Original filing (PDF)20250226073247NAL0000425299001

JEFFREY H. WEINBERGER, M.D.

Name: JEFFREY H. WEINBERGER, M.D. — JEFFREY H. WEINBERGER, M.D. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY H. WEINBERGER, M.D.

Form 5500-SF

FILING_RECEIVED

JEFFREY H. WEINBERGER, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY H. WEINBERGER, M.D..

Plan sponsor

Name

JEFFREY H. WEINBERGER, M.D.

EIN

06-1061717

Address

25 MILTIADES AVENUE · RIVERSIDE, CT · 06878

Phone

(203) 637-0072

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-26

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BURLINGTON NEUROLOGY & SLEEP CLINIC, PLC

BURLINGTON NEUROLOGY & SLEEP CLINIC, PLC CASH BALANCE PLAN

$2.5M · 15 participants

DAVID A. ALTAMIRA, M.D., P.A.

DAVID A. ALTAMIRA, M.D. PROFIT SHARING PLAN

$2.5M · 5 participants

ALEXANDER S. SINCLAIR M.D, INC.

ALEXANDER S. SINCLAIR M.D, INC. DEFINED BENEFIT PENSION PLAN

$2.5M · 2 participants

TROY THOMPSON, M.D., P.A.

THE THOMPSON CENTER FOR PLASTIC SURGERY 401(K) PLAN

$2.5M · 8 participants

JK INTERNAL MEDICINE & GERIATRICS, PC