Original filing (PDF)20250709115602NAL0012849234002

DANIEL L. GOLDBERG

Name: DANIEL L. GOLDBERG — DANIEL L GOLDBERG KEOGH MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: DANIEL L. GOLDBERG

Form 5500-SF

FILING_RECEIVED

DANIEL L GOLDBERG KEOGH MONEY PURCHASE PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DANIEL L. GOLDBERG

EIN

43-1658337all filings

Address

228 N MAIN ST · ST CHARLES, MO · 63301

Phone

(636) 949-0010

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

DANIEL L. GOLDBERG

EIN

43-1658337

City

ST CHARLES, MO

Phone

(636) 949-0010

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

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

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