Original filing (PDF)20250911065334NAL0000083443001

MARK B. GOLDSTEIN, P.A.

Name: MARK B. GOLDSTEIN, P.A. — MARK B. GOLDSTEIN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARK B. GOLDSTEIN, P.A.

Form 5500-SF

FILING_RECEIVED

MARK B. GOLDSTEIN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK B. GOLDSTEIN, P.A..

Plan sponsor

Name

MARK B. GOLDSTEIN, P.A.

EIN

65-0434840all filings

Address

2700 N. MILITARY TRAIL · SUITE 130 · BOCA RATON, FL · 334316934

Phone

(561) 989-9955

Industry