Goldstein & Assoc., P.A.
Plan context: GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
EIN 52-1906437 • Washington, DC • 23 filings • 6 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$4,662
2019 Contributions
$11,031
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | - | - |
| 2018 | 1 | 2 | $4,662 | $0 | - |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 2 | $4,662 | $0 | - |
| 2017 | 1 | 3 | $32,373 | $0 | - |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 3 | $32,373 | $0 | - |
| 2016 | 1 | 4 | $2,548,858 | $11,031 | $2,758iApproximate average salary by contribution assumption: employee only about $68,944 at 4% or $45,963 at 6%; with 50% employer match about $45,963 at 4% or $30,642 at 6%; with 100% employer match about $34,472 at 4% or $22,981 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $2,548,858 | $11,031 | $2,758iApproximate average salary by contribution assumption: employee only about $68,944 at 4% or $45,963 at 6%; with 50% employer match about $45,963 at 4% or $30,642 at 6%; with 100% employer match about $34,472 at 4% or $22,981 at 6%. |
| 2015 | 1 | 8 | $2,616,111 | $53,002 | $6,625iApproximate average salary by contribution assumption: employee only about $165,631 at 4% or $110,421 at 6%; with 50% employer match about $110,421 at 4% or $73,614 at 6%; with 100% employer match about $82,816 at 4% or $55,210 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $2,616,111 | $53,002 | $6,625iApproximate average salary by contribution assumption: employee only about $165,631 at 4% or $110,421 at 6%; with 50% employer match about $110,421 at 4% or $73,614 at 6%; with 100% employer match about $82,816 at 4% or $55,210 at 6%. |
| 2014 | 1 | 7 | $2,701,996 | $60,970 | $8,710iApproximate average salary by contribution assumption: employee only about $217,750 at 4% or $145,167 at 6%; with 50% employer match about $145,167 at 4% or $96,778 at 6%; with 100% employer match about $108,875 at 4% or $72,583 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $2,701,996 | $60,970 | $8,710iApproximate average salary by contribution assumption: employee only about $217,750 at 4% or $145,167 at 6%; with 50% employer match about $145,167 at 4% or $96,778 at 6%; with 100% employer match about $108,875 at 4% or $72,583 at 6%. |
| 2013 | 1 | 8 | $2,707,217 | $59,765 | $7,471iApproximate average salary by contribution assumption: employee only about $186,766 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $2,707,217 | $59,765 | $7,471iApproximate average salary by contribution assumption: employee only about $186,766 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%. |
| 2012 | 1 | 8 | $2,422,798 | $58,728 | $7,341iApproximate average salary by contribution assumption: employee only about $183,525 at 4% or $122,350 at 6%; with 50% employer match about $122,350 at 4% or $81,567 at 6%; with 100% employer match about $91,763 at 4% or $61,175 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $2,422,798 | $58,728 | $7,341iApproximate average salary by contribution assumption: employee only about $183,525 at 4% or $122,350 at 6%; with 50% employer match about $122,350 at 4% or $81,567 at 6%; with 100% employer match about $91,763 at 4% or $61,175 at 6%. |
| 2011 | 1 | 7 | $2,264,006 | $59,556 | $8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $2,264,006 | $59,556 | $8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%. |
| 2010 | 1 | 8 | $2,440,582 | $61,560 | $7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. RG401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $2,440,582 | $61,560 | $7,695iApproximate average salary by contribution assumption: employee only about $192,375 at 4% or $128,250 at 6%; with 50% employer match about $128,250 at 4% or $85,500 at 6%; with 100% employer match about $96,188 at 4% or $64,125 at 6%. |
