How big is Jonathan Berkowitz MD PC's plan?

Jonathan Berkowitz MD PC's plan reported $226K in assets and 3 participants for 2024.

Original filing (PDF)20251014092721NAL0001172019001

Jonathan Berkowitz MD PC

Name: Jonathan Berkowitz MD PC — Jonathan Berkowitz MD PC, Form 5500 (2024)
Creator: Jonathan Berkowitz MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Berkowitz MD PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jonathan Berkowitz MD PC's Jonathan Berkowitz MD PC 401(k) Profit Sharing Plan & Trust held $226K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

Plan identifiers

Jonathan Berkowitz MD PC's EIN is 85-3477351.

EIN 85-3477351

Plan number 001

Plan year 2024

ACK ID 20251014092721NAL0001172019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan Berkowitz MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Berkowitz MD PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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