Goldstein Tax Preparation
Plan context: Goldstein Tax Preparation Profit Sharing Plan
EIN 85-0511381 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$251,031
2024 Contributions
$4,545
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $251,031 | $4,545 | $1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%. |
| Goldstein Tax Preparation Profit Sharing Plan | - | 3 | $251,031 | $4,545 | $1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%. |
| 2023 | 1 | 4 | $398,599 | $4,545 | $1,136iApproximate average salary by contribution assumption: employee only about $28,406 at 4% or $18,938 at 6%; with 50% employer match about $18,938 at 4% or $12,625 at 6%; with 100% employer match about $14,203 at 4% or $9,469 at 6%. |
| Goldstein Tax Preparation Profit Sharing Plan | - | 4 | $398,599 | $4,545 | $1,136iApproximate average salary by contribution assumption: employee only about $28,406 at 4% or $18,938 at 6%; with 50% employer match about $18,938 at 4% or $12,625 at 6%; with 100% employer match about $14,203 at 4% or $9,469 at 6%. |
| 2022 | 1 | 4 | $337,551 | $8,116 | $2,029iApproximate average salary by contribution assumption: employee only about $50,725 at 4% or $33,817 at 6%; with 50% employer match about $33,817 at 4% or $22,544 at 6%; with 100% employer match about $25,363 at 4% or $16,908 at 6%. |
| Goldstein Tax Preparation Profit Sharing Plan | - | 4 | $337,551 | $8,116 | $2,029iApproximate average salary by contribution assumption: employee only about $50,725 at 4% or $33,817 at 6%; with 50% employer match about $33,817 at 4% or $22,544 at 6%; with 100% employer match about $25,363 at 4% or $16,908 at 6%. |
| 2021 | 1 | 4 | $404,033 | $8,116 | $2,029iApproximate average salary by contribution assumption: employee only about $50,725 at 4% or $33,817 at 6%; with 50% employer match about $33,817 at 4% or $22,544 at 6%; with 100% employer match about $25,363 at 4% or $16,908 at 6%. |
| Goldstein Tax Preparation Profit Sharing Plan | - | 4 | $404,033 | $8,116 | $2,029iApproximate average salary by contribution assumption: employee only about $50,725 at 4% or $33,817 at 6%; with 50% employer match about $33,817 at 4% or $22,544 at 6%; with 100% employer match about $25,363 at 4% or $16,908 at 6%. |
| 2020 | 1 | 4 | $376,607 | $15,406 | $3,852iApproximate average salary by contribution assumption: employee only about $96,288 at 4% or $64,192 at 6%; with 50% employer match about $64,192 at 4% or $42,794 at 6%; with 100% employer match about $48,144 at 4% or $32,096 at 6%. |
| Goldstein Tax Preparation Profit Sharing Plan | - | 4 | $376,607 | $15,406 | $3,852iApproximate average salary by contribution assumption: employee only about $96,288 at 4% or $64,192 at 6%; with 50% employer match about $64,192 at 4% or $42,794 at 6%; with 100% employer match about $48,144 at 4% or $32,096 at 6%. |