Civic Intelligence

Samuel Goldstein, CPA PC.

Plan context: Samuel Goldstein, CPA PC. Retirement Plan

EIN 43-1496051 • Creve Coeur, MO • 14 filings • 1 plans

10944 Chalet CourtCreve Coeur, MO 63141
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$3,399,943

2024 Contributions

$71,116

Historical Graphs

Total Assets Over Time

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

$3,399,943$1,699,972$0201120182024YearValue
$3,399,943Latest year 2024

Participants Over Time

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

210201120182024YearValue
1Latest year 2024

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
202411$3,399,943$0-
Samuel Goldstein, CPA PC. Retirement Plan-1$3,399,943--
202312$3,131,900$0-
Samuel Goldstein, CPA PC. Retirement Plan-2$3,131,900--
202212$2,718,531$71,116$35,558iApproximate average salary by contribution assumption: employee only about $888,950 at 4% or $592,633 at 6%; with 50% employer match about $592,633 at 4% or $395,089 at 6%; with 100% employer match about $444,475 at 4% or $296,317 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$2,718,531$71,116$35,558iApproximate average salary by contribution assumption: employee only about $888,950 at 4% or $592,633 at 6%; with 50% employer match about $592,633 at 4% or $395,089 at 6%; with 100% employer match about $444,475 at 4% or $296,317 at 6%.
202112$3,214,286$67,423$33,712iApproximate average salary by contribution assumption: employee only about $842,788 at 4% or $561,858 at 6%; with 50% employer match about $561,858 at 4% or $374,572 at 6%; with 100% employer match about $421,394 at 4% or $280,929 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$3,214,286$67,423$33,712iApproximate average salary by contribution assumption: employee only about $842,788 at 4% or $561,858 at 6%; with 50% employer match about $561,858 at 4% or $374,572 at 6%; with 100% employer match about $421,394 at 4% or $280,929 at 6%.
202012$2,815,927$65,524$32,762iApproximate average salary by contribution assumption: employee only about $819,050 at 4% or $546,033 at 6%; with 50% employer match about $546,033 at 4% or $364,022 at 6%; with 100% employer match about $409,525 at 4% or $273,017 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$2,815,927$65,524$32,762iApproximate average salary by contribution assumption: employee only about $819,050 at 4% or $546,033 at 6%; with 50% employer match about $546,033 at 4% or $364,022 at 6%; with 100% employer match about $409,525 at 4% or $273,017 at 6%.
201912$2,428,225$64,075$32,038iApproximate average salary by contribution assumption: employee only about $800,938 at 4% or $533,958 at 6%; with 50% employer match about $533,958 at 4% or $355,972 at 6%; with 100% employer match about $400,469 at 4% or $266,979 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$2,428,225$64,075$32,038iApproximate average salary by contribution assumption: employee only about $800,938 at 4% or $533,958 at 6%; with 50% employer match about $533,958 at 4% or $355,972 at 6%; with 100% employer match about $400,469 at 4% or $266,979 at 6%.
201812$1,976,834$63,106$31,553iApproximate average salary by contribution assumption: employee only about $788,825 at 4% or $525,883 at 6%; with 50% employer match about $525,883 at 4% or $350,589 at 6%; with 100% employer match about $394,413 at 4% or $262,942 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$1,976,834$63,106$31,553iApproximate average salary by contribution assumption: employee only about $788,825 at 4% or $525,883 at 6%; with 50% employer match about $525,883 at 4% or $350,589 at 6%; with 100% employer match about $394,413 at 4% or $262,942 at 6%.
201712$1,995,180$62,239$31,120iApproximate average salary by contribution assumption: employee only about $777,988 at 4% or $518,658 at 6%; with 50% employer match about $518,658 at 4% or $345,772 at 6%; with 100% employer match about $388,994 at 4% or $259,329 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$1,995,180$62,239$31,120iApproximate average salary by contribution assumption: employee only about $777,988 at 4% or $518,658 at 6%; with 50% employer match about $518,658 at 4% or $345,772 at 6%; with 100% employer match about $388,994 at 4% or $259,329 at 6%.
201612$1,651,556$246,174$123,087iApproximate average salary by contribution assumption: employee only about $3,077,175 at 4% or $2,051,450 at 6%; with 50% employer match about $2,051,450 at 4% or $1,367,633 at 6%; with 100% employer match about $1,538,588 at 4% or $1,025,725 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$1,651,556$246,174$123,087iApproximate average salary by contribution assumption: employee only about $3,077,175 at 4% or $2,051,450 at 6%; with 50% employer match about $2,051,450 at 4% or $1,367,633 at 6%; with 100% employer match about $1,538,588 at 4% or $1,025,725 at 6%.
201512$1,303,254$61,222$30,611iApproximate average salary by contribution assumption: employee only about $765,275 at 4% or $510,183 at 6%; with 50% employer match about $510,183 at 4% or $340,122 at 6%; with 100% employer match about $382,638 at 4% or $255,092 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$1,303,254$61,222$30,611iApproximate average salary by contribution assumption: employee only about $765,275 at 4% or $510,183 at 6%; with 50% employer match about $510,183 at 4% or $340,122 at 6%; with 100% employer match about $382,638 at 4% or $255,092 at 6%.
201412$1,256,413$59,506$29,753iApproximate average salary by contribution assumption: employee only about $743,825 at 4% or $495,883 at 6%; with 50% employer match about $495,883 at 4% or $330,589 at 6%; with 100% employer match about $371,913 at 4% or $247,942 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$1,256,413$59,506$29,753iApproximate average salary by contribution assumption: employee only about $743,825 at 4% or $495,883 at 6%; with 50% employer match about $495,883 at 4% or $330,589 at 6%; with 100% employer match about $371,913 at 4% or $247,942 at 6%.
201312$1,136,504$58,941$29,471iApproximate average salary by contribution assumption: employee only about $736,763 at 4% or $491,175 at 6%; with 50% employer match about $491,175 at 4% or $327,450 at 6%; with 100% employer match about $368,381 at 4% or $245,588 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$1,136,504$58,941$29,471iApproximate average salary by contribution assumption: employee only about $736,763 at 4% or $491,175 at 6%; with 50% employer match about $491,175 at 4% or $327,450 at 6%; with 100% employer match about $368,381 at 4% or $245,588 at 6%.
201212$909,035$57,806$28,903iApproximate average salary by contribution assumption: employee only about $722,575 at 4% or $481,717 at 6%; with 50% employer match about $481,717 at 4% or $321,144 at 6%; with 100% employer match about $361,288 at 4% or $240,858 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$909,035$57,806$28,903iApproximate average salary by contribution assumption: employee only about $722,575 at 4% or $481,717 at 6%; with 50% employer match about $481,717 at 4% or $321,144 at 6%; with 100% employer match about $361,288 at 4% or $240,858 at 6%.
201112$749,328$56,899$28,450iApproximate average salary by contribution assumption: employee only about $711,238 at 4% or $474,158 at 6%; with 50% employer match about $474,158 at 4% or $316,106 at 6%; with 100% employer match about $355,619 at 4% or $237,079 at 6%.
Samuel Goldstein, CPA PC. Retirement Plan-2$749,328$56,899$28,450iApproximate average salary by contribution assumption: employee only about $711,238 at 4% or $474,158 at 6%; with 50% employer match about $474,158 at 4% or $316,106 at 6%; with 100% employer match about $355,619 at 4% or $237,079 at 6%.