Original filing (PDF)20251012152848NAL0000414817001

GERALD WEINBERG, P.C.

Name: GERALD WEINBERG, P.C. — GERALD WEINBERG, P.C. EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: GERALD WEINBERG, P.C.

Form 5500-SF

FILING_RECEIVED

GERALD WEINBERG, P.C. EMPLOYEES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

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 GERALD WEINBERG, P.C..

Plan sponsor

Name

GERALD WEINBERG, P.C.

EIN

14-1548227

Address

41 STATE STREET-SUITE 700 · ALBANY, NY · 12207

Phone

(800) 342-9856

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

1A · Pay-related DB formula

Welfare benefit codes

4B · Life Insurance

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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