How big is Jason E. Bergman, DDS, MS' plan?

Jason E. Bergman, DDS, MS' plan reported $5.1M in assets and 7 participants for 2024.

Original filing (PDF)20250722103536NAL0001146115001

Jason E. Bergman, DDS, MS

Name: Jason E. Bergman, DDS, MS — Jason E. Bergman, DDS, Form 5500 (2024)
Creator: Jason E. Bergman, DDS, MS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason E. Bergman, DDS, MS Profit Sharing Plan

Defined-contribution retirement plan · Jason E. Bergman, DDS, MS' Jason E. Bergman, DDS, MS Profit Sharing Plan held $5.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Jason E. Bergman, DDS, MS signed Jason E. Bergman, DDS, MS' 2024 Form 5500 as plan administrator.

Jason E. Bergman, DDS, MS — 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

Jason E. Bergman, DDS, MS' EIN is 90-0143259.

EIN 90-0143259

Plan number 002

Plan year 2024

ACK ID 20250722103536NAL0001146115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason E. Bergman, DDS, MS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason E. Bergman, DDS, MS' plan includes profit-sharing, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON E. BERGMAN, DDS, MS.

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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