MATTHEW L. GOODSTEIN, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEW L. GOODSTEIN, M.D., P.C..
Plan sponsor
Name
MATTHEW L. GOODSTEIN, M.D., P.C.
EIN
84-1200091
Address
1830 BLAKE AVENUE, SUITE 201 · GLENWOOD SPRINGS, CO · 81601
Phone
(970) 945-1112
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1C · Cash balance or similar hybrid DB
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
