Original filing (PDF)20250514134920NAL0018873809001

STEVEN GOLDSTEIN, MD AND ASSOCIATES, PA

Name: STEVEN GOLDSTEIN, MD AND ASSOCIATES, PA — GOLDSTEIN WELFARE TRUST, Form 5500 (2024)
Creator: STEVEN GOLDSTEIN, MD AND ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

GOLDSTEIN WELFARE TRUST

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$458K

Net assets (EOY)

$458K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN GOLDSTEIN, MD AND ASSOCIATES, PA.

Plan sponsor

Name

STEVEN GOLDSTEIN, MD AND ASSOCIATES, PA

EIN

74-2033609

Address

8877 FRANKWAY DR APT 2211 · HOUSTON, TX · 770961904

Phone

(713) 494-9276

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator