About Samuel Goldstein & Co., P.C.
<p>From its Great Neck office on Long Island in the New York City metro area, Samuel Goldstein & Co., P.C. provides audit, accounting, and tax work for individuals and businesses.</p> <p>Founded in 2002, the firm is led by Stuart I. Goldstein. Clients work with the team on day-to-day accounting needs along with tax planning and preparation. The firm also prepares financial statements and provides advisory support for business decisions that depend on reliable reporting.</p> <p>What sets the practice apart is its owner-led approach—clients can work directly with Stuart I. Goldstein on planning and reporting matters instead of being routed through layers of staff.</p> <p>Samuel Goldstein & Co., P.C. is located at 150 Great Neck Rd, Great Neck, NY 11021. Phone: (516) 466-3388.</p> <ul> <li>CPA firm founded in 2002</li> <li>Accounting and bookkeeping support</li> <li>Tax planning and tax services</li> <li>Financial statement preparation</li> <li>Advisory services for individuals and businesses</li> </ul>
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND | BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND, NY | $155M | 994 |
| LOCAL 210'S PENSION PLAN | BD OF TRUSTEES LOCAL 210'S PENSION PLAN C/O SAVASTA AND COMPANY, NY | $68M | 477 |
| TEAMSTERS LOCAL 819 PENSION FUND | TEAMSTERS LOCAL 819 PENSION FUND, NY | $50M | 432 |
| INTERNATIONAL MOTOR CARS, INC. 401(K) PLAN | INTERNATIONAL MOTOR CARS, INC., MD | $30M | 569 |
| INTERCEPT INTERACTIVE RETIREMENT PLAN | INTERCEPT INTERACTIVE INC., NY | $26M | 166 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $15M | 131 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $13M | 1,371 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $12M | 150 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $6M | — |
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