How big is Steven Berkowitz, D.D.S.'s plan?

Steven Berkowitz, D.D.S.'s plan reported $568K in assets and 1 participants for 2024.

Original filing (PDF)20250707150710NAL0005496768001

Steven Berkowitz, D.D.S.

Name: Steven Berkowitz, D.D.S. — Steven Berkowitz, D.D.S., Form 5500 (2024)
Creator: Steven Berkowitz, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Berkowitz, D.D.S. Profit Sharing Plan

Defined-contribution retirement plan · Steven Berkowitz, D.D.S.'s Steven Berkowitz, D.D.S. Profit Sharing Plan held $568K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

People on this filing

Steven Berkowitz signed Steven Berkowitz, D.D.S.'s 2024 Form 5500 as plan administrator.

Steven Berkowitz — 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

Steven Berkowitz, D.D.S.'s EIN is 13-3506601.

EIN 13-3506601

Plan number 001

Plan year 2024

ACK ID 20250707150710NAL0005496768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven Berkowitz, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Berkowitz, D.D.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN BERKOWITZ, D.D.S..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STEVEN BERKOWITZ, D.D.S.

EIN

all filings

Address

40 W. 86TH STREET · NEW YORK, NY · 10024

Phone

(212) 874-1700

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator