Civic Intelligence

James a. Goldstein PC.

Plan context: James a. Goldstein PC. Profit Sharing Plan

EIN 58-1749261 • Atlanta, GA • 21 filings • 4 plans

3060 Peachtree Rd., NW, Suite 1000One Buckhead PlazaAtlanta, GA 30305
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$669,199

2019 Contributions

$31,360

Historical Graphs

Total Assets Over Time

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

$890,171$445,086$0199920102019YearValue
$669,199Latest year 2019

Participants Over Time

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

630199920092019YearValue
5Latest year 2019

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
201915$669,199$31,360$6,272iApproximate average salary by contribution assumption: employee only about $156,800 at 4% or $104,533 at 6%; with 50% employer match about $104,533 at 4% or $69,689 at 6%; with 100% employer match about $78,400 at 4% or $52,267 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$669,199$31,360$6,272iApproximate average salary by contribution assumption: employee only about $156,800 at 4% or $104,533 at 6%; with 50% employer match about $104,533 at 4% or $69,689 at 6%; with 100% employer match about $78,400 at 4% or $52,267 at 6%.
201814$632,800$33,147$8,287iApproximate average salary by contribution assumption: employee only about $207,169 at 4% or $138,113 at 6%; with 50% employer match about $138,113 at 4% or $92,075 at 6%; with 100% employer match about $103,584 at 4% or $69,056 at 6%.
James a. Goldstein PC. Profit Sharing Plan-4$632,800$33,147$8,287iApproximate average salary by contribution assumption: employee only about $207,169 at 4% or $138,113 at 6%; with 50% employer match about $138,113 at 4% or $92,075 at 6%; with 100% employer match about $103,584 at 4% or $69,056 at 6%.
201715$665,727$31,215$6,243iApproximate average salary by contribution assumption: employee only about $156,075 at 4% or $104,050 at 6%; with 50% employer match about $104,050 at 4% or $69,367 at 6%; with 100% employer match about $78,038 at 4% or $52,025 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$665,727$31,215$6,243iApproximate average salary by contribution assumption: employee only about $156,075 at 4% or $104,050 at 6%; with 50% employer match about $104,050 at 4% or $69,367 at 6%; with 100% employer match about $78,038 at 4% or $52,025 at 6%.
201615$890,171$30,003$6,001iApproximate average salary by contribution assumption: employee only about $150,015 at 4% or $100,010 at 6%; with 50% employer match about $100,010 at 4% or $66,673 at 6%; with 100% employer match about $75,008 at 4% or $50,005 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$890,171$30,003$6,001iApproximate average salary by contribution assumption: employee only about $150,015 at 4% or $100,010 at 6%; with 50% employer match about $100,010 at 4% or $66,673 at 6%; with 100% employer match about $75,008 at 4% or $50,005 at 6%.
201515$821,988$54,257$10,851iApproximate average salary by contribution assumption: employee only about $271,285 at 4% or $180,857 at 6%; with 50% employer match about $180,857 at 4% or $120,571 at 6%; with 100% employer match about $135,643 at 4% or $90,428 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$821,988$54,257$10,851iApproximate average salary by contribution assumption: employee only about $271,285 at 4% or $180,857 at 6%; with 50% employer match about $180,857 at 4% or $120,571 at 6%; with 100% employer match about $135,643 at 4% or $90,428 at 6%.
201415$798,216$64,609$12,922iApproximate average salary by contribution assumption: employee only about $323,045 at 4% or $215,363 at 6%; with 50% employer match about $215,363 at 4% or $143,576 at 6%; with 100% employer match about $161,523 at 4% or $107,682 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$798,216$64,609$12,922iApproximate average salary by contribution assumption: employee only about $323,045 at 4% or $215,363 at 6%; with 50% employer match about $215,363 at 4% or $143,576 at 6%; with 100% employer match about $161,523 at 4% or $107,682 at 6%.
201315$700,374$75,500$15,100iApproximate average salary by contribution assumption: employee only about $377,500 at 4% or $251,667 at 6%; with 50% employer match about $251,667 at 4% or $167,778 at 6%; with 100% employer match about $188,750 at 4% or $125,833 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$700,374$75,500$15,100iApproximate average salary by contribution assumption: employee only about $377,500 at 4% or $251,667 at 6%; with 50% employer match about $251,667 at 4% or $167,778 at 6%; with 100% employer match about $188,750 at 4% or $125,833 at 6%.
201215$558,436$71,624$14,325iApproximate average salary by contribution assumption: employee only about $358,120 at 4% or $238,747 at 6%; with 50% employer match about $238,747 at 4% or $159,164 at 6%; with 100% employer match about $179,060 at 4% or $119,373 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$558,436$71,624$14,325iApproximate average salary by contribution assumption: employee only about $358,120 at 4% or $238,747 at 6%; with 50% employer match about $238,747 at 4% or $159,164 at 6%; with 100% employer match about $179,060 at 4% or $119,373 at 6%.
201116$449,662$81,309$13,552iApproximate average salary by contribution assumption: employee only about $338,788 at 4% or $225,858 at 6%; with 50% employer match about $225,858 at 4% or $150,572 at 6%; with 100% employer match about $169,394 at 4% or $112,929 at 6%.
