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401k Sponsoring company profile

GOLDSTEIN FINANCIAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOLDSTEIN FINANCIAL MANAGEMENT, INC.
Employer identification number (EIN):470851210
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about GOLDSTEIN FINANCIAL MANAGEMENT, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about GOLDSTEIN FINANCIAL MANAGEMENT, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
50 BROADWAY, SUITE 805
NEW YORK
NY
10004
Date first seen: 2007-01-01
Date last seen: 2024-04-30
USA Location Address
P.O. BOX 189
NEW YORK
NY
101500189
Date first seen: 2013-06-20
Date last seen: 2023-07-25

The following addresses have been found in other jurisdictions:

Jurisdiction:NEW YORK SECRETARY OF STATE - DIVISION OF CORPORATIONS
Address:
GOLDSTEIN FINANCIAL MANAGEMENT, INC.
20TH FLOOR
NEW YORK,NEW YORK
Jurisdiction Company ID:
Jurisdiction Registration Date:

GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN2011-01-01 2002-01-01
002GOLDSTEIN FINANCIAL MANAGEMENT CASH BALANCE PLAN2018-01-01 2018-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-02-14Employer Contributions $ 232,537
2023-02-14Employee Contributions $ 232,537
2022-02-01Employer Contributions $ 232,537
2022-02-01Employee Contributions $ 232,537
2020-01-31Employer Contributions $ 226,989
2020-01-31Employee Contributions $ 226,989
2019-04-18Employer Contributions $ 510
2019-04-18Employee Contributions $ 510
2019-02-01Employer Contributions $ 221,933
2019-02-01Employee Contributions $ 221,933

Potentially Related Companies

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