Civic Intelligence

Marvin Finkelstein CPA

Plan context: Marvin Finkelstein CPA Ps Pl

EIN 23-1856550 • Jenkintown, PA • 29 filings • 14 plans

261 Old York RoadSuite 518-aJenkintown, PA 19046
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$209,431

2019 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$256,761$128,381$0199920092018YearValue
$209,431Latest year 2018

Participants Over Time

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

210199920092018YearValue
2Latest year 2018

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
201910$0$25,000-
Marvin Finkelstein CPA Ps Pl-0$0$25,000-
201812$209,431$26,443$13,222iApproximate average salary by contribution assumption: employee only about $330,538 at 4% or $220,358 at 6%; with 50% employer match about $220,358 at 4% or $146,906 at 6%; with 100% employer match about $165,269 at 4% or $110,179 at 6%.
Marvin Finkelstein CPA Ps Pl-2$209,431$26,443$13,222iApproximate average salary by contribution assumption: employee only about $330,538 at 4% or $220,358 at 6%; with 50% employer match about $220,358 at 4% or $146,906 at 6%; with 100% employer match about $165,269 at 4% or $110,179 at 6%.
201712$201,059$23,642$11,821iApproximate average salary by contribution assumption: employee only about $295,525 at 4% or $197,017 at 6%; with 50% employer match about $197,017 at 4% or $131,344 at 6%; with 100% employer match about $147,763 at 4% or $98,508 at 6%.
Marvin Finkelstein CPA Ps Pl-2$201,059$23,642$11,821iApproximate average salary by contribution assumption: employee only about $295,525 at 4% or $197,017 at 6%; with 50% employer match about $197,017 at 4% or $131,344 at 6%; with 100% employer match about $147,763 at 4% or $98,508 at 6%.
201612$151,210$18,375$9,188iApproximate average salary by contribution assumption: employee only about $229,688 at 4% or $153,125 at 6%; with 50% employer match about $153,125 at 4% or $102,083 at 6%; with 100% employer match about $114,844 at 4% or $76,563 at 6%.
Marvin Finkelstein CPA Ps Pl-2$151,210$18,375$9,188iApproximate average salary by contribution assumption: employee only about $229,688 at 4% or $153,125 at 6%; with 50% employer match about $153,125 at 4% or $102,083 at 6%; with 100% employer match about $114,844 at 4% or $76,563 at 6%.
201512$124,306$17,815$8,908iApproximate average salary by contribution assumption: employee only about $222,688 at 4% or $148,458 at 6%; with 50% employer match about $148,458 at 4% or $98,972 at 6%; with 100% employer match about $111,344 at 4% or $74,229 at 6%.
Marvin Finkelstein CPA Ps Pl-2$124,306$17,815$8,908iApproximate average salary by contribution assumption: employee only about $222,688 at 4% or $148,458 at 6%; with 50% employer match about $148,458 at 4% or $98,972 at 6%; with 100% employer match about $111,344 at 4% or $74,229 at 6%.
201412$106,783$16,600$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
Marvin Finkelstein CPA Ps Pl-2$106,783$16,600$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
201312$90,006$13,950$6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%.
Marvin Finkelstein CPA Ps Pl-2$90,006$13,950$6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%.
201212$65,700$12,660$6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
Marvin Finkelstein CPA Ps Pl-2$65,700$12,660$6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
201112$48,446$10,150$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
Marvin Finkelstein CPA Ps Pl-2$48,446$10,150$5,075iApproximate average salary by contribution assumption: employee only about $126,875 at 4% or $84,583 at 6%; with 50% employer match about $84,583 at 4% or $56,389 at 6%; with 100% employer match about $63,438 at 4% or $42,292 at 6%.
201012$39,073$9,420$4,710iApproximate average salary by contribution assumption: employee only about $117,750 at 4% or $78,500 at 6%; with 50% employer match about $78,500 at 4% or $52,333 at 6%; with 100% employer match about $58,875 at 4% or $39,250 at 6%.
Marvin Finkelstein CPA Ps Pl-2$39,073$9,420$4,710iApproximate average salary by contribution assumption: employee only about $117,750 at 4% or $78,500 at 6%; with 50% employer match about $78,500 at 4% or $52,333 at 6%; with 100% employer match about $58,875 at 4% or $39,250 at 6%.
200912$28,026$8,855$4,428iApproximate average salary by contribution assumption: employee only about $110,688 at 4% or $73,792 at 6%; with 50% employer match about $73,792 at 4% or $49,194 at 6%; with 100% employer match about $55,344 at 4% or $36,896 at 6%.
Marvin Finkelstein CPA Ps Pl-2$28,026$8,855$4,428iApproximate average salary by contribution assumption: employee only about $110,688 at 4% or $73,792 at 6%; with 50% employer match about $73,792 at 4% or $49,194 at 6%; with 100% employer match about $55,344 at 4% or $36,896 at 6%.
200812$15,101$9,520$4,760iApproximate average salary by contribution assumption: employee only about $119,000 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,889 at 6%; with 100% employer match about $59,500 at 4% or $39,667 at 6%.
Marvin Finkelstein CPA Ps Pl-2$15,101$9,520$4,760iApproximate average salary by contribution assumption: employee only about $119,000 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,889 at 6%; with 100% employer match about $59,500 at 4% or $39,667 at 6%.
200712$9,060$8,900$4,450iApproximate average salary by contribution assumption: employee only about $111,250 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,444 at 6%; with 100% employer match about $55,625 at 4% or $37,083 at 6%.
Marvin Finkelstein CPA Ps Pl-2$9,060$8,900$4,450iApproximate average salary by contribution assumption: employee only about $111,250 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,444 at 6%; with 100% employer match about $55,625 at 4% or $37,083 at 6%.
200522$256,761$0-
Marvin Finkelstein CPA Ps Pl-1$160,624--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$96,137--
200422$251,478$0-
Marvin Finkelstein CPA Ps Pl-1$157,321--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$94,157--
200322$244,134$0-
Marvin Finkelstein CPA Ps Pl-1$155,671--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$88,463--
200222$239,116$0-
Marvin Finkelstein CPA Ps Pl-1$154,258--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$84,858--
200142$233,405$0-
Marvin Finkelstein CPA Ps Pl-1$151,571--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$81,834--
Marvin Finkelstein CPA Ps Pl-1---
Marvin Finkelstein CPA Ps Pl-0---
200022$225,275$0-
Marvin Finkelstein CPA Ps Pl-1$146,971--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$78,304--
199922$211,813$0-
Marvin Finkelstein CPA Ps Pl-1$137,150--
Marvin Finkelstein Profit Sharing Pl Beneficial Savings Bank D242624A-2$74,663--