GOLDBERG & RODLER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLDBERG & RODLER, INC. 401(K) PSP
401k plan membership statisitcs for GOLDBERG & RODLER, INC. 401(K) PSP
| Measure | Date | Value |
|---|
| 2025 : GOLDBERG & RODLER, INC. 401(K) PSP 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-21 | 13470 |
| Net assets as of the end of the plan year | 2025-05-21 | 1592604 |
| Total assets as of the beginning of the plan year | 2025-05-21 | 1199143 |
| Value of plan covered by a fidelity bond | 2025-05-21 | 120000 |
| Participant contributions to plan in this plan year | 2025-05-21 | 151355 |
| Value of participant loans at end of plan year | 2025-05-21 | 60036 |
| Other expenses paid from plan in this plan year | 2025-05-21 | 0 |
| Other contributions to plan in this plan year | 2025-05-21 | 0 |
| Other income to plan in this plan year | 2025-05-21 | 150205 |
| Plan net income in this plan year | 2025-05-21 | 393461 |
| Net assets as of the end of the plan year | 2025-05-21 | 1592604 |
| Net assets as of the beginning of the plan year | 2025-05-21 | 1199143 |
| Employer contributions to plan in this plan year | 2025-05-21 | 105371 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-21 | 1400 |
| 2024 : GOLDBERG & RODLER, INC. 401(K) PSP 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-14 | 107034 |
| Net assets as of the end of the plan year | 2024-05-14 | 1199143 |
| Total assets as of the beginning of the plan year | 2024-05-14 | 902676 |
| Value of plan covered by a fidelity bond | 2024-05-14 | 90300 |
| Participant contributions to plan in this plan year | 2024-05-14 | 139642 |
| Value of participant loans at end of plan year | 2024-05-14 | 15912 |
| Other contributions to plan in this plan year | 2024-05-14 | 0 |
| Other income to plan in this plan year | 2024-05-14 | 153265 |
| Plan net income in this plan year | 2024-05-14 | 296467 |
| Net assets as of the end of the plan year | 2024-05-14 | 1199143 |
| Net assets as of the beginning of the plan year | 2024-05-14 | 902676 |
| Employer contributions to plan in this plan year | 2024-05-14 | 110594 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-14 | 625 |
| 2022 : GOLDBERG & RODLER, INC. 401(K) PSP 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-13 | 437 |
| Net assets as of the end of the plan year | 2022-05-13 | 796813 |
| Total assets as of the beginning of the plan year | 2022-05-13 | 506536 |
| Value of plan covered by a fidelity bond | 2022-05-13 | 50700 |
| Participant contributions to plan in this plan year | 2022-05-13 | 120367 |
| Value of participant loans at end of plan year | 2022-05-13 | 1924 |
| Other expenses paid from plan in this plan year | 2022-05-13 | 0 |
| Other contributions to plan in this plan year | 2022-05-13 | 0 |
| Other income to plan in this plan year | 2022-05-13 | 72870 |
| Plan net income in this plan year | 2022-05-13 | 290277 |
| Net assets as of the end of the plan year | 2022-05-13 | 796813 |
| Net assets as of the beginning of the plan year | 2022-05-13 | 506536 |
| Employer contributions to plan in this plan year | 2022-05-13 | 97477 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-13 | 150 |