Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARY WINSTON, CPA, SOLE PROP.
EIN 68-0080130Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
6
999 5TH AVE. - SAN RAFAEL, CA 94901415-456-6230
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 6 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#001
GARY WINSTON, CPA, SOLE PROP. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GOODMAN TAX SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$218K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARY WINSTON, CPA, SOLE PROP. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.5M | 2 | 2024 | |
| 002 | GOODMAN TAX SERVICES 401(K) PROFIT SHARING PLAN | 401k | $218K | 4 | 2024 |
Retirement plans