Original filing (PDF)20251018224513NAL0004518227001

JOSEPH BERMAN REALTY, INC

Name: JOSEPH BERMAN REALTY, INC — JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: JOSEPH BERMAN REALTY, INC

Form 5500-SF

FILING_RECEIVED

JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH BERMAN REALTY, INC.

Plan sponsor

Name

JOSEPH BERMAN REALTY, INC

EIN

11-2409201

Address

105 SEVENTH AVENUE · BROOKLYN, NY · 11215

Phone

(718) 638-8888

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-18

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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