Civic Intelligence

Goldfein & Joseph PC.

Plan context: Goldfein & Joseph PC. Tax Favored Savings Plan

EIN 23-2412292 • Sanatoga, PA • 26 filings • 2 plans

2081 E. High Street, Suite 200Sanatoga, PA 19464
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$7,803,053

2025 Contributions

$255,759

Historical Graphs

Total Assets Over Time

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

$7,803,053$3,901,527$0199920132025YearValue
$7,803,053Latest year 2025

Participants Over Time

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

80400199920132025YearValue
27Latest year 2025

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
2025127$7,803,053$255,759$9,473iApproximate average salary by contribution assumption: employee only about $236,814 at 4% or $157,876 at 6%; with 50% employer match about $157,876 at 4% or $105,251 at 6%; with 100% employer match about $118,407 at 4% or $78,938 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-27$7,803,053$255,759$9,473iApproximate average salary by contribution assumption: employee only about $236,814 at 4% or $157,876 at 6%; with 50% employer match about $157,876 at 4% or $105,251 at 6%; with 100% employer match about $118,407 at 4% or $78,938 at 6%.
2024128$7,202,919$194,953$6,963iApproximate average salary by contribution assumption: employee only about $174,065 at 4% or $116,043 at 6%; with 50% employer match about $116,043 at 4% or $77,362 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-28$7,202,919$194,953$6,963iApproximate average salary by contribution assumption: employee only about $174,065 at 4% or $116,043 at 6%; with 50% employer match about $116,043 at 4% or $77,362 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%.
2023129$6,661,066$137,102$4,728iApproximate average salary by contribution assumption: employee only about $118,191 at 4% or $78,794 at 6%; with 50% employer match about $78,794 at 4% or $52,530 at 6%; with 100% employer match about $59,096 at 4% or $39,397 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-29$6,661,066$137,102$4,728iApproximate average salary by contribution assumption: employee only about $118,191 at 4% or $78,794 at 6%; with 50% employer match about $78,794 at 4% or $52,530 at 6%; with 100% employer match about $59,096 at 4% or $39,397 at 6%.
2022131$6,684,925$117,273$3,783iApproximate average salary by contribution assumption: employee only about $94,575 at 4% or $63,050 at 6%; with 50% employer match about $63,050 at 4% or $42,033 at 6%; with 100% employer match about $47,288 at 4% or $31,525 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-31$6,684,925$117,273$3,783iApproximate average salary by contribution assumption: employee only about $94,575 at 4% or $63,050 at 6%; with 50% employer match about $63,050 at 4% or $42,033 at 6%; with 100% employer match about $47,288 at 4% or $31,525 at 6%.
2021131$7,738,692$109,710$3,539iApproximate average salary by contribution assumption: employee only about $88,476 at 4% or $58,984 at 6%; with 50% employer match about $58,984 at 4% or $39,323 at 6%; with 100% employer match about $44,238 at 4% or $29,492 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-31$7,738,692$109,710$3,539iApproximate average salary by contribution assumption: employee only about $88,476 at 4% or $58,984 at 6%; with 50% employer match about $58,984 at 4% or $39,323 at 6%; with 100% employer match about $44,238 at 4% or $29,492 at 6%.
2020133$6,556,356$105,986$3,212iApproximate average salary by contribution assumption: employee only about $80,292 at 4% or $53,528 at 6%; with 50% employer match about $53,528 at 4% or $35,686 at 6%; with 100% employer match about $40,146 at 4% or $26,764 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-33$6,556,356$105,986$3,212iApproximate average salary by contribution assumption: employee only about $80,292 at 4% or $53,528 at 6%; with 50% employer match about $53,528 at 4% or $35,686 at 6%; with 100% employer match about $40,146 at 4% or $26,764 at 6%.
2019134$6,144,840$150,449$4,425iApproximate average salary by contribution assumption: employee only about $110,624 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,166 at 6%; with 100% employer match about $55,312 at 4% or $36,875 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-34$6,144,840$150,449$4,425iApproximate average salary by contribution assumption: employee only about $110,624 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,166 at 6%; with 100% employer match about $55,312 at 4% or $36,875 at 6%.
2018136$6,341,178$165,218$4,589iApproximate average salary by contribution assumption: employee only about $114,735 at 4% or $76,490 at 6%; with 50% employer match about $76,490 at 4% or $50,993 at 6%; with 100% employer match about $57,367 at 4% or $38,245 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-36$6,341,178$165,218$4,589iApproximate average salary by contribution assumption: employee only about $114,735 at 4% or $76,490 at 6%; with 50% employer match about $76,490 at 4% or $50,993 at 6%; with 100% employer match about $57,367 at 4% or $38,245 at 6%.
