Original filing (PDF)20250630132924NAL0028859474001

STEVEN S. GOLDBERG MD PL

Name: STEVEN S. GOLDBERG MD PL — STEVEN S. GOLDBERG MD PL 401(K) PSP & TRUST, Form 5500 (2024)
Creator: STEVEN S. GOLDBERG MD PL

Form 5500-SF

FILING_RECEIVED

STEVEN S. GOLDBERG MD PL 401(K) PSP & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN S. GOLDBERG MD PL.

Plan sponsor

Name

STEVEN S. GOLDBERG MD PL

EIN

27-1497430all filings

Address

6101 PINE RIDGE ROAD · DESK 33/34 · NAPLES, FL · 34119

Phone

(239) 348-4253

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

2025-06-30

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

Related plans

Similar-size Offices of Physicians plans

KEITH E SCHULZE MD PA

FORT BEND SKIN CANCER CENTER 401K PLAN

$798K · 7 participants

HEALTH CARE MEDICAL ASSOCIATES,

HEALTH CARE MEDICAL ASSOCIATES, P.C. 401(K) PLAN

$798K · 1 participants

BRENDA M ARMENTI-KAPROS MD PC

BRENDA M ARMENTI KAPROS MD PC 401K PLAN

$798K · 11 participants

GASTROENTEROLOGY ASSOCIATES OF BEVERLY HILLS

GASTROENTEROLOGY ASSOCIATES OF BEVERLY HILLS 401(K) PLAN

$798K · 7 participants

MOIN RANGINWALA, M.D., INC.

MOIN RANGINWALA, M.D., INC. CASH BALANCE PENSION PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.