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| Plan Name | GOLDBERG & JONES PLLC EMPLOYEES' RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | GOLDBERG & JONES, P.L.L.C. |
| Employer identification number (EIN): | 911706777 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | WILLIAM GOLDBERG | 2017-07-19 | ||
| 001 | 2015-01-01 | WILLIAM GOLDBERG | 2016-07-07 | ||
| 001 | 2014-01-01 | WILLIAM GOLDBERG | 2015-09-08 | ||
| 001 | 2013-01-01 | WILLIAM GOLDBERG | 2014-06-30 | ||
| 001 | 2012-01-01 | WILLIAM GOLDBERG | 2013-07-24 | ||
| 001 | 2011-01-01 | WILLIAM GOLDBERG | 2012-10-15 | ||
| 001 | 2010-01-01 | WILLIAM GOLDBERG | 2011-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2024: GOLDBERG & JONES PLLC EMPLOYEES' RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-18 | 45 |
| Total number of particpants at end of year | 2024-07-18 | 42 |
| Number of Participants With Account Balances | 2024-07-18 | 36 |
| Measure | Date | Value |
|---|---|---|
| 2024 : GOLDBERG & JONES PLLC EMPLOYEES' RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-18 | 74474 |
| Net assets as of the end of the plan year | 2024-07-18 | 8000926 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 6366329 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-18 | 370479 |
| Other income to plan in this plan year | 2024-07-18 | 1205060 |
| Plan net income in this plan year | 2024-07-18 | 1634597 |
| Net assets as of the end of the plan year | 2024-07-18 | 8000926 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 6366329 |
| Employer contributions to plan in this plan year | 2024-07-18 | 133532 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 10553 |
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