MARK H GOLDGEIER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK H GOLDGEIER MD 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : MARK H GOLDGEIER MD 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-31 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-31 | 208659 |
| Net assets as of the end of the plan year | 2025-05-31 | 7268378 |
| Total assets as of the beginning of the plan year | 2025-05-31 | 6307976 |
| Participant contributions to plan in this plan year | 2025-05-31 | 67326 |
| Value of participant loans at end of plan year | 2025-05-31 | 2833 |
| Other expenses paid from plan in this plan year | 2025-05-31 | 0 |
| Other contributions to plan in this plan year | 2025-05-31 | 0 |
| Other income to plan in this plan year | 2025-05-31 | 1026294 |
| Plan net income in this plan year | 2025-05-31 | 960402 |
| Net assets as of the end of the plan year | 2025-05-31 | 7268378 |
| Net assets as of the beginning of the plan year | 2025-05-31 | 6307976 |
| Employer contributions to plan in this plan year | 2025-05-31 | 75441 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-31 | 34656 |
| Total transfers to/from plan in this plan year | 2025-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-15 | 7269130 |
| Net assets as of the end of the plan year | 2025-05-15 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-15 | 7268378 |
| Participant contributions to plan in this plan year | 2025-05-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-15 | 0 |
| Other contributions to plan in this plan year | 2025-05-15 | 0 |
| Other income to plan in this plan year | 2025-05-15 | 752 |
| Plan net income in this plan year | 2025-05-15 | -7268378 |
| Net assets as of the end of the plan year | 2025-05-15 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-15 | 7268378 |
| Employer contributions to plan in this plan year | 2025-05-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-15 | 620 |
| 2024 : MARK H GOLDGEIER MD 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-03 | 42233 |
| Net assets as of the end of the plan year | 2024-04-03 | 6307976 |
| Total assets as of the beginning of the plan year | 2024-04-03 | 5104115 |
| Value of plan covered by a fidelity bond | 2024-04-03 | 350000 |
| Participant contributions to plan in this plan year | 2024-04-03 | 35407 |
| Value of participant loans at end of plan year | 2024-04-03 | 5132 |
| Other expenses paid from plan in this plan year | 2024-04-03 | 0 |
| Other contributions to plan in this plan year | 2024-04-03 | 0 |
| Other income to plan in this plan year | 2024-04-03 | 1145836 |
| Plan net income in this plan year | 2024-04-03 | 1203861 |
| Net assets as of the end of the plan year | 2024-04-03 | 6307976 |
| Net assets as of the beginning of the plan year | 2024-04-03 | 5104115 |
| Employer contributions to plan in this plan year | 2024-04-03 | 64851 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-03 | 27308 |
| 2012 : MARK H GOLDGEIER MD 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $430,645 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $29,413 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $25,394 |
| Total plan assets at end of year | 2012-12-31 | $2,385,631 |
| Total plan assets at beginning of year | 2012-12-31 | $1,984,399 |
| Value of fidelity bond covering the plan | 2012-12-31 | $260,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $18,845 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $398,694 |
| Net income (gross income less expenses) | 2012-12-31 | $401,232 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,385,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,984,399 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,106 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,019 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : MARK H GOLDGEIER MD 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $33,642 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,044 |
| Total plan assets at end of year | 2011-12-31 | $1,984,399 |
| Total plan assets at beginning of year | 2011-12-31 | $1,954,801 |
| Value of fidelity bond covering the plan | 2011-12-31 | $260,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $41,481 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,044 |
| Other income received | 2011-12-31 | $-76,486 |
| Net income (gross income less expenses) | 2011-12-31 | $29,598 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,984,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,954,801 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $68,647 |
| 2010 : MARK H GOLDGEIER MD 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $314,424 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,512 |
| Total plan assets at end of year | 2010-12-31 | $1,954,801 |
| Total plan assets at beginning of year | 2010-12-31 | $1,643,889 |
| Value of fidelity bond covering the plan | 2010-12-31 | $260,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $40,830 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,512 |
| Other income received | 2010-12-31 | $210,692 |
| Net income (gross income less expenses) | 2010-12-31 | $310,912 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,954,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,643,889 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $62,902 |