How big is Brian M. BERG, D.D.S., P,S' plan?

Brian M. BERG, D.D.S., P,S' plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20251014163721NAL0003423857001

Brian M. BERG, D.D.S., P,S

Name: Brian M. BERG, D.D.S., P,S — Brian M. BERG, D.D.S., Form 5500 (2024)
Creator: Brian M. BERG, D.D.S., P,S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian M. BERG, D.D.S., P,S 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Brian M. BERG, D.D.S., P,S' Brian M. BERG, D.D.S., P,S 401(k) Profit Sharing Plan and Trust held $1.9M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Brian M. BERG, D.D.S., P,S' EIN is 91-0996172.

EIN 91-0996172

Plan number 001

Plan year 2024

ACK ID 20251014163721NAL0003423857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian M. BERG, D.D.S., P,S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian M. BERG, D.D.S., P,S' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 BRIAN M. BERG, D.D.S., P,S.

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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

Knocking points off