· 2022–2024 · DOL EFAST2

RICHARD E. GOLDBERG, D.M.D. — RICHARD E. GOLDBERG, D.M.D., PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)

Original filing (PDF)20240717104247NAL0006685184002

RICHARD E. GOLDBERG, D.M.D.

Form 5500-SF

FILING_RECEIVED

RICHARD E. GOLDBERG, D.M.D., PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD E. GOLDBERG, D.M.D..

Plan sponsor

Name

RICHARD E. GOLDBERG, D.M.D.

EIN

22-3637478all filings

Address

3 CHAD LANE · HOWELL, NJ · 07731

Phone

(732) 251-7722

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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