2023 Form 5500 filing — Berger Singerman, Llp 401(K) And 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 20240904124204NAL0011136723001) for Berger Singerman, Llp 401(K) And Profit-Sharing Plan, reported by Berger Singerman, Llp under EIN 45-3121429 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904124204NAL0011136723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berger Singerman, Llp
- EIN
- 45-3121429
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,113,290
- Net assets (EOY)
- $59,113,290
- Employer contributions
- $1,603,859
- Participant contributions
- $2,017,403
- Total income / additions
- $11,539,511
- Benefits paid
- $2,944,215
- Administrative expenses
- $110,434
- Total expenses
- $3,054,649
- Net increase / (decrease)
- $8,484,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $132,806 | $0 |
| United Capital Financial Advisers | RIA | $55,863 | $0 |
| Berkowitz Pollack Brant Advisors | AUDITOR | $28,163 | $0 |
| Definiti, LLC | TPA | $19,555 | $0 |