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ROBERT GOLDBERGER INSURANCE & FINANCIAL SERVICES, EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameROBERT GOLDBERGER INSURANCE & FINANCIAL SERVICES, EMPLOYEES RETIREMENT PLAN
Plan identification number 002

ROBERT GOLDBERGER INSURANCE & FINANCIAL SERVICES, EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 GOLDBERGER INSURANCE & FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT GOLDBERGER INSURANCE & FINANCIAL SERVICES, INC.
Employer identification number (EIN):953705976
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT GOLDBERGER INSURANCE & FINANCIAL SERVICES, EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-03-01
0022016-03-01ROBERT GOLDBERGER2017-07-31
0022015-03-01ROBERT GOLDBERGER2016-09-21
0022014-03-01ROBERT GOLDBERGER2015-09-21
0022013-03-01ROBERT GOLDBERGER2014-09-12
0022012-03-01ROBERT GOLDBERGER2013-11-14
0022011-03-01ROBERT GOLDBERGER2012-11-08
0022010-03-01CONTRACT ADMINISTRATOR2011-07-14

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