How big is BERG Mortuary, Inc.'s plan?

BERG Mortuary, Inc.'s plan reported $4.9M in assets and 7 participants for 2024.

Original filing (PDF)20250822153843NAL0002636499001

BERG Mortuary, Inc.

Name: BERG Mortuary, Inc. — BERG Mortuary, Inc. Profit, Form 5500 (2024)
Creator: BERG Mortuary, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERG Mortuary, Inc. Profit Sharing Plan

Defined-contribution retirement plan · BERG Mortuary, Inc.'s BERG Mortuary, Inc. Profit Sharing Plan held $4.9M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Carl BERG signed BERG Mortuary, Inc.'s 2024 Form 5500 as plan administrator.

Carl BERG — 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

BERG Mortuary, Inc.'s EIN is 87-0115290.

EIN 87-0115290

Plan number 001

Plan year 2024

ACK ID 20250822153843NAL0002636499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BERG Mortuary, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BERG Mortuary, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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