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STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 401k Plan overview

Plan NameSTEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST
Plan identification number 002

STEPHEN M. WEISS, M.D., INC. 401(K) PENSION 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

STEPHEN M. WEISS, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN M. WEISS, M.D., INC.
Employer identification number (EIN):953479420
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01STEPHEN WEISS2016-06-30
0022014-01-01STEPHEN WEISS2015-07-17
0022013-01-01STEPHEN WEISS2014-06-04
0022012-01-01STEPHEN WEISS2013-07-11
0022011-01-01STEPHEN WEISS2012-11-13
0022010-01-01STEPHEN WEISS
0022009-01-01STEPHEN WEISS

Plan Statistics for STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST

401k plan membership statisitcs for STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST

Measure Date Value
2010: STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST

Measure Date Value
2010 : STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$239,638
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$974,765
Total plan assets at beginning of year2010-12-31$735,127
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$47,300
Other income received2010-12-31$151,787
Net income (gross income less expenses)2010-12-31$239,638
Net plan assets at end of year (total assets less liabilities)2010-12-31$974,765
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$735,127
Total contributions received or receivable from employer(s)2010-12-31$40,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST

2010: STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN M. WEISS, M.D., INC. 401(K) PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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