Plan5500

Bernstein Litowitz Berger & Grossmann Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bernstein Litowitz Berger & Grossmann Llp (EIN 13-3165559) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3165559
Location
New York, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bernstein Litowitz Berger & Grossmann Llp

  • 3 loaded plans hold $41.3M in reported assets.
  • The largest, Bernstein Litowitz Berger & Grossmann Llp 401(K) Plan, holds 71% of this company's reported plan assets.
  • Plans cover 607 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.3MSummed across loaded plans$41,338,019
Total reported assets$41.3M$41,338,122
Total reported participants607
Total reported liabilities$103

Reported net position

Reported assets = net assets + liabilities (summed)$41.3M total assets
Net assets$41.3MLiabilities$103
Contributions & income
Employer contributions$963.1K
Participant contributions$2.5M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$4.4M
Total expenses$4.5M
Net increase / (decrease)$6.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%Bernstein Litowitz Berger & Grossmann Llp 401(K) Plan
Participants per plan202Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bernstein Litowitz Berger & Grossmann Llp 401(K) Plan$29.2M
    Plan #003 · 283 participants · 2023
  2. 2
    Bernstein Litowitz Berger & Grossmann Llp Profit Sharing Plan$12.1M
    Plan #006 · 169 participants · 2023
  3. 3
    Bernstein Litowitz Berger And Grossmann Group Benefits Plannot reported in the loaded dataset
    Plan #504 · 155 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bernstein Litowitz Berger & Grossmann Llp. Open one for its full reported snapshot.

  1. 2023
    Bernstein Litowitz Berger & Grossmann Llp 401(K) Plan283 participants · 2Sch HSch C
    View filing →
  2. 2023
    Bernstein Litowitz Berger & Grossmann Llp Profit Sharing Plan169 participants · 2Sch HSch C
    View filing →
  3. 2023
    Bernstein Litowitz Berger And Grossmann Group Benefits Plan155 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bernstein Litowitz Berger & Grossmann Llp report on Form 5500?
Bernstein Litowitz Berger & Grossmann Llp (EIN 13-3165559) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bernstein Litowitz Berger & Grossmann Llp?
The Employer Identification Number (EIN) reported for Bernstein Litowitz Berger & Grossmann Llp is 13-3165559.
What is the latest Form 5500 filing year for Bernstein Litowitz Berger & Grossmann Llp?
The latest loaded Form 5500 filing year for Bernstein Litowitz Berger & Grossmann Llp is 2023.

Related Form 5500 pages