How big is Leon L. Berkowitz Company's plan?

Leon L. Berkowitz Company's plan reported $5.5M in assets and 4 participants for 2024.

Original filing (PDF)20251014110732NAL0005554578001

Leon L. Berkowitz Company

Name: Leon L. Berkowitz Company — Leon L Berkowitz Company, Form 5500 (2024)
Creator: Leon L. Berkowitz Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leon L Berkowitz Company Profit Sharing Plan

401(k) retirement plan · Leon L. Berkowitz Company's Leon L Berkowitz Company Profit Sharing Plan held $5.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

John B B Long signed Leon L. Berkowitz Company's 2024 Form 5500 as plan administrator.

John B B Long — 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

Leon L. Berkowitz Company's EIN is 23-1430505.

EIN 23-1430505

Plan number 002

Plan year 2024

ACK ID 20251014110732NAL0005554578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leon L. Berkowitz Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leon L. Berkowitz Company's plan includes profit-sharing, a 401(k) feature, 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 LEON L. BERKOWITZ COMPANY.

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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