Original filing (PDF)20250616105445NAL0000430339001

JAMES J. WEISS & ASSOCIATES

Name: JAMES J. WEISS & ASSOCIATES — JAMES J. WEISS & ASSOCIATES PROFIT SHARING TRUST, Form 5500 (2023)
Creator: JAMES J. WEISS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

JAMES J. WEISS & ASSOCIATES PROFIT SHARING TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$949K

Net assets (EOY)

$949K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES J. WEISS & ASSOCIATES.

Plan sponsor

Name

JAMES J. WEISS & ASSOCIATES

EIN

43-1236530all filings

Address

146 CLARKSON EXECUTIVE PARKWAY · ELLISVILLE, MO · 63011

Phone

(636) 230-3000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

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

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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