How big is Daniel J. Berman's plan?

Daniel J. Berman's plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20251007110313NAL0004472593001

Daniel J. Berman

Name: Daniel J. Berman — Daniel J. Berman Profit Sharing, Form 5500 (2024)
Creator: Daniel J. Berman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel J. Berman Profit Sharing Plan

Defined-contribution retirement plan · Daniel J. Berman's Daniel J. Berman Profit Sharing Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Daniel Berman signed Daniel J. Berman's 2024 Form 5500 as plan administrator.

Daniel Berman — 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

Daniel J. Berman's EIN is 36-3656797.

EIN 36-3656797

Plan number 003

Plan year 2024

ACK ID 20251007110313NAL0004472593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel J. Berman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel J. Berman'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 J. BERMAN.

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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