Berger Fink, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Berger Fink, Llp)
Plain-English plan 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, Berger Fink, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Berger Fink, Llp under EIN 83-1617481 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,211,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berger Fink, Llp
- EIN
- 83-1617481
- Plan number
- 001
- Plan type
- 2
- Location
- Forest Hills, NY
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,211,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240729154854NAL0041545890001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,211,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,211,285
- Net assets (BOY)
- $842,948
Income & contributions
- Employer contributions
- $33,078
- Participant contributions
- $80,301
- Total income / additions
- $392,256
Expenses & distributions
- Benefits paid
- $21,202
- Administrative expenses
- $2,717
- Total expenses
- $23,919
- Net increase / (decrease)
- $368,337
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.