Original filing (PDF)20231010152618NAL0019124675001

ALLEN GOLDSTEIN, MD, PC

Name: ALLEN GOLDSTEIN, MD, PC — ALLEN GOLDSTEIN, MD, PC-DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: ALLEN GOLDSTEIN, MD, PC

Form 5500-SF

FILING_RECEIVED

ALLEN GOLDSTEIN, MD, PC-DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEN GOLDSTEIN, MD, PC.

Plan sponsor

Name

ALLEN GOLDSTEIN, MD, PC

EIN

11-2377699

Address

137-16 72ND ROAD · FLUSHING, NY · 11375

Phone

(718) 263-5195

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

1A · Pay-related DB formula

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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