Original filing (PDF)20240722175842NAL0010951393001

JOYCE GOLDSTEIN & ASSOCIATES, A LEGAL PROFESSIONAL ASSOCIATION

Name: JOYCE GOLDSTEIN & ASSOCIATES, A LEGAL PROFESSIONAL ASSOCIATION — JOYCE GOLDSTEIN & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2023)
Creator: JOYCE GOLDSTEIN & ASSOCIATES, A LEGAL PROFESSIONAL ASSOCIATION

Form 5500-SF

FILING_RECEIVED

JOYCE GOLDSTEIN & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JOYCE GOLDSTEIN & ASSOCIATES, A LEGAL PROFESSIONAL ASSOCIATION.

Plan sponsor

Name

JOYCE GOLDSTEIN & ASSOCIATES, A LEGAL PROFESSIONAL ASSOCIATION

EIN

34-1599328

Address

3080 LAUREL ROAD · SHAKER HEIGHTS, OH · 44120

Phone

(216) 771-6633

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAIRD COWLEY PLLC

LAIRD COWLEY PLLC 401(K) PLAN

$1.1M · 13 participants

DUFF FREEMAN SEIBERT, LLC

DUFF FREEMAN SEIBERT, LLC 401(K) PLAN

$1.1M · 6 participants

WHITNER S. BISHOP, PA

WHITNER S. BISHOP, PA 401(K) PROFIT SHARING PLAN

$1.1M · 5 participants

JAKE & ASSOCIATES

JAKE & ASSOCIATES 401(K) PROFIT SHARING PLAN

$1.1M · 24 participants

BROWNELL LANDRIGAN, PC

BROWNELL LANDRIGAN, PC 401(K) PLAN

$1.1M · 7 participants