 |
|
|
|
| Plan Name | WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WEINSTEIN & ASSOCIATES INCORPORATED |
| Employer identification number (EIN): | 341339035 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-02-01 | SEAN LYONS | 2023-08-17 | ||
| 001 | 2021-02-01 | MR. SEAN LYONS | 2022-08-09 | ||
| 001 | 2020-02-01 | MR. SEAN LYONS | 2021-05-19 | ||
| 001 | 2019-02-01 | MR. SEAN LYONS | 2020-07-02 | ||
| 001 | 2018-02-01 | MR. SEAN LYONS | 2019-05-14 | ||
| 001 | 2017-02-01 | MR. SEAN LYONS | 2018-08-06 | ||
| 001 | 2016-02-01 | DONALD J. WEINSTEIN | 2017-09-29 | ||
| 001 | 2015-02-01 | DONALD J. WEINSTEIN | 2016-11-14 | ||
| 001 | 2014-02-01 | DONALD J. WEINSTEIN | 2015-11-30 | ||
| 001 | 2013-02-01 | DONALD J. WEINSTEIN | 2014-10-20 | ||
| 001 | 2012-02-01 | DONALD J WEINSTEIN | |||
| 001 | 2011-02-01 | DONALD J. WEINSTEIN | 2012-11-07 | DONALD J. WEINSTEIN | 2012-11-07 |
| 001 | 2010-02-01 | DONALD J. WEINSTEIN | 2011-06-24 | DONALD J. WEINSTEIN | 2011-06-24 |
| 001 | 2008-02-01 | DONALD J. WEINSTEIN | DONALD J. WEINSTEIN | 2010-11-09 |
| Measure | Date | Value |
|---|---|---|
| 2012: WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-02-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 22 |
| Total of all active and inactive participants | 2012-02-01 | 22 |
| Total participants | 2012-02-01 | 22 |
| Number of participants with account balances | 2012-02-01 | 19 |
| 2008: WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-02-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-02-01 | 14 |
| Number of retired or separated participants receiving benefits | 2008-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-02-01 | 0 |
| Total of all active and inactive participants | 2008-02-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-02-01 | 0 |
| Total participants | 2008-02-01 | 14 |
| Number of participants with account balances | 2008-02-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-02-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2013 : WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
| Total income from all sources | 2013-01-31 | $194,135 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $12,817 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $9,920 |
| Total plan assets at end of year | 2013-01-31 | $1,499,841 |
| Total plan assets at beginning of year | 2013-01-31 | $1,318,523 |
| Value of fidelity bond covering the plan | 2013-01-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-01-31 | $53,804 |
| Expenses. Other expenses not covered elsewhere | 2013-01-31 | $2,897 |
| Other income received | 2013-01-31 | $140,331 |
| Net income (gross income less expenses) | 2013-01-31 | $181,318 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $1,499,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $1,318,523 |
| 2009 : WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-01-31 | $0 |
| 2012: WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
|---|---|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement - Trust | Yes |
| 2008: WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses | ||
| 2008-02-01 | Type of plan entity | Single employer plan |
| 2008-02-01 | Submission has been amended | Yes |
| 2008-02-01 | This submission is the final filing | No |
| 2008-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-02-01 | Plan is a collectively bargained plan | No |
| 2008-02-01 | Plan funding arrangement – Insurance | Yes |
| 2008-02-01 | Plan funding arrangement – Trust | Yes |
| 2008-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-02-01 | Plan benefit arrangement - Trust | Yes |
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) | |||||||||
| Policy contract number | DAX52918 | ||||||||
| Policy instance | 1 | ||||||||
| |||||||||
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) | |||||||||
| Policy contract number | DAX52653 | ||||||||
| Policy instance | 3 | ||||||||
| |||||||||
| ALLIANZ (National Association of Insurance Commissioners NAIC id number: ) | |||||||||
| Policy contract number | DAX53022 | ||||||||
| Policy instance | 2 | ||||||||
| |||||||||
| METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 ) | |||||||||
| Policy contract number | 3203400120 | ||||||||
| Policy instance | 4 | ||||||||
| |||||||||
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|