Berger Singerman, Llp 401(K) And Profit-Sharing Plan — Form 5500 plan (Berger Singerman, 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 Singerman, Llp 401(K) And Profit-Sharing Plan is a benefit plan reported by Berger Singerman, Llp under EIN 45-3121429 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $59,113,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berger Singerman, Llp
- EIN
- 45-3121429
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $59,113,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240904124204NAL0011136723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,113,290
- Net assets (EOY)
- $59,113,290
- Net assets (BOY)
- $50,628,428
Income & contributions
- Employer contributions
- $1,603,859
- Participant contributions
- $2,017,403
- Total contributions
- $3,707,976
- Total income / additions
- $11,539,511
Expenses & distributions
- Benefits paid
- $2,944,215
- Administrative expenses
- $110,434
- Total expenses
- $3,054,649
- Net increase / (decrease)
- $8,484,862
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $132,806 | $0 | 2023 |
| United Capital Financial Advisers | RIA | $55,863 | $0 | 2023 |
| Berkowitz Pollack Brant Advisors | AUDITOR | $28,163 | $0 | 2023 |
| Definiti, LLC | TPA | $19,555 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berger Singerman, Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- John Hancock Usa — Schedule C compensation
- United Capital Financial Advisers — Schedule C compensation
- Berkowitz Pollack Brant Advisors — Schedule C compensation
- Definiti, LLC — Schedule C compensation