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ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 004

ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT S. GOLDSTINE, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. GOLDSTINE, D.D.S.
Employer identification number (EIN):222128752
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01SHIRLEY HORNER2024-07-31
0042022-01-01IRA GOLDSTINE2023-06-21
0042021-01-01IRA GOLDSTINE2022-08-10
0042020-01-01IRA GOLDSTINE2021-07-06
0042019-01-01IRA GOLDSTINE2020-07-29
0042018-01-01
0042017-01-01
0042016-01-01IRA GOLDSTINE2017-07-25
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01ROBERT G. GOLDSTINE2013-05-10 ROBERT G. GOLDSTINE2013-05-10
0042011-01-01ROBERT G. GOLDSTINE2012-05-14 ROBERT G. GOLDSTINE2012-05-14
0042010-01-01ROBERT G. GOLDSTINE2011-07-11 ROBERT G. GOLDSTINE2011-07-11

Financial Data on ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0260646
Net assets as of the end of the plan year2025-07-021520820
Total assets as of the beginning of the plan year2025-07-021354889
Value of plan covered by a fidelity bond2025-07-02136000
Participant contributions to plan in this plan year2025-07-0271768
Value of participant loans at end of plan year2025-07-024421
Other income to plan in this plan year2025-07-02139809
Plan net income in this plan year2025-07-02165931
Net assets as of the end of the plan year2025-07-021520820
Net assets as of the beginning of the plan year2025-07-021354889
Employer contributions to plan in this plan year2025-07-0215000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0212646
2024 : ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-3158864
Net assets as of the end of the plan year2024-07-311354889
Total assets as of the beginning of the plan year2024-07-311094653
Value of plan covered by a fidelity bond2024-07-311000
Participant contributions to plan in this plan year2024-07-3152460
Value of participant loans at end of plan year2024-07-317867
Other contributions to plan in this plan year2024-07-3156593
Other income to plan in this plan year2024-07-31195047
Plan net income in this plan year2024-07-31260236
Net assets as of the end of the plan year2024-07-311354889
Net assets as of the beginning of the plan year2024-07-311094653
Employer contributions to plan in this plan year2024-07-3115000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3111767
2022 : ROBERT S. GOLDSTINE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-100
Total liabilities as of the end of the plan year2022-08-100
Total liabilities as of the beginning of the plan year2022-08-100
Total expenses incurred by plan in this plan year2022-08-1048348
Net assets as of the end of the plan year2022-08-101219344
Total assets as of the beginning of the plan year2022-08-101060088
Value of plan covered by a fidelity bond2022-08-10125000
Participant contributions to plan in this plan year2022-08-1058360
Value of participant loans at end of plan year2022-08-1019361
Other expenses paid from plan in this plan year2022-08-100
Other contributions to plan in this plan year2022-08-100
Other income to plan in this plan year2022-08-10134244
Plan net income in this plan year2022-08-10159256
Net assets as of the end of the plan year2022-08-101219344
Net assets as of the beginning of the plan year2022-08-101060088
Employer contributions to plan in this plan year2022-08-1015000
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1010354

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