Civic Intelligence

Goldstein & Goldstein LLP

Plan context: Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust

EIN 46-1865824 • Poughkeepsie, NY • 12 filings • 2 plans

One Civic Center Plaza, Suite 541Poughkeepsie, NY 12601
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,390,828

2024 Contributions

$140,376

Historical Graphs

Total Assets Over Time

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

$3,087,874$1,543,937$0201320192024YearValue
$1,390,828Latest year 2024

Participants Over Time

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

740201320192024YearValue
4Latest 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
202414$1,390,828$140,376$35,094iApproximate average salary by contribution assumption: employee only about $877,350 at 4% or $584,900 at 6%; with 50% employer match about $584,900 at 4% or $389,933 at 6%; with 100% employer match about $438,675 at 4% or $292,450 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-4$1,390,828$140,376$35,094iApproximate average salary by contribution assumption: employee only about $877,350 at 4% or $584,900 at 6%; with 50% employer match about $584,900 at 4% or $389,933 at 6%; with 100% employer match about $438,675 at 4% or $292,450 at 6%.
202315$1,114,996$145,449$29,090iApproximate average salary by contribution assumption: employee only about $727,245 at 4% or $484,830 at 6%; with 50% employer match about $484,830 at 4% or $323,220 at 6%; with 100% employer match about $363,623 at 4% or $242,415 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-5$1,114,996$145,449$29,090iApproximate average salary by contribution assumption: employee only about $727,245 at 4% or $484,830 at 6%; with 50% employer match about $484,830 at 4% or $323,220 at 6%; with 100% employer match about $363,623 at 4% or $242,415 at 6%.
202215$2,720,229$164,834$32,967iApproximate average salary by contribution assumption: employee only about $824,170 at 4% or $549,447 at 6%; with 50% employer match about $549,447 at 4% or $366,298 at 6%; with 100% employer match about $412,085 at 4% or $274,723 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-5$2,720,229$164,834$32,967iApproximate average salary by contribution assumption: employee only about $824,170 at 4% or $549,447 at 6%; with 50% employer match about $549,447 at 4% or $366,298 at 6%; with 100% employer match about $412,085 at 4% or $274,723 at 6%.
202115$3,087,874$146,761$29,352iApproximate average salary by contribution assumption: employee only about $733,805 at 4% or $489,203 at 6%; with 50% employer match about $489,203 at 4% or $326,136 at 6%; with 100% employer match about $366,903 at 4% or $244,602 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-5$3,087,874$146,761$29,352iApproximate average salary by contribution assumption: employee only about $733,805 at 4% or $489,203 at 6%; with 50% employer match about $489,203 at 4% or $326,136 at 6%; with 100% employer match about $366,903 at 4% or $244,602 at 6%.
202017$2,606,598$163,325$23,332iApproximate average salary by contribution assumption: employee only about $583,304 at 4% or $388,869 at 6%; with 50% employer match about $388,869 at 4% or $259,246 at 6%; with 100% employer match about $291,652 at 4% or $194,435 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-7$2,606,598$163,325$23,332iApproximate average salary by contribution assumption: employee only about $583,304 at 4% or $388,869 at 6%; with 50% employer match about $388,869 at 4% or $259,246 at 6%; with 100% employer match about $291,652 at 4% or $194,435 at 6%.
201916$2,140,771$145,445$24,241iApproximate average salary by contribution assumption: employee only about $606,021 at 4% or $404,014 at 6%; with 50% employer match about $404,014 at 4% or $269,343 at 6%; with 100% employer match about $303,010 at 4% or $202,007 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-6$2,140,771$145,445$24,241iApproximate average salary by contribution assumption: employee only about $606,021 at 4% or $404,014 at 6%; with 50% employer match about $404,014 at 4% or $269,343 at 6%; with 100% employer match about $303,010 at 4% or $202,007 at 6%.
201815$2,103,212$133,230$26,646iApproximate average salary by contribution assumption: employee only about $666,150 at 4% or $444,100 at 6%; with 50% employer match about $444,100 at 4% or $296,067 at 6%; with 100% employer match about $333,075 at 4% or $222,050 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-5$2,103,212$133,230$26,646iApproximate average salary by contribution assumption: employee only about $666,150 at 4% or $444,100 at 6%; with 50% employer match about $444,100 at 4% or $296,067 at 6%; with 100% employer match about $333,075 at 4% or $222,050 at 6%.
201716$2,128,361$144,322$24,054iApproximate average salary by contribution assumption: employee only about $601,342 at 4% or $400,894 at 6%; with 50% employer match about $400,894 at 4% or $267,263 at 6%; with 100% employer match about $300,671 at 4% or $200,447 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-6$2,128,361$144,322$24,054iApproximate average salary by contribution assumption: employee only about $601,342 at 4% or $400,894 at 6%; with 50% employer match about $400,894 at 4% or $267,263 at 6%; with 100% employer match about $300,671 at 4% or $200,447 at 6%.
201617$1,795,517$133,465$19,066iApproximate average salary by contribution assumption: employee only about $476,661 at 4% or $317,774 at 6%; with 50% employer match about $317,774 at 4% or $211,849 at 6%; with 100% employer match about $238,330 at 4% or $158,887 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-7$1,795,517$133,465$19,066iApproximate average salary by contribution assumption: employee only about $476,661 at 4% or $317,774 at 6%; with 50% employer match about $317,774 at 4% or $211,849 at 6%; with 100% employer match about $238,330 at 4% or $158,887 at 6%.
201517$1,574,498$147,211$21,030iApproximate average salary by contribution assumption: employee only about $525,754 at 4% or $350,502 at 6%; with 50% employer match about $350,502 at 4% or $233,668 at 6%; with 100% employer match about $262,877 at 4% or $175,251 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-7$1,574,498$147,211$21,030iApproximate average salary by contribution assumption: employee only about $525,754 at 4% or $350,502 at 6%; with 50% employer match about $350,502 at 4% or $233,668 at 6%; with 100% employer match about $262,877 at 4% or $175,251 at 6%.
201415$1,452,783$131,659$26,332iApproximate average salary by contribution assumption: employee only about $658,295 at 4% or $438,863 at 6%; with 50% employer match about $438,863 at 4% or $292,576 at 6%; with 100% employer match about $329,148 at 4% or $219,432 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-5$1,452,783$131,659$26,332iApproximate average salary by contribution assumption: employee only about $658,295 at 4% or $438,863 at 6%; with 50% employer match about $438,863 at 4% or $292,576 at 6%; with 100% employer match about $329,148 at 4% or $219,432 at 6%.
201317$1,311,319$83,801$11,972iApproximate average salary by contribution assumption: employee only about $299,289 at 4% or $199,526 at 6%; with 50% employer match about $199,526 at 4% or $133,017 at 6%; with 100% employer match about $149,645 at 4% or $99,763 at 6%.
Goldstein & Goldstein LLP 401K Profit Sharing Plan and Trust-7$1,311,319$83,801$11,972iApproximate average salary by contribution assumption: employee only about $299,289 at 4% or $199,526 at 6%; with 50% employer match about $199,526 at 4% or $133,017 at 6%; with 100% employer match about $149,645 at 4% or $99,763 at 6%.