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GOLDSTEIN FINANCIAL MANAGEMENT, INC.

Company Details

Name: GOLDSTEIN FINANCIAL MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 07 Mar 2002 (23 years ago) (Companies founded in March 2002)
Entity Number: 2739184
ZIP code: 10168 (Companies in New York, 10168)
County: New York
Place of Formation: New York
Address: 122 East 42nd Street, 4th Floor, New York, NY, United States, 10168
Principal Address: 122 EAST 42ND STREET, 4TH FLOOR, NEW YORK, NY, United States, 10168

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GOLDSTEIN FINANCIAL MANAGEMENT CASH BALANCE PLAN 2023 470851210 2024-07-26 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 470851210 2024-07-26 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 470851210 2023-07-25 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT CASH BALANCE PLAN 2022 470851210 2023-07-25 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT CASH BALANCE PLAN 2021 470851210 2022-05-09 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing PHILIP J GOLDSTEIN
Role Employer/plan sponsor
Date 2022-05-09
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 470851210 2022-05-09 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing PHILIP J GOLDSTEIN
Role Employer/plan sponsor
Date 2022-05-09
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 470851210 2021-07-16 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing PHILIP J GOLDSTEIN
Role Employer/plan sponsor
Date 2021-07-16
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT CASH BALANCE PLAN 2020 470851210 2021-07-16 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing PHILIP J GOLDSTEIN
Role Employer/plan sponsor
Date 2021-07-16
Name of individual signing PHILIP J GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 470851210 2020-07-10 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2020-07-10
Name of individual signing PHILIP GOLDSTEIN
Role Employer/plan sponsor
Date 2020-07-10
Name of individual signing PHILIP GOLDSTEIN
GOLDSTEIN FINANCIAL MANAGEMENT CASH BALANCE PLAN 2019 470851210 2020-07-10 GOLDSTEIN FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 2127421731
Plan sponsor’s address P.O. BOX 189, NEW YORK, NY, 101500189

Signature of
Role Plan administrator
Date 2020-07-10
Name of individual signing PHILIP GOLDSTEIN
Role Employer/plan sponsor
Date 2020-07-10
Name of individual signing PHILIP GOLDSTEIN

Chief Executive Officer

Name Role Address
PHILIP J. GOLDSTEIN Chief Executive Officer 435 EAST 76TH STREET APT 6A, NEW YORK, NY, United States, 10021

DOS Process Agent

Name Role Address
GOLDSTEIN FINANCIAL MANAGEMENT, INC. DOS Process Agent 122 East 42nd Street, 4th Floor, New York, NY, United States, 10168

History

Start date End date Type Value
2024-07-01 2024-07-01 Address 435 EAST 76TH STREET APT 6A, NEW YORK, NY, 10021, USA (Type of address: Chief Executive Officer)
2018-03-12 2024-07-01 Address 601 LEXINGTON AVENUE, 20TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2014-03-14 2018-03-12 Address 299 PARK AVENUE, 6TH FLOOR, NEW YORK, NY, 10171, USA (Type of address: Principal Executive Office)
2014-03-14 2018-03-12 Address 299 PARK AVENUE, 6TH FLOOR, NEW YORK, NY, 10171, USA (Type of address: Service of Process)
2012-11-28 2014-03-14 Address 805 THIRD AVENUE 12TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2012-11-19 2014-03-14 Address 805 THIRD AVENUE 12TH FLR, NEW YORK, NY, 10022, USA (Type of address: Principal Executive Office)
2012-11-19 2024-07-01 Address 435 EAST 76TH STREET APT 6A, NEW YORK, NY, 10021, USA (Type of address: Chief Executive Officer)
2004-03-19 2012-11-19 Address 50 BROADWAY / SUITE 805, NEW YORK, NY, 10004, USA (Type of address: Principal Executive Office)
2004-03-19 2012-11-19 Address 350 ALBANY ST / #11A, NEW YORK, NY, 10280, USA (Type of address: Chief Executive Officer)
2002-03-07 2012-11-28 Address 50 BROADWAY, STE. 805, NEW YORK, NY, 10006, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240701038738 2024-07-01 BIENNIAL STATEMENT 2024-07-01
220228002067 2022-02-28 BIENNIAL STATEMENT 2022-02-28
180312006259 2018-03-12 BIENNIAL STATEMENT 2018-03-01
160301006539 2016-03-01 BIENNIAL STATEMENT 2016-03-01
140314006275 2014-03-14 BIENNIAL STATEMENT 2014-03-01
121128000978 2012-11-28 CERTIFICATE OF CHANGE 2012-11-28
121119002531 2012-11-19 AMENDMENT TO BIENNIAL STATEMENT 2012-03-01
120412002568 2012-04-12 BIENNIAL STATEMENT 2012-03-01
100330003012 2010-03-30 BIENNIAL STATEMENT 2010-03-01
080313002965 2008-03-13 BIENNIAL STATEMENT 2008-03-01

Related by officers

PHILIP J. GOLDSTEIN

GOLDSTEIN & DERRICO LLP

Related by address

122 East 42nd Street, 4th Floor, New York, NY, United States, 10168

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122 EAST 42ND STREET, 4TH FLOOR, NEW YORK, NY, United States, 10168

COHEN & COHEN, LLP

Date of last update: 11 Nov 2024

Sources: New York Secretary of State

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