401k Plan data: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN plan

WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WEINSTOCK MANION, A LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: WEINSTOCK MANION, A LAW CORPORATION

Employer identification number (EIN): 952637749

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01
001 2017-02-01 SUSSAN SHORE
001 2016-02-01 SUSSAN SHORE
001 2015-02-01 SUSSAN SHORE
001 2014-02-01 SUSSAN SHORE
001 2013-02-01 SUSSAN SHORE
001 2012-02-01 SUSSAN SHORE
001 2011-02-01 SUSSAN SHORE
001 2009-02-01 SUSSAN SHORE

Plan Statistics for WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-02-01 56
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 50
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 12
Total of all active and inactive participants 2022-02-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 62
Number of participants with account balances 2022-02-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 2
2021: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 43
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 10
Total of all active and inactive participants 2021-02-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 53
Number of participants with account balances 2021-02-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 3
2020: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 46
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 10
Total of all active and inactive participants 2020-02-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 56
Number of participants with account balances 2020-02-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 2
2019: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 56
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 46
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 8
Total of all active and inactive participants 2019-02-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 54
Number of participants with account balances 2019-02-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 2
2018: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 51
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 46
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 9
Total of all active and inactive participants 2018-02-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 55
Number of participants with account balances 2018-02-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 1
2017: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 39
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 11
Total of all active and inactive participants 2017-02-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 50
Number of participants with account balances 2017-02-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 2
2016: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 50
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 43
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 9
Total of all active and inactive participants 2016-02-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 52
Number of participants with account balances 2016-02-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 51
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 38
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 11
Total of all active and inactive participants 2015-02-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 49
Number of participants with account balances 2015-02-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 2
2014: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 35
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 14
Total of all active and inactive participants 2014-02-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 49
Number of participants with account balances 2014-02-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 3
2013: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 39
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 10
Total of all active and inactive participants 2013-02-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 49
Number of participants with account balances 2013-02-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 34
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 10
Total of all active and inactive participants 2012-02-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 44
Number of participants with account balances 2012-02-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 1
2011: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 35
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 12
Total of all active and inactive participants 2011-02-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 47
Number of participants with account balances 2011-02-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 2
2009: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 31
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 10
Total of all active and inactive participants 2009-02-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 41
Number of participants with account balances 2009-02-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 1

Measure	Date	Value
2022: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-02-01	56
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	50
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	12
Total of all active and inactive participants	2022-02-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	62
Number of participants with account balances	2022-02-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	2
2021: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	43
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	10
Total of all active and inactive participants	2021-02-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	53
Number of participants with account balances	2021-02-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	3
2020: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	46
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	10
Total of all active and inactive participants	2020-02-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	56
Number of participants with account balances	2020-02-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	2
2019: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	56
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	46
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	8
Total of all active and inactive participants	2019-02-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	54
Number of participants with account balances	2019-02-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	2
2018: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	51
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	46
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	9
Total of all active and inactive participants	2018-02-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	55
Number of participants with account balances	2018-02-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	1
2017: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	39
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	11
Total of all active and inactive participants	2017-02-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	50
Number of participants with account balances	2017-02-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	2
2016: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	50
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	43
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	9
Total of all active and inactive participants	2016-02-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	52
Number of participants with account balances	2016-02-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	51
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	38
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	11
Total of all active and inactive participants	2015-02-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	49
Number of participants with account balances	2015-02-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	2
2014: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	35
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	14
Total of all active and inactive participants	2014-02-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	49
Number of participants with account balances	2014-02-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	3
2013: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	39
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	10
Total of all active and inactive participants	2013-02-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	49
Number of participants with account balances	2013-02-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	34
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	10
Total of all active and inactive participants	2012-02-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	44
Number of participants with account balances	2012-02-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	1
2011: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	35
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	12
Total of all active and inactive participants	2011-02-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	47
Number of participants with account balances	2011-02-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	2
2009: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	31
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	10
Total of all active and inactive participants	2009-02-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	41
Number of participants with account balances	2009-02-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	1

