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LAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN
Plan identification number 001

LAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

LAW OFFICES OF ROBERT L. GOLDSTEIN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ROBERT L. GOLDSTEIN
Employer identification number (EIN):550798237
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT L. GOLDSTEIN2024-06-20
0012022-01-01ROBERT L. GOLDSTEIN2023-06-15
0012021-01-01ROBERT L. GOLDSTEIN2022-07-18
0012020-01-01ROBERT L. GOLDSTEIN2021-07-06
0012019-01-01ROBERT L. GOLDSTEIN2020-07-01
0012018-01-01ROBERT L. GOLDSTEIN2019-07-11
0012017-01-01ROBERT L. GOLDSTEIN2018-06-21

Financial Data on LAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN

Measure Date Value
2025 : LAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-300
Total liabilities as of the end of the plan year2025-06-300
Total liabilities as of the beginning of the plan year2025-06-300
Total expenses incurred by plan in this plan year2025-06-30408
Net assets as of the end of the plan year2025-06-30157580
Total assets as of the beginning of the plan year2025-06-30117777
Value of plan covered by a fidelity bond2025-06-30100000
Participant contributions to plan in this plan year2025-06-3017735
Other expenses paid from plan in this plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-3022476
Plan net income in this plan year2025-06-3039803
Net assets as of the end of the plan year2025-06-30157580
Net assets as of the beginning of the plan year2025-06-30117777
Employer contributions to plan in this plan year2025-06-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30408
2024 : LAW OFFICES OF ROBERT L. GOLDSTEIN 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-200
Net assets as of the end of the plan year2024-06-20117777
Total assets as of the beginning of the plan year2024-06-2080204
Value of plan covered by a fidelity bond2024-06-20100000
Participant contributions to plan in this plan year2024-06-2016807
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2020766
Plan net income in this plan year2024-06-2037573
Net assets as of the end of the plan year2024-06-20117777
Net assets as of the beginning of the plan year2024-06-2080204
Employer contributions to plan in this plan year2024-06-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-200

Potentially related plans

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