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WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST
Plan identification number 001

WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WALTER L. WEISMAN, CPA has sponsored the creation of one or more 401k plans.

Company Name:WALTER L. WEISMAN, CPA
Employer identification number (EIN):330486788
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01WALTER WEISMAN
0012017-01-01WALTER WEISMAN
0012016-01-01WALTER WEISMAN
0012015-01-01WALTER WEISMAN
0012014-01-01WALTER WEISMAN
0012013-01-01WALTER WEISMAN
0012012-01-01WALTER WEISMAN
0012011-01-01WALTER WEISMAN
0012009-01-01WALTER WEISMAN
0012009-01-01WALTER L WEISMAN
0012009-01-01WALTER L WEISMAN

Plan Statistics for WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-014
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-010
2020: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-014
2013: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST

Measure Date Value
2021 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$-409,410
Total income from all sources2021-12-31$41,260
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$368,150
Other income received2021-12-31$41,260
Net income (gross income less expenses)2021-12-31$41,260
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$368,150
2020 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$122
Total plan assets at end of year2020-12-31$368,150
Total plan assets at beginning of year2020-12-31$368,028
Other income received2020-12-31$122
Net income (gross income less expenses)2020-12-31$122
Net plan assets at end of year (total assets less liabilities)2020-12-31$368,150
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$368,028
2019 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$53,962
Total plan assets at end of year2019-12-31$368,028
Total plan assets at beginning of year2019-12-31$314,066
Other income received2019-12-31$53,962
Net income (gross income less expenses)2019-12-31$53,962
Net plan assets at end of year (total assets less liabilities)2019-12-31$368,028
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$314,066
2018 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-14,339
Total plan assets at end of year2018-12-31$314,066
Total plan assets at beginning of year2018-12-31$328,405
Other income received2018-12-31$-14,339
Net income (gross income less expenses)2018-12-31$-14,339
Net plan assets at end of year (total assets less liabilities)2018-12-31$314,066
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$328,405
2017 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$-5,492
Total plan assets at end of year2017-12-31$328,405
Total plan assets at beginning of year2017-12-31$333,897
Other income received2017-12-31$-5,492
Net income (gross income less expenses)2017-12-31$-5,492
Net plan assets at end of year (total assets less liabilities)2017-12-31$328,405
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$333,897
2016 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$17,575
Total plan assets at end of year2016-12-31$333,897
Total plan assets at beginning of year2016-12-31$316,322
Other income received2016-12-31$17,575
Net income (gross income less expenses)2016-12-31$17,575
Net plan assets at end of year (total assets less liabilities)2016-12-31$333,897
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$316,322
2015 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$5,871
Total plan assets at end of year2015-12-31$316,322
Total plan assets at beginning of year2015-12-31$310,451
Other income received2015-12-31$5,871
Net income (gross income less expenses)2015-12-31$5,871
Net plan assets at end of year (total assets less liabilities)2015-12-31$316,322
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$310,451
2014 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$29,388
Expenses. Total of all expenses incurred2014-12-31$6,923
Benefits paid (including direct rollovers)2014-12-31$6,923
Total plan assets at end of year2014-12-31$310,451
Total plan assets at beginning of year2014-12-31$287,986
Other income received2014-12-31$29,388
Net income (gross income less expenses)2014-12-31$22,465
Net plan assets at end of year (total assets less liabilities)2014-12-31$310,451
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$287,986
2013 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$16,466
Total plan assets at end of year2013-12-31$287,986
Total plan assets at beginning of year2013-12-31$271,520
Other income received2013-12-31$16,466
Net income (gross income less expenses)2013-12-31$16,466
Net plan assets at end of year (total assets less liabilities)2013-12-31$287,986
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$271,520
2012 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$20,604
Total plan assets at end of year2012-12-31$271,520
Total plan assets at beginning of year2012-12-31$250,916
Other income received2012-12-31$20,604
Net income (gross income less expenses)2012-12-31$20,604
Net plan assets at end of year (total assets less liabilities)2012-12-31$271,520
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$250,916
2011 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-2,593
Total plan assets at end of year2011-12-31$250,916
Total plan assets at beginning of year2011-12-31$253,509
Other income received2011-12-31$-2,593
Net income (gross income less expenses)2011-12-31$-2,593
Net plan assets at end of year (total assets less liabilities)2011-12-31$250,916
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$253,509
2010 : WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$30,781
Total plan assets at end of year2010-12-31$253,509
Total plan assets at beginning of year2010-12-31$222,728
Other income received2010-12-31$20,812
Net income (gross income less expenses)2010-12-31$30,781
Net plan assets at end of year (total assets less liabilities)2010-12-31$253,509
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$222,728
Total contributions received or receivable from employer(s)2010-12-31$9,969

Form 5500 Responses for WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST

2021: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALTER L. WEISMAN, CPA PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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