Goldstein Auto Group 401(K) Plan — Form 5500 plan (Goldstein Enterprises, Inc.)

Plain-English plan 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, Goldstein Auto Group 401(K) Plan is a benefit plan reported by Goldstein Enterprises, Inc. under EIN 14-1608677 and plan number 003. The latest loaded filing year is 2023. The filing reports 251 participants and $11,795,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goldstein Enterprises, Inc.
EIN
14-1608677
Plan number
003
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
251
End-of-year plan assets
$11,795,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241014125307NAL0053587794001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,795,072
Total liabilities (EOY)
$0
Net assets (EOY)
$11,795,072
Net assets (BOY)
$9,818,283

Income & contributions

Employer contributions
$88,109
Participant contributions
$645,473
Total contributions
$763,823
Total income / additions
$2,461,474

Expenses & distributions

Benefits paid
$468,322
Administrative expenses
$16,363
Total expenses
$484,685
Net increase / (decrease)
$1,976,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Purshe Kaplan Sterling InvestmentsOTHER SERVICES$0$19,2472023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$16,390$02023
Ellin & TuckerACCOUNTANT$0$12,0002023

Related Form 5500 pages