Original filing (PDF)20251014090333NAL0002462865001

LAWRENCE A. GOLDBERG, P.C.

Name: LAWRENCE A. GOLDBERG, P.C. — LAWRENCE A. GOLDBERG, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAWRENCE A. GOLDBERG, P.C.

Form 5500-SF

FILING_RECEIVED

LAWRENCE A. GOLDBERG, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 LAWRENCE A. GOLDBERG, P.C..

Plan sponsor

Name

LAWRENCE A. GOLDBERG, P.C.

EIN

23-1965731

Address

213 W. MINER STREET · WEST CHESTER, PA · 193822924

Phone

(610) 436-6220

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MONTY L CAIN PC

MONTY L CAIN PC 401K PLAN AND TRUST

$2.1M · 23 participants

SOLOW, HARTNETT & GALVAN, LLC

SOLOW, HARTNETT & GALVAN, LLC 401(K) PLAN

$2.1M · 17 participants

BASKIN, JACKSON & LASSO, P.C.

BASKIN, JACKSON & LASSO, P. C. 401(K) PROFIT SHARING PLAN

$2.1M · 5 participants

EUGENE BRUNO & ASSOCIATES

EUGENE BRUNO & ASSOCIATES CASH BALANCE PLAN

$2.1M · 18 participants

ROBERT P. GAFFNEY

ROBERT P. GAFFNEY 401(K) PROFIT SHARING PLAN & TRUST