James M. Weiss, M.D. Profit Sharing Plan — Form 5500 plan (James M. Weiss, M.D.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, James M. Weiss, M.D. Profit Sharing Plan is a benefit plan reported by James M. Weiss, M.D. under EIN 52-1993256 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $1,814,794 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,814,794
Participants5Covered participants reported
Assets / participant$363KComputed: assets ÷ participants$362,959 (computed)
Provider compensationNone reported
Plan sponsor
James M. Weiss, M.D.
EIN
52-1993256
Plan number
002
Plan type
2
Location
Germantown, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240710151614NAL0023161280001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$188.2K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$66.9K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$1,814,794
Total liabilities (EOY)
$0
Net assets (EOY)
$1,814,794
Net assets (BOY)
$1,626,608

Income & contributions

Employer contributions
$66,890
Participant contributions
$0
Total income / additions
$188,186

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$188,186
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages