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GOLDBERG, HARDER, ADELSTEIN & CO., P.C. — GOLDBERG, HARDER, ADELSTEIN & CO., P.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230422114521NAL0005613009001
GOLDBERG, HARDER, ADELSTEIN & CO., P.C.
Form 5500-SF
FILING_RECEIVED
GOLDBERG, HARDER, ADELSTEIN & CO., P.C. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOLDBERG, HARDER, ADELSTEIN & CO., P.C.
.
Find decision makers
Plan sponsor
Name
GOLDBERG, HARDER, ADELSTEIN & CO., P.C.
EIN
04-2936145
Address
5 CHECKERBERRY LN · LITTLETON, MA · 014601112
Phone
(978) 460-4133
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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