Logo

ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 002

ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT L. WEISS, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. WEISS, M.D., P.C.
Employer identification number (EIN):060950205
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT L. WEISS, M.D.2024-09-20
0022022-01-01ROBERT L. WEISS, M.D.2023-09-19
0022021-01-01ROBERT L. WEISS, M.D.2022-10-05
0022020-01-01ROBERT L. WEISS, M.D.2021-09-21
0022019-04-01ROBERT L. WEISS, M.D.2020-10-08
0022018-04-01ROBERT L. WEISS, M.D.2019-12-12
0022017-04-01ROBERT L. WEISS, M.D.2019-01-09
0022016-04-01ROBERT L. WEISS, M.D.2018-01-03
0022015-04-01ROBERT L. WEISS, M.D.2017-01-11
0022014-04-01ROBERT L. WEISS, M.D.2016-01-08
0022013-04-01ROBERT L. WEISS, M.D.2015-01-13
0022012-04-01ROBERT L. WEISS, M.D.2014-01-09

Financial Data on ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2025 : ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-250
Total liabilities as of the end of the plan year2025-06-250
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-25312
Net assets as of the end of the plan year2025-06-250
Total assets as of the beginning of the plan year2025-06-25312
Value of plan covered by a fidelity bond2025-06-25300000
Participant contributions to plan in this plan year2025-06-250
Other expenses paid from plan in this plan year2025-06-250
Other contributions to plan in this plan year2025-06-250
Other income to plan in this plan year2025-06-250
Plan net income in this plan year2025-06-25-312
Net assets as of the end of the plan year2025-06-250
Net assets as of the beginning of the plan year2025-06-25312
Employer contributions to plan in this plan year2025-06-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-250
2024 : ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-20805210
Net assets as of the end of the plan year2024-09-20312
Total assets as of the beginning of the plan year2024-09-20734349
Value of plan covered by a fidelity bond2024-09-20300000
Participant contributions to plan in this plan year2024-09-200
Other expenses paid from plan in this plan year2024-09-204953
Other contributions to plan in this plan year2024-09-200
Other income to plan in this plan year2024-09-2068973
Plan net income in this plan year2024-09-20-734037
Net assets as of the end of the plan year2024-09-20312
Net assets as of the beginning of the plan year2024-09-20734349
Employer contributions to plan in this plan year2024-09-202200
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-200
2022 : ROBERT L. WEISS, M.D., P.C. CASH BALANCE PENSION PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-0531020
Net assets as of the end of the plan year2022-10-05701214
Total assets as of the beginning of the plan year2022-10-05629563
Value of plan covered by a fidelity bond2022-10-05300000
Participant contributions to plan in this plan year2022-10-050
Other expenses paid from plan in this plan year2022-10-056557
Other contributions to plan in this plan year2022-10-050
Other income to plan in this plan year2022-10-0577671
Plan net income in this plan year2022-10-0571651
Net assets as of the end of the plan year2022-10-05701214
Net assets as of the beginning of the plan year2022-10-05629563
Employer contributions to plan in this plan year2022-10-0525000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-050

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1