Goldstein Tax Preparation DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Goldstein Tax Preparation
  • Sponsor EIN: 850511381
  • Sponsor Address: 6507 WILKINS AVENUE, SUITE 202, PITTSBURGH, PA, 15217
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 2
  • Total Assets: $261,048

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$261,048$0$0
20243$251,031$4,545$0
20234$398,599$4,545$0
20224$337,551$8,116$0

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