Goldsteins Rosenbergs Raphael-Sacks Inc.
Plan context: GOLDSTEINS' ROSENBERG'S FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN
EIN 23-1733557 • Southampton, PA • 40 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$15,544,916
2024 Contributions
$426,864
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 60 | $15,544,916 | $426,864 | $7,114iApproximate average salary by contribution assumption: employee only about $177,860 at 4% or $118,573 at 6%; with 50% employer match about $118,573 at 4% or $79,049 at 6%; with 100% employer match about $88,930 at 4% or $59,287 at 6%. |
| GOLDSTEINS' ROSENBERG'S FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN | - | 60 | $15,544,916 | $426,864 | $7,114iApproximate average salary by contribution assumption: employee only about $177,860 at 4% or $118,573 at 6%; with 50% employer match about $118,573 at 4% or $79,049 at 6%; with 100% employer match about $88,930 at 4% or $59,287 at 6%. |
| 2023 | 1 | 65 | $16,416,418 | $366,818 | $5,643iApproximate average salary by contribution assumption: employee only about $141,084 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 65 | $16,416,418 | $366,818 | $5,643iApproximate average salary by contribution assumption: employee only about $141,084 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%. |
| 2022 | 1 | 70 | $14,621,119 | $432,467 | $6,178iApproximate average salary by contribution assumption: employee only about $154,453 at 4% or $102,968 at 6%; with 50% employer match about $102,968 at 4% or $68,646 at 6%; with 100% employer match about $77,226 at 4% or $51,484 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 70 | $14,621,119 | $432,467 | $6,178iApproximate average salary by contribution assumption: employee only about $154,453 at 4% or $102,968 at 6%; with 50% employer match about $102,968 at 4% or $68,646 at 6%; with 100% employer match about $77,226 at 4% or $51,484 at 6%. |
| 2021 | 1 | 69 | $18,796,279 | $679,096 | $9,842iApproximate average salary by contribution assumption: employee only about $246,049 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,355 at 6%; with 100% employer match about $123,025 at 4% or $82,016 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 69 | $18,796,279 | $679,096 | $9,842iApproximate average salary by contribution assumption: employee only about $246,049 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,355 at 6%; with 100% employer match about $123,025 at 4% or $82,016 at 6%. |
| 2020 | 1 | 75 | $16,713,812 | $927,529 | $12,367iApproximate average salary by contribution assumption: employee only about $309,176 at 4% or $206,118 at 6%; with 50% employer match about $206,118 at 4% or $137,412 at 6%; with 100% employer match about $154,588 at 4% or $103,059 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 75 | $16,713,812 | $927,529 | $12,367iApproximate average salary by contribution assumption: employee only about $309,176 at 4% or $206,118 at 6%; with 50% employer match about $206,118 at 4% or $137,412 at 6%; with 100% employer match about $154,588 at 4% or $103,059 at 6%. |
| 2019 | 1 | 75 | $15,638,331 | $652,297 | $8,697iApproximate average salary by contribution assumption: employee only about $217,432 at 4% or $144,955 at 6%; with 50% employer match about $144,955 at 4% or $96,637 at 6%; with 100% employer match about $108,716 at 4% or $72,477 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 75 | $15,638,331 | $652,297 | $8,697iApproximate average salary by contribution assumption: employee only about $217,432 at 4% or $144,955 at 6%; with 50% employer match about $144,955 at 4% or $96,637 at 6%; with 100% employer match about $108,716 at 4% or $72,477 at 6%. |
| 2018 | 1 | 73 | $15,266,041 | $610,918 | $8,369iApproximate average salary by contribution assumption: employee only about $209,218 at 4% or $139,479 at 6%; with 50% employer match about $139,479 at 4% or $92,986 at 6%; with 100% employer match about $104,609 at 4% or $69,739 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 73 | $15,266,041 | $610,918 | $8,369iApproximate average salary by contribution assumption: employee only about $209,218 at 4% or $139,479 at 6%; with 50% employer match about $139,479 at 4% or $92,986 at 6%; with 100% employer match about $104,609 at 4% or $69,739 at 6%. |
| 2017 | 1 | 69 | $16,578,485 | $597,233 | $8,656iApproximate average salary by contribution assumption: employee only about $216,389 at 4% or $144,259 at 6%; with 50% employer match about $144,259 at 4% or $96,173 at 6%; with 100% employer match about $108,194 at 4% or $72,130 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 69 | $16,578,485 | $597,233 | $8,656iApproximate average salary by contribution assumption: employee only about $216,389 at 4% or $144,259 at 6%; with 50% employer match about $144,259 at 4% or $96,173 at 6%; with 100% employer match about $108,194 at 4% or $72,130 at 6%. |
