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WEINER & COMPANY, P.C. 401k Plan overview

Plan NameWEINER & COMPANY, P.C.
Plan identification number 002

WEINER & COMPANY, P.C. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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).
  • 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

WEINER & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WEINER & COMPANY, P.C.
Employer identification number (EIN):452781062
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINER & COMPANY, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01SEAN WEINER2019-08-19 SEAN WEINER2019-08-19
0022017-01-01SEAN WEINER2018-09-25 SEAN WEINER2018-09-25
0022016-01-01SEAN WEINER2017-09-14 SEAN WEINER2017-09-14
0022015-01-01SEAN WEINER2016-05-23 SEAN WEINER2016-05-23
0022014-01-01SEAN WEINER2015-07-28 SEAN WEINER2015-07-28

Plan Statistics for WEINER & COMPANY, P.C.

401k plan membership statisitcs for WEINER & COMPANY, P.C.

Measure Date Value
2019: WEINER & COMPANY, P.C. 2019 401k membership
Market value of plan assets2019-12-31816,920
Acturial value of plan assets2019-12-31816,920
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31682,400
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-31682,400
Total participant count2019-12-318
Total funding target for all participants2019-12-31682,400
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31102,972
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31102,972
Present value of excess contributions2019-12-3187,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3192,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3192,401
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31196,918
Total employer contributions2019-12-3131,028
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3129,537
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31113,733
Net shortfall amortization installment of oustanding balance2019-12-3162,398
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31121,316
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3191,779
Additional cash requirement2019-12-3129,537
Contributions allocatedtoward minimum required contributions for current year2019-12-3129,537
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: WEINER & COMPANY, P.C. 2018 401k membership
Market value of plan assets2018-12-31649,355
Acturial value of plan assets2018-12-31649,355
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 target2018-12-31535,736
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-31535,736
Total participant count2018-12-319
Total funding target for all participants2018-12-31535,736
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,047
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 balance2018-12-312,047
Present value of excess contributions2018-12-3195,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31100,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31100,915
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 year2018-12-31102,972
Total employer contributions2018-12-31200,000
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 date2018-12-31183,902
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 cost2018-12-31106,982
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3196,335
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3196,335
Contributions allocatedtoward minimum required contributions for current year2018-12-31183,902
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: WEINER & COMPANY, P.C. 2017 401k membership
Market value of plan assets2017-12-31520,800
Acturial value of plan assets2017-12-31520,800
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 target2017-12-31604,949
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31604,949
Total participant count2017-12-318
Total funding target for all participants2017-12-31604,949
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31140,921
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31138,874
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,047
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 year2017-12-312,047
Total employer contributions2017-12-31128,999
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 date2017-12-31117,506
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-3186,196
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3122,051
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3122,051
Contributions allocatedtoward minimum required contributions for current year2017-12-31117,506
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: WEINER & COMPANY, P.C. 2016 401k membership
Market value of plan assets2016-12-31480,691
Acturial value of plan assets2016-12-31480,691
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 target2016-12-31367,319
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31367,319
Total participant count2016-12-317
Total funding target for all participants2016-12-31367,319
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31134,353
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-31134,353
Present value of excess contributions2016-12-316,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-316,555
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-31140,921
Total employer contributions2016-12-3138,716
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 date2016-12-3133,789
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31158,920
Net shortfall amortization installment of oustanding balance2016-12-3127,549
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31169,545
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31135,756
Additional cash requirement2016-12-3133,789
Contributions allocatedtoward minimum required contributions for current year2016-12-3133,789
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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