Original filing (PDF)20250709160926NAL0013358962001

BERGER, TORQUATO & DAVIS LLP

Name: BERGER, TORQUATO & DAVIS LLP — BERGER, TORQUATO & DAVIS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BERGER, TORQUATO & DAVIS LLP

Form 5500-SF

FILING_RECEIVED

BERGER, TORQUATO & DAVIS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 BERGER, TORQUATO & DAVIS LLP.

Plan sponsor

Name

BERGER, TORQUATO & DAVIS LLP

EIN

13-3501345

Address

54 VAN SCHAIK LANE · WYCKOFF, NJ · 07481

Phone

(212) 868-2088

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size CPA Offices plans

BRYARS, KUYKENDALL, TOLLESON & WHITTON, LLP

BRYARS, KUYKENDALL, TOLLESON & WHITTON, LLP RETIREMENT TRUST

$4.5M · 21 participants

ZIGMOND, SNOW & LANG, AN ACCOUNTANCY CORPORATION

ZIGMOND, SNOW & LANG, AN ACCOUNTANCY CORPORATION PROFIT SHARING 401(K) PLAN

$4.5M · 5 participants

ADAM J. SIDOR CPA

ADAM J. SIDOR, CPA PROFIT SHARING PLAN

$4.5M · 2 participants

REDFIELD, BLONSKY & STARINSKY

REDFIELD, BLONSKY & STARINSKY LLC

$4.5M · 7 participants

SHAHEEN PALLONE & ASSOCIATES, P.C.