How big is Weiss CPA PLLC's plan?

Weiss CPA PLLC's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250530094243NAL0005160339001

Weiss CPA PLLC

Name: Weiss CPA PLLC — Weiss CPA Pplc401 K Plan, Form 5500 (2024)
Creator: Weiss CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weiss CPA Pplc401 K Plan

401(k) retirement plan · Weiss CPA PLLC's Weiss CPA Pplc401 K Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Gordon J Weiss signed Weiss CPA PLLC's 2024 Form 5500 as plan administrator.

Gordon J Weiss — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Weiss CPA PLLC's EIN is 27-2339247.

EIN 27-2339247

Plan number 001

Plan year 2024

ACK ID 20250530094243NAL0005160339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Weiss CPA PLLC'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 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 average account balance (89th percentile).

Plan sponsor

Name

WEISS CPA PLLC

EIN

all filings

Address

614 CORPORATE WAY · UNIT #3M · VALLEY COTTAGE, NY · 109892026

Phone

(845) 267-4800

Industry

CPA Offices· Professional & Technical Services

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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