2023 Form 5500 filing — Sam Goldberger, M.D. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001073152NAL0003834995001) for Sam Goldberger, M.D. Profit Sharing Plan, reported by Sam Goldberger, M.D. under EIN 90-1257398 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$964KReported net assets$963,983
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001073152NAL0003834995001
Plan sponsor
Sam Goldberger, M.D.
EIN
90-1257398
Plan number
001
Location
Newton Center, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$964K total assets
Net assets$964KLiabilities
Money in vs. money out
Total income / additions$139.6K
Total expenses$298
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$963,983
Net assets (EOY)
$963,983
Total income / additions
$139,647
Administrative expenses
$298
Total expenses
$298
Net increase / (decrease)
$139,349

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001073152NAL0003834995001 cover?
It is the 2023 Form 5500 filing for Sam Goldberger, M.D. Profit Sharing Plan, reported by Sam Goldberger, M.D. (EIN 90-1257398).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages