Goldstein Law Group 401(K) Plan — Form 5500 plan (Goldstein Law Group, P.A.)

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, Goldstein Law Group 401(K) Plan is a benefit plan reported by Goldstein Law Group, P.A. under EIN 26-0141883 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $4,678,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goldstein Law Group, P.A.
EIN
26-0141883
Plan number
002
Plan type
2
Location
Plantation, FL
Latest filing year
2023
Participants
160
End-of-year plan assets
$4,678,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241010103807NAL0011380019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,678,879
Total liabilities (EOY)
$0
Net assets (EOY)
$4,678,879
Net assets (BOY)
$3,781,789

Income & contributions

Employer contributions
$116,630
Participant contributions
$213,958
Total contributions
$335,579
Total income / additions
$1,071,768

Expenses & distributions

Benefits paid
$150,621
Administrative expenses
$24,057
Total expenses
$174,678
Net increase / (decrease)
$897,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisor LLCNONE$22,107not reported in the loaded dataset2023
Ascensus LLCNONE$1,950$10,9312023

Related Form 5500 pages