· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRIAN M. BERG, D.D.S., P,S — BRIAN M. BERG, D.D.S., P,S 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014163721NAL0003423857001
BRIAN M. BERG, D.D.S., P,S
Form 5500-SF
FILING_RECEIVED
BRIAN M. BERG, D.D.S., P,S 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
3
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRIAN M. BERG, D.D.S., P,S
.
Find decision makers
Plan sponsor
Name
BRIAN M. BERG, D.D.S., P,S
EIN
91-0996172
Address
3610 S 17TH ST SUITE 100 · TACOMA, WA · 98405
Phone
(253) 572-3383
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
TOWNE CENTRE FAMILY DENTAL PC
TOWNE CENTRE FAMILY DENTAL PC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 18 participants
MICHAEL W. NEAL, D.D.S.
MICHAEL W. NEAL, D.D.S. 401(K) PROFIT SHARING PLAN
$1.9M · 8 participants
RITCHIE DENTAL GROUP, P.A.
RITCHIE DENTAL GROUP, P. A. RETIREMENT PLAN & TRUST
$1.9M · 4 participants
PETER J. DETOLLA DDS PC
PETER J. DETOLLA DDS PC 401(K) P/S PLAN
$1.9M · 8 participants
ROBERT J NAPLES DDS PA
ROBERT J NAPLES DDS CASH BALANCE PLAN
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 10 participants
JAMIESON & FULKS ORTHODONTIC, P.C.
JAMIESON & FULKS ORTHODONTICS 401(K) PLAN
$1.9M · 17 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
