GOLDSTEIN & MCCLINTOCK LLLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLDSTEIN & MCCLINTOCK 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : GOLDSTEIN & MCCLINTOCK 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-10 | 216063 |
| Net assets as of the end of the plan year | 2025-07-10 | 599835 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 635887 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 75000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 93776 |
| Other expenses paid from plan in this plan year | 2025-07-10 | 0 |
| Other contributions to plan in this plan year | 2025-07-10 | 0 |
| Other income to plan in this plan year | 2025-07-10 | 86235 |
| Plan net income in this plan year | 2025-07-10 | -36052 |
| Net assets as of the end of the plan year | 2025-07-10 | 599835 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 635887 |
| Employer contributions to plan in this plan year | 2025-07-10 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-10 | 2592 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 7637 |
| 2024 : GOLDSTEIN & MCCLINTOCK 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-07 | 105414 |
| Net assets as of the end of the plan year | 2024-05-07 | 635887 |
| Total assets as of the beginning of the plan year | 2024-05-07 | 555063 |
| Value of plan covered by a fidelity bond | 2024-05-07 | 75000 |
| Participant contributions to plan in this plan year | 2024-05-07 | 95444 |
| Other expenses paid from plan in this plan year | 2024-05-07 | 0 |
| Other contributions to plan in this plan year | 2024-05-07 | 0 |
| Other income to plan in this plan year | 2024-05-07 | 90794 |
| Plan net income in this plan year | 2024-05-07 | 80824 |
| Net assets as of the end of the plan year | 2024-05-07 | 635887 |
| Net assets as of the beginning of the plan year | 2024-05-07 | 555063 |
| Employer contributions to plan in this plan year | 2024-05-07 | 0 |
| Fees paid to broker by Benefit Provider | 2024-05-07 | 2162 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-07 | 6671 |
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