| 2016 | 1 | 73 | $14,558,177 | $368,292 | $5,045iApproximate average salary by contribution assumption: employee only about $126,127 at 4% or $84,085 at 6%; with 50% employer match about $84,085 at 4% or $56,057 at 6%; with 100% employer match about $63,064 at 4% or $42,042 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 73 | $14,558,177 | $368,292 | $5,045iApproximate average salary by contribution assumption: employee only about $126,127 at 4% or $84,085 at 6%; with 50% employer match about $84,085 at 4% or $56,057 at 6%; with 100% employer match about $63,064 at 4% or $42,042 at 6%. |
| 2015 | 1 | 74 | $14,015,165 | $347,599 | $4,697iApproximate average salary by contribution assumption: employee only about $117,432 at 4% or $78,288 at 6%; with 50% employer match about $78,288 at 4% or $52,192 at 6%; with 100% employer match about $58,716 at 4% or $39,144 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 74 | $14,015,165 | $347,599 | $4,697iApproximate average salary by contribution assumption: employee only about $117,432 at 4% or $78,288 at 6%; with 50% employer match about $78,288 at 4% or $52,192 at 6%; with 100% employer match about $58,716 at 4% or $39,144 at 6%. |
| 2014 | 2 | 70 | $16,661,316 | $182,809 | $2,612iApproximate average salary by contribution assumption: employee only about $65,289 at 4% or $43,526 at 6%; with 50% employer match about $43,526 at 4% or $29,017 at 6%; with 100% employer match about $32,644 at 4% or $21,763 at 6%. |
| GOLDSTEINS' ROSENBERG'S RAPHAEL-SACKS, INC. 401(K) PROFIT SHARING PLAN | - | 70 | $16,661,316 | $0 | - |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 0 | $0 | $182,809 | - |
| 2013 | 1 | 67 | $16,019,002 | $556,203 | $8,302iApproximate average salary by contribution assumption: employee only about $207,538 at 4% or $138,359 at 6%; with 50% employer match about $138,359 at 4% or $92,239 at 6%; with 100% employer match about $103,769 at 4% or $69,179 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 67 | $16,019,002 | $556,203 | $8,302iApproximate average salary by contribution assumption: employee only about $207,538 at 4% or $138,359 at 6%; with 50% employer match about $138,359 at 4% or $92,239 at 6%; with 100% employer match about $103,769 at 4% or $69,179 at 6%. |
| 2012 | 2 | 65 | $14,635,178 | $953,759 | $14,673iApproximate average salary by contribution assumption: employee only about $366,830 at 4% or $244,554 at 6%; with 50% employer match about $244,554 at 4% or $163,036 at 6%; with 100% employer match about $183,415 at 4% or $122,277 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 65 | $14,635,178 | $292,587 | $4,501iApproximate average salary by contribution assumption: employee only about $112,533 at 4% or $75,022 at 6%; with 50% employer match about $75,022 at 4% or $50,015 at 6%; with 100% employer match about $56,267 at 4% or $37,511 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 0 | $0 | $661,172 | - |
| 2011 | 2 | 58 | $16,647,349 | $796,934 | $13,740iApproximate average salary by contribution assumption: employee only about $343,506 at 4% or $229,004 at 6%; with 50% employer match about $229,004 at 4% or $152,669 at 6%; with 100% employer match about $171,753 at 4% or $114,502 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 58 | $13,483,051 | $461,730 | $7,961iApproximate average salary by contribution assumption: employee only about $199,022 at 4% or $132,681 at 6%; with 50% employer match about $132,681 at 4% or $88,454 at 6%; with 100% employer match about $99,511 at 4% or $66,341 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 36 | $3,164,298 | $335,204 | $9,311iApproximate average salary by contribution assumption: employee only about $232,781 at 4% or $155,187 at 6%; with 50% employer match about $155,187 at 4% or $103,458 at 6%; with 100% employer match about $116,390 at 4% or $77,594 at 6%. |
| 2010 | 2 | 54 | $15,870,638 | $696,430 | $12,897iApproximate average salary by contribution assumption: employee only about $322,421 at 4% or $214,948 at 6%; with 50% employer match about $214,948 at 4% or $143,298 at 6%; with 100% employer match about $161,211 at 4% or $107,474 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 54 | $12,977,873 | $461,283 | $8,542iApproximate average salary by contribution assumption: employee only about $213,557 at 4% or $142,371 at 6%; with 50% employer match about $142,371 at 4% or $94,914 at 6%; with 100% employer match about $106,778 at 4% or $71,186 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 35 | $2,892,765 | $235,147 | $6,718iApproximate average salary by contribution assumption: employee only about $167,962 at 4% or $111,975 at 6%; with 50% employer match about $111,975 at 4% or $74,650 at 6%; with 100% employer match about $83,981 at 4% or $55,987 at 6%. |
