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DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number 001

DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DAVID S. WEINGARDEN, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID S. WEINGARDEN, M.D.
Employer identification number (EIN):383299421
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID S WEINGARDEN2024-07-29
0012022-01-01DAVID S WEINGARDEN2023-04-20
0012021-01-01DAVID S. WEINGARDEN2022-05-24
0012020-01-01DAVID S. WEINGARDEN2021-04-13
0012019-01-01DAVID S. WEINGARDEN2020-06-01
0012018-01-01DAVID S WEINGARDEN2019-05-03
0012017-01-01DAVID S WEINGARDEN2018-07-30
0012016-01-01DAVID S. WEINGARDEN2017-05-10
0012015-01-01DAVID S. WEINGARDEN2016-07-08
0012014-01-01DAVID S WEINGARDEN2015-07-17
0012013-01-01DAVID S. WEINGARDEN2014-06-15 DAVID S. WEINGARDEN2014-06-15
0012012-01-01DAVID S. WEINGARDEN2013-10-03
0012011-01-01DAVID S. WEINGARDEN2012-08-21
0012010-01-01DAVID S. WEINGARDEN2011-06-02 DAVID S. WEINGARDEN2011-06-02

Financial Data on DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-101560564
Net assets as of the end of the plan year2025-07-1011464728
Total assets as of the beginning of the plan year2025-07-1011142916
Value of plan covered by a fidelity bond2025-07-10600000
Participant contributions to plan in this plan year2025-07-10197391
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-101554475
Plan net income in this plan year2025-07-10321812
Net assets as of the end of the plan year2025-07-1011464728
Net assets as of the beginning of the plan year2025-07-1011142916
Employer contributions to plan in this plan year2025-07-10130510
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1027620
2024 : DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2923986
Net assets as of the end of the plan year2024-07-2911142916
Total assets as of the beginning of the plan year2024-07-299160045
Value of plan covered by a fidelity bond2024-07-29600000
Participant contributions to plan in this plan year2024-07-29211134
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-291664088
Plan net income in this plan year2024-07-291982871
Net assets as of the end of the plan year2024-07-2911142916
Net assets as of the beginning of the plan year2024-07-299160045
Employer contributions to plan in this plan year2024-07-29131635
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2923986
2022 : DAVID S. WEINGARDEN, M.D. & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-240
Total liabilities as of the end of the plan year2022-05-240
Total liabilities as of the beginning of the plan year2022-05-240
Total expenses incurred by plan in this plan year2022-05-24281211
Net assets as of the end of the plan year2022-05-2410700201
Total assets as of the beginning of the plan year2022-05-249234052
Value of plan covered by a fidelity bond2022-05-24600000
Participant contributions to plan in this plan year2022-05-24194020
Other expenses paid from plan in this plan year2022-05-240
Other contributions to plan in this plan year2022-05-240
Other income to plan in this plan year2022-05-241414343
Plan net income in this plan year2022-05-241466149
Net assets as of the end of the plan year2022-05-2410700201
Net assets as of the beginning of the plan year2022-05-249234052
Employer contributions to plan in this plan year2022-05-24138997
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2423974

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