How big is David N. Goldstein, CLU's plan?

David N. Goldstein, CLU's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250603102518NAL0018246800001

David N. Goldstein, CLU

Name: David N. Goldstein, CLU — David N. Goldstein 401(k), Form 5500 (2024)
Creator: David N. Goldstein, CLU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David N. Goldstein 401(k) Profit Sharing Plan

401(k) retirement plan · David N. Goldstein, CLU's David N. Goldstein 401(k) Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David N. Goldstein signed David N. Goldstein, CLU's 2024 Form 5500 as plan administrator.

David N. Goldstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David N. Goldstein, CLU's EIN is 06-1409082.

EIN 06-1409082

Plan number 002

Plan year 2024

ACK ID 20250603102518NAL0018246800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David N. Goldstein, CLU from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David N. Goldstein, CLU's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID N. GOLDSTEIN, CLU.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score