?>
Logo

I. H. WEISS, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameI. H. WEISS, LLC CASH BALANCE PLAN
Plan identification number 003

I. H. WEISS, LLC CASH BALANCE PLAN 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).

401k Sponsoring company profile

WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name:WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Employer identification number (EIN):271909035
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2009-11-10
Company Identification Number: 1895055
Legal Registered Office Address: 5446 CLARENDON DRIVE
-
SOLON
United States of America (USA)
44139

More information about WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I. H. WEISS, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01SHIRA TOR2023-06-20
0032021-01-01SHIRA TOR2022-06-09
0032018-01-01IRA WEISS2019-05-17
0032017-01-01IRA WEISS2018-07-03
0032016-01-01IRA WEISS2017-08-25
0032015-01-01IRA WEISS2016-10-14
0032014-01-01IRA WEISS2015-10-06
0032013-01-01IRA WEISS2014-10-07
0032012-01-01IRA WEISS2013-10-11
0032011-01-01IRA WEISS2012-09-21
0032010-01-01IRA WEISS2011-10-17

Plan Statistics for I. H. WEISS, LLC CASH BALANCE PLAN

401k plan membership statisitcs for I. H. WEISS, LLC CASH BALANCE PLAN

Measure Date Value
2022: I. H. WEISS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-3195,506
Acturial value of plan assets2022-12-3195,506
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-3182,038
Number of active participants2022-12-3114
Total funding liabilities for active participants2022-12-3182,038
Total participant count2022-12-3114
Total funding target for all participants2022-12-3182,038
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3118,267
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3118,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31167,600
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31165,347
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31146,041
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31132,573
Additional cash requirement2022-12-31132,573
Contributions allocatedtoward minimum required contributions for current year2022-12-31165,347
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: I. H. WEISS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-310
Acturial value of plan assets2021-12-310
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-310
Number of active participants2021-12-3113
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3113
Total funding target for all participants2021-12-310
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31249,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31245,972
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31227,705
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31227,705
Additional cash requirement2021-12-31227,705
Contributions allocatedtoward minimum required contributions for current year2021-12-31245,972
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2018: I. H. WEISS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-20474,256
Acturial value of plan assets2018-12-20474,256
Funding target for retired participants and beneficiaries receiving payment2018-12-200
Number of terminated vested participants2018-12-201
Fundng target for terminated vested participants2018-12-205,088
Active participant vested funding target2018-12-20467,036
Number of active participants2018-12-2012
Total funding liabilities for active participants2018-12-20467,036
Total participant count2018-12-2013
Total funding target for all participants2018-12-20472,124
Balance at beginning of prior year after applicable adjustments2018-12-200
Prefunding balance at beginning of prior year after applicable adjustments2018-12-200
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-200
Prefunding balanced used to offset prior years funding requirement2018-12-200
Amount remaining of carryover balance2018-12-200
Amount remaining of prefunding balance2018-12-200
Present value of excess contributions2018-12-200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-200
Balance of carryovers at beginning of current year2018-12-200
Balance of prefunding at beginning of current year2018-12-200
Total employer contributions2018-12-209,571
Total employee contributions2018-12-200
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-200
Contributions made to avoid restrictions adjusted to valuation date2018-12-200
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-209,371
Unpaid minimum required contributions for all prior years2018-12-200
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-200
Remaining amount of unpaid minimum required contributions2018-12-200
Minimum required contributions for current year target normal cost2018-12-200
Net shortfall amortization installment of oustanding balance2018-12-200
Waiver amortization installment2018-12-200
Total funding amount beforereflecting carryover/prefunding balances2018-12-200
Carryover balance elected to use to offset funding requirement2018-12-200
Prefunding balance elected to use to offset funding requirement2018-12-200
Additional cash requirement2018-12-200
Contributions allocatedtoward minimum required contributions for current year2018-12-209,371
Unpaid minimum required contributions for current year2018-12-200
Unpaid minimum required contributions for all years2018-12-200
2017: I. H. WEISS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31481,447
Acturial value of plan assets2017-12-31481,447
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-314,359
Active participant vested funding target2017-12-31448,263
Number of active participants2017-12-3112
Total funding liabilities for active participants2017-12-31449,475
Total participant count2017-12-3113
Total funding target for all participants2017-12-31453,834
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,420
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: I. H. WEISS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31399,818
Acturial value of plan assets2016-12-31399,818
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-315,776
Active participant vested funding target2016-12-31393,517
Number of active participants2016-12-3114
Total funding liabilities for active participants2016-12-31396,501
Total participant count2016-12-3115
Total funding target for all participants2016-12-31402,277
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31399
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31399
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3158,021
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3156,139
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3154,951
Net shortfall amortization installment of oustanding balance2016-12-312,459
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3155,945
Additional cash requirement2016-12-3155,945
Contributions allocatedtoward minimum required contributions for current year2016-12-3156,139
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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 S3