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WEXLER ASSOCIATES 401K PLAN 401k Plan overview

Plan NameWEXLER ASSOCIATES 401K PLAN
Plan identification number 002

WEXLER ASSOCIATES 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

N. WEXLER, P.E., P.C. D/B/A WEXLER ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:N. WEXLER, P.E., P.C. D/B/A WEXLER ASSOCIATES
Employer identification number (EIN):133279751
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEXLER ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01NEIL WEXLER2013-09-30 NEIL WEXLER2013-09-30
0022011-01-01NEIL WEXLER2012-10-05 NEIL WEXLER2012-10-05
0022010-01-01NEIL WEXLER2011-07-28 NEIL WEXLER2011-07-28
0022005-01-01NEIL WEXLER NEIL WEXLER2011-07-08

Financial Data on WEXLER ASSOCIATES 401K PLAN

Measure Date Value
2025 : WEXLER ASSOCIATES 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-3010105
Net assets as of the end of the plan year2025-10-301519422
Total assets as of the beginning of the plan year2025-10-301223877
Participant contributions to plan in this plan year2025-10-3096476
Other contributions to plan in this plan year2025-10-307116
Other income to plan in this plan year2025-10-30170789
Plan net income in this plan year2025-10-30295545
Net assets as of the end of the plan year2025-10-301519422
Net assets as of the beginning of the plan year2025-10-301223877
Employer contributions to plan in this plan year2025-10-3031269
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-3010105
Total expenses incurred by plan in this plan year2025-09-3012083
Net assets as of the end of the plan year2025-09-301808464
Total assets as of the beginning of the plan year2025-09-301519422
Participant contributions to plan in this plan year2025-09-30109201
Other income to plan in this plan year2025-09-30154167
Plan net income in this plan year2025-09-30289042
Net assets as of the end of the plan year2025-09-301808464
Net assets as of the beginning of the plan year2025-09-301519422
Employer contributions to plan in this plan year2025-09-3037757
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3012083
2008 : WEXLER ASSOCIATES 401K PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$3,924
Expenses. Total of all expenses incurred2008-12-31$90
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$90,887
Total plan assets at beginning of year2008-12-31$87,053
Total contributions received or receivable from participants2008-12-31$31,970
Expenses. Other expenses not covered elsewhere2008-12-31$90
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-42,414
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$3,834
Net plan assets at end of year (total assets less liabilities)2008-12-31$90,887
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$87,053
Total contributions received or receivable from employer(s)2008-12-31$14,368
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : WEXLER ASSOCIATES 401K PLAN 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$45,818
Expenses. Total of all expenses incurred2007-12-31$82
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$87,053
Total plan assets at beginning of year2007-12-31$41,317
Total contributions received or receivable from participants2007-12-31$30,486
Expenses. Other expenses not covered elsewhere2007-12-31$82
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$1,524
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$45,736
Net plan assets at end of year (total assets less liabilities)2007-12-31$87,053
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$41,317
Total contributions received or receivable from employer(s)2007-12-31$13,808
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
2006 : WEXLER ASSOCIATES 401K PLAN 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$35,418
Expenses. Total of all expenses incurred2006-12-31$68
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$41,317
Total plan assets at beginning of year2006-12-31$5,967
Total contributions received or receivable from participants2006-12-31$22,280
Expenses. Other expenses not covered elsewhere2006-12-31$68
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$3,018
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$35,350
Net plan assets at end of year (total assets less liabilities)2006-12-31$41,317
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$5,967
Total contributions received or receivable from employer(s)2006-12-31$10,120
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
2005 : WEXLER ASSOCIATES 401K PLAN 2005 401k financial data
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$5,967
Expenses. Total of all expenses incurred2005-12-31$0
Benefits paid (including direct rollovers)2005-12-31$0
Total plan assets at end of year2005-12-31$5,967
Total plan assets at beginning of year2005-12-31$0
Total contributions received or receivable from participants2005-12-31$4,640
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$167
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$5,967
Net plan assets at end of year (total assets less liabilities)2005-12-31$5,967
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$0
Total contributions received or receivable from employer(s)2005-12-31$1,160
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$0

Form 5500 Responses for WEXLER ASSOCIATES 401K PLAN

2005: WEXLER ASSOCIATES 401K PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU088
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU088
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU088
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU088
Policy instance 1

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