How big is IRA Bergman's plan?

IRA Bergman's plan reported $2.2M in assets and 1 participants for 2023.

Original filing (PDF)20240708143007NAL0012443457003

IRA Bergman

Name: IRA Bergman — Money Purchase Pension Plan for IRA, Form 5500 (2023)
Creator: IRA Bergman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Money Purchase Pension Plan for IRA Bergman

Defined-contribution retirement plan · IRA Bergman's Money Purchase Pension Plan for IRA Bergman held $2.2M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

IRA Bergman's EIN is 25-1582762.

EIN 25-1582762

Plan number 002

Plan year 2023

ACK ID 20240708143007NAL0012443457003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for IRA Bergman from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

IRA Bergman's plan includes money-purchase contributions.

Decision-maker contacts

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

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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