Original filing (PDF)20241104132601NAL0006752353001

GOLDSTEIN & BASHNER, PC

Name: GOLDSTEIN & BASHNER, PC — GOLDSTEIN & BASHNER, PC 401(K) P/S PLAN, Form 5500 (2023)
Creator: GOLDSTEIN & BASHNER, PC

Form 5500-SF

FILING_RECEIVED

GOLDSTEIN & BASHNER, PC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GOLDSTEIN & BASHNER, PC

EIN

13-3843261all filings

Address

900 MERCHANTS CONCOURSE · SUITE11 · WESTBURY, NY · 11590

Phone

(516) 222-4000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-24

Filed

2024-11-04

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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