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  5. THE DAVID BERG FOUNDATION, INC.

THE DAVID BERG FOUNDATION, INC.

Company Details

Name: THE DAVID BERG FOUNDATION, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 07 Nov 1991 (33 years ago)
Entity Number: 1589847
ZIP code: 10022
County: New York
Place of Formation: New York
Address: 900 THIRD AVENUE, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2023 133753217 2024-09-25 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing MICHELE TOCCI
Valid signature Filed with authorized/valid electronic signature
DAVID BERG FOUNDATION RETIREMENT PLAN 2023 133753217 2024-07-15 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2022 133753217 2023-07-11 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2022 133753217 2023-09-22 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2023-09-22
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2021 133753217 2022-10-03 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2021 133753217 2022-07-26 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2020 133753217 2021-09-24 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2020 133753217 2021-10-12 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2019 133753217 2020-10-12 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2019 133753217 2020-09-08 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2020-09-08
Name of individual signing MICHELE TOCCI

DOS Process Agent

Name Role Address
C/O SCHULTE ROTH & ZABEL LLP DOS Process Agent 900 THIRD AVENUE, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
1991-11-07 2000-11-08 Address 230 PARK AVENUE, NEW YORK, NY, 10169, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
001108000796 2000-11-08 CERTIFICATE OF AMENDMENT 2000-11-08
911107000011 1991-11-07 CERTIFICATE OF INCORPORATION 1991-11-07

Related by officers

C/O SCHULTE ROTH & ZABEL LLP

BETTY SANTANGELO P.C. IDRP NEW YORK, INC. MK-MENLO PROPERTY OWNER LLC PBJ INVESTMENTS LLC SCHULTE ROTH & ZABEL INTERNATIONAL LLP SECOR PARTNERS, LLC SEVEN HARBOUR GLOBAL, LP SMITH COVE CAPITAL GP LLC RESPONSA, INC. LAM U.S. MARKET NEUTRAL GP, LLC

Related by address

900 THIRD AVENUE, NEW YORK, NY, United States, 10022

110 CARMANS REALTY LLC 1194 REAL ESTATE VENTURES LLC 1217 INC. 144 EAST 30 OWNERS, LLC 823 PROSPECT REALTY LLC ADELE TOKOU-DADA FOUNDATION, INC. AKOIO FOUNDATION, INC. AMERICAN FRIENDS OF ONO ACADEMIC COLLEGE, INC. AVATAR INVESTORS ASSOCIATES CORP. BAGELS ON MAIN LLC

Date of last update: 22 Jan 2025

Sources: New York Secretary of State

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