PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NOAH D. WEISS, MD, INC.
Sponsor portfolio

NOAH D. WEISS, MD, INC.

EIN 68-0312922-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
12
246 PERKINS STREET - SONOMA, CA 954766826707-935-5600LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$4.9M - 6 part#002CashBalance-$2.8M - 6 part

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NOAH D. WEISS, MD, INC. CASH OR DEFERRED PROFIT SHARING PLAN

401k

Assets$4.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NOAH D. WEISS, MD, INC. CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NOAH D. WEISS, MD, INC. CASH OR DEFERRED PROFIT SHARING PLAN401k$4.9M62025
002NOAH D. WEISS, MD, INC. CASH BALANCE PLANCashBalance$2.8M62025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica