How big is David Weiss CPA PLLC's plan?

David Weiss CPA PLLC's plan reported $5.6M in assets and 3 participants for 2024.

Original filing (PDF)20251015125253NAL0002436499001

David Weiss CPA PLLC

Name: David Weiss CPA PLLC — David Weiss, CPA, PLLC Profit, Form 5500 (2024)
Creator: David Weiss CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Weiss, CPA, PLLC Profit Sharing Plan

Defined-contribution retirement plan · David Weiss CPA PLLC's David Weiss, CPA, PLLC Profit Sharing Plan held $5.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

David Weiss CPA PLLC's EIN is 13-3495379.

EIN 13-3495379

Plan number 001

Plan year 2024

ACK ID 20251015125253NAL0002436499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Weiss CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Weiss CPA PLLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID WEISS CPA PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

DAVID WEISS CPA PLLC

EIN

all filings

Address

183 MADISON AVENUE · SUITE 803 · NEW YORK, NY · 10016

Phone

(212) 695-5771

Industry

CPA Offices· Professional & Technical Services

Plan administrator