Original filing (PDF)20240924135403NAL0007485683001

ADAM J. BERNER

Name: ADAM J. BERNER — ADAM J. BERNER 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ADAM J. BERNER

Form 5500-SF

FILING_RECEIVED

ADAM J. BERNER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADAM J. BERNER.

Plan sponsor

Name

ADAM J. BERNER

EIN

90-0734645

Address

ONE UNIVERSITY PLAZA, SUITE 214 · HACKENSACK, NJ · 07601

Phone

(201) 836-0777

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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