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FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameFRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN
Plan identification number 001

FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

FRED E. GOLDBERG, O.D., F.A.A.O., P.C. has sponsored the creation of one or more 401k plans.

Company Name:FRED E. GOLDBERG, O.D., F.A.A.O., P.C.
Employer identification number (EIN):541423997
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about FRED E. GOLDBERG, O.D., F.A.A.O., P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1987-10-27
Company Identification Number: 0311510
Legal Registered Office Address: 1340 OLD CHAIN BRIDGE ROAD

MCLEAN
United States of America (USA)
22101

More information about FRED E. GOLDBERG, O.D., F.A.A.O., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FRED GOLDBERG2024-02-13
0012022-01-01FRED GOLDBERG2023-07-21
0012021-01-01FRED GOLDBERG2022-07-29
0012020-01-01FRED GOLDBERG2021-06-03
0012019-01-01FRED GOLDBERG2020-07-13
0012018-01-01FRED GOLDBERG2019-04-01
0012017-01-01FRED GOLDBERG2018-06-27
0012016-01-01FRED GOLDBERG2017-02-27
0012015-01-01FRED GOLDBERG2016-03-22
0012014-01-01FRED GOLDBERG2015-06-09
0012013-01-01FRED GOLDBERG2014-03-28
0012012-01-01FRED GOLDBERG2013-04-24
0012011-01-01FRED GOLDBERG2012-04-02
0012010-01-01FRED GOLDBERG2011-03-15

Financial Data on FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-240
Total liabilities as of the beginning of the plan year2025-03-240
Total expenses incurred by plan in this plan year2025-03-24141667
Net assets as of the end of the plan year2025-03-241801388
Total assets as of the beginning of the plan year2025-03-241713778
Value of plan covered by a fidelity bond2025-03-24250000
Participant contributions to plan in this plan year2025-03-24575
Other income to plan in this plan year2025-03-24228050
Plan net income in this plan year2025-03-2487610
Net assets as of the end of the plan year2025-03-241801388
Net assets as of the beginning of the plan year2025-03-241713778
Employer contributions to plan in this plan year2025-03-24652
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-247144
2024 : FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-02-130
Total liabilities as of the beginning of the plan year2024-02-130
Total expenses incurred by plan in this plan year2024-02-1326343
Net assets as of the end of the plan year2024-02-131713778
Total assets as of the beginning of the plan year2024-02-131551178
Value of plan covered by a fidelity bond2024-02-13250000
Participant contributions to plan in this plan year2024-02-137603
Value of participant loans at end of plan year2024-02-131038
Other income to plan in this plan year2024-02-13177839
Plan net income in this plan year2024-02-13162600
Net assets as of the end of the plan year2024-02-131713778
Net assets as of the beginning of the plan year2024-02-131551178
Employer contributions to plan in this plan year2024-02-133501
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-136343
2022 : FRED E. GOLDBERG, O.D., F.A.A.O., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-29221243
Net assets as of the end of the plan year2022-07-291750408
Total assets as of the beginning of the plan year2022-07-291665075
Value of plan covered by a fidelity bond2022-07-29250000
Participant contributions to plan in this plan year2022-07-2930736
Value of participant loans at end of plan year2022-07-29718
Other income to plan in this plan year2022-07-29262642
Plan net income in this plan year2022-07-2985333
Net assets as of the end of the plan year2022-07-291750408
Net assets as of the beginning of the plan year2022-07-291665075
Employer contributions to plan in this plan year2022-07-2913198
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-296992

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