2023 Form 5500 filing — Goldstein Auto Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014125307NAL0053587794001) for Goldstein Auto Group 401(K) Plan, reported by Goldstein Enterprises, Inc. under EIN 14-1608677 and plan number 003. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125307NAL0053587794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goldstein Enterprises, Inc.
- EIN
- 14-1608677
- Plan number
- 003
- Location
- Albany, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,795,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,795,072
- Employer contributions
- $88,109
- Participant contributions
- $645,473
- Total income / additions
- $2,461,474
- Benefits paid
- $468,322
- Administrative expenses
- $16,363
- Total expenses
- $484,685
- Net increase / (decrease)
- $1,976,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | OTHER SERVICES | $0 | $19,247 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,390 | $0 |
| Ellin & Tucker | ACCOUNTANT | $0 | $12,000 |