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| Plan Name | THE DAVID-WEILL HOUSEHOLD EMPLOYEES' PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | MICHEL DAVID-WEILL |
| Employer identification number (EIN): | 132911682 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | BRUCE OBERFEST, CPA | 2024-08-01 | ||
| 001 | 2022-01-01 | BRUCE OBERFEST, CPA | 2023-07-27 | ||
| 001 | 2021-01-01 | BRUCE OBERFEST, CPA | 2022-10-11 | ||
| 001 | 2020-01-01 | BRUCE OBERFEST, CPA | 2021-12-17 | ||
| 001 | 2019-01-01 | BRUCE OBERFEST, CPA | 2020-10-14 | ||
| 001 | 2018-01-01 | BRUCE OBERFEST, CPA | 2019-09-26 | ||
| 001 | 2017-01-01 | BRUCE OBERFEST, CPA | 2018-09-25 | ||
| 001 | 2016-01-01 | BRUCE OBERFEST, CPA | 2017-10-13 | ||
| 001 | 2015-01-01 | BRUCE OBERFEST, CPA | 2016-10-14 | ||
| 001 | 2014-01-01 | BRUCE OBERFEST, CPA | 2015-10-12 | ||
| 001 | 2013-01-01 | BRUCE OBERFEST, CPA | 2014-10-15 | ||
| 001 | 2012-01-01 | BRUCE OBERFEST, CPA | 2013-10-14 | ||
| 001 | 2011-01-01 | BRUCE OBERFEST, CPA | 2012-10-02 | ||
| 001 | 2010-01-01 | BRUCE OBERFEST, CPA | 2011-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE DAVID-WEILL HOUSEHOLD EMPLOYEES' PENSION PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-01 | 149648 |
| Net assets as of the end of the plan year | 2024-08-01 | 3152619 |
| Total assets as of the beginning of the plan year | 2024-08-01 | 2729540 |
| Value of plan covered by a fidelity bond | 2024-08-01 | 125000 |
| Participant contributions to plan in this plan year | 2024-08-01 | 0 |
| Other expenses paid from plan in this plan year | 2024-08-01 | 25579 |
| Other contributions to plan in this plan year | 2024-08-01 | 0 |
| Other income to plan in this plan year | 2024-08-01 | 432727 |
| Plan net income in this plan year | 2024-08-01 | 423079 |
| Net assets as of the end of the plan year | 2024-08-01 | 3152619 |
| Net assets as of the beginning of the plan year | 2024-08-01 | 2729540 |
| Employer contributions to plan in this plan year | 2024-08-01 | 140000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-01 | 0 |
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