Plan5500

Berkowitz Pollack Brant Advisors & Cpas, 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, Berkowitz Pollack Brant Advisors & Cpas, Llp (EIN 59-2742314) is a plan sponsor located in Miami, FL with 1 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
59-2742314
Location
Miami, FL
Loaded plans
2
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 Berkowitz Pollack Brant Advisors & Cpas, Llp

  • 2 loaded plans hold $45.3M in reported assets.
  • The largest, Berkowitz Pollack Brant Advisors & Cpas, Llp Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 763 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.3MSummed across loaded plans$45,349,197
Total reported assets$45.3M$45,349,197
Total reported participants763
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$45.3M total assets
Net assets$45.3MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$3.6M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$11.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Berkowitz Pollack Brant Advisors & Cpas, Llp Profit Sharing Plan
Participants per plan382Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Berkowitz Pollack Brant Advisors & Cpas, Llp Profit Sharing Plan$45.3M
    Plan #001 · 393 participants · 2023
  2. 2
    Berkowitz Pollack Brant Advisors + Cpas, Llp Wrap Plannot reported in the loaded dataset
    Plan #503 · 370 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 Berkowitz Pollack Brant Advisors & Cpas, Llp. Open one for its full reported snapshot.

  1. 2023
    Berkowitz Pollack Brant Advisors + Cpas, Llp Wrap Plan370 participants · 2No schedules
    View filing →
  2. 2023
    Berkowitz Pollack Brant Advisors & Cpas, Llp Profit Sharing Plan393 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Berkowitz Pollack Brant Advisors & Cpas, Llp report on Form 5500?
Berkowitz Pollack Brant Advisors & Cpas, Llp (EIN 59-2742314) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Berkowitz Pollack Brant Advisors & Cpas, Llp?
The Employer Identification Number (EIN) reported for Berkowitz Pollack Brant Advisors & Cpas, Llp is 59-2742314.
What is the latest Form 5500 filing year for Berkowitz Pollack Brant Advisors & Cpas, Llp?
The latest loaded Form 5500 filing year for Berkowitz Pollack Brant Advisors & Cpas, Llp is 2023.

Related Form 5500 pages