How big is Dr. Richard B. Weisberg, PA's plan?

Dr. Richard B. Weisberg, PA's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250909105934NAL0033966112001

Dr. Richard B. Weisberg, PA

Name: Dr. Richard B. Weisberg, PA — Dr. Richard B., Form 5500 (2024)
Creator: Dr. Richard B. Weisberg, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Richard B. Weisberg, PA 401(k) Plan

401(k) retirement plan · Dr. Richard B. Weisberg, PA's Dr. Richard B. Weisberg, PA 401(k) Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Karen Weisberg signed Dr. Richard B. Weisberg, PA's 2024 Form 5500 as plan administrator.

Karen Weisberg — 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

Dr. Richard B. Weisberg, PA's EIN is 65-0774235.

EIN 65-0774235

Plan number 001

Plan year 2024

ACK ID 20250909105934NAL0033966112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Richard B. Weisberg, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Richard B. Weisberg, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. RICHARD B. WEISBERG, PA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DR. RICHARD B. WEISBERG, PA

EIN

all filings

Address

1141 SE INDIAN STREET SUITE 101 · STUART, FL · 34997

Phone

(772) 221-7789

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator