How big is ADAM J. Berner's plan?

ADAM J. Berner's plan reported $1.6M in assets and 3 participants for 2023.

Original filing (PDF)20240924135403NAL0007485683001

ADAM J. Berner

Name: ADAM J. Berner — ADAM J. Berner 401(k) Profit, Form 5500 (2023)
Creator: ADAM J. Berner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADAM J. Berner 401(k) Profit Sharing Plan

401(k) retirement plan · ADAM J. Berner's ADAM J. Berner 401(k) Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

ADAM J. Berner's EIN is 90-0734645.

EIN 90-0734645

Plan number 003

Plan year 2023

ACK ID 20240924135403NAL0007485683001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ADAM J. Berner from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ADAM J. Berner's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAM J. BERNER.

Finding similar companies…

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