Assets by plan
Share of aggregate retirement assets
Filings through .
Mark B. Goldstein P a
EIN 65-0434840medical practiceLatest filing 2025
Plans
3
Retirement
3
$3.5M assets
Health & Benefits
0
Participants
14
2700 N MILITARY TRAIL SUITE 130 - BOCA RATON, FL 33431561-989-9955mlonsteinmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.5M assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MARK B. GOLDSTEIN P.A. DEFINED BENEFIT PLAN
Traditional DB
Assets$3.0M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
MARK B. GOLDSTEIN PROFIT SHARING PLAN
Profit-sharing
Assets$317K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MARK B.GOLDSTEIN 401K
401(k)
Assets$139K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MARK B. GOLDSTEIN P.A. DEFINED BENEFIT PLAN | Traditional DB | $3.0M | 5 | 2025 |
| #003 | MARK B. GOLDSTEIN PROFIT SHARING PLAN | Profit-sharing | $317K | 5 | 2025 |
| #001 | MARK B.GOLDSTEIN 401K | 401(k) | $139K | 4 | 2025 |
- #002 · Traditional DB · 20255
- #003 · Profit-sharing · 20255
- #001 · 401(k) · 20254
Retirement plans