Plan Snapshot
- Plan Sponsor: Tim J. Berman, Cpa
- Sponsor EIN: 621703368
- Sponsor Address: 1717 SWEDE ROAD 204, BLUE BELL, PA, 19422
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.6M | $0 | $0 |
| 2023 | 2 | $1.6M | $73,500 | $0 |
| 2022 | 2 | $1.4M | $0 | $0 |