How big is Daniel S. Berman, MD's plan?

Daniel S. Berman, MD's plan reported $2.0M in assets and 1 participants for 2022.

Original filing (PDF)20230419084907NAL0001066867001

Daniel S. Berman, MD

Name: Daniel S. Berman, MD — Daniel S. Berman, MD Profit, Form 5500 (2022)
Creator: Daniel S. Berman, MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel S. Berman, MD Profit Sharing Plan

Defined-contribution retirement plan · Daniel S. Berman, MD's Daniel S. Berman, MD Profit Sharing Plan held $2.0M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Daniel S. Berman, MD's EIN is 27-1744736.

EIN 27-1744736

Plan number 001

Plan year 2022

ACK ID 20230419084907NAL0001066867001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Daniel S. Berman, MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Daniel S. Berman, MD's plan includes profit-sharing.

Decision-maker contacts

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

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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 (94th percentile).

Plan sponsor

Name

DANIEL S. BERMAN, MD

EIN

all filings

Address

6727 GIRALDA CIRCLE · BOCA RATON, FL · 33433

Phone

(914) 806-3678

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator