Back to filter
Original filing (PDF)20250707133302NAL0009111234001
LEON A. GOLDSTEIN, M.D.
Form 5500-SF
FILING_RECEIVED
LEON A. GOLDSTEIN, M.D. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEON A. GOLDSTEIN, M.D..
Plan sponsor
Name
LEON A. GOLDSTEIN, M.D.
EIN
06-1184572
Address
141 DURHAM ROAD - SUITE 23 · MADISON, CT · 06443
Phone
(203) 245-0350
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Offices of Physicians plans
STARKVILLE PEDIATRIC CLINIC
STARKVILLE PEDIATRIC CLINIC 401(K) PLAN
$1.8M · 15 participants
LUNG, SLEEP & WELLNESS, P.C.
LUNG, SLEEP & WELLNESS CENTER, P.C. 401(K) PLAN
$1.8M · 8 participants
PARSA MD INC
PARSA MD INC DEFINED BENEFIT PLAN
$1.8M · 6 participants
QUEENS MEDICAL PAVILION, LLC NY MED
NY MED CASH BALANCE PLAN
$1.8M · 22 participants
WALLY HOSN, M.D. INC.
WALLY HOSN, M.D. 401(K) PROFIT SHARING PLAN
$1.8M · 3 participants
DEFY MEDICAL, LLC
DEFY MEDICAL 401(K) PLAN
$1.8M · 94 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B