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DR. DAVID GOLDBERG 401(K) PLAN 401k Plan overview

Plan NameDR. DAVID GOLDBERG 401(K) PLAN
Plan identification number 001

DR. DAVID GOLDBERG 401(K) 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

DAVID M GOLDBERG DDS PLLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID M GOLDBERG DDS PLLC
Employer identification number (EIN):844430798
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DAVID GOLDBERG 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID GOLDBERG2024-10-09
0012022-01-01DAVID GOLDBERG2023-10-10

Plan Statistics for DR. DAVID GOLDBERG 401(K) PLAN

401k plan membership statisitcs for DR. DAVID GOLDBERG 401(K) PLAN

Measure Date Value
2025: DR. DAVID GOLDBERG 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-315
Total number of particpants at end of year2025-07-315
Number of Participants With Account Balances2025-07-314
2024: DR. DAVID GOLDBERG 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-094
Total number of particpants at end of year2024-10-095
Number of Participants With Account Balances2024-10-094

Financial Data on DR. DAVID GOLDBERG 401(K) PLAN

Measure Date Value
2025 : DR. DAVID GOLDBERG 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-310
Net assets as of the end of the plan year2025-07-3197708
Total assets as of the beginning of the plan year2025-07-3152775
Value of plan covered by a fidelity bond2025-07-3110000
Participant contributions to plan in this plan year2025-07-3121489
Other income to plan in this plan year2025-07-315956
Plan net income in this plan year2025-07-3144933
Net assets as of the end of the plan year2025-07-3197708
Net assets as of the beginning of the plan year2025-07-3152775
Employer contributions to plan in this plan year2025-07-3117488
2024 : DR. DAVID GOLDBERG 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-090
Net assets as of the end of the plan year2024-10-0952775
Total assets as of the beginning of the plan year2024-10-095701
Value of plan covered by a fidelity bond2024-10-0910000
Participant contributions to plan in this plan year2024-10-0935275
Other income to plan in this plan year2024-10-094025
Plan net income in this plan year2024-10-0947074
Net assets as of the end of the plan year2024-10-0952775
Net assets as of the beginning of the plan year2024-10-095701
Employer contributions to plan in this plan year2024-10-097774

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