2023 Form 5500 filing — Richard Ian Goldberg, Md, Pa, 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 20241002123007NAL0008776001002) for Richard Ian Goldberg, Md, Pa, Profit Sharing Plan, reported by Richard I Goldberg, Md, P.A. under EIN 59-1455161 and plan number 002. 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)$1.5MReported net assets$1,497,113
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002123007NAL0008776001002
Plan sponsor
Richard I Goldberg, Md, P.A.
EIN
59-1455161
Plan number
002
Location
West Palm Beach, FL
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)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$161.1K
Total expenses$104K
Benefits paid / distributions$95K
Full reported line items
Total assets (EOY)
$1,497,113
Net assets (EOY)
$1,497,113
Total income / additions
$161,069
Benefits paid
$95,000
Administrative expenses
$6,174
Total expenses
$104,038
Net increase / (decrease)
$57,031

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002123007NAL0008776001002 cover?
It is the 2023 Form 5500 filing for Richard Ian Goldberg, Md, Pa, Profit Sharing Plan, reported by Richard I Goldberg, Md, P.A. (EIN 59-1455161).
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