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CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 401k Plan overview

Plan NameCAROLINE B GOLDBERG LCSW LLC 401(K) PLAN
Plan identification number 001

CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CAROLINE B GOLDBERG LCSW LLC has sponsored the creation of one or more 401k plans.

Company Name:CAROLINE B GOLDBERG LCSW LLC
Employer identification number (EIN):134223551
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01CAROLINE B. GOLDBERG, TRUSTEE2022-10-17 CAROLINE B. GOLDBERG2022-10-17
0012021-01-01CAROLINE B. GOLDBERG, TRUSTEE2022-10-17 CAROLINE B. GOLDBERG2022-10-17
0012020-01-01CAROLINE B. GOLDBERG, TRUSTEE2021-10-14 CAROLINE B. GOLDBERG2021-10-14
0012018-01-01CAROLINE B. GOLDBERG, TRUSTEE2019-10-13 CAROLINE B. GOLDBERG2019-10-13
0012017-01-01CAROLINE B. GOLDBERG, TRUSTEE2018-10-12 CAROLINE B. GOLDBERG2018-10-12
0012016-01-01CAROLINE B. GOLDBERG, TRUSTEE2017-10-11 CAROLINE B. GOLDBERG2017-10-11
0012015-01-01CAROLINE GOLDBERG2016-07-21 CAROLINE GOLDBERG2016-07-21
0012014-01-01CAROLINE GOLDBERG2015-07-24 CAROLINE GOLDBERG2015-07-24
0012013-01-01CAROLINE GOLDBERG2014-07-17 CAROLINE GOLDBERG2014-07-17
0012012-01-01CAROLINE GOLDBERG2013-07-17 CAROLINE GOLDBERG2013-07-17
0012011-01-01CAROLINE GOLDBERG2012-07-27 CAROLINE GOLDBERG2012-07-27
0012010-01-01CAROLINE GOLDBERG2011-07-28 CAROLINE GOLDBERG2011-07-28

Plan Statistics for CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN

401k plan membership statisitcs for CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN

Measure Date Value
2025: CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-083
Total number of particpants at end of year2025-10-083
Number of Participants With Account Balances2025-10-083
2024: CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-153
Total number of particpants at end of year2024-10-153
Number of Participants With Account Balances2024-10-153
2022: CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-173
Total number of particpants at end of year2022-10-173
Number of Participants With Account Balances2022-10-173

Financial Data on CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN

Measure Date Value
2025 : CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0882386
Net assets as of the end of the plan year2025-10-081052523
Total assets as of the beginning of the plan year2025-10-081016605
Participant contributions to plan in this plan year2025-10-080
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08118304
Plan net income in this plan year2025-10-0835918
Net assets as of the end of the plan year2025-10-081052523
Net assets as of the beginning of the plan year2025-10-081016605
Employer contributions to plan in this plan year2025-10-080
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-080
2024 : CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-151016605
Total assets as of the beginning of the plan year2024-10-15891555
Participant contributions to plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15125050
Plan net income in this plan year2024-10-15125050
Net assets as of the end of the plan year2024-10-151016605
Net assets as of the beginning of the plan year2024-10-15891555
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2022 : CAROLINE B GOLDBERG LCSW LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1735200
Net assets as of the end of the plan year2022-10-171100552
Total assets as of the beginning of the plan year2022-10-17927593
Participant contributions to plan in this plan year2022-10-1726000
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-17163286
Plan net income in this plan year2022-10-17172959
Net assets as of the end of the plan year2022-10-171100552
Net assets as of the beginning of the plan year2022-10-17927593
Employer contributions to plan in this plan year2022-10-1718873
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-170

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