P 401(k) Plan Report

Stable plan record

BERMAN AND COMPANY, INC. PROFIT SHARING PLAN AND TRUST

Sponsored by RICHARD BERMAN AND COMPANY, INC. DBA BERMAN AND COMPANY, INC. · EIN/PN 521536666-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,743
Administrative cost per participant
2025
$909
Active participants
2025
24
Total plan assets
2025
$6,096,108
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714103632NAL000099718700124$5,743
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.