Goldberg Lindsay & Co. LLC 401(K) Profit Sharing Plan — Form 5500 plan (Goldberg Lindsay & Co. LLC)
Plain-English plan 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, Goldberg Lindsay & Co. LLC 401(K) Profit Sharing Plan is a benefit plan reported by Goldberg Lindsay & Co. LLC under EIN 13-4164879 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $59,898,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goldberg Lindsay & Co. LLC
- EIN
- 13-4164879
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $59,898,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241014145114NAL0015138659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,898,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,898,732
- Net assets (BOY)
- $53,664,051
Income & contributions
- Employer contributions
- $1,675,420
- Participant contributions
- $1,645,950
- Total contributions
- $3,631,573
- Total income / additions
- $13,589,738
Expenses & distributions
- Benefits paid
- $7,196,744
- Administrative expenses
- $156,205
- Total expenses
- $7,355,057
- Net increase / (decrease)
- $6,234,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group | ADVISOR | $89,032 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $38,423 | $0 | 2023 |
| Cherry Bekaert | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $13,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goldberg Lindsay & Co. LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Newport Capital Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cherry Bekaert — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation