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WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN
Plan identification number 001

WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

WEINSTEIN APPRAISAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEINSTEIN APPRAISAL GROUP, INC.
Employer identification number (EIN):232529031
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01ELLIOT WEINSTEIN2021-02-19
0012019-01-01
0012018-01-01ELLIOTT WEINSTEIN
0012017-01-01ELLIOTT WEINSTEIN
0012016-01-01ELLIOTT WEINSTEIN
0012015-01-01ELLIOTT WEINSTEIN
0012014-01-01ELLIOTT WEINSTEIN
0012013-01-01ELLIOTT WEINSTEIN
0012012-01-01MICHAEL LAMARCA
0012011-01-01ELLIOTT WEINSTEIN
0012009-01-01MICHAEL LAMARCA

Plan Statistics for WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2023: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0116
Total number of active participants reported on line 7a of the Form 55002023-01-0112
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0115
Number of participants with account balances2023-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0116
Number of participants with account balances2022-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0115
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0115
Number of participants with account balances2020-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0122
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,003,923
Expenses. Total of all expenses incurred2023-12-31$12,940
Benefits paid (including direct rollovers)2023-12-31$397
Total plan assets at end of year2023-12-31$5,361,102
Total plan assets at beginning of year2023-12-31$4,370,119
Value of fidelity bond covering the plan2023-12-31$525,094
Total contributions received or receivable from participants2023-12-31$92,144
Other income received2023-12-31$786,779
Net income (gross income less expenses)2023-12-31$990,983
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,361,102
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,370,119
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$67,687
Total contributions received or receivable from employer(s)2023-12-31$125,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$12,543
2022 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-831,913
Expenses. Total of all expenses incurred2022-12-31$48,905
Benefits paid (including direct rollovers)2022-12-31$34,470
Total plan assets at end of year2022-12-31$4,370,119
Total plan assets at beginning of year2022-12-31$5,250,937
Value of fidelity bond covering the plan2022-12-31$525,094
Total contributions received or receivable from participants2022-12-31$88,203
Other income received2022-12-31$-1,031,973
Net income (gross income less expenses)2022-12-31$-880,818
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,370,119
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,250,937
Total contributions received or receivable from employer(s)2022-12-31$111,857
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$14,435
2021 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$919,273
Expenses. Total of all expenses incurred2021-12-31$27,203
Benefits paid (including direct rollovers)2021-12-31$12,624
Total plan assets at end of year2021-12-31$5,250,937
Total plan assets at beginning of year2021-12-31$4,358,867
Value of fidelity bond covering the plan2021-12-31$422,732
Total contributions received or receivable from participants2021-12-31$80,278
Contributions received from other sources (not participants or employers)2021-12-31$100,000
Other income received2021-12-31$638,957
Net income (gross income less expenses)2021-12-31$892,070
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,250,937
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,358,867
Total contributions received or receivable from employer(s)2021-12-31$100,038
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$9
Total income from all sources2020-12-31$259,365
Expenses. Total of all expenses incurred2020-12-31$127,812
Benefits paid (including direct rollovers)2020-12-31$122,860
Total plan assets at end of year2020-12-31$4,358,867
Total plan assets at beginning of year2020-12-31$4,227,323
Value of fidelity bond covering the plan2020-12-31$422,732
Total contributions received or receivable from participants2020-12-31$76,062
Other income received2020-12-31$102,746
Net income (gross income less expenses)2020-12-31$131,553
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,358,867
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,227,314
Total contributions received or receivable from employer(s)2020-12-31$80,557
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,952
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$9
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$880,916
Expenses. Total of all expenses incurred2019-12-31$60,827
Benefits paid (including direct rollovers)2019-12-31$60,827
Total plan assets at end of year2019-12-31$4,227,323
Total plan assets at beginning of year2019-12-31$3,407,225
Value of fidelity bond covering the plan2019-12-31$340,723
Total contributions received or receivable from participants2019-12-31$57,916
Other income received2019-12-31$741,731
Net income (gross income less expenses)2019-12-31$820,089
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,227,314
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,407,225
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$17,741
Total contributions received or receivable from employer(s)2019-12-31$81,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$394
Total income from all sources2018-12-31$-8,434
Expenses. Total of all expenses incurred2018-12-31$96,574
Benefits paid (including direct rollovers)2018-12-31$95,574
Total plan assets at end of year2018-12-31$3,407,225
Total plan assets at beginning of year2018-12-31$3,512,627
Value of fidelity bond covering the plan2018-12-31$465,000
Total contributions received or receivable from participants2018-12-31$68,531
