Original filing (PDF)20250827152428NAL0016724976001

DR. JEFFREY S. WEISMAN, P.C.

Name: DR. JEFFREY S. WEISMAN, P.C. — DR. JEFFREY S. WEISMAN, P.C. 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: DR. JEFFREY S. WEISMAN, P.C.

Form 5500-SF

FILING_RECEIVED

DR. JEFFREY S. WEISMAN, P.C. 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 DR. JEFFREY S. WEISMAN, P.C..

Plan sponsor

Name

DR. JEFFREY S. WEISMAN, P.C.

EIN

23-2156816

Address

6 NESHAMINY INTERPLEX DRIVE · STE 215 · TREVOSE, PA · 19053

Phone

(215) 464-2200

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RICHARD A. RUBENSTEIN, M.D., INC.

RICHARD A. RUBENSTEIN, M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.5M · 2 participants

AL COHN, MD, PC

AL COHN MD, PC RETIREMENT SAVINGS PLAN

$1.5M · 13 participants

CATALANE SURGICAL ASSOCIATES, P.C.

CATALANE SURGICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

$1.5M · 5 participants

KARIM A. PARACHA PHYSICIAN. PC

KARIM A PARACHA PHYSICIAN PC 401(K) PROFIT SHARING PLAN & TRU

$1.5M · 5 participants

PUGET SOUND SURGICAL CENTER, LLC