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| Plan Name | MICHAEL A. WAXBERG, CFP, A SOLE PROPRIETOR 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MICHAEL A. WAXBERG, CFP, A SOLE PROPRIETOR |
| Employer identification number (EIN): | 205450474 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | MICHAEL WAXBERG | 2020-06-01 | ||
| 001 | 2018-01-01 | MICHAEL WAXBERG | 2019-07-29 | ||
| 001 | 2017-01-01 | MICHAEL WAXBERG | 2018-07-17 | ||
| 001 | 2016-01-01 | MICHAEL WAXBERG | 2017-05-24 | ||
| 001 | 2015-01-01 | MICHAEL WAXBERG | 2016-05-05 | ||
| 001 | 2014-01-01 | MICHAEL WAXBERG | 2015-03-24 | ||
| 001 | 2013-01-01 | MICHAEL WAXBERG | 2014-06-06 | ||
| 001 | 2012-01-01 | MICHAEL WAXBERG | 2013-04-17 | ||
| 001 | 2011-01-01 | MICHAEL WAXBERG | 2012-05-01 | ||
| 001 | 2010-01-01 | MICHAEL WAXBERG | 2011-06-10 |
| Measure | Date | Value |
|---|---|---|
| 2022 : MICHAEL A. WAXBERG, CFP, A SOLE PROPRIETOR 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-10-12 | 125 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 246 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 1183 |
| Net assets as of the end of the plan year | 2022-10-12 | 2608568 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 2136502 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 215000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 19500 |
| Other income to plan in this plan year | 2022-10-12 | 389289 |
| Plan net income in this plan year | 2022-10-12 | 472187 |
| Net assets as of the end of the plan year | 2022-10-12 | 2608443 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 2136256 |
| Employer contributions to plan in this plan year | 2022-10-12 | 64581 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 250 |
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