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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 4 | $902,657 | $7,694 | $0 |
| 2024 | 4 | $902,657 | $7,694 | $0 |
| 2023 | 4 | $1.0M | $73,026 | $0 |
| 2022 | 4 | $785,000 | $49,064 | $0 |