401k Plan data: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN plan

ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

ROBERT WOLFSON ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT WOLFSON ASSOCIATES, INC

Employer identification number (EIN): 133314916

NAIC Classification: 541920

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 MARK SANTANGELO
001 2022-01-01
001 2022-01-01 MARK SANTANGELO
001 2021-01-01
001 2021-01-01 MARK SANTANGELO
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK SANTANGELO
001 2017-01-01 MARK A. SANTANGELO MARK SANTANGELO
001 2016-06-01 MARK A. SANTANGELO

Financial Data on ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$0
2022 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$0
2021 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$0
2020 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$5
Expenses. Total of all expenses incurred	2020-12-31	$1,767
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$1,762
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,767
Other income received	2020-12-31	$5
Net income (gross income less expenses)	2020-12-31	$-1,762
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,762
2019 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-35,353
Total income from all sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$511
Total plan assets at end of year	2019-12-31	$1,762
Total plan assets at beginning of year	2019-12-31	$37,626
Expenses. Other expenses not covered elsewhere	2019-12-31	$511
Net income (gross income less expenses)	2019-12-31	$-511
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,762
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$37,626
Assets. Value of participant loans	2019-12-31	$0
2018 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-75,656
Total income from all sources	2018-12-31	$2,083
Expenses. Total of all expenses incurred	2018-12-31	$3,108
Total plan assets at end of year	2018-12-31	$37,626
Total plan assets at beginning of year	2018-12-31	$114,307
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,108
Other income received	2018-12-31	$352
Net income (gross income less expenses)	2018-12-31	$-1,025
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$37,626
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$114,307
Assets. Value of participant loans	2018-12-31	$35,391
Total contributions received or receivable from employer(s)	2018-12-31	$1,731
2017 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$421
Expenses. Total of all expenses incurred	2017-12-31	$1,183
Total plan assets at end of year	2017-12-31	$114,307
Total plan assets at beginning of year	2017-12-31	$115,069
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,183
Other income received	2017-12-31	$421
Net income (gross income less expenses)	2017-12-31	$-762
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$114,307
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$115,069
Assets. Value of participant loans	2017-12-31	$35,391
2016 : ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$114,897
Total income from all sources	2016-12-31	$393
Expenses. Total of all expenses incurred	2016-12-31	$221
Total plan assets at end of year	2016-12-31	$115,069
Total plan assets at beginning of year	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$221
Other income received	2016-12-31	$393
Net income (gross income less expenses)	2016-12-31	$172
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$115,069
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of participant loans	2016-12-31	$45,167

Form 5500 Responses for ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN

2023: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT WOLFSON ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	First time form 5500 has been submitted	Yes
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT WOLFSON ASSOCIATES, INC
Employer identification number (EIN):	133314916
NAIC Classification:	541920

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor
001	2023-01-01
001	2023-01-01	MARK SANTANGELO
001	2022-01-01
001	2022-01-01	MARK SANTANGELO
001	2021-01-01
001	2021-01-01	MARK SANTANGELO
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK SANTANGELO
001	2017-01-01	MARK A. SANTANGELO	MARK SANTANGELO
001	2016-06-01	MARK A. SANTANGELO