How big is Jonathan Berkowitz MD, PC's plan?

Jonathan Berkowitz MD, PC's plan reported $327K in assets and 2 participants for 2024.

Original filing (PDF)20251014083602NAL0002412817001

Jonathan Berkowitz MD, PC

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

Form 5500-SF

FILING_RECEIVED

Jonathan Berkowitz MD, PC Cash Balance Plan & Trust

Defined-benefit pension plan · Jonathan Berkowitz MD, PC's Jonathan Berkowitz MD, PC Cash Balance Plan & Trust held $327K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan identifiers

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

EIN 85-3477351

Plan number 002

Plan year 2024

ACK ID 20251014083602NAL0002412817001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score