Goldstein, Lewin & Co., P.A.
Plan context: Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust
EIN 59-2147155 • Boca Raton, FL • 12 filings • 3 plans
Current Snapshot
Latest Year
2010
2010 Participants
63
2010 Assets
$3,314,710
2010 Contributions
$8,436
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $8,436 | - |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 0 | $0 | $8,436 | - |
| 2009 | 1 | 63 | $3,314,710 | $523,371 | $8,307iApproximate average salary by contribution assumption: employee only about $207,687 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,305 at 6%; with 100% employer match about $103,843 at 4% or $69,229 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 63 | $3,314,710 | $523,371 | $8,307iApproximate average salary by contribution assumption: employee only about $207,687 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,305 at 6%; with 100% employer match about $103,843 at 4% or $69,229 at 6%. |
| 2008 | 1 | 70 | $2,323,659 | $511,159 | $7,302iApproximate average salary by contribution assumption: employee only about $182,557 at 4% or $121,705 at 6%; with 50% employer match about $121,705 at 4% or $81,136 at 6%; with 100% employer match about $91,278 at 4% or $60,852 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 70 | $2,323,659 | $511,159 | $7,302iApproximate average salary by contribution assumption: employee only about $182,557 at 4% or $121,705 at 6%; with 50% employer match about $121,705 at 4% or $81,136 at 6%; with 100% employer match about $91,278 at 4% or $60,852 at 6%. |
| 2007 | 1 | 66 | $2,951,790 | $560,227 | $8,488iApproximate average salary by contribution assumption: employee only about $212,207 at 4% or $141,471 at 6%; with 50% employer match about $141,471 at 4% or $94,314 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 66 | $2,951,790 | $560,227 | $8,488iApproximate average salary by contribution assumption: employee only about $212,207 at 4% or $141,471 at 6%; with 50% employer match about $141,471 at 4% or $94,314 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%. |
| 2006 | 1 | 59 | $2,327,550 | $433,643 | $7,350iApproximate average salary by contribution assumption: employee only about $183,747 at 4% or $122,498 at 6%; with 50% employer match about $122,498 at 4% or $81,665 at 6%; with 100% employer match about $91,874 at 4% or $61,249 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 59 | $2,327,550 | $433,643 | $7,350iApproximate average salary by contribution assumption: employee only about $183,747 at 4% or $122,498 at 6%; with 50% employer match about $122,498 at 4% or $81,665 at 6%; with 100% employer match about $91,874 at 4% or $61,249 at 6%. |
| 2005 | 1 | 42 | $1,704,626 | $349,322 | $8,317iApproximate average salary by contribution assumption: employee only about $207,930 at 4% or $138,620 at 6%; with 50% employer match about $138,620 at 4% or $92,413 at 6%; with 100% employer match about $103,965 at 4% or $69,310 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 42 | $1,704,626 | $349,322 | $8,317iApproximate average salary by contribution assumption: employee only about $207,930 at 4% or $138,620 at 6%; with 50% employer match about $138,620 at 4% or $92,413 at 6%; with 100% employer match about $103,965 at 4% or $69,310 at 6%. |
| 2004 | 1 | 38 | $1,279,390 | $246,386 | $6,484iApproximate average salary by contribution assumption: employee only about $162,096 at 4% or $108,064 at 6%; with 50% employer match about $108,064 at 4% or $72,043 at 6%; with 100% employer match about $81,048 at 4% or $54,032 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 38 | $1,279,390 | $246,386 | $6,484iApproximate average salary by contribution assumption: employee only about $162,096 at 4% or $108,064 at 6%; with 50% employer match about $108,064 at 4% or $72,043 at 6%; with 100% employer match about $81,048 at 4% or $54,032 at 6%. |
| 2003 | 1 | 36 | $1,033,593 | $261,259 | $7,257iApproximate average salary by contribution assumption: employee only about $181,430 at 4% or $120,953 at 6%; with 50% employer match about $120,953 at 4% or $80,635 at 6%; with 100% employer match about $90,715 at 4% or $60,477 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 36 | $1,033,593 | $261,259 | $7,257iApproximate average salary by contribution assumption: employee only about $181,430 at 4% or $120,953 at 6%; with 50% employer match about $120,953 at 4% or $80,635 at 6%; with 100% employer match about $90,715 at 4% or $60,477 at 6%. |
| 2002 | 1 | 35 | $627,925 | $202,416 | $5,783iApproximate average salary by contribution assumption: employee only about $144,583 at 4% or $96,389 at 6%; with 50% employer match about $96,389 at 4% or $64,259 at 6%; with 100% employer match about $72,291 at 4% or $48,194 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 35 | $627,925 | $202,416 | $5,783iApproximate average salary by contribution assumption: employee only about $144,583 at 4% or $96,389 at 6%; with 50% employer match about $96,389 at 4% or $64,259 at 6%; with 100% employer match about $72,291 at 4% or $48,194 at 6%. |
| 2001 | 1 | 35 | $0 | $0 | - |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 35 | - | - | - |
| 2000 | 1 | 25 | $470,098 | $130,482 | $5,219iApproximate average salary by contribution assumption: employee only about $130,482 at 4% or $86,988 at 6%; with 50% employer match about $86,988 at 4% or $57,992 at 6%; with 100% employer match about $65,241 at 4% or $43,494 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 25 | $470,098 | $130,482 | $5,219iApproximate average salary by contribution assumption: employee only about $130,482 at 4% or $86,988 at 6%; with 50% employer match about $86,988 at 4% or $57,992 at 6%; with 100% employer match about $65,241 at 4% or $43,494 at 6%. |
| 1999 | 1 | 22 | $440,253 | $102,435 | $4,656iApproximate average salary by contribution assumption: employee only about $116,403 at 4% or $77,602 at 6%; with 50% employer match about $77,602 at 4% or $51,735 at 6%; with 100% employer match about $58,202 at 4% or $38,801 at 6%. |
| Goldstein, Lewin & Co., P.A. 401K Profit Sharing Plan and Trust | - | 22 | $440,253 | $102,435 | $4,656iApproximate average salary by contribution assumption: employee only about $116,403 at 4% or $77,602 at 6%; with 50% employer match about $77,602 at 4% or $51,735 at 6%; with 100% employer match about $58,202 at 4% or $38,801 at 6%. |