How big is James Lee Weiss' plan?

James Lee Weiss' plan reported $192K in assets and 6 participants for 2024.

Original filing (PDF)20250717134929NAL0000196467001

James Lee Weiss

Name: James Lee Weiss — Form 5500 (2024)
Creator: James Lee Weiss
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Lee Weiss

401(k) retirement plan · James Lee Weiss held $192K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Shirley Horner signed James Lee Weiss' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

James Lee Weiss' EIN is 75-2284387.

EIN 75-2284387

Plan number 001

Plan year 2024

ACK ID 20250717134929NAL0000196467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Lee Weiss' 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 JAMES LEE WEISS.

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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.

Plan sponsor

Name

JAMES LEE WEISS

EIN

all filings

Address

HC 75 BOX 183 · CHAMA, NM · 87520

Phone

(575) 588-7884

Industry

Arts, Entertainment, Recreation

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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