James M. Weiss, M.D. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: James M. Weiss, M.D.
  • Sponsor EIN: 521993256
  • Sponsor Address: 13211 EXECUTIVE PARK TERRACE, GERMANTOWN, MD, 208742648
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$2.0M$71,738$0
20233$1.8M$66,890$0
20223$1.6M$0$0

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