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| Plan Name | RICHARD BERZINE & COMPANY, LTD. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | RICHARD BERZINE & COMPANY, LTD. |
| Employer identification number (EIN): | 133675760 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
Additional information about RICHARD BERZINE & COMPANY, LTD.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1992-06-11 |
| Company Identification Number: | 1643311 |
| Legal Registered Office Address: |
1330 AVENUE OF THE AMERICAS SUITE 1600 NEW YORK United States of America (USA) 100195400 |
More information about RICHARD BERZINE & COMPANY, LTD.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-12-01 | ||||
| 001 | 2020-12-01 | ||||
| 001 | 2019-12-01 | ||||
| 001 | 2018-12-01 | ||||
| 001 | 2017-12-01 | ||||
| 001 | 2016-12-01 | ||||
| 001 | 2015-12-01 | ||||
| 001 | 2014-12-01 | ||||
| 001 | 2013-12-01 | ||||
| 001 | 2012-12-01 | RICHARD BERZINE | 2014-09-12 | RICHARD BERZINE | 2014-09-12 |
| 001 | 2011-12-01 | RICHARD BERZINE | 2013-09-12 | RICHARD BERZINE | 2013-09-12 |
| 001 | 2010-12-01 | RICHARD BERZINE | 2012-09-14 | RICHARD BERZINE | 2012-09-14 |
| 001 | 2008-12-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RICHARD BERZINE & COMPANY, LTD. RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-08 | 489784 |
| Net assets as of the end of the plan year | 2025-09-08 | 7694920 |
| Total assets as of the beginning of the plan year | 2025-09-08 | 7242140 |
| Value of plan covered by a fidelity bond | 2025-09-08 | 600000 |
| Other income to plan in this plan year | 2025-09-08 | 942564 |
| Plan net income in this plan year | 2025-09-08 | 452780 |
| Net assets as of the end of the plan year | 2025-09-08 | 7694920 |
| Net assets as of the beginning of the plan year | 2025-09-08 | 7242140 |
| 2023 : RICHARD BERZINE & COMPANY, LTD. RETIREMENT PLAN 2023 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2023-09-15 | 489784 |
| Net assets as of the end of the plan year | 2023-09-15 | 7229792 |
| Total assets as of the beginning of the plan year | 2023-09-15 | 9168739 |
| Value of plan covered by a fidelity bond | 2023-09-15 | 600000 |
| Other income to plan in this plan year | 2023-09-15 | -1449163 |
| Plan net income in this plan year | 2023-09-15 | -1938947 |
| Net assets as of the end of the plan year | 2023-09-15 | 7229792 |
| Net assets as of the beginning of the plan year | 2023-09-15 | 9168739 |
| 2008: RICHARD BERZINE & COMPANY, LTD. RETIREMENT PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
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