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GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN 401k Plan overview

Plan NameGOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN
Plan identification number 001

GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS 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.
  • 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

GOLDBERG REALTY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:GOLDBERG REALTY ASSOCIATES
Employer identification number (EIN):223846788
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PETE CHOMKO2024-04-07
0012022-01-01PETE CHOMKO2023-07-11
0012021-01-01PETE CHOMKO2022-09-07
0012020-01-01PETE CHOMKO2021-07-08
0012019-01-01PETE CHOMKO2020-08-26
0012018-01-01PETE CHOMKO2019-03-19
0012017-01-01PETE CHOMKO2018-04-30

Financial Data on GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN

Measure Date Value
2025 : GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-070
Net assets as of the end of the plan year2025-07-071225615
Total assets as of the beginning of the plan year2025-07-07883072
Value of plan covered by a fidelity bond2025-07-07150000
Participant contributions to plan in this plan year2025-07-07194030
Value of participant loans at end of plan year2025-07-074137
Other income to plan in this plan year2025-07-07148513
Plan net income in this plan year2025-07-07342543
Net assets as of the end of the plan year2025-07-071225615
Net assets as of the beginning of the plan year2025-07-07883072
2024 : GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-0876525
Net assets as of the end of the plan year2024-04-08883072
Total assets as of the beginning of the plan year2024-04-08656194
Participant contributions to plan in this plan year2024-04-08167842
Value of participant loans at end of plan year2024-04-085071
Other income to plan in this plan year2024-04-08135561
Plan net income in this plan year2024-04-08226878
Net assets as of the end of the plan year2024-04-08883072
Net assets as of the beginning of the plan year2024-04-08656194
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0890
2022 : GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-07191677
Net assets as of the end of the plan year2022-09-07545734
Total assets as of the beginning of the plan year2022-09-07530103
Participant contributions to plan in this plan year2022-09-07135895
Value of participant loans at end of plan year2022-09-076841
Other income to plan in this plan year2022-09-0771413
Plan net income in this plan year2022-09-0715631
Net assets as of the end of the plan year2022-09-07545734
Net assets as of the beginning of the plan year2022-09-07530103
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-07630

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