401k Plan data: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN plan

LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 401k Plan overview

Plan Name	LARRY R. GOLDSTEIN, DDS, PC 401K PLAN
Plan identification number	001

LARRY R. GOLDSTEIN, DDS, PC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

LARRY R. GOLDSTEIN, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: LARRY R. GOLDSTEIN, DDS, PC

Employer identification number (EIN): 542136069

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY R. GOLDSTEIN, DDS, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LARRY GOLDSTEIN 2024-05-02
001 2022-01-01 LARRY GOLDSTEIN 2023-05-30
001 2021-01-01 LARRY GOLDSTEIN 2022-02-10
001 2020-01-01 LARRY GOLDSTEIN 2021-02-03
001 2019-01-01 LARRY GOLDSTEIN 2020-03-13
001 2018-01-01 LARRY GOLDSTEIN 2019-02-03
001 2017-01-01 LARRY GOLDSTEIN 2018-03-07
001 2016-01-01 LARRY GOLDSTEIN 2017-03-30
001 2015-01-01 LARRY GOLDSTEIN 2016-03-18
001 2014-01-01 LARRY GOLDSTEIN 2015-02-28
001 2013-01-01 LARRY GOLDSTEIN
001 2012-01-01 LARRY GOLDSTEIN
001 2011-01-01 LARRY GOLDSTEIN
001 2010-01-01 LARRY GOLDSTEIN
001 2009-01-01 LARRY R. GOLDSTEIN LARRY R. GOLDSTEIN 2010-05-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LARRY GOLDSTEIN	2024-05-02
001	2022-01-01	LARRY GOLDSTEIN	2023-05-30
001	2021-01-01	LARRY GOLDSTEIN	2022-02-10
001	2020-01-01	LARRY GOLDSTEIN	2021-02-03
001	2019-01-01	LARRY GOLDSTEIN	2020-03-13
001	2018-01-01	LARRY GOLDSTEIN	2019-02-03
001	2017-01-01	LARRY GOLDSTEIN	2018-03-07
001	2016-01-01	LARRY GOLDSTEIN	2017-03-30
001	2015-01-01	LARRY GOLDSTEIN	2016-03-18
001	2014-01-01	LARRY GOLDSTEIN	2015-02-28
001	2013-01-01	LARRY GOLDSTEIN
001	2012-01-01	LARRY GOLDSTEIN
001	2011-01-01	LARRY GOLDSTEIN
001	2010-01-01	LARRY GOLDSTEIN
001	2009-01-01	LARRY R. GOLDSTEIN		LARRY R. GOLDSTEIN	2010-05-07

Plan Statistics for LARRY R. GOLDSTEIN, DDS, PC 401K PLAN

401k plan membership statisitcs for LARRY R. GOLDSTEIN, DDS, PC 401K PLAN

Measure Date Value
2013: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LARRY R. GOLDSTEIN, DDS, PC 401K PLAN

Measure	Date	Value
2013 : LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$90,409
Expenses. Total of all expenses incurred	2013-12-31	$277
Total plan assets at end of year	2013-12-31	$391,872
Total plan assets at beginning of year	2013-12-31	$301,740
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$37,438
Expenses. Other expenses not covered elsewhere	2013-12-31	$277
Other income received	2013-12-31	$47,619
Net income (gross income less expenses)	2013-12-31	$90,132
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$391,872
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$301,740
Total contributions received or receivable from employer(s)	2013-12-31	$5,352
2012 : LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$11,372
Expenses. Total of all expenses incurred	2012-12-31	$119
Total plan assets at end of year	2012-12-31	$301,740
Total plan assets at beginning of year	2012-12-31	$290,487
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$37,265
Other income received	2012-12-31	$-29,952
Net income (gross income less expenses)	2012-12-31	$11,253
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$301,740
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$290,487
Total contributions received or receivable from employer(s)	2012-12-31	$4,059
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$119
2011 : LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-182,347
Expenses. Total of all expenses incurred	2011-12-31	$242
Total plan assets at end of year	2011-12-31	$290,487
Total plan assets at beginning of year	2011-12-31	$473,076
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$36,431
Other income received	2011-12-31	$-223,037
Net income (gross income less expenses)	2011-12-31	$-182,589
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$290,487
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$473,076
Total contributions received or receivable from employer(s)	2011-12-31	$4,259
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$242
2010 : LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$41,241
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$473,076
Total plan assets at beginning of year	2010-12-31	$431,835
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$35,094
Other income received	2010-12-31	$1,863
Net income (gross income less expenses)	2010-12-31	$41,241
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$473,076
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$431,835
Total contributions received or receivable from employer(s)	2010-12-31	$4,284

Form 5500 Responses for LARRY R. GOLDSTEIN, DDS, PC 401K PLAN

2013: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LARRY R. GOLDSTEIN, DDS, PC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LARRY R. GOLDSTEIN, DDS, PC
Employer identification number (EIN):	542136069
NAIC Classification:	621210
NAIC Description:	Offices of Dentists