Original filing (PDF)20240708143007NAL0012443457003

IRA BERGMAN

Name: IRA BERGMAN — MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN, Form 5500 (2023)
Creator: IRA BERGMAN

Form 5500-SF

FILING_RECEIVED

MONEY PURCHASE PENSION PLAN FOR IRA BERGMAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 IRA BERGMAN.

Plan sponsor

Name

IRA BERGMAN

EIN

25-1582762

Address

5435 DARLINGTON RD · PITTSBURGH, PA · 15217

Phone

(412) 421-0568

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-08

Pension benefit codes

2C · Money purchase (other than target benefit)

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

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