A & M Berk Tax Service, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: A & M Berk Tax Service, INC.
  • Sponsor EIN: 221920230
  • Sponsor Address: 820 MURRAY AVENUE, LONG POND, NJ, 08002
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $902,657

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$902,657$7,694$0
20244$902,657$7,694$0
20234$1.0M$73,026$0
20224$785,000$49,064$0

Similar Plans