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GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameGOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN
Plan identification number 003

GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

GOLDBERG & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GOLDBERG & COMPANY
Employer identification number (EIN):262464053
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01

Plan Statistics for GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-253
Total number of particpants at end of year2025-04-250
Total number of particpants at beginning of year2025-01-244
Total number of particpants at end of year2025-01-243
2024: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-084
Total number of particpants at end of year2024-02-084
2022: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,025,503
Acturial value of plan assets2022-12-311,025,503
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-31438
Active participant vested funding target2022-12-311,268,090
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-311,268,090
Total participant count2022-12-314
Total funding target for all participants2022-12-311,268,528
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31355,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31355,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31300,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31302,605
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31183,669
Net shortfall amortization installment of oustanding balance2022-12-31243,025
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31206,127
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31206,127
Contributions allocatedtoward minimum required contributions for current year2022-12-31302,605
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total number of particpants at beginning of year2022-02-164
Total number of particpants at end of year2022-02-164
2021: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,341,718
Acturial value of plan assets2021-12-311,341,718
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31904,453
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31904,453
Total participant count2021-12-314
Total funding target for all participants2021-12-31904,453
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31271,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31271,352
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31350,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31355,048
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31322,710
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31355,048
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31665,835
Acturial value of plan assets2020-12-31665,835
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31530,058
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31530,058
Total participant count2020-12-313
Total funding target for all participants2020-12-31530,058
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3155,231
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3155,231
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31400,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31404,303
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31268,728
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31132,951
Additional cash requirement2020-12-31132,951
Contributions allocatedtoward minimum required contributions for current year2020-12-31404,303
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31276,623
Acturial value of plan assets2019-12-31276,623
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31230,037
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31230,037
Total participant count2019-12-313
Total funding target for all participants2019-12-31230,037
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-319,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-319,346
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31231,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31235,056
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31226,411
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31179,825
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31179,825
Contributions allocatedtoward minimum required contributions for current year2019-12-31235,056
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-310
Acturial value of plan assets2018-12-310
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-313
Total funding target for all participants2018-12-310
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31229,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31229,438
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31220,092
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31220,092
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31220,092
Contributions allocatedtoward minimum required contributions for current year2018-12-31229,438
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310

Financial Data on GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-25-85259
Total liabilities as of the end of the plan year2025-04-250
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-2529413
Net assets as of the end of the plan year2025-04-250
Total assets as of the beginning of the plan year2025-04-25114261
Value of plan covered by a fidelity bond2025-04-25250000
Participant contributions to plan in this plan year2025-04-250
Other expenses paid from plan in this plan year2025-04-250
Other contributions to plan in this plan year2025-04-250
Other income to plan in this plan year2025-04-25411
Plan net income in this plan year2025-04-25-29002
Net assets as of the end of the plan year2025-04-250
Net assets as of the beginning of the plan year2025-04-25114261
Employer contributions to plan in this plan year2025-04-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2535
Total transfers to/from plan in this plan year2025-01-240
Total liabilities as of the end of the plan year2025-01-240
Total liabilities as of the beginning of the plan year2025-01-240
Total expenses incurred by plan in this plan year2025-01-242633376
Net assets as of the end of the plan year2025-01-24114261
Total assets as of the beginning of the plan year2025-01-242068056
Value of plan covered by a fidelity bond2025-01-24250000
Participant contributions to plan in this plan year2025-01-240
Other expenses paid from plan in this plan year2025-01-240
Other contributions to plan in this plan year2025-01-240
Other income to plan in this plan year2025-01-24679581
Plan net income in this plan year2025-01-24-1953795
Net assets as of the end of the plan year2025-01-24114261
Net assets as of the beginning of the plan year2025-01-242068056
Employer contributions to plan in this plan year2025-01-240
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-245507
2024 : GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-080
Total liabilities as of the end of the plan year2024-02-080
Total liabilities as of the beginning of the plan year2024-02-080
Total expenses incurred by plan in this plan year2024-02-080
Net assets as of the end of the plan year2024-02-082068056
Total assets as of the beginning of the plan year2024-02-081328108
Value of plan covered by a fidelity bond2024-02-08250000
Participant contributions to plan in this plan year2024-02-080
Other expenses paid from plan in this plan year2024-02-080
Other contributions to plan in this plan year2024-02-080
Other income to plan in this plan year2024-02-08582948
Plan net income in this plan year2024-02-08739948
Net assets as of the end of the plan year2024-02-082068056
Net assets as of the beginning of the plan year2024-02-081328108
Employer contributions to plan in this plan year2024-02-08157000
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-080
2022 : GOLDBERG & COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-02-160
Total liabilities as of the beginning of the plan year2022-02-160
Total expenses incurred by plan in this plan year2022-02-160
Net assets as of the end of the plan year2022-02-161696833
Total assets as of the beginning of the plan year2022-02-161070139
Value of plan covered by a fidelity bond2022-02-16175000
Participant contributions to plan in this plan year2022-02-160
Other expenses paid from plan in this plan year2022-02-160
Other contributions to plan in this plan year2022-02-160
Other income to plan in this plan year2022-02-16276694
Plan net income in this plan year2022-02-16626694
Net assets as of the end of the plan year2022-02-161696833
Net assets as of the beginning of the plan year2022-02-161070139
Employer contributions to plan in this plan year2022-02-16350000
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-160

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