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DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameDONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN
Plan identification number 003

DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DONALD J. GOLDBERG CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name:DONALD J. GOLDBERG CONSULTING, LLC
Employer identification number (EIN):770411424
NAIC Classification:541600

Additional information about DONALD J. GOLDBERG CONSULTING, LLC

Jurisdiction of Incorporation: California Secretary of State
Incorporation Date: 1995-09-05
Company Identification Number: 199524810012
Legal Registered Office Address: 4949 BUCKLEY WAY STE 209

BAKERSFIELD
United States of America (USA)
93309-4883

More information about DONALD J. GOLDBERG CONSULTING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01RICA GOLDBERG RICA GOLDBERG2013-06-25
0032011-01-01RICA GOLDBERG RICA GOLDBERG2012-03-23
0032009-01-01DONALD J. GOLDBERG DONALD J. GOLDBERG2010-07-20

Plan Statistics for DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN

Measure Date Value
2016: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-014
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN

Measure Date Value
2016 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$11,039
Expenses. Total of all expenses incurred2016-12-31$271,184
Benefits paid (including direct rollovers)2016-12-31$271,114
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$260,145
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$11,039
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-260,145
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$260,145
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$70
2015 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-15,495
Expenses. Total of all expenses incurred2015-12-31$34,422
Benefits paid (including direct rollovers)2015-12-31$34,342
Total plan assets at end of year2015-12-31$260,145
Total plan assets at beginning of year2015-12-31$310,062
Value of fidelity bond covering the plan2015-12-31$40,000
Assets. Value of tangible personal property2015-12-31$8,775
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$80
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-15,495
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-49,917
Net plan assets at end of year (total assets less liabilities)2015-12-31$260,145
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$310,062
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$5,007
Expenses. Total of all expenses incurred2014-12-31$18,570
Benefits paid (including direct rollovers)2014-12-31$18,490
Total plan assets at end of year2014-12-31$310,062
Total plan assets at beginning of year2014-12-31$323,625
Value of fidelity bond covering the plan2014-12-31$40,000
Assets. Value of tangible personal property2014-12-31$8,400
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,007
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-13,563
Net plan assets at end of year (total assets less liabilities)2014-12-31$310,062
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$323,625
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$80
2013 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$20,186
Expenses. Total of all expenses incurred2013-12-31$17,630
Benefits paid (including direct rollovers)2013-12-31$17,550
Total plan assets at end of year2013-12-31$323,625
Total plan assets at beginning of year2013-12-31$321,069
Value of fidelity bond covering the plan2013-12-31$40,000
Assets. Value of tangible personal property2013-12-31$8,294
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$80
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$20,186
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,556
Net plan assets at end of year (total assets less liabilities)2013-12-31$323,625
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$321,069
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$49,973
Expenses. Total of all expenses incurred2012-12-31$15,572
Benefits paid (including direct rollovers)2012-12-31$15,492
Total plan assets at end of year2012-12-31$321,069
Total plan assets at beginning of year2012-12-31$286,668
Value of fidelity bond covering the plan2012-12-31$40,000
Assets. Value of tangible personal property2012-12-31$11,300
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$80
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$5,929
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$34,401
Net plan assets at end of year (total assets less liabilities)2012-12-31$321,069
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$286,668
Total contributions received or receivable from employer(s)2012-12-31$44,044
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$28,467
Expenses. Total of all expenses incurred2011-12-31$14,379
Benefits paid (including direct rollovers)2011-12-31$14,299
Total plan assets at end of year2011-12-31$286,668
Total plan assets at beginning of year2011-12-31$272,580
Value of fidelity bond covering the plan2011-12-31$40,000
Assets. Value of tangible personal property2011-12-31$10,745
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$8,504
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$14,088
Net plan assets at end of year (total assets less liabilities)2011-12-31$286,668
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$272,580
Total contributions received or receivable from employer(s)2011-12-31$19,963
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$54,348
Expenses. Total of all expenses incurred2010-12-31$11,880
Benefits paid (including direct rollovers)2010-12-31$11,800
Total plan assets at end of year2010-12-31$272,580
Total plan assets at beginning of year2010-12-31$230,112
Value of fidelity bond covering the plan2010-12-31$150,000
Assets. Value of tangible personal property2010-12-31$9,577
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$13,150
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$42,468
Net plan assets at end of year (total assets less liabilities)2010-12-31$272,580
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$230,112
Total contributions received or receivable from employer(s)2010-12-31$41,198
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN

2016: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DONALD J. GOLDBERG CONSULTING, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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