 6%.