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ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 401k Plan overview

Plan NameALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN
Plan identification number 001

ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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

ALAN S. WEINSTEIN, CPA has sponsored the creation of one or more 401k plans.

Company Name:ALAN S. WEINSTEIN, CPA
Employer identification number (EIN):593147432
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ALAN S. WEINSTEIN2019-11-08 ALAN S. WEINSTEIN2019-11-08
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TATIANA POMBO TATIANA POMBO2013-09-12
0012011-01-01TATIANA POMBO TATIANA POMBO2012-09-07

Plan Statistics for ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN

401k plan membership statisitcs for ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN

Measure Date Value
2019: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,847,794
Acturial value of plan assets2018-12-311,847,794
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,784,032
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,784,032
Total participant count2018-12-312
Total funding target for all participants2018-12-311,784,032
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3113,377
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3113,377
Present value of excess contributions2018-12-3187,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3187,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3112,782
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3150,038
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,685,010
Acturial value of plan assets2017-12-311,685,010
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,567,888
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,690,602
Total participant count2017-12-312
Total funding target for all participants2017-12-311,690,602
Balance at beginning of prior year after applicable adjustments2017-12-3132,962
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31148,181
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3132,962
Prefunding balanced used to offset prior years funding requirement2017-12-31135,051
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3113,130
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3113,377
Total employer contributions2017-12-31120,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31120,439
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3128,845
Net shortfall amortization installment of oustanding balance2017-12-3119,748
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3133,153
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3133,153
Contributions allocatedtoward minimum required contributions for current year2017-12-31120,439
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,493,473
Acturial value of plan assets2016-12-311,493,473
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,265,275
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,356,310
Total participant count2016-12-312
Total funding target for all participants2016-12-311,356,310
Balance at beginning of prior year after applicable adjustments2016-12-3132,366
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31145,504
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3132,366
Amount remaining of prefunding balance2016-12-31145,504
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3132,962
Balance of prefunding at beginning of current year2016-12-31148,181
Total employer contributions2016-12-31157,400
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31156,300
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31325,290
Net shortfall amortization installment of oustanding balance2016-12-3154,830
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31334,349
Carryover balance elected to use to offset funding requirement2016-12-3134,931
Prefunding balance elected to use to offset funding requirement2016-12-31143,118
Additional cash requirement2016-12-31156,300
Contributions allocatedtoward minimum required contributions for current year2016-12-31156,300
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN

Measure Date Value
2019 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-02$0
2018 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$27,749
Expenses. Total of all expenses incurred2018-12-31$65
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,296,855
Total plan assets at beginning of year2018-12-31$2,269,171
Value of fidelity bond covering the plan2018-12-31$750,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$203,586
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$27,749
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$27,684
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,296,855
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,269,171
Assets. Value of assets in partnership/joint-venture interests2018-12-31$300,000
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$214,655
Expenses. Total of all expenses incurred2017-12-31$80
Benefits paid (including direct rollovers)2017-12-31$40
Total plan assets at end of year2017-12-31$2,269,171
Total plan assets at beginning of year2017-12-31$2,054,596
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$230,369
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$94,655
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$214,575
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,269,171
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,054,596
Assets. Value of real-estate (other than employer real property)2017-12-31$199,900
Total contributions received or receivable from employer(s)2017-12-31$120,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$192,354
Expenses. Total of all expenses incurred2016-12-31$950
Total plan assets at end of year2016-12-31$2,054,596
Total plan assets at beginning of year2016-12-31$1,863,192
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$253,496
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$34,954
Net income (gross income less expenses)2016-12-31$191,404
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,054,596
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,863,192
Total contributions received or receivable from employer(s)2016-12-31$157,400
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$44,106
Expenses. Total of all expenses incurred2015-12-31$2,177
Total plan assets at end of year2015-12-31$1,863,192
Total plan assets at beginning of year2015-12-31$1,821,263
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$273,534
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$44,106
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$41,929
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,863,192
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,821,263
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$74,527
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,648,223
Total plan assets at beginning of year2014-12-31$1,573,696
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$232,617
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$74,527
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$74,527
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,648,223
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,573,696
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$140,267
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,573,696
Total plan assets at beginning of year2013-12-31$1,433,429
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$413,588
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$65,267
Net income (gross income less expenses)2013-12-31$140,267
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,573,696
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,433,429
Total contributions received or receivable from employer(s)2013-12-31$75,000
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$219,165
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,433,429
Total plan assets at beginning of year2012-12-31$1,214,264
Value of fidelity bond covering the plan2012-12-31$750,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$418,862
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$69,165
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$219,165
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,433,429
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,214,264
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$1
Total contributions received or receivable from employer(s)2012-12-31$150,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$138,095
Expenses. Total of all expenses incurred2011-12-31$1,980
Total plan assets at end of year2011-12-31$1,214,264
Total plan assets at beginning of year2011-12-31$1,078,149
Value of fidelity bond covering the plan2011-12-31$750,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$688,487
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$24,000
Other income received2011-12-31$-46,329
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$136,115
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,214,264
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,078,149
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$170,822
Total contributions received or receivable from employer(s)2011-12-31$160,424
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN

2019: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALAN S. WEINSTEIN, CPA DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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