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| Plan Name | DAVID WEISS, CPA, PLLC PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | DAVID WEISS, CPA,PLLC |
| Employer identification number (EIN): | 465082756 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-12-01 | ||||
| 002 | 2021-12-01 | ||||
| 002 | 2020-12-01 | ||||
| 002 | 2019-12-01 | ||||
| 002 | 2018-12-01 | ||||
| 002 | 2017-12-01 | ||||
| 002 | 2016-12-01 | ||||
| 002 | 2015-12-01 | CAROL GILSON | 2017-09-13 |
| Measure | Date | Value |
|---|---|---|
| 2023 : DAVID WEISS, CPA, PLLC PENSION PLAN 2023 401k financial data | ||
| Total liabilities as of the end of the plan year | 2023-08-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-08-25 | 0 |
| Total expenses incurred by plan in this plan year | 2023-08-25 | 24608 |
| Net assets as of the end of the plan year | 2023-08-25 | 2958062 |
| Total assets as of the beginning of the plan year | 2023-08-25 | 2919360 |
| Value of plan covered by a fidelity bond | 2023-08-25 | 500000 |
| Participant contributions to plan in this plan year | 2023-08-25 | 0 |
| Other expenses paid from plan in this plan year | 2023-08-25 | 0 |
| Other contributions to plan in this plan year | 2023-08-25 | 0 |
| Other income to plan in this plan year | 2023-08-25 | -336690 |
| Plan net income in this plan year | 2023-08-25 | 38702 |
| Net assets as of the end of the plan year | 2023-08-25 | 2958062 |
| Net assets as of the beginning of the plan year | 2023-08-25 | 2919360 |
| Employer contributions to plan in this plan year | 2023-08-25 | 400000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-08-25 | 24608 |
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