| 2009 | 2 | 57 | $14,613,362 | $567,878 | $9,963iApproximate average salary by contribution assumption: employee only about $249,069 at 4% or $166,046 at 6%; with 50% employer match about $166,046 at 4% or $110,697 at 6%; with 100% employer match about $124,535 at 4% or $83,023 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 57 | $11,706,551 | $458,645 | $8,046iApproximate average salary by contribution assumption: employee only about $201,160 at 4% or $134,107 at 6%; with 50% employer match about $134,107 at 4% or $89,404 at 6%; with 100% employer match about $100,580 at 4% or $67,053 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 41 | $2,906,811 | $109,233 | $2,664iApproximate average salary by contribution assumption: employee only about $66,605 at 4% or $44,404 at 6%; with 50% employer match about $44,404 at 4% or $29,602 at 6%; with 100% employer match about $33,303 at 4% or $22,202 at 6%. |
| 2008 | 2 | 52 | $9,591,020 | $576,943 | $11,095iApproximate average salary by contribution assumption: employee only about $277,376 at 4% or $184,918 at 6%; with 50% employer match about $184,918 at 4% or $123,278 at 6%; with 100% employer match about $138,688 at 4% or $92,459 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 52 | $9,591,020 | $576,943 | $11,095iApproximate average salary by contribution assumption: employee only about $277,376 at 4% or $184,918 at 6%; with 50% employer match about $184,918 at 4% or $123,278 at 6%; with 100% employer match about $138,688 at 4% or $92,459 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 39 | - | - | - |
| 2007 | 2 | 53 | $13,766,013 | $632,946 | $11,942iApproximate average salary by contribution assumption: employee only about $298,559 at 4% or $199,040 at 6%; with 50% employer match about $199,040 at 4% or $132,693 at 6%; with 100% employer match about $149,280 at 4% or $99,520 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 53 | $11,891,952 | $541,281 | $10,213iApproximate average salary by contribution assumption: employee only about $255,321 at 4% or $170,214 at 6%; with 50% employer match about $170,214 at 4% or $113,476 at 6%; with 100% employer match about $127,661 at 4% or $85,107 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 45 | $1,874,061 | $91,665 | $2,037iApproximate average salary by contribution assumption: employee only about $50,925 at 4% or $33,950 at 6%; with 50% employer match about $33,950 at 4% or $22,633 at 6%; with 100% employer match about $25,463 at 4% or $16,975 at 6%. |
| 2006 | 2 | 55 | $13,081,436 | $540,964 | $9,836iApproximate average salary by contribution assumption: employee only about $245,893 at 4% or $163,928 at 6%; with 50% employer match about $163,928 at 4% or $109,286 at 6%; with 100% employer match about $122,946 at 4% or $81,964 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 55 | $11,262,969 | $509,794 | $9,269iApproximate average salary by contribution assumption: employee only about $231,725 at 4% or $154,483 at 6%; with 50% employer match about $154,483 at 4% or $102,989 at 6%; with 100% employer match about $115,862 at 4% or $77,242 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 45 | $1,818,467 | $31,170 | $693iApproximate average salary by contribution assumption: employee only about $17,317 at 4% or $11,544 at 6%; with 50% employer match about $11,544 at 4% or $7,696 at 6%; with 100% employer match about $8,658 at 4% or $5,772 at 6%. |
| 2005 | 2 | 57 | $12,316,072 | $496,532 | $8,711iApproximate average salary by contribution assumption: employee only about $217,777 at 4% or $145,185 at 6%; with 50% employer match about $145,185 at 4% or $96,790 at 6%; with 100% employer match about $108,889 at 4% or $72,592 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 57 | $10,338,903 | $496,532 | $8,711iApproximate average salary by contribution assumption: employee only about $217,777 at 4% or $145,185 at 6%; with 50% employer match about $145,185 at 4% or $96,790 at 6%; with 100% employer match about $108,889 at 4% or $72,592 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 52 | $1,977,169 | - | - |
