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| Plan Name | WEINSTEIN & WOHLAFKA, CPAS, P.C. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WEINSTEIN & WOHLAFKA, CPAS, P.C. |
| Employer identification number (EIN): | 473913051 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about WEINSTEIN & WOHLAFKA, CPAS, P.C.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2015-05-01 |
| Company Identification Number: | 4751653 |
| Legal Registered Office Address: |
1400 OLD COUNTRY ROAD , SUITE Nassau WESTBURY United States of America (USA) 11590 |
More information about WEINSTEIN & WOHLAFKA, CPAS, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | RICK WEINSTEIN | 2024-05-30 | ||
| 001 | 2023-01-01 | RICK WEINSTEIN | 2024-09-13 | ||
| 001 | 2023-01-01 | RICK WEINSTEIN | 2024-11-27 | ||
| 001 | 2022-01-01 | RICK WEINSTEIN | 2023-07-18 | ||
| 001 | 2021-01-01 | ANTHONY RAFFIO | 2022-09-09 | ANTHONY RAFFIO | 2022-09-09 |
| 001 | 2020-01-01 | MARVIN WEINSTEIN | 2021-09-09 | MARVIN WEINSTEIN | 2021-09-09 |
| 001 | 2019-01-01 | MARVIN WEINSTEIN | 2020-10-07 | MARVIN WEINSTEIN | 2020-10-07 |
| 001 | 2018-01-01 | MARVIN WEINSTEIN | 2019-10-08 | MARVIN WEINSTEIN | 2019-10-08 |
| 001 | 2017-01-01 | MARVIN WEINSTEIN | 2018-07-12 | MARVIN WEINSTEIN | 2018-07-12 |
| 001 | 2016-01-01 | JUDY KARP | 2017-07-26 | JUDY KARP | 2017-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2025 : WEINSTEIN & WOHLAFKA, CPAS, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-02 | 1754101 |
| Net assets as of the end of the plan year | 2025-06-02 | 3003083 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 4118739 |
| Value of plan covered by a fidelity bond | 2025-06-02 | 412000 |
| Participant contributions to plan in this plan year | 2025-06-02 | 162831 |
| Other income to plan in this plan year | 2025-06-02 | 475614 |
| Plan net income in this plan year | 2025-06-02 | -1115656 |
| Net assets as of the end of the plan year | 2025-06-02 | 3003083 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 4118739 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 1030 |
| 2024 : WEINSTEIN & WOHLAFKA, CPAS, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-11-27 | 49960 |
| Net assets as of the end of the plan year | 2024-11-27 | 4118739 |
| Total assets as of the beginning of the plan year | 2024-11-27 | 3558752 |
| Value of plan covered by a fidelity bond | 2024-11-27 | 356000 |
| Participant contributions to plan in this plan year | 2024-11-27 | 71474 |
| Other income to plan in this plan year | 2024-11-27 | 494982 |
| Plan net income in this plan year | 2024-11-27 | 559987 |
| Net assets as of the end of the plan year | 2024-11-27 | 4118739 |
| Net assets as of the beginning of the plan year | 2024-11-27 | 3558752 |
| Employer contributions to plan in this plan year | 2024-11-27 | 43491 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-27 | 900 |
| 2022 : WEINSTEIN & WOHLAFKA, CPAS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-09 | 23021 |
| Net assets as of the end of the plan year | 2022-09-09 | 4014758 |
| Total assets as of the beginning of the plan year | 2022-09-09 | 3330176 |
| Value of plan covered by a fidelity bond | 2022-09-09 | 405000 |
| Participant contributions to plan in this plan year | 2022-09-09 | 123900 |
| Other income to plan in this plan year | 2022-09-09 | 538854 |
| Plan net income in this plan year | 2022-09-09 | 684582 |
| Net assets as of the end of the plan year | 2022-09-09 | 4014758 |
| Net assets as of the beginning of the plan year | 2022-09-09 | 3330176 |
| Employer contributions to plan in this plan year | 2022-09-09 | 44849 |
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