How big is Barry Berman CPA PC's plan?

Barry Berman CPA PC's plan reported $2.2M in assets and 5 participants for 2025.

Original filing (PDF)20260428094403NAL0015420256001

Barry Berman CPA PC

Name: Barry Berman CPA PC — Barry Berman CPA Cash Balance, Form 5500 (2025)
Creator: Barry Berman CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barry Berman CPA Cash Balance Plan

Defined-benefit pension plan · Barry Berman CPA PC's Barry Berman CPA Cash Balance Plan held $2.2M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Barry Berman signed Barry Berman CPA PC's 2025 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 002

Plan year 2025

ACK ID 20260428094403NAL0015420256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Barry Berman CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Barry Berman CPA PC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score