Original filing (PDF)20250714233006NAL0001000771001

MICHAEL P. BERMAN, P.C.

Name: MICHAEL P. BERMAN, P.C. — MICHAEL P. BERMAN PC PROFIT SHARING TRUST, Form 5500 (2023)
Creator: MICHAEL P. BERMAN, P.C.

Form 5500-SF

FILING_RECEIVED

MICHAEL P. BERMAN PC PROFIT SHARING TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 MICHAEL P. BERMAN, P.C..

Plan sponsor

Name

MICHAEL P. BERMAN, P.C.

EIN

38-2694747

Address

186 EAST MAIN STREET, SUITE 300 · NORTHVILLE, MI · 48167

Phone

(248) 468-3100

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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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