Civic Intelligence

Herbert Goldstein, Phd, P.A.

Plan context: Herbert Goldstein, Phd, P.A. Pension Plan

EIN 59-2321790 • 9 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$1,263,073

2004 Contributions

$48,781

Historical Graphs

Total Assets Over Time

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

$1,656,275$828,138$0199920012003YearValue
$1,263,073Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200410$0$0-
Herbert Goldstein, Phd, P.A. Pension Plan-0---
200312$1,263,073$0-
Herbert Goldstein, Phd, P.A. Pension Plan-2$1,263,073--
200212$1,028,407$0-
Herbert Goldstein, Phd, P.A. Pension Plan-2$1,028,407--
200122$1,145,495$48,781$24,391iApproximate average salary by contribution assumption: employee only about $609,763 at 4% or $406,508 at 6%; with 50% employer match about $406,508 at 4% or $271,006 at 6%; with 100% employer match about $304,881 at 4% or $203,254 at 6%.
Herbert Goldstein, Phd, P.A. Pension Plan-2$1,145,495$48,781$24,391iApproximate average salary by contribution assumption: employee only about $609,763 at 4% or $406,508 at 6%; with 50% employer match about $406,508 at 4% or $271,006 at 6%; with 100% employer match about $304,881 at 4% or $203,254 at 6%.
Herbert Goldstein, Phd, P.A. Money Purchase Pension Plan-0---
200022$1,435,579$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Herbert Goldstein, Phd, P.A. Pension Plan-2$1,378,634$2,199$1,100iApproximate average salary by contribution assumption: employee only about $27,488 at 4% or $18,325 at 6%; with 50% employer match about $18,325 at 4% or $12,217 at 6%; with 100% employer match about $13,744 at 4% or $9,163 at 6%.
Herbert Goldstein, Phd, P.A. Money Purchase Pension Plan-2$56,945$3,801$1,901iApproximate average salary by contribution assumption: employee only about $47,513 at 4% or $31,675 at 6%; with 50% employer match about $31,675 at 4% or $21,117 at 6%; with 100% employer match about $23,756 at 4% or $15,838 at 6%.
199922$1,656,275$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Herbert Goldstein, Phd, P.A. Pension Plan-2$1,591,400$17,454$8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%.
Herbert Goldstein, Phd, P.A. Money Purchase Pension Plan-2$64,875$7,546$3,773iApproximate average salary by contribution assumption: employee only about $94,325 at 4% or $62,883 at 6%; with 50% employer match about $62,883 at 4% or $41,922 at 6%; with 100% employer match about $47,163 at 4% or $31,442 at 6%.