How big is Goldberg, Swedelson & Associates Incorporated's plan?

Goldberg, Swedelson & Associates Incorporated's plan reported $8.4M in assets and 12 participants for 2024.

Original filing (PDF)20250904175250NAL0009889443001

Goldberg, Swedelson & Associates Incorporated

Name: Goldberg, Swedelson & Associates Incorporated — Form 5500 Plan 002 (2024)
Creator: Goldberg, Swedelson & Associates Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goldberg, Swedelson & Associates Profit Sharing Plan

401(k) retirement plan · Goldberg, Swedelson & Associates Incorporated's Goldberg, Swedelson & Associates Profit Sharing Plan held $8.4M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

Mark D. Swedelson signed Goldberg, Swedelson & Associates Incorporated's 2024 Form 5500 as plan administrator.

Mark D. Swedelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goldberg, Swedelson & Associates Incorporated's EIN is 95-2624148.

EIN 95-2624148

Plan number 002

Plan year 2024

ACK ID 20250904175250NAL0009889443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goldberg, Swedelson & Associates Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goldberg, Swedelson & Associates Incorporated's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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