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DANIEL J. BERMAN PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL J. BERMAN PROFIT SHARING PLAN
Plan identification number 003

DANIEL J. BERMAN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DANIEL J. BERMAN has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. BERMAN
Employer identification number (EIN):363656797
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. BERMAN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DANIEL BERMAN2024-08-29 DANIEL BERMAN2024-08-29
0032022-01-01DANIEL BERMAN2023-09-07 DANIEL BERMAN2023-09-07
0032021-01-01DANIEL BERMAN2022-10-11 DANIEL BERMAN2022-10-11
0032020-01-01DANIEL BERMAN2021-10-14 DANIEL BERMAN2021-10-14
0032019-01-01DANIEL BERMAN2020-09-23 DANIEL BERMAN2020-09-23
0032018-01-01DANIEL BERMAN2019-08-22 DANIEL BERMAN2019-08-22
0032017-01-01
0032016-01-01

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