Civic Intelligence

David Weiss CPA PLLC

Plan context: DAVID WEISS, CPA, PLLC PENSION PLAN CPA, PLLC PENSION PLAN

EIN 46-5082756 • New York, NY • 16 filings • 4 plans

183 Madison AvenueSuite 803New York, NY 10016
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$5,406,790

2023 Contributions

$425,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,954,798$3,477,399$0201520192023YearValue
$5,406,790Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

21110201520192023YearValue
8Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202318$5,406,790$425,000$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN CPA, PLLC PENSION PLAN-8$5,406,790$425,000$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
2022221$6,954,798$666,635$31,745iApproximate average salary by contribution assumption: employee only about $793,613 at 4% or $529,075 at 6%; with 50% employer match about $529,075 at 4% or $352,717 at 6%; with 100% employer match about $396,807 at 4% or $264,538 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-11$3,774,194$450,000$40,909iApproximate average salary by contribution assumption: employee only about $1,022,727 at 4% or $681,818 at 6%; with 50% employer match about $681,818 at 4% or $454,545 at 6%; with 100% employer match about $511,364 at 4% or $340,909 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-21$3,180,604$216,635$10,316iApproximate average salary by contribution assumption: employee only about $257,899 at 4% or $171,933 at 6%; with 50% employer match about $171,933 at 4% or $114,622 at 6%; with 100% employer match about $128,949 at 4% or $85,966 at 6%.
2021219$6,594,251$613,432$32,286iApproximate average salary by contribution assumption: employee only about $807,147 at 4% or $538,098 at 6%; with 50% employer match about $538,098 at 4% or $358,732 at 6%; with 100% employer match about $403,574 at 4% or $269,049 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-19$3,636,189$213,432$11,233iApproximate average salary by contribution assumption: employee only about $280,832 at 4% or $187,221 at 6%; with 50% employer match about $187,221 at 4% or $124,814 at 6%; with 100% employer match about $140,416 at 4% or $93,611 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-12$2,958,062$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2020218$5,812,751$488,206$27,123iApproximate average salary by contribution assumption: employee only about $678,064 at 4% or $452,043 at 6%; with 50% employer match about $452,043 at 4% or $301,362 at 6%; with 100% employer match about $339,032 at 4% or $226,021 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-12$2,919,360$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-18$2,893,391$188,206$10,456iApproximate average salary by contribution assumption: employee only about $261,397 at 4% or $174,265 at 6%; with 50% employer match about $174,265 at 4% or $116,177 at 6%; with 100% employer match about $130,699 at 4% or $87,132 at 6%.
2019215$4,477,491$674,117$44,941iApproximate average salary by contribution assumption: employee only about $1,123,528 at 4% or $749,019 at 6%; with 50% employer match about $749,019 at 4% or $499,346 at 6%; with 100% employer match about $561,764 at 4% or $374,509 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-15$2,358,063$183,286$12,219iApproximate average salary by contribution assumption: employee only about $305,477 at 4% or $203,651 at 6%; with 50% employer match about $203,651 at 4% or $135,767 at 6%; with 100% employer match about $152,738 at 4% or $101,826 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-10$2,119,428$490,831$49,083iApproximate average salary by contribution assumption: employee only about $1,227,078 at 4% or $818,052 at 6%; with 50% employer match about $818,052 at 4% or $545,368 at 6%; with 100% employer match about $613,539 at 4% or $409,026 at 6%.
2018213$3,070,021$441,328$33,948iApproximate average salary by contribution assumption: employee only about $848,708 at 4% or $565,805 at 6%; with 50% employer match about $565,805 at 4% or $377,203 at 6%; with 100% employer match about $424,354 at 4% or $282,903 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-13$1,731,432$158,134$12,164iApproximate average salary by contribution assumption: employee only about $304,104 at 4% or $202,736 at 6%; with 50% employer match about $202,736 at 4% or $135,157 at 6%; with 100% employer match about $152,052 at 4% or $101,368 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-9$1,338,589$283,194$31,466iApproximate average salary by contribution assumption: employee only about $786,650 at 4% or $524,433 at 6%; with 50% employer match about $524,433 at 4% or $349,622 at 6%; with 100% employer match about $393,325 at 4% or $262,217 at 6%.
2017213$2,705,988$390,305$30,023iApproximate average salary by contribution assumption: employee only about $750,587 at 4% or $500,391 at 6%; with 50% employer match about $500,391 at 4% or $333,594 at 6%; with 100% employer match about $375,293 at 4% or $250,196 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-13$1,811,622$142,857$10,989iApproximate average salary by contribution assumption: employee only about $274,725 at 4% or $183,150 at 6%; with 50% employer match about $183,150 at 4% or $122,100 at 6%; with 100% employer match about $137,363 at 4% or $91,575 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-9$894,366$247,448$27,494iApproximate average salary by contribution assumption: employee only about $687,356 at 4% or $458,237 at 6%; with 50% employer match about $458,237 at 4% or $305,491 at 6%; with 100% employer match about $343,678 at 4% or $229,119 at 6%.
2016214$2,313,391$374,707$26,765iApproximate average salary by contribution assumption: employee only about $669,120 at 4% or $446,080 at 6%; with 50% employer match about $446,080 at 4% or $297,387 at 6%; with 100% employer match about $334,560 at 4% or $223,040 at 6%.
David Weiss CPA PLLC 401 K Profit Sharing Plan Trust-14$1,633,236$134,244$9,589iApproximate average salary by contribution assumption: employee only about $239,721 at 4% or $159,814 at 6%; with 50% employer match about $159,814 at 4% or $106,543 at 6%; with 100% employer match about $119,861 at 4% or $79,907 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-8$680,155$240,463$30,058iApproximate average salary by contribution assumption: employee only about $751,447 at 4% or $500,965 at 6%; with 50% employer match about $500,965 at 4% or $333,976 at 6%; with 100% employer match about $375,723 at 4% or $250,482 at 6%.
201518$366,561$367,293$45,912iApproximate average salary by contribution assumption: employee only about $1,147,791 at 4% or $765,194 at 6%; with 50% employer match about $765,194 at 4% or $510,129 at 6%; with 100% employer match about $573,895 at 4% or $382,597 at 6%.
DAVID WEISS, CPA, PLLC PENSION PLAN-8$366,561$367,293$45,912iApproximate average salary by contribution assumption: employee only about $1,147,791 at 4% or $765,194 at 6%; with 50% employer match about $765,194 at 4% or $510,129 at 6%; with 100% employer match about $573,895 at 4% or $382,597 at 6%.