Moises Jacobs, M.D., Pa.
Plan context: Goldstein & Jacobs Retirement Plan
EIN 65-0398356 • 23 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$3,047,093
2021 Contributions
$12,500
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 0 | - | - | - |
| 2020 | 1 | 1 | $3,047,093 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $3,047,093 | - | - |
| 2019 | 1 | 1 | $2,754,905 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,754,905 | - | - |
| 2018 | 1 | 1 | $2,344,410 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,344,410 | - | - |
| 2017 | 1 | 1 | $2,509,901 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,509,901 | - | - |
| 2016 | 1 | 1 | $2,316,163 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,316,163 | - | - |
| 2015 | 1 | 1 | $2,231,747 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,231,747 | - | - |
| 2014 | 1 | 1 | $2,425,218 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,425,218 | - | - |
| 2013 | 1 | 2 | $2,424,317 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,424,317 | - | - |
| 2012 | 1 | 2 | $2,278,817 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,278,817 | - | - |
| 2011 | 1 | 2 | $2,187,437 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,187,437 | - | - |
| 2010 | 1 | 2 | $2,379,535 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,379,535 | - | - |
| 2009 | 1 | 2 | $2,395,869 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,395,869 | - | - |
| 2008 | 1 | 1 | $2,253,185 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 1 | $2,253,185 | - | - |
| 2007 | 1 | 2 | $2,724,725 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,724,725 | - | - |
| 2006 | 1 | 2 | $2,620,346 | $12,500 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,620,346 | $12,500 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2005 | 1 | 2 | $2,459,450 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,459,450 | - | - |
| 2004 | 1 | 2 | $2,451,334 | $27,500 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,451,334 | $27,500 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2003 | 1 | 2 | $2,360,914 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,360,914 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2002 | 1 | 2 | $2,143,344 | $27,055 | $13,528iApproximate average salary by contribution assumption: employee only about $338,188 at 4% or $225,458 at 6%; with 50% employer match about $225,458 at 4% or $150,306 at 6%; with 100% employer match about $169,094 at 4% or $112,729 at 6%. |
| Goldstein & Jacobs Retirement Plan | - | 2 | $2,143,344 | $27,055 | $13,528iApproximate average salary by contribution assumption: employee only about $338,188 at 4% or $225,458 at 6%; with 50% employer match about $225,458 at 4% or $150,306 at 6%; with 100% employer match about $169,094 at 4% or $112,729 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Goldstein & Jacobs Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 7 | $2,386,083 | $31,920 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| Goldstein & Jacobs Retirement Plan | - | 7 | $2,386,083 | $31,920 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| 1999 | 1 | 7 | $2,524,577 | $49,478 | $7,068iApproximate average salary by contribution assumption: employee only about $176,707 at 4% or $117,805 at 6%; with 50% employer match about $117,805 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,902 at 6%. |
| Goldstein & Jacobs Retirement Plan | - | 7 | $2,524,577 | $49,478 | $7,068iApproximate average salary by contribution assumption: employee only about $176,707 at 4% or $117,805 at 6%; with 50% employer match about $117,805 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,902 at 6%. |