| Plan Name | ROBERT J. WERNER, P.C. PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ROBERT J. WERNER, P.C. |
| Employer identification number (EIN): | 860975969 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ROBERT WERNER | 2024-05-17 | ROBERT WERNER | 2024-05-17 |
| 003 | 2022-01-01 | ROBERT WERNER | 2023-07-11 | ROBERT WERNER | 2023-07-11 |
| 003 | 2021-01-01 | ROBERT WERNER | 2022-06-29 | ROBERT WERNER | 2022-06-29 |
| 003 | 2020-01-01 | ROBERT WERNER | 2021-06-21 | ROBERT WERNER | 2021-06-21 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ROBERT J. WERNER, P.C. PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-17 | 0 |
| Net assets as of the end of the plan year | 2024-05-17 | 1113073 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 965455 |
| Other income to plan in this plan year | 2024-05-17 | 147620 |
| Plan net income in this plan year | 2024-05-17 | 147620 |
| Net assets as of the end of the plan year | 2024-05-17 | 1113073 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 965455 |
| 2022 : ROBERT J. WERNER, P.C. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-29 | 0 |
| Net assets as of the end of the plan year | 2022-06-29 | 1008578 |
| Total assets as of the beginning of the plan year | 2022-06-29 | 930494 |
| Other income to plan in this plan year | 2022-06-29 | 78084 |
| Plan net income in this plan year | 2022-06-29 | 78084 |
| Net assets as of the end of the plan year | 2022-06-29 | 1008578 |
| Net assets as of the beginning of the plan year | 2022-06-29 | 930494 |