Civic Intelligence

Goldstein Financial Group LLC

Plan context: Goldstein Financial Group LLC 401 (K) Plan

EIN 27-0590427 • Deerfield, IL • 13 filings • 2 plans

740 Waukegan RoadSuite 310Deerfield, IL 60015-4483
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$347,936

2022 Contributions

$10,400

Historical Graphs

Total Assets Over Time

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

$347,936$173,968$0201020162021YearValue
$347,936Latest year 2021

Participants Over Time

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

630201020162021YearValue
5Latest year 2021

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
202210$0$10,400-
Goldstein Financial Group LLC 401 (K) Plan-0$0$10,400-
202115$347,936$16,500$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-5$347,936$16,500$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
202014$306,374$0-
Goldstein Financial Group LLC 401 (K) Plan-4$306,374$0-
201914$279,421$2,176$544iApproximate average salary by contribution assumption: employee only about $13,600 at 4% or $9,067 at 6%; with 50% employer match about $9,067 at 4% or $6,044 at 6%; with 100% employer match about $6,800 at 4% or $4,533 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-4$279,421$2,176$544iApproximate average salary by contribution assumption: employee only about $13,600 at 4% or $9,067 at 6%; with 50% employer match about $9,067 at 4% or $6,044 at 6%; with 100% employer match about $6,800 at 4% or $4,533 at 6%.
201814$248,756$0-
Goldstein Financial Group LLC 401 (K) Plan-4$248,756$0-
201714$269,006$0-
Goldstein Financial Group LLC 401 (K) Plan-4$269,006$0-
201615$279,799$25,976$5,195iApproximate average salary by contribution assumption: employee only about $129,880 at 4% or $86,587 at 6%; with 50% employer match about $86,587 at 4% or $57,724 at 6%; with 100% employer match about $64,940 at 4% or $43,293 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-5$279,799$25,976$5,195iApproximate average salary by contribution assumption: employee only about $129,880 at 4% or $86,587 at 6%; with 50% employer match about $86,587 at 4% or $57,724 at 6%; with 100% employer match about $64,940 at 4% or $43,293 at 6%.
201515$241,736$20,595$4,119iApproximate average salary by contribution assumption: employee only about $102,975 at 4% or $68,650 at 6%; with 50% employer match about $68,650 at 4% or $45,767 at 6%; with 100% employer match about $51,488 at 4% or $34,325 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-5$241,736$20,595$4,119iApproximate average salary by contribution assumption: employee only about $102,975 at 4% or $68,650 at 6%; with 50% employer match about $68,650 at 4% or $45,767 at 6%; with 100% employer match about $51,488 at 4% or $34,325 at 6%.
201415$225,845$27,362$5,472iApproximate average salary by contribution assumption: employee only about $136,810 at 4% or $91,207 at 6%; with 50% employer match about $91,207 at 4% or $60,804 at 6%; with 100% employer match about $68,405 at 4% or $45,603 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-5$225,845$27,362$5,472iApproximate average salary by contribution assumption: employee only about $136,810 at 4% or $91,207 at 6%; with 50% employer match about $91,207 at 4% or $60,804 at 6%; with 100% employer match about $68,405 at 4% or $45,603 at 6%.
201316$253,059$30,880$5,147iApproximate average salary by contribution assumption: employee only about $128,667 at 4% or $85,778 at 6%; with 50% employer match about $85,778 at 4% or $57,185 at 6%; with 100% employer match about $64,333 at 4% or $42,889 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-6$253,059$30,880$5,147iApproximate average salary by contribution assumption: employee only about $128,667 at 4% or $85,778 at 6%; with 50% employer match about $85,778 at 4% or $57,185 at 6%; with 100% employer match about $64,333 at 4% or $42,889 at 6%.
201216$340,378$41,403$6,901iApproximate average salary by contribution assumption: employee only about $172,513 at 4% or $115,008 at 6%; with 50% employer match about $115,008 at 4% or $76,672 at 6%; with 100% employer match about $86,256 at 4% or $57,504 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-6$340,378$41,403$6,901iApproximate average salary by contribution assumption: employee only about $172,513 at 4% or $115,008 at 6%; with 50% employer match about $115,008 at 4% or $76,672 at 6%; with 100% employer match about $86,256 at 4% or $57,504 at 6%.
201116$297,874$53,110$8,852iApproximate average salary by contribution assumption: employee only about $221,292 at 4% or $147,528 at 6%; with 50% employer match about $147,528 at 4% or $98,352 at 6%; with 100% employer match about $110,646 at 4% or $73,764 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-6$297,874$53,110$8,852iApproximate average salary by contribution assumption: employee only about $221,292 at 4% or $147,528 at 6%; with 50% employer match about $147,528 at 4% or $98,352 at 6%; with 100% employer match about $110,646 at 4% or $73,764 at 6%.
201016$257,501$46,647$7,775iApproximate average salary by contribution assumption: employee only about $194,363 at 4% or $129,575 at 6%; with 50% employer match about $129,575 at 4% or $86,383 at 6%; with 100% employer match about $97,181 at 4% or $64,788 at 6%.
Goldstein Financial Group LLC 401 (K) Plan-6$257,501$46,647$7,775iApproximate average salary by contribution assumption: employee only about $194,363 at 4% or $129,575 at 6%; with 50% employer match about $129,575 at 4% or $86,383 at 6%; with 100% employer match about $97,181 at 4% or $64,788 at 6%.