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ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN
Plan identification number 001

ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT C. GOLDMAN, CPA, PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT C. GOLDMAN, CPA, PC
Employer identification number (EIN):264803687
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01ROBERT C. GOLDMAN
0012016-03-01ROBERT C. GOLDMAN
0012015-03-01ROBERT C. GOLDMAN
0012014-03-01ROBERT C. GOLDMAN
0012013-03-01ROBERT C. GOLDMAN
0012012-03-01ROBERT C. GOLDMAN
0012011-03-01ROBERT C. GOLDMAN
0012010-03-01ROBERT GOLDMAN
0012009-05-04ROBERT GOLDMAN

Plan Statistics for ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN

Measure Date Value
2020: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-011
Total number of active participants reported on line 7a of the Form 55002020-03-010
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-010
Number of participants with account balances2020-03-010
2019: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-011
Total number of active participants reported on line 7a of the Form 55002019-03-011
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-011
Number of participants with account balances2019-03-011
2018: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-011
Total number of active participants reported on line 7a of the Form 55002018-03-011
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-011
Number of participants with account balances2018-03-011
2017: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-011
Total number of active participants reported on line 7a of the Form 55002017-03-011
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-011
Number of participants with account balances2017-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-010
2016: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-011
Total number of active participants reported on line 7a of the Form 55002016-03-011
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-011
Number of participants with account balances2016-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-011
Total number of active participants reported on line 7a of the Form 55002015-03-011
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-011
Number of participants with account balances2015-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-011
Total number of active participants reported on line 7a of the Form 55002014-03-011
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-011
Number of participants with account balances2014-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-011
Total number of active participants reported on line 7a of the Form 55002013-03-011
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-011
Number of participants with account balances2013-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-011
Total number of active participants reported on line 7a of the Form 55002012-03-011
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-011
Number of participants with account balances2012-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-011
Total number of active participants reported on line 7a of the Form 55002011-03-011
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-011
Number of participants with account balances2011-03-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-011
Total number of active participants reported on line 7a of the Form 55002010-03-011
Total of all active and inactive participants2010-03-011
Total participants2010-03-011
Number of participants with account balances2010-03-011
2009: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-041
Total number of active participants reported on line 7a of the Form 55002009-05-041
Total of all active and inactive participants2009-05-041
Total participants2009-05-041
Number of participants with account balances2009-05-041

