401k Plan data: BERMAN ADJUSTERS, INC. PROFIT SHARING PLAN plan

BERMAN ADJUSTERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERMAN ADJUSTERS, INC. PROFIT SHARING PLAN
Plan identification number	001

BERMAN ADJUSTERS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

BERMAN ADJUSTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BERMAN ADJUSTERS, INC.

Employer identification number (EIN): 042852621

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERMAN ADJUSTERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JONATHAN BERMAN 2024-07-17 JONATHAN BERMAN 2024-07-17
001 2022-01-01 JONATHAN BERMAN 2023-06-28
001 2021-01-01 JONATHAN BERMAN 2022-08-29
001 2020-01-01 LAWRENCE BERMAN 2021-07-20 LAWRENCE BERMAN 2021-07-20
001 2019-01-01 LAWRENCE BERMAN 2020-08-17 LAWRENCE BERMAN 2020-08-17
001 2018-01-01 LAWRENCE BERMAN 2019-07-19 LAWRENCE BERMAN 2019-07-19
001 2017-01-01 LAWRENCE BERMAN 2018-06-11 LAWRENCE BERMAN 2018-06-11
001 2016-01-01 LAWRENCE BERMAN 2017-07-16 LAWRENCE BERMAN 2017-07-16
001 2015-01-01 LAWRENCE BERMAN 2016-07-04 LAWRENCE BERMAN 2016-07-04
001 2014-01-01 LAWRENCE BERMAN 2015-07-22 LAWRENCE BERMAN 2015-07-22
001 2013-01-01 LAWRENCE BERMAN 2014-07-14 LAWRENCE BERMAN 2014-07-14
001 2012-01-01 LAWRENCE BERMAN 2013-10-10 LAWRENCE BERMAN 2013-10-10
001 2011-01-01 LAWRENCE BERMAN 2012-10-10 LAWRENCE BERMAN 2012-10-10
001 2010-01-01 LAWRENCE BERMAN 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JONATHAN BERMAN	2024-07-17	JONATHAN BERMAN	2024-07-17
001	2022-01-01	JONATHAN BERMAN	2023-06-28
001	2021-01-01	JONATHAN BERMAN	2022-08-29
001	2020-01-01	LAWRENCE BERMAN	2021-07-20	LAWRENCE BERMAN	2021-07-20
001	2019-01-01	LAWRENCE BERMAN	2020-08-17	LAWRENCE BERMAN	2020-08-17
001	2018-01-01	LAWRENCE BERMAN	2019-07-19	LAWRENCE BERMAN	2019-07-19
001	2017-01-01	LAWRENCE BERMAN	2018-06-11	LAWRENCE BERMAN	2018-06-11
001	2016-01-01	LAWRENCE BERMAN	2017-07-16	LAWRENCE BERMAN	2017-07-16
001	2015-01-01	LAWRENCE BERMAN	2016-07-04	LAWRENCE BERMAN	2016-07-04
001	2014-01-01	LAWRENCE BERMAN	2015-07-22	LAWRENCE BERMAN	2015-07-22
001	2013-01-01	LAWRENCE BERMAN	2014-07-14	LAWRENCE BERMAN	2014-07-14
001	2012-01-01	LAWRENCE BERMAN	2013-10-10	LAWRENCE BERMAN	2013-10-10
001	2011-01-01	LAWRENCE BERMAN	2012-10-10	LAWRENCE BERMAN	2012-10-10
001	2010-01-01	LAWRENCE BERMAN	2011-10-11

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Company Name:	BERMAN ADJUSTERS, INC.
Employer identification number (EIN):	042852621
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services