Other income received2018-12-31$-165,767
Net income (gross income less expenses)2018-12-31$-105,008
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,407,225
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,512,233
Total contributions received or receivable from employer(s)2018-12-31$88,802
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$394
Total income from all sources2017-12-31$651,269
Expenses. Total of all expenses incurred2017-12-31$80,512
Benefits paid (including direct rollovers)2017-12-31$78,304
Total plan assets at end of year2017-12-31$3,512,627
Total plan assets at beginning of year2017-12-31$2,941,476
Value of fidelity bond covering the plan2017-12-31$465,000
Total contributions received or receivable from participants2017-12-31$63,104
Expenses. Other expenses not covered elsewhere2017-12-31$2,208
Other income received2017-12-31$508,180
Net income (gross income less expenses)2017-12-31$570,757
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,512,233
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,941,476
Total contributions received or receivable from employer(s)2017-12-31$79,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$383,696
Expenses. Total of all expenses incurred2016-12-31$52,245
Benefits paid (including direct rollovers)2016-12-31$50,743
Total plan assets at end of year2016-12-31$2,941,476
Total plan assets at beginning of year2016-12-31$2,610,025
Value of fidelity bond covering the plan2016-12-31$295,609
Total contributions received or receivable from participants2016-12-31$60,529
Other income received2016-12-31$270,722
Net income (gross income less expenses)2016-12-31$331,451
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,941,476
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,610,025
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$3,193
Total contributions received or receivable from employer(s)2016-12-31$52,445
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$129,052
Expenses. Total of all expenses incurred2015-12-31$14,510
Benefits paid (including direct rollovers)2015-12-31$14,510
Total plan assets at end of year2015-12-31$2,610,025
Total plan assets at beginning of year2015-12-31$2,495,483
Value of fidelity bond covering the plan2015-12-31$333,200
Total contributions received or receivable from participants2015-12-31$70,119
Other income received2015-12-31$-3,375
Net income (gross income less expenses)2015-12-31$114,542
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,610,025
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,495,483
Total contributions received or receivable from employer(s)2015-12-31$62,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$343,613
Expenses. Total of all expenses incurred2014-12-31$145,599
Benefits paid (including direct rollovers)2014-12-31$145,599
Total plan assets at end of year2014-12-31$2,495,483
Total plan assets at beginning of year2014-12-31$2,297,469
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$61,658
Other income received2014-12-31$197,565
Net income (gross income less expenses)2014-12-31$198,014
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,495,483
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,297,469
Total contributions received or receivable from employer(s)2014-12-31$84,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$433,332
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$2,297,469
Total plan assets at beginning of year2013-12-31$1,864,137
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$64,803
Other income received2013-12-31$289,070
Net income (gross income less expenses)2013-12-31$433,332
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,297,469
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,864,137
Total contributions received or receivable from employer(s)2013-12-31$79,459
2012 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$293,017
Expenses. Total of all expenses incurred2012-12-31$46,351
Benefits paid (including direct rollovers)2012-12-31$46,351
Total plan assets at end of year2012-12-31$1,864,137
Total plan assets at beginning of year2012-12-31$1,617,471
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$54,512
Other income received2012-12-31$164,955
Net income (gross income less expenses)2012-12-31$246,666
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,864,137
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,617,471
Total contributions received or receivable from employer(s)2012-12-31$73,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,062
Expenses. Total of all expenses incurred2011-12-31$11,113
Benefits paid (including direct rollovers)2011-12-31$11,113
Total plan assets at end of year2011-12-31$1,617,471
Total plan assets at beginning of year2011-12-31$1,510,522
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$56,922
Other income received2011-12-31$-8,556
Net income (gross income less expenses)2011-12-31$106,949
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,617,471
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,510,522
Total contributions received or receivable from employer(s)2011-12-31$69,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$268,204
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,510,522
Total plan assets at beginning of year2010-12-31$1,242,318
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$61,529
Other income received2010-12-31$134,119
Net income (gross income less expenses)2010-12-31$268,204
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,510,522
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,242,318
Total contributions received or receivable from employer(s)2010-12-31$72,556
2009 : WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN

2023: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING 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
2009: WEINSTEIN APPRAISAL GROUP, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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