Original filing (PDF)20240801150150NAL0023836321001

MICHEL DAVID-WEILL

Name: MICHEL DAVID-WEILL — THE DAVID-WEILL HOUSEHOLD EMPLOYEES' PENSION PLAN, Form 5500 (2023)
Creator: MICHEL DAVID-WEILL

Form 5500-SF

FILING_RECEIVED

THE DAVID-WEILL HOUSEHOLD EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 MICHEL DAVID-WEILL.

Plan sponsor

Name

MICHEL DAVID-WEILL

DBA

C/O BRUCE D. OBERFEST & ASSOCIATES

EIN

13-2911682

Address

287 KING STREET · CHAPPAQUA, NY · 10514

Phone

(914) 238-3800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-01

Pension benefit codes

1A · Pay-related DB formula

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

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