401k Plan data: WEITZ & ASSOCIATES PROFIT SHARING PLAN plan

WEITZ & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEITZ & ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

WEITZ & ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WEITZ AND ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: WEITZ AND ASSOCIATES, PC

Employer identification number (EIN): 134201406

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEITZ & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ANDREW WEITZ 2021-10-15
001 2019-01-01 HARVEY WEITZ 2020-10-15
001 2018-01-01 HARVEY WEITZ 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 HARVEY WEITZ
001 2011-01-01 HARVEY WEITZ
001 2009-01-01 HARVEY WEITZ

Plan Statistics for WEITZ & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for WEITZ & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2020: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
2018: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2020: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
2018: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on WEITZ & ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2020 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$0
Expenses. Total of all expenses incurred	2020-12-31	$899,456
Benefits paid (including direct rollovers)	2020-12-31	$899,456
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$899,456
Other income received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-899,456
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	$899,456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$73,365
Expenses. Total of all expenses incurred	2019-12-31	$522,676
Benefits paid (including direct rollovers)	2019-12-31	$522,676
Total plan assets at end of year	2019-12-31	$899,456
Total plan assets at beginning of year	2019-12-31	$1,348,767
Other income received	2019-12-31	$73,365
Net income (gross income less expenses)	2019-12-31	$-449,311
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$899,456
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,348,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$135,400
Total plan assets at end of year	2018-12-31	$1,348,767
Total plan assets at beginning of year	2018-12-31	$1,213,367
Other income received	2018-12-31	$135,400
Net income (gross income less expenses)	2018-12-31	$135,400
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,348,767
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,213,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$135,400
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,213,367
Total plan assets at beginning of year	2017-12-31	$1,077,967
Other income received	2017-12-31	$135,400
Net income (gross income less expenses)	2017-12-31	$135,400
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,213,367
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,077,967
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$96,553
Expenses. Total of all expenses incurred	2016-12-31	$20,000
Benefits paid (including direct rollovers)	2016-12-31	$20,000
Total plan assets at end of year	2016-12-31	$1,077,967
Total plan assets at beginning of year	2016-12-31	$1,001,414
Other income received	2016-12-31	$96,553
Net income (gross income less expenses)	2016-12-31	$76,553
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,077,967
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,001,414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$13,187
Total plan assets at end of year	2015-12-31	$1,001,414
Total plan assets at beginning of year	2015-12-31	$988,227
Other income received	2015-12-31	$13,187
Net income (gross income less expenses)	2015-12-31	$13,187
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,001,414
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$988,227
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$128,058
Expenses. Total of all expenses incurred	2014-12-31	$25,629
Benefits paid (including direct rollovers)	2014-12-31	$25,565
Total plan assets at end of year	2014-12-31	$988,227
Total plan assets at beginning of year	2014-12-31	$885,798
Other income received	2014-12-31	$68,058
Net income (gross income less expenses)	2014-12-31	$102,429
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$988,227
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$885,798
Total contributions received or receivable from employer(s)	2014-12-31	$60,000
Value of certain deemed distributions of participant loans	2014-12-31	$64
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$151,873
Expenses. Total of all expenses incurred	2013-12-31	$11,643
Benefits paid (including direct rollovers)	2013-12-31	$11,643
Total plan assets at end of year	2013-12-31	$885,798
Total plan assets at beginning of year	2013-12-31	$745,568
Other income received	2013-12-31	$151,873
Net income (gross income less expenses)	2013-12-31	$140,230
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$885,798
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$745,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$184,180
Expenses. Total of all expenses incurred	2012-12-31	$381,047
Benefits paid (including direct rollovers)	2012-12-31	$381,047
Total plan assets at end of year	2012-12-31	$745,568
Total plan assets at beginning of year	2012-12-31	$942,435
Other income received	2012-12-31	$77,019
Net income (gross income less expenses)	2012-12-31	$-196,867
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$745,568
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$942,435
Total contributions received or receivable from employer(s)	2012-12-31	$107,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-45,341
Expenses. Total of all expenses incurred	2011-12-31	$3,231
Benefits paid (including direct rollovers)	2011-12-31	$3,231
Total plan assets at end of year	2011-12-31	$942,435
Total plan assets at beginning of year	2011-12-31	$945,062
Other income received	2011-12-31	$-45,341
Net income (gross income less expenses)	2011-12-31	$-48,572
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$942,435
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$945,062
Total contributions received or receivable from employer(s)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$207,693
Expenses. Total of all expenses incurred	2010-12-31	$8,654
Benefits paid (including direct rollovers)	2010-12-31	$8,654
Total plan assets at end of year	2010-12-31	$945,062
Total plan assets at beginning of year	2010-12-31	$746,023
Other income received	2010-12-31	$59,163
Net income (gross income less expenses)	2010-12-31	$199,039
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$945,062
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$746,023
Total contributions received or receivable from employer(s)	2010-12-31	$148,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WEITZ & ASSOCIATES PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WEITZ & ASSOCIATES PROFIT SHARING PLAN

2020: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEITZ & ASSOCIATES 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: WEITZ & ASSOCIATES 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: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WEITZ & ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEITZ AND ASSOCIATES, PC
Employer identification number (EIN):	134201406
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	ANDREW WEITZ	2021-10-15
001	2019-01-01	HARVEY WEITZ	2020-10-15
001	2018-01-01	HARVEY WEITZ	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	HARVEY WEITZ
001	2011-01-01	HARVEY WEITZ
001	2009-01-01	HARVEY WEITZ