2023 Form 5500 filing — Berger Fink, Llp 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729154854NAL0041545890001) for Berger Fink, Llp 401(K) Profit Sharing Plan, reported by Berger Fink, Llp under EIN 83-1617481 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240729154854NAL0041545890001
Filing year
2023
Form type
2
Plan sponsor
Berger Fink, Llp
EIN
83-1617481
Plan number
001
Location
Forest Hills, NY
Participants
9
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,211,285
Total liabilities (EOY)
$0
Net assets (EOY)
$1,211,285
Employer contributions
$33,078
Participant contributions
$80,301
Total income / additions
$392,256
Benefits paid
$21,202
Administrative expenses
$2,717
Total expenses
$23,919
Net increase / (decrease)
$368,337
Schedule source
Schedule I

Related Form 5500 pages