How big is Lubin-Bergman Organization, Inc.'s plan?

Lubin-Bergman Organization, Inc.'s plan reported $4.9M in assets and 13 participants for 2024.

Original filing (PDF)20251013230321NAL0000969939001

Lubin-Bergman Organization, Inc.

Name: Lubin-Bergman Organization, Inc. — Lubin-Bergman, Form 5500 (2024)
Creator: Lubin-Bergman Organization, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lubin-Bergman Organization, Inc. Savings and Investment Plan

401(k) retirement plan · Lubin-Bergman Organization, Inc.'s Lubin-Bergman Organization, Inc. Savings and Investment Plan held $4.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Lubin-Bergman Organization, Inc.'s EIN is 36-3237319.

EIN 36-3237319

Plan number 002

Plan year 2024

ACK ID 20251013230321NAL0000969939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lubin-Bergman Organization, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lubin-Bergman Organization, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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