Original filing (PDF)20251010151543NAL0013400544001

DR. JOEL S. GOLDBERG

Name: DR. JOEL S. GOLDBERG — DR. JOEL S. GOLDBERG PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. JOEL S. GOLDBERG

Form 5500-SF

FILING_RECEIVED

DR. JOEL S. GOLDBERG PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 DR. JOEL S. GOLDBERG.

Plan sponsor

Name

DR. JOEL S. GOLDBERG

EIN

23-2437589

Address

4015 CHICHESTER AVENUE · BOOTHWYN, PA · 19061

Phone

(610) 506-8297

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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 Offices of Physicians plans

ASSOCIATES IN FAMILY MEDICINE

ASSOCIATES IN FAMILY MEDICINE 401(K) PS PLAN

$1.0M · 4 participants

METROLINA MEDICAL ASSOCIATES, P.C.

METROLINA MEDICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

$1.0M · 14 participants

OPTIMAL HEALTH MIAMI, LLC

OPTIMAL HEALTH MIAMI PROFIT SHARING PLAN

$1.0M · 9 participants

MOLLY M. WARTHAN, M.D., PLLC

MOLLY M. WARTHAN, M.D. 401(K) PLAN

$1.0M · 17 participants

PAULETTE KIMBALL-WREN, MD

WORCESTER PEDIATRICS, PC 401(K) PLAN