Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK B. GOLDSTEIN P A
EIN 65-0434840medical practiceLatest filing 2025
Plans
3
Retirement
3
$2.8M assets
Welfare
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 / $2.8M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MARK B. GOLDSTEIN P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARK B. GOLDSTEIN PROFIT SHARING PLAN
ProfitSharing
Assets$317K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK B.GOLDSTEIN 401K
401k
Assets$139K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK B. GOLDSTEIN P.A. DEFINED BENEFIT PLAN | TraditionalDB | $2.4M | 5 | 2024 | |
| 003 | MARK B. GOLDSTEIN PROFIT SHARING PLAN | ProfitSharing | $317K | 5 | 2025 | |
| 001 | MARK B.GOLDSTEIN 401K | 401k | $139K | 4 | 2025 |
Retirement plans