James a. Goldstein PC. Profit Sharing Plan-6$449,662$81,309$13,552iApproximate average salary by contribution assumption: employee only about $338,788 at 4% or $225,858 at 6%; with 50% employer match about $225,858 at 4% or $150,572 at 6%; with 100% employer match about $169,394 at 4% or $112,929 at 6%.
201015$408,579$76,287$15,257iApproximate average salary by contribution assumption: employee only about $381,435 at 4% or $254,290 at 6%; with 50% employer match about $254,290 at 4% or $169,527 at 6%; with 100% employer match about $190,718 at 4% or $127,145 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$408,579$76,287$15,257iApproximate average salary by contribution assumption: employee only about $381,435 at 4% or $254,290 at 6%; with 50% employer match about $254,290 at 4% or $169,527 at 6%; with 100% employer match about $190,718 at 4% or $127,145 at 6%.
200915$310,527$73,063$14,613iApproximate average salary by contribution assumption: employee only about $365,315 at 4% or $243,543 at 6%; with 50% employer match about $243,543 at 4% or $162,362 at 6%; with 100% employer match about $182,658 at 4% or $121,772 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$310,527$73,063$14,613iApproximate average salary by contribution assumption: employee only about $365,315 at 4% or $243,543 at 6%; with 50% employer match about $243,543 at 4% or $162,362 at 6%; with 100% employer match about $182,658 at 4% or $121,772 at 6%.
200815$301,452$56,229$11,246iApproximate average salary by contribution assumption: employee only about $281,145 at 4% or $187,430 at 6%; with 50% employer match about $187,430 at 4% or $124,953 at 6%; with 100% employer match about $140,573 at 4% or $93,715 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$301,452$56,229$11,246iApproximate average salary by contribution assumption: employee only about $281,145 at 4% or $187,430 at 6%; with 50% employer match about $187,430 at 4% or $124,953 at 6%; with 100% employer match about $140,573 at 4% or $93,715 at 6%.
200714$388,826$42,579$10,645iApproximate average salary by contribution assumption: employee only about $266,119 at 4% or $177,413 at 6%; with 50% employer match about $177,413 at 4% or $118,275 at 6%; with 100% employer match about $133,059 at 4% or $88,706 at 6%.
James a. Goldstein PC. Profit Sharing Plan-4$388,826$42,579$10,645iApproximate average salary by contribution assumption: employee only about $266,119 at 4% or $177,413 at 6%; with 50% employer match about $177,413 at 4% or $118,275 at 6%; with 100% employer match about $133,059 at 4% or $88,706 at 6%.
200614$336,469$52,851$13,213iApproximate average salary by contribution assumption: employee only about $330,319 at 4% or $220,213 at 6%; with 50% employer match about $220,213 at 4% or $146,808 at 6%; with 100% employer match about $165,159 at 4% or $110,106 at 6%.
James a. Goldstein PC. Profit Sharing Plan-4$336,469$52,851$13,213iApproximate average salary by contribution assumption: employee only about $330,319 at 4% or $220,213 at 6%; with 50% employer match about $220,213 at 4% or $146,808 at 6%; with 100% employer match about $165,159 at 4% or $110,106 at 6%.
200514$298,438$52,072$13,018iApproximate average salary by contribution assumption: employee only about $325,450 at 4% or $216,967 at 6%; with 50% employer match about $216,967 at 4% or $144,644 at 6%; with 100% employer match about $162,725 at 4% or $108,483 at 6%.
James a. Goldstein PC. Profit Sharing Plan-4$298,438$52,072$13,018iApproximate average salary by contribution assumption: employee only about $325,450 at 4% or $216,967 at 6%; with 50% employer match about $216,967 at 4% or $144,644 at 6%; with 100% employer match about $162,725 at 4% or $108,483 at 6%.
200416$245,949$46,087$7,681iApproximate average salary by contribution assumption: employee only about $192,029 at 4% or $128,019 at 6%; with 50% employer match about $128,019 at 4% or $85,346 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
James a. Goldstein PC. Profit Sharing Plan-6$245,949$46,087$7,681iApproximate average salary by contribution assumption: employee only about $192,029 at 4% or $128,019 at 6%; with 50% employer match about $128,019 at 4% or $85,346 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
200314$195,790$36,199$9,050iApproximate average salary by contribution assumption: employee only about $226,244 at 4% or $150,829 at 6%; with 50% employer match about $150,829 at 4% or $100,553 at 6%; with 100% employer match about $113,122 at 4% or $75,415 at 6%.
James a. Goldstein PC. Profit Sharing Plan-4$195,790$36,199$9,050iApproximate average salary by contribution assumption: employee only about $226,244 at 4% or $150,829 at 6%; with 50% employer match about $150,829 at 4% or $100,553 at 6%; with 100% employer match about $113,122 at 4% or $75,415 at 6%.
200215$157,364$52,945$10,589iApproximate average salary by contribution assumption: employee only about $264,725 at 4% or $176,483 at 6%; with 50% employer match about $176,483 at 4% or $117,656 at 6%; with 100% employer match about $132,363 at 4% or $88,242 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$157,364$52,945$10,589iApproximate average salary by contribution assumption: employee only about $264,725 at 4% or $176,483 at 6%; with 50% employer match about $176,483 at 4% or $117,656 at 6%; with 100% employer match about $132,363 at 4% or $88,242 at 6%.
200114$0$0-
James a. Goldstein PC. Profit Sharing Plan-4---
200013$0$0-
James a. Goldstein PC. Profit Sharing Plan-3---
199915$342,106$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
James a. Goldstein PC. Profit Sharing Plan-5$342,106$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.