Plan5500

Goldfein LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Goldfein LLC (EIN 26-2143170) is a plan sponsor located in Alpharetta, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-2143170
Location
Alpharetta, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Goldfein LLC

  • 2 loaded plans hold $5.2M in reported assets.
  • The largest, Goldfein LLC 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 572 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.2MSummed across loaded plans$5,177,217
Total reported assets$5.2M$5,177,217
Total reported participants572
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributions$668.8K
Participant contributions$1.2M
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$640.2K
Total expenses$669.6K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Goldfein LLC 401(K) Profit Sharing Plan & Trust
Participants per plan286Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Goldfein LLC 401(K) Profit Sharing Plan & Trust$5.2M
    Plan #001 · 472 participants · 2023
  2. 2
    Goldfein, LLC Health Plannot reported in the loaded dataset
    Plan #501 · 100 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Goldfein LLC. Open one for its full reported snapshot.

  1. 2023
    Goldfein LLC 401(K) Profit Sharing Plan & Trust472 participants · 2Sch HSch C
    View filing →
  2. 2023
    Goldfein, LLC Health Plan100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Goldfein LLC report on Form 5500?
Goldfein LLC (EIN 26-2143170) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Goldfein LLC?
The Employer Identification Number (EIN) reported for Goldfein LLC is 26-2143170.
What is the latest Form 5500 filing year for Goldfein LLC?
The latest loaded Form 5500 filing year for Goldfein LLC is 2023.

Related Form 5500 pages