Financial Data on ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN

Measure Date Value
2020 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$0
Expenses. Total of all expenses incurred2020-06-30$8,154
Benefits paid (including direct rollovers)2020-06-30$8,154
Total plan assets at end of year2020-06-30$0
Total plan assets at beginning of year2020-06-30$8,154
Net income (gross income less expenses)2020-06-30$-8,154
Net plan assets at end of year (total assets less liabilities)2020-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$8,154
Assets. Value of employer securities2020-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Total income from all sources2020-02-29$6,626
Expenses. Total of all expenses incurred2020-02-29$0
Total plan assets at end of year2020-02-29$8,154
Total plan assets at beginning of year2020-02-29$1,528
Other income received2020-02-29$6,626
Net income (gross income less expenses)2020-02-29$6,626
Net plan assets at end of year (total assets less liabilities)2020-02-29$8,154
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$1,528
Assets. Value of employer securities2020-02-29$8,154
2019 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-02-28$-185,318
Expenses. Total of all expenses incurred2019-02-28$0
Total plan assets at end of year2019-02-28$1,528
Total plan assets at beginning of year2019-02-28$186,846
Other income received2019-02-28$-185,318
Net income (gross income less expenses)2019-02-28$-185,318
Net plan assets at end of year (total assets less liabilities)2019-02-28$1,528
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$186,846
Assets. Value of employer securities2019-02-28$1,528
2018 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-02-28$4,583
Expenses. Total of all expenses incurred2018-02-28$0
Benefits paid (including direct rollovers)2018-02-28$0
Total plan assets at end of year2018-02-28$186,846
Total plan assets at beginning of year2018-02-28$182,263
Total contributions received or receivable from participants2018-02-28$0
Contributions received from other sources (not participants or employers)2018-02-28$0
Other income received2018-02-28$4,583
Net income (gross income less expenses)2018-02-28$4,583
Net plan assets at end of year (total assets less liabilities)2018-02-28$186,846
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$182,263
Assets. Value of employer securities2018-02-28$186,846
Total contributions received or receivable from employer(s)2018-02-28$0
Value of certain deemed distributions of participant loans2018-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-02-28$0
2017 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-02-28$-5,191
Expenses. Total of all expenses incurred2017-02-28$0
Benefits paid (including direct rollovers)2017-02-28$0
Total plan assets at end of year2017-02-28$182,263
Total plan assets at beginning of year2017-02-28$187,454
Total contributions received or receivable from participants2017-02-28$0
Contributions received from other sources (not participants or employers)2017-02-28$0
Other income received2017-02-28$-5,191
Net income (gross income less expenses)2017-02-28$-5,191
Net plan assets at end of year (total assets less liabilities)2017-02-28$182,263
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$187,454
Assets. Value of employer securities2017-02-28$182,263
Total contributions received or receivable from employer(s)2017-02-28$0
Value of certain deemed distributions of participant loans2017-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$0
2016 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-02-29$186,193
Expenses. Total of all expenses incurred2016-02-29$0
Benefits paid (including direct rollovers)2016-02-29$0
Total plan assets at end of year2016-02-29$187,454
Total plan assets at beginning of year2016-02-29$1,261
Total contributions received or receivable from participants2016-02-29$0
Contributions received from other sources (not participants or employers)2016-02-29$0
Other income received2016-02-29$186,193
Net income (gross income less expenses)2016-02-29$186,193
Net plan assets at end of year (total assets less liabilities)2016-02-29$187,454
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$1,261
Assets. Value of employer securities2016-02-29$187,454
Total contributions received or receivable from employer(s)2016-02-29$0
Value of certain deemed distributions of participant loans2016-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-29$0
2015 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-02-28$-186,193
Expenses. Total of all expenses incurred2015-02-28$0
Benefits paid (including direct rollovers)2015-02-28$0
Total plan assets at end of year2015-02-28$1,261
Total plan assets at beginning of year2015-02-28$187,454
Total contributions received or receivable from participants2015-02-28$0
Contributions received from other sources (not participants or employers)2015-02-28$0
Other income received2015-02-28$-186,193
Net income (gross income less expenses)2015-02-28$-186,193
Net plan assets at end of year (total assets less liabilities)2015-02-28$1,261
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$187,454
Assets. Value of employer securities2015-02-28$1,261
Total contributions received or receivable from employer(s)2015-02-28$0
Value of certain deemed distributions of participant loans2015-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$0
2014 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-02-28$-188,767
Expenses. Total of all expenses incurred2014-02-28$0
Benefits paid (including direct rollovers)2014-02-28$0
Total plan assets at end of year2014-02-28$187,454
Total plan assets at beginning of year2014-02-28$376,221
Total contributions received or receivable from participants2014-02-28$0
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$-188,767
Net income (gross income less expenses)2014-02-28$-188,767
Net plan assets at end of year (total assets less liabilities)2014-02-28$187,454
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$376,221
Assets. Value of employer securities2014-02-28$187,454
Total contributions received or receivable from employer(s)2014-02-28$0
Value of certain deemed distributions of participant loans2014-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-02-28$0
2013 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-02-28$-1,725
Expenses. Total of all expenses incurred2013-02-28$0
Benefits paid (including direct rollovers)2013-02-28$0
Total plan assets at end of year2013-02-28$376,221
Total plan assets at beginning of year2013-02-28$377,946
Total contributions received or receivable from participants2013-02-28$0
Contributions received from other sources (not participants or employers)2013-02-28$0
Other income received2013-02-28$-1,725
Net income (gross income less expenses)2013-02-28$-1,725
Net plan assets at end of year (total assets less liabilities)2013-02-28$376,221
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$377,946
Assets. Value of employer securities2013-02-28$376,221
Total contributions received or receivable from employer(s)2013-02-28$0
Value of certain deemed distributions of participant loans2013-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-02-28$0
2012 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-02-29$-2,111
Expenses. Total of all expenses incurred2012-02-29$0
Benefits paid (including direct rollovers)2012-02-29$0
Total plan assets at end of year2012-02-29$377,946
Total plan assets at beginning of year2012-02-29$380,057
Total contributions received or receivable from participants2012-02-29$0
Contributions received from other sources (not participants or employers)2012-02-29$0
Other income received2012-02-29$-2,111
Net income (gross income less expenses)2012-02-29$-2,111
Net plan assets at end of year (total assets less liabilities)2012-02-29$377,946
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$380,057
Assets. Value of employer securities2012-02-29$377,946
Total contributions received or receivable from employer(s)2012-02-29$0
Value of certain deemed distributions of participant loans2012-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$0
2011 : ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-02-28$-22,943
Expenses. Total of all expenses incurred2011-02-28$0
Total plan assets at end of year2011-02-28$380,057
Total plan assets at beginning of year2011-02-28$403,000
Other income received2011-02-28$-22,943
Net income (gross income less expenses)2011-02-28$-22,943
Net plan assets at end of year (total assets less liabilities)2011-02-28$380,057
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$403,000
Assets. Value of employer securities2011-02-28$380,057

Form 5500 Responses for ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN

2020: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingYes
2020-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement - TrustYes
2019: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: ROBERT C. GOLDMAN, CPA, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-04Type of plan entitySingle employer plan
2009-05-04First time form 5500 has been submittedYes
2009-05-04Submission has been amendedNo
2009-05-04This submission is the final filingNo
2009-05-04This return/report is a short plan year return/report (less than 12 months)Yes
2009-05-04Plan is a collectively bargained planNo
2009-05-04Plan funding arrangement – TrustYes
2009-05-04Plan benefit arrangement - TrustYes

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