2017138$6,742,619$174,442$4,591iApproximate average salary by contribution assumption: employee only about $114,764 at 4% or $76,510 at 6%; with 50% employer match about $76,510 at 4% or $51,006 at 6%; with 100% employer match about $57,382 at 4% or $38,255 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-38$6,742,619$174,442$4,591iApproximate average salary by contribution assumption: employee only about $114,764 at 4% or $76,510 at 6%; with 50% employer match about $76,510 at 4% or $51,006 at 6%; with 100% employer match about $57,382 at 4% or $38,255 at 6%.
2016138$6,312,246$162,323$4,272iApproximate average salary by contribution assumption: employee only about $106,791 at 4% or $71,194 at 6%; with 50% employer match about $71,194 at 4% or $47,463 at 6%; with 100% employer match about $53,396 at 4% or $35,597 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-38$6,312,246$162,323$4,272iApproximate average salary by contribution assumption: employee only about $106,791 at 4% or $71,194 at 6%; with 50% employer match about $71,194 at 4% or $47,463 at 6%; with 100% employer match about $53,396 at 4% or $35,597 at 6%.
2015138$5,803,241$288,169$7,583iApproximate average salary by contribution assumption: employee only about $189,585 at 4% or $126,390 at 6%; with 50% employer match about $126,390 at 4% or $84,260 at 6%; with 100% employer match about $94,792 at 4% or $63,195 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-38$5,803,241$288,169$7,583iApproximate average salary by contribution assumption: employee only about $189,585 at 4% or $126,390 at 6%; with 50% employer match about $126,390 at 4% or $84,260 at 6%; with 100% employer match about $94,792 at 4% or $63,195 at 6%.
2014142$5,838,928$165,820$3,948iApproximate average salary by contribution assumption: employee only about $98,702 at 4% or $65,802 at 6%; with 50% employer match about $65,802 at 4% or $43,868 at 6%; with 100% employer match about $49,351 at 4% or $32,901 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-42$5,838,928$165,820$3,948iApproximate average salary by contribution assumption: employee only about $98,702 at 4% or $65,802 at 6%; with 50% employer match about $65,802 at 4% or $43,868 at 6%; with 100% employer match about $49,351 at 4% or $32,901 at 6%.
2013145$6,606,141$167,160$3,715iApproximate average salary by contribution assumption: employee only about $92,867 at 4% or $61,911 at 6%; with 50% employer match about $61,911 at 4% or $41,274 at 6%; with 100% employer match about $46,433 at 4% or $30,956 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-45$6,606,141$167,160$3,715iApproximate average salary by contribution assumption: employee only about $92,867 at 4% or $61,911 at 6%; with 50% employer match about $61,911 at 4% or $41,274 at 6%; with 100% employer match about $46,433 at 4% or $30,956 at 6%.
2012148$5,811,654$315,404$6,571iApproximate average salary by contribution assumption: employee only about $164,273 at 4% or $109,515 at 6%; with 50% employer match about $109,515 at 4% or $73,010 at 6%; with 100% employer match about $82,136 at 4% or $54,758 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-48$5,811,654$315,404$6,571iApproximate average salary by contribution assumption: employee only about $164,273 at 4% or $109,515 at 6%; with 50% employer match about $109,515 at 4% or $73,010 at 6%; with 100% employer match about $82,136 at 4% or $54,758 at 6%.
2011153$5,341,145$327,073$6,171iApproximate average salary by contribution assumption: employee only about $154,280 at 4% or $102,853 at 6%; with 50% employer match about $102,853 at 4% or $68,569 at 6%; with 100% employer match about $77,140 at 4% or $51,427 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-53$5,341,145$327,073$6,171iApproximate average salary by contribution assumption: employee only about $154,280 at 4% or $102,853 at 6%; with 50% employer match about $102,853 at 4% or $68,569 at 6%; with 100% employer match about $77,140 at 4% or $51,427 at 6%.
2010156$5,207,878$294,837$5,265iApproximate average salary by contribution assumption: employee only about $131,624 at 4% or $87,749 at 6%; with 50% employer match about $87,749 at 4% or $58,499 at 6%; with 100% employer match about $65,812 at 4% or $43,875 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-56$5,207,878$294,837$5,265iApproximate average salary by contribution assumption: employee only about $131,624 at 4% or $87,749 at 6%; with 50% employer match about $87,749 at 4% or $58,499 at 6%; with 100% employer match about $65,812 at 4% or $43,875 at 6%.
