GOLDBERG AND ALLEN LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN
Measure | Date | Value |
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2022: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2022 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-32,878 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $954,702 |
Total plan assets at beginning of year | 2022-12-31 | $987,580 |
Value of fidelity bond covering the plan | 2022-12-31 | $52,000 |
Total contributions received or receivable from participants | 2022-12-31 | $55,962 |
Other income received | 2022-12-31 | $-180,738 |
Net income (gross income less expenses) | 2022-12-31 | $-32,878 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $954,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $987,580 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $91,898 |
2021 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $213,106 |
Expenses. Total of all expenses incurred | 2021-12-31 | $15 |
Total plan assets at end of year | 2021-12-31 | $987,580 |
Total plan assets at beginning of year | 2021-12-31 | $774,489 |
Value of fidelity bond covering the plan | 2021-12-31 | $52,000 |
Total contributions received or receivable from participants | 2021-12-31 | $53,809 |
Other income received | 2021-12-31 | $104,290 |
Net income (gross income less expenses) | 2021-12-31 | $213,091 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $987,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $774,489 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $55,007 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15 |
2020 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $219,654 |
Expenses. Total of all expenses incurred | 2020-12-31 | $60 |
Total plan assets at end of year | 2020-12-31 | $774,489 |
Total plan assets at beginning of year | 2020-12-31 | $554,895 |
Value of fidelity bond covering the plan | 2020-12-31 | $33,000 |
Total contributions received or receivable from participants | 2020-12-31 | $53,670 |
Other income received | 2020-12-31 | $111,228 |
Net income (gross income less expenses) | 2020-12-31 | $219,594 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $774,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $554,895 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $54,756 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $60 |
2019 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $178,484 |
Expenses. Total of all expenses incurred | 2019-12-31 | $60 |
Total plan assets at end of year | 2019-12-31 | $554,895 |
Total plan assets at beginning of year | 2019-12-31 | $376,471 |
Value of fidelity bond covering the plan | 2019-12-31 | $33,000 |
Total contributions received or receivable from participants | 2019-12-31 | $51,638 |
Other income received | 2019-12-31 | $73,946 |
Net income (gross income less expenses) | 2019-12-31 | $178,424 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $554,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $376,471 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $52,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $60 |
2018 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $50,395 |
Expenses. Total of all expenses incurred | 2018-12-31 | $45 |
Total plan assets at end of year | 2018-12-31 | $376,471 |
Total plan assets at beginning of year | 2018-12-31 | $326,121 |
Value of fidelity bond covering the plan | 2018-12-31 | $33,000 |
Total contributions received or receivable from participants | 2018-12-31 | $50,638 |
Other income received | 2018-12-31 | $-22,681 |
Net income (gross income less expenses) | 2018-12-31 | $50,350 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $376,471 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $326,121 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $22,438 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $45 |
2017 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $130,806 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $326,121 |
Total plan assets at beginning of year | 2017-12-31 | $195,315 |
Value of fidelity bond covering the plan | 2017-12-31 | $33,000 |
Total contributions received or receivable from participants | 2017-12-31 | $49,530 |
Other income received | 2017-12-31 | $26,999 |
Net income (gross income less expenses) | 2017-12-31 | $130,806 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $326,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $195,315 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $54,277 |
2016 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $102,579 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $195,315 |
Total plan assets at beginning of year | 2016-12-31 | $92,736 |
Value of fidelity bond covering the plan | 2016-12-31 | $12,000 |
Total contributions received or receivable from participants | 2016-12-31 | $43,479 |
Other income received | 2016-12-31 | $5,186 |
Net income (gross income less expenses) | 2016-12-31 | $102,579 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $195,315 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $92,736 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $53,914 |
2015 : GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $92,736 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $92,736 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Value of fidelity bond covering the plan | 2015-12-31 | $12,000 |
Total contributions received or receivable from participants | 2015-12-31 | $43,198 |
Other income received | 2015-12-31 | $-1,152 |
Net income (gross income less expenses) | 2015-12-31 | $92,736 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $92,736 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $50,690 |
2022: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GOLDBERG & ALLEN, LLC PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |