Original filing (PDF)20240621163936NAL0001975427001

JOHN N. WEISS, INC.

Name: JOHN N. WEISS, INC. — JOHN N. WEISS, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOHN N. WEISS, INC.

Form 5500-SF

FILING_RECEIVED

JOHN N. WEISS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 JOHN N. WEISS, INC..

Plan sponsor

Name

JOHN N. WEISS, INC.

EIN

23-2051997

Address

707 HUNTINGDON PIKE · ROCKLEDGE, PA · 19046

Phone

(215) 379-3788

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-10-01

Tax period

2023-09-30

Filed

2024-06-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Welfare benefit codes

4B · Life Insurance

Service providers (Schedule C)

Small plans don't disclose service providers

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