How big is Phillip Weingart's plan?

Phillip Weingart's plan reported $413K in assets and 1 participants for 2022.

Original filing (PDF)20230726103005NAL0006433811001

Phillip Weingart

Name: Phillip Weingart — The Phillip Weingart 401(k) Plan, Form 5500 (2022)
Creator: Phillip Weingart
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Phillip Weingart 401(k) Plan

401(k) retirement plan · Phillip Weingart's The Phillip Weingart 401(k) Plan held $413K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

People on this filing

Phillip Weingart signed Phillip Weingart's 2022 Form 5500 as plan administrator.

Phillip Weingart — 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

Phillip Weingart's EIN is 84-4864535.

EIN 84-4864535

Plan number 001

Plan year 2022

ACK ID 20230726103005NAL0006433811001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Phillip Weingart from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Phillip Weingart's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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