Samuel Goldstein & Co., P.C.

Employee Benefit Plan Auditor

Great Neck, NY

About Samuel Goldstein & Co., P.C.

Samuel Goldstein & Co., P.C. is a respected CPA firm located in Great Neck, NY, providing comprehensive accounting and tax services to individuals and businesses. The firm's commitment to personalized service and client success is a hallmark of its practice. Leading the team is Stuart I. Goldstein, an experienced professional dedicated to helping clients navigate complex financial landscapes. Stuart I. Goldstein's expertise in tax planning, financial statements, and advisory services ensures that clients receive strategic and reliable guidance. For accounting needs in the Great Neck area, contact Stuart I. Goldstein and the firm at 150 Great Neck Rd, Great Neck, NY 11021, or call (516) 466-3388. Visit the Samuel Goldstein & Co., P.C. website for more information on how Stuart I. Goldstein can assist you.

Website: https://www.sgcpas.com/about

Founded: 2002

Office Locations

  • Great Neck, NY

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 12
  • Total AUM Audited: $404.2M
  • 401(k): 12 plans, $404.2M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUNDBOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND, NY$155M994
LOCAL 210'S PENSION PLANBD OF TRUSTEES LOCAL 210'S PENSION PLAN C/O SAVASTA AND COMPANY, NY$68M477
TEAMSTERS LOCAL 819 PENSION FUNDTEAMSTERS LOCAL 819 PENSION FUND, NY$50M432
INTERNATIONAL MOTOR CARS, INC. 401(K) PLANINTERNATIONAL MOTOR CARS, INC., MD$30M569
INTERCEPT INTERACTIVE RETIREMENT PLANINTERCEPT INTERACTIVE INC., NY$26M166
PAPERLESS INC. 401(K) PROFIT SHARING PLAN & TRUSTPAPERLESS INC., NY$15M131
LOCAL 210'S ANNUITY FUNDLOCAL 210'S ANNUITY FUND C/O SAVASTA, NY$13M1,371
ISLANDAIRE, INC. 401(K) PLANRE HANSEN IND., INC DBA ISLANDAIRE, NY$12M150
PRODUCTION WORKERS PENSION FUNDPRODUCTION WORKERS PENSION FUND, NY$6M
LOCAL 210 - AFFILIATED ANNUITY FUNDBD OF TRUSTEES LOCAL 210-AFFILIATED ANNU C/0 SAVASTA AND COMPANY, NY$4M221
SINERGIA, INC., 401(K) PLANSINERGIA, INC., NY$3M154

Other Employee Benefit Plan Auditors in NY