How big is Sheldon Goldberg M.D., P.C.'s plan?

Sheldon Goldberg M.D., P.C.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20251008134327NAL0005634737001

Sheldon Goldberg M.D., P.C.

Name: Sheldon Goldberg M.D., P.C. — Sheldon Goldberg M.D., Form 5500 (2024)
Creator: Sheldon Goldberg M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheldon Goldberg M.D., P.C. Profit Sharing Plan and Trust

401(k) retirement plan · Sheldon Goldberg M.D., P.C.'s Sheldon Goldberg M.D., P.C. Profit Sharing Plan and Trust held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Sheldon Goldberg M.D., P.C.'s EIN is 84-1330463.

EIN 84-1330463

Plan number 001

Plan year 2024

ACK ID 20251008134327NAL0005634737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheldon Goldberg M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheldon Goldberg M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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