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PHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PHILIP J WEISS DDS LTD 401(K) 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.
  • Plan covering Self-Employed individuals.
  • 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

PHILIP J WEISS DDS LTD has sponsored the creation of one or more 401k plans.

Company Name:PHILIP J WEISS DDS LTD
Employer identification number (EIN):450955489
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GINA SIMUNICH2024-06-11
0012022-01-01GINA SIMUNICH2023-07-31
0012021-01-01PHILIP J WEISS DDS2022-07-11
0012020-01-01GINA SIMUNICH2021-06-15
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01PHILIP J. WEISS2016-07-18
0012014-01-01PHILIP J. WEISS2015-10-01
0012013-01-01PHILIP J. WEISS2014-10-13
0012012-01-01PHILIP J. WEISS2013-07-01
0012011-01-01PHILIP J. WEISS2012-06-29
0012010-01-01PHILIP J. WEISS2012-09-21

Financial Data on PHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-100
Total liabilities as of the end of the plan year2025-06-100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-1014443
Net assets as of the end of the plan year2025-06-101308562
Total assets as of the beginning of the plan year2025-06-101148850
Participant contributions to plan in this plan year2025-06-1042330
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-10118271
Plan net income in this plan year2025-06-10159712
Net assets as of the end of the plan year2025-06-101308562
Net assets as of the beginning of the plan year2025-06-101148850
Employer contributions to plan in this plan year2025-06-1013554
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1014443
2024 : PHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1111472
Net assets as of the end of the plan year2024-06-111148850
Total assets as of the beginning of the plan year2024-06-11939797
Participant contributions to plan in this plan year2024-06-1139488
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-11166525
Plan net income in this plan year2024-06-11209053
Net assets as of the end of the plan year2024-06-111148850
Net assets as of the beginning of the plan year2024-06-11939797
Employer contributions to plan in this plan year2024-06-1114512
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1111472
2022 : PHILIP J WEISS DDS LTD 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-1110412
Net assets as of the end of the plan year2022-07-111014195
Total assets as of the beginning of the plan year2022-07-11863634
Value of plan covered by a fidelity bond2022-07-1180000
Participant contributions to plan in this plan year2022-07-1139765
Other expenses paid from plan in this plan year2022-07-110
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-11106824
Plan net income in this plan year2022-07-11150561
Net assets as of the end of the plan year2022-07-111014195
Net assets as of the beginning of the plan year2022-07-11863634
Employer contributions to plan in this plan year2022-07-1114384
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1110412

Potentially related plans

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