How big is Isaac Goldstein, CPA's plan?

Isaac Goldstein, CPA's plan reported $3.7M in assets and 9 participants for 2024.

Original filing (PDF)20250626153507NAL0021698466001

Isaac Goldstein, CPA

Name: Isaac Goldstein, CPA — Isaac Goldstein, CPA Profit, Form 5500 (2024)
Creator: Isaac Goldstein, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Isaac Goldstein, CPA Profit Sharing Plan

Defined-contribution retirement plan · Isaac Goldstein, CPA's Isaac Goldstein, CPA Profit Sharing Plan held $3.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Isaac Goldstein signed Isaac Goldstein, CPA's 2024 Form 5500 as plan administrator.

Isaac Goldstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Isaac Goldstein, CPA's EIN is 11-2582197.

EIN 11-2582197

Plan number 001

Plan year 2024

ACK ID 20250626153507NAL0021698466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Isaac Goldstein, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Isaac Goldstein, CPA's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISAAC GOLDSTEIN, CPA.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score