2009165$4,460,825$310,208$4,772iApproximate average salary by contribution assumption: employee only about $119,311 at 4% or $79,541 at 6%; with 50% employer match about $79,541 at 4% or $53,027 at 6%; with 100% employer match about $59,655 at 4% or $39,770 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-65$4,460,825$310,208$4,772iApproximate average salary by contribution assumption: employee only about $119,311 at 4% or $79,541 at 6%; with 50% employer match about $79,541 at 4% or $53,027 at 6%; with 100% employer match about $59,655 at 4% or $39,770 at 6%.
2008142$3,628,150$353,823$8,424iApproximate average salary by contribution assumption: employee only about $210,609 at 4% or $140,406 at 6%; with 50% employer match about $140,406 at 4% or $93,604 at 6%; with 100% employer match about $105,304 at 4% or $70,203 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-42$3,628,150$353,823$8,424iApproximate average salary by contribution assumption: employee only about $210,609 at 4% or $140,406 at 6%; with 50% employer match about $140,406 at 4% or $93,604 at 6%; with 100% employer match about $105,304 at 4% or $70,203 at 6%.
2007151$0$0-
Goldfein & Joseph PC. Tax Favored Savings Plan-51---
2006154$4,674,261$361,736$6,699iApproximate average salary by contribution assumption: employee only about $167,470 at 4% or $111,647 at 6%; with 50% employer match about $111,647 at 4% or $74,431 at 6%; with 100% employer match about $83,735 at 4% or $55,823 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-54$4,674,261$361,736$6,699iApproximate average salary by contribution assumption: employee only about $167,470 at 4% or $111,647 at 6%; with 50% employer match about $111,647 at 4% or $74,431 at 6%; with 100% employer match about $83,735 at 4% or $55,823 at 6%.
2005158$3,964,548$857,709$14,788iApproximate average salary by contribution assumption: employee only about $369,702 at 4% or $246,468 at 6%; with 50% employer match about $246,468 at 4% or $164,312 at 6%; with 100% employer match about $184,851 at 4% or $123,234 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-58$3,964,548$857,709$14,788iApproximate average salary by contribution assumption: employee only about $369,702 at 4% or $246,468 at 6%; with 50% employer match about $246,468 at 4% or $164,312 at 6%; with 100% employer match about $184,851 at 4% or $123,234 at 6%.
2004157$2,958,494$655,805$11,505iApproximate average salary by contribution assumption: employee only about $287,634 at 4% or $191,756 at 6%; with 50% employer match about $191,756 at 4% or $127,837 at 6%; with 100% employer match about $143,817 at 4% or $95,878 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-57$2,958,494$655,805$11,505iApproximate average salary by contribution assumption: employee only about $287,634 at 4% or $191,756 at 6%; with 50% employer match about $191,756 at 4% or $127,837 at 6%; with 100% employer match about $143,817 at 4% or $95,878 at 6%.
2003148$2,570,840$332,498$6,927iApproximate average salary by contribution assumption: employee only about $173,176 at 4% or $115,451 at 6%; with 50% employer match about $115,451 at 4% or $76,967 at 6%; with 100% employer match about $86,588 at 4% or $57,725 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-48$2,570,840$332,498$6,927iApproximate average salary by contribution assumption: employee only about $173,176 at 4% or $115,451 at 6%; with 50% employer match about $115,451 at 4% or $76,967 at 6%; with 100% employer match about $86,588 at 4% or $57,725 at 6%.
2002180$2,579,521$553,113$6,914iApproximate average salary by contribution assumption: employee only about $172,848 at 4% or $115,232 at 6%; with 50% employer match about $115,232 at 4% or $76,821 at 6%; with 100% employer match about $86,424 at 4% or $57,616 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-80$2,579,521$553,113$6,914iApproximate average salary by contribution assumption: employee only about $172,848 at 4% or $115,232 at 6%; with 50% employer match about $115,232 at 4% or $76,821 at 6%; with 100% employer match about $86,424 at 4% or $57,616 at 6%.
2000178$2,978,054$356,389$4,569iApproximate average salary by contribution assumption: employee only about $114,227 at 4% or $76,151 at 6%; with 50% employer match about $76,151 at 4% or $50,768 at 6%; with 100% employer match about $57,114 at 4% or $38,076 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-78$2,978,054$356,389$4,569iApproximate average salary by contribution assumption: employee only about $114,227 at 4% or $76,151 at 6%; with 50% employer match about $76,151 at 4% or $50,768 at 6%; with 100% employer match about $57,114 at 4% or $38,076 at 6%.
1999165$3,347,806$265,654$4,087iApproximate average salary by contribution assumption: employee only about $102,175 at 4% or $68,116 at 6%; with 50% employer match about $68,116 at 4% or $45,411 at 6%; with 100% employer match about $51,087 at 4% or $34,058 at 6%.
Goldfein & Joseph PC. Tax Favored Savings Plan-65$3,347,806$265,654$4,087iApproximate average salary by contribution assumption: employee only about $102,175 at 4% or $68,116 at 6%; with 50% employer match about $68,116 at 4% or $45,411 at 6%; with 100% employer match about $51,087 at 4% or $34,058 at 6%.