Original filing (PDF)20251223111713NAL0025040002001

DAVID WEISS, CPA, PLLC

Name: DAVID WEISS, CPA, PLLC — DAVID WEISS, CPA, PLLC PENSION PLAN CPA, PLLC PENSION PLAN, Form 5500 (2023)
Creator: DAVID WEISS, CPA, PLLC

Form 5500-SF

FILING_RECEIVED

DAVID WEISS, CPA, PLLC PENSION PLAN CPA, PLLC PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID WEISS, CPA, PLLC.

Plan sponsor

Name

DAVID WEISS, CPA, PLLC

EIN

46-5082756

Address

183 MADISON AVENUE · SUITE 803 · NEW YORK, NY · 10016

Phone

(212) 695-5772

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-12-23

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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