How many benefit plans does Goldberg Optometry Services Inc. report on Form 5500?

Goldberg Optometry Services Inc. (EIN 85-2858826) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Goldberg Optometry Services Inc.?

The Employer Identification Number (EIN) reported for Goldberg Optometry Services Inc. is 85-2858826.

What is the latest Form 5500 filing year for Goldberg Optometry Services Inc.?

The latest loaded Form 5500 filing year for Goldberg Optometry Services Inc. is 2023.

Goldberg Optometry Services Inc. — 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, Goldberg Optometry Services Inc. (EIN 85-2858826) is a plan sponsor located in Plano, TX 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: 85-2858826
Location: Plano, TX
Loaded plans: 1
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 Goldberg Optometry Services Inc.

1 loaded plans hold $350K in reported assets.
The largest, Goldberg Optometry Services Inc. Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 1 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$350KSummed across loaded plans$350,000

Total reported assets$350K$350,000

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$350K total assets

Net assets$350KLiabilities—

Contributions & income

Total income / additions$50K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$50K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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%Goldberg Optometry Services Inc. Retirement Plan

Participants per plan1Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
Goldberg Optometry Services Inc. Retirement Plan$350K
Plan #001 · 1 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 Goldberg Optometry Services Inc.. Open one for its full reported snapshot.

2023
Goldberg Optometry Services Inc. Retirement Plan1 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Goldberg Optometry Services Inc. report on Form 5500?: Goldberg Optometry Services Inc. (EIN 85-2858826) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Goldberg Optometry Services Inc.?: The Employer Identification Number (EIN) reported for Goldberg Optometry Services Inc. is 85-2858826.
What is the latest Form 5500 filing year for Goldberg Optometry Services Inc.?: The latest loaded Form 5500 filing year for Goldberg Optometry Services Inc. is 2023.