How big is Barry Berman CPA PC's plan?

Barry Berman CPA PC's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20250814112034NAL0009841761001

Barry Berman CPA PC

Name: Barry Berman CPA PC — Barry Berman CPA 401(k) Plan, Form 5500 (2024)
Creator: Barry Berman CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barry Berman CPA 401(k) Plan and Trust

401(k) retirement plan · Barry Berman CPA PC's Barry Berman CPA 401(k) Plan and Trust held $2.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Barry Berman signed Barry Berman CPA PC's 2024 Form 5500 as plan administrator.

Barry Berman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Barry Berman CPA PC's EIN is 11-2601372.

EIN 11-2601372

Plan number 001

Plan year 2024

ACK ID 20250814112034NAL0009841761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barry Berman CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barry Berman CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRY BERMAN CPA PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score