How big is Gerald Weinberg, P.C.'s plan?

Gerald Weinberg, P.C.'s plan reported $2.9M in assets and 8 participants for 2024.

Original filing (PDF)20251012152504NAL0000665666001

Gerald Weinberg, P.C.

Name: Gerald Weinberg, P.C. — Gerald Weinberg, P.C., Form 5500 (2024)
Creator: Gerald Weinberg, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerald Weinberg, P.C. Retirement Plan

401(k) retirement plan · Gerald Weinberg, P.C.'s Gerald Weinberg, P.C. Retirement Plan held $2.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Gerald Weinberg, P.C.'s EIN is 14-1548227.

EIN 14-1548227

Plan number 002

Plan year 2024

ACK ID 20251012152504NAL0000665666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerald Weinberg, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerald Weinberg, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERALD WEINBERG, P.C..

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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