| 2009 | 1 | 5 | $2,141,131 | $56,188 | $11,238iApproximate average salary by contribution assumption: employee only about $280,940 at 4% or $187,293 at 6%; with 50% employer match about $187,293 at 4% or $124,862 at 6%; with 100% employer match about $140,470 at 4% or $93,647 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. RG401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $2,141,131 | $56,188 | $11,238iApproximate average salary by contribution assumption: employee only about $280,940 at 4% or $187,293 at 6%; with 50% employer match about $187,293 at 4% or $124,862 at 6%; with 100% employer match about $140,470 at 4% or $93,647 at 6%. |
| 2008 | 1 | 2 | $1,806,470 | $52,500 | $26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. RG401K PROFIT SHARING PLAN & TRUST | - | 2 | $1,806,470 | $52,500 | $26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%. |
| 2007 | 2 | 1 | $0 | $0 | - |
| Goldstein & Assoc., P.A. Db Plan | - | 0 | - | - | - |
| GOLDSTEIN & ASSOCIATES, P.C. RG401K PROFIT SHARING PLAN & TRUST | - | 1 | - | - | - |
| 2006 | 2 | 4 | $2,144,083 | $2,334,709 | $583,677iApproximate average salary by contribution assumption: employee only about $14,591,931 at 4% or $9,727,954 at 6%; with 50% employer match about $9,727,954 at 4% or $6,485,303 at 6%; with 100% employer match about $7,295,966 at 4% or $4,863,977 at 6%. |
| GOLDSTEIN & ASSOCIATES, P.C. RG401K PROFIT SHARING PLAN & TRUST | - | 4 | $2,143,410 | $2,064,709 | $516,177iApproximate average salary by contribution assumption: employee only about $12,904,431 at 4% or $8,602,954 at 6%; with 50% employer match about $8,602,954 at 4% or $5,735,303 at 6%; with 100% employer match about $6,452,216 at 4% or $4,301,477 at 6%. |
| Goldstein & Assoc., P.A. Db Plan | - | 1 | $673 | $270,000 | $270,000iApproximate average salary by contribution assumption: employee only about $6,750,000 at 4% or $4,500,000 at 6%; with 50% employer match about $4,500,000 at 4% or $3,000,000 at 6%; with 100% employer match about $3,375,000 at 4% or $2,250,000 at 6%. |
| 2005 | 1 | 3 | $1,630,413 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Goldstein & Assoc., P.A. Db Plan | - | 3 | $1,630,413 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2004 | 1 | 1 | $1,437,486 | $270,000 | $270,000iApproximate average salary by contribution assumption: employee only about $6,750,000 at 4% or $4,500,000 at 6%; with 50% employer match about $4,500,000 at 4% or $3,000,000 at 6%; with 100% employer match about $3,375,000 at 4% or $2,250,000 at 6%. |
| Goldstein & Assoc., P.A. Db Plan | - | 1 | $1,437,486 | $270,000 | $270,000iApproximate average salary by contribution assumption: employee only about $6,750,000 at 4% or $4,500,000 at 6%; with 50% employer match about $4,500,000 at 4% or $3,000,000 at 6%; with 100% employer match about $3,375,000 at 4% or $2,250,000 at 6%. |
| 2003 | 1 | 2 | $1,060,136 | $600,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| Goldstein & Assoc., P.A. Db Plan | - | 2 | $1,060,136 | $600,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| 2002 | 1 | 2 | $381,666 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Goldstein & Assoc., P.A. Db Plan | - | 2 | $381,666 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Goldstein & Assoc., P.A. Db Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Goldstein & Assoc., P.A. Db Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $484,288 | $40,297 | $10,074iApproximate average salary by contribution assumption: employee only about $251,856 at 4% or $167,904 at 6%; with 50% employer match about $167,904 at 4% or $111,936 at 6%; with 100% employer match about $125,928 at 4% or $83,952 at 6%. |
| Goldstein & Assoc., P.A. Db Plan | - | 4 | $484,288 | $40,297 | $10,074iApproximate average salary by contribution assumption: employee only about $251,856 at 4% or $167,904 at 6%; with 50% employer match about $167,904 at 4% or $111,936 at 6%; with 100% employer match about $125,928 at 4% or $83,952 at 6%. |