· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID WEISS CPA PLLC — DAVID WEISS CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230724083123NAL0007903665001
DAVID WEISS CPA PLLC
Form 5500-SF
FILING_RECEIVED
DAVID WEISS CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
21
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID WEISS CPA PLLC
.
Find decision makers
Plan sponsor
Name
DAVID WEISS CPA PLLC
EIN
46-5082756
Address
183 MADISON AVENUE, SUITE 803 · NEW YORK, NY · 10016
Phone
(212) 695-5771
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
Related plans
Similar-size CPA Offices plans
NEWMAN, NEWMAN & KAUFMAN, LLP
NEWMAN, NEWMAN & KAUFMAN, LLP 401(K) PLAN
$3.2M · 22 participants
OLSON REYES & SAUERWEIN, LLC
OLSON, REYES & SAUERWEIN, LLC 401K PLAN
$3.2M · 32 participants
BENTSON & VUONA, CPAS
BENTSON & VUONA,CPA'S 401K RETIREMENT SAVINGS PLA
$3.2M · 13 participants
THE ACCOUNTANCY LLP
THE ACCOUNTANCY LLP 401K PLAN
$3.2M · 37 participants
THOMPSON PALMER & ASSOCIATES PC
401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.2M · 9 participants
JOHN K. FLAHERTY & ASSOCIATES, LTD.
JOHN K. FLAHERTY & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 7 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