| 2004 | 2 | 55 | $11,907,407 | $611,286 | $11,114iApproximate average salary by contribution assumption: employee only about $277,857 at 4% or $185,238 at 6%; with 50% employer match about $185,238 at 4% or $123,492 at 6%; with 100% employer match about $138,929 at 4% or $92,619 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 55 | $9,562,874 | $434,657 | $7,903iApproximate average salary by contribution assumption: employee only about $197,571 at 4% or $131,714 at 6%; with 50% employer match about $131,714 at 4% or $87,809 at 6%; with 100% employer match about $98,786 at 4% or $65,857 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 54 | $2,344,533 | $176,629 | $3,271iApproximate average salary by contribution assumption: employee only about $81,773 at 4% or $54,515 at 6%; with 50% employer match about $54,515 at 4% or $36,343 at 6%; with 100% employer match about $40,886 at 4% or $27,258 at 6%. |
| 2003 | 2 | 56 | $10,680,160 | $751,207 | $13,414iApproximate average salary by contribution assumption: employee only about $335,360 at 4% or $223,574 at 6%; with 50% employer match about $223,574 at 4% or $149,049 at 6%; with 100% employer match about $167,680 at 4% or $111,787 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 56 | $8,559,634 | $443,116 | $7,913iApproximate average salary by contribution assumption: employee only about $197,820 at 4% or $131,880 at 6%; with 50% employer match about $131,880 at 4% or $87,920 at 6%; with 100% employer match about $98,910 at 4% or $65,940 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 56 | $2,120,526 | $308,091 | $5,502iApproximate average salary by contribution assumption: employee only about $137,541 at 4% or $91,694 at 6%; with 50% employer match about $91,694 at 4% or $61,129 at 6%; with 100% employer match about $68,770 at 4% or $45,847 at 6%. |
| 2002 | 2 | 57 | $8,616,365 | $696,044 | $12,211iApproximate average salary by contribution assumption: employee only about $305,282 at 4% or $203,522 at 6%; with 50% employer match about $203,522 at 4% or $135,681 at 6%; with 100% employer match about $152,641 at 4% or $101,761 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 57 | $6,911,167 | $434,669 | $7,626iApproximate average salary by contribution assumption: employee only about $190,644 at 4% or $127,096 at 6%; with 50% employer match about $127,096 at 4% or $84,731 at 6%; with 100% employer match about $95,322 at 4% or $63,548 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 53 | $1,705,198 | $261,375 | $4,932iApproximate average salary by contribution assumption: employee only about $123,290 at 4% or $82,193 at 6%; with 50% employer match about $82,193 at 4% or $54,796 at 6%; with 100% employer match about $61,645 at 4% or $41,097 at 6%. |
| 2001 | 2 | 56 | $8,961,063 | $622,479 | $11,116iApproximate average salary by contribution assumption: employee only about $277,892 at 4% or $185,262 at 6%; with 50% employer match about $185,262 at 4% or $123,508 at 6%; with 100% employer match about $138,946 at 4% or $92,631 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 56 | $7,350,342 | $426,596 | $7,618iApproximate average salary by contribution assumption: employee only about $190,445 at 4% or $126,963 at 6%; with 50% employer match about $126,963 at 4% or $84,642 at 6%; with 100% employer match about $95,222 at 4% or $63,482 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 54 | $1,610,721 | $195,883 | $3,627iApproximate average salary by contribution assumption: employee only about $90,687 at 4% or $60,458 at 6%; with 50% employer match about $60,458 at 4% or $40,305 at 6%; with 100% employer match about $45,343 at 4% or $30,229 at 6%. |
| 2000 | 1 | 49 | $1,655,372 | $0 | - |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 49 | $1,655,372 | - | - |
| 1999 | 2 | 53 | $9,095,279 | $535,440 | $10,103iApproximate average salary by contribution assumption: employee only about $252,566 at 4% or $168,377 at 6%; with 50% employer match about $168,377 at 4% or $112,252 at 6%; with 100% employer match about $126,283 at 4% or $84,189 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. 401K Plan | - | 52 | $7,138,065 | $416,910 | $8,018iApproximate average salary by contribution assumption: employee only about $200,438 at 4% or $133,625 at 6%; with 50% employer match about $133,625 at 4% or $89,083 at 6%; with 100% employer match about $100,219 at 4% or $66,813 at 6%. |
| Goldsteins Rosenbergs Raphael-Sacks Inc. Pension Plan | - | 53 | $1,957,214 | $118,530 | $2,236iApproximate average salary by contribution assumption: employee only about $55,910 at 4% or $37,274 at 6%; with 50% employer match about $37,274 at 4% or $24,849 at 6%; with 100% employer match about $27,955 at 4% or $18,637 at 6%. |