How big is David BERG Foundation's plan?

David BERG Foundation's plan reported $186K in assets and 4 participants for 2024.

Original filing (PDF)20251008082600NAL0002854419001

David BERG Foundation

Name: David BERG Foundation — David BERG Foundation, Inc., Form 5500 (2024)
Creator: David BERG Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David BERG Foundation, Inc. Cash Balance Plan

Defined-benefit pension plan · David BERG Foundation's David BERG Foundation, Inc. Cash Balance Plan held $186K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

Michele Tocci signed David BERG Foundation's 2024 Form 5500 as plan administrator.

Michele Tocci — 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

David BERG Foundation's EIN is 13-3753217.

EIN 13-3753217

Plan number 002

Plan year 2024

ACK ID 20251008082600NAL0002854419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David BERG Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David BERG Foundation's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID BERG FOUNDATION.

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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