Financial Data on WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2023 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-01-31	$0
Total plan liabilities at end of year	2023-01-31	$0
Total plan liabilities at beginning of year	2023-01-31	$0
Total income from all sources	2023-01-31	$165,923
Expenses. Total of all expenses incurred	2023-01-31	$903,511
Benefits paid (including direct rollovers)	2023-01-31	$773,964
Total plan assets at end of year	2023-01-31	$21,111,579
Total plan assets at beginning of year	2023-01-31	$21,849,167
Value of fidelity bond covering the plan	2023-01-31	$500,000
Total contributions received or receivable from participants	2023-01-31	$435,499
Expenses. Other expenses not covered elsewhere	2023-01-31	$17,979
Contributions received from other sources (not participants or employers)	2023-01-31	$21,066
Other income received	2023-01-31	$-1,012,861
Noncash contributions received	2023-01-31	$0
Net income (gross income less expenses)	2023-01-31	$-737,588
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$21,111,579
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$21,849,167
Assets. Value of participant loans	2023-01-31	$142,306
Assets. Value of assets in partnership/joint-venture interests	2023-01-31	$1,104,420
Total contributions received or receivable from employer(s)	2023-01-31	$722,219
Value of certain deemed distributions of participant loans	2023-01-31	$0
Value of corrective distributions	2023-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-01-31	$111,568
2022 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-01-31	$0
Total plan liabilities at beginning of year	2022-01-31	$0
Total income from all sources	2022-01-31	$3,084,437
Expenses. Total of all expenses incurred	2022-01-31	$2,308,459
Benefits paid (including direct rollovers)	2022-01-31	$2,177,383
Total plan assets at end of year	2022-01-31	$21,849,167
Total plan assets at beginning of year	2022-01-31	$21,073,189
Value of fidelity bond covering the plan	2022-01-31	$500,000
Total contributions received or receivable from participants	2022-01-31	$416,139
Expenses. Other expenses not covered elsewhere	2022-01-31	$9,158
Contributions received from other sources (not participants or employers)	2022-01-31	$0
Other income received	2022-01-31	$1,963,457
Noncash contributions received	2022-01-31	$0
Net income (gross income less expenses)	2022-01-31	$775,978
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$21,849,167
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$21,073,189
Assets. Value of participant loans	2022-01-31	$140,053
Assets. Value of assets in partnership/joint-venture interests	2022-01-31	$993,816
Total contributions received or receivable from employer(s)	2022-01-31	$704,841
Value of certain deemed distributions of participant loans	2022-01-31	$0
Value of corrective distributions	2022-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-01-31	$121,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
2021 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-01-31	$0
Total plan liabilities at beginning of year	2021-01-31	$0
Total income from all sources	2021-01-31	$3,160,529
Expenses. Total of all expenses incurred	2021-01-31	$431,063
Benefits paid (including direct rollovers)	2021-01-31	$310,003
Total plan assets at end of year	2021-01-31	$21,073,189
Total plan assets at beginning of year	2021-01-31	$18,343,723
Value of fidelity bond covering the plan	2021-01-31	$500,000
Total contributions received or receivable from participants	2021-01-31	$326,307
Expenses. Other expenses not covered elsewhere	2021-01-31	$3,171
Contributions received from other sources (not participants or employers)	2021-01-31	$71,655
Other income received	2021-01-31	$2,093,898
Net income (gross income less expenses)	2021-01-31	$2,729,466
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$21,073,189
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$18,343,723
Assets. Value of participant loans	2021-01-31	$145,576
Assets. Value of assets in partnership/joint-venture interests	2021-01-31	$1,004,598
Total contributions received or receivable from employer(s)	2021-01-31	$668,669
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-31	$117,889
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
2020 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-01-31	$0
Total plan liabilities at beginning of year	2020-01-31	$0
Total income from all sources	2020-01-31	$3,103,734
Expenses. Total of all expenses incurred	2020-01-31	$391,577
Benefits paid (including direct rollovers)	2020-01-31	$284,728
Total plan assets at end of year	2020-01-31	$18,343,723
Total plan assets at beginning of year	2020-01-31	$15,631,566
Value of fidelity bond covering the plan	2020-01-31	$500,000
Total contributions received or receivable from participants	2020-01-31	$304,633
Expenses. Other expenses not covered elsewhere	2020-01-31	$3,147
Other income received	2020-01-31	$2,170,370
Net income (gross income less expenses)	2020-01-31	$2,712,157
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$18,343,723
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$15,631,566
Assets. Value of participant loans	2020-01-31	$159,571
Assets. Value of assets in partnership/joint-venture interests	2020-01-31	$1,030,824
Total contributions received or receivable from employer(s)	2020-01-31	$628,731
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$103,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
2019 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-01-31	$0
Total plan liabilities at beginning of year	2019-01-31	$0
Total income from all sources	2019-01-31	$576,412
Expenses. Total of all expenses incurred	2019-01-31	$1,231,128
Benefits paid (including direct rollovers)	2019-01-31	$1,129,376
Total plan assets at end of year	2019-01-31	$15,631,566
Total plan assets at beginning of year	2019-01-31	$16,286,282
Value of fidelity bond covering the plan	2019-01-31	$500,000
Total contributions received or receivable from participants	2019-01-31	$316,908
Expenses. Other expenses not covered elsewhere	2019-01-31	$2,334
Other income received	2019-01-31	$-268,447
Net income (gross income less expenses)	2019-01-31	$-654,716
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$15,631,566
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$16,286,282
Assets. Value of participant loans	2019-01-31	$188,239
Assets. Value of assets in partnership/joint-venture interests	2019-01-31	$935,581
Total contributions received or receivable from employer(s)	2019-01-31	$527,951
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$99,418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-01-31	$0
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$3,624,524
Expenses. Total of all expenses incurred	2018-01-31	$308,015
Benefits paid (including direct rollovers)	2018-01-31	$221,100
Total plan assets at end of year	2018-01-31	$16,286,282
Total plan assets at beginning of year	2018-01-31	$12,969,773
Value of fidelity bond covering the plan	2018-01-31	$500,000
Total contributions received or receivable from participants	2018-01-31	$314,458
Contributions received from other sources (not participants or employers)	2018-01-31	$13,433
Other income received	2018-01-31	$2,766,421
Net income (gross income less expenses)	2018-01-31	$3,316,509
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$16,286,282
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$12,969,773
Assets. Value of participant loans	2018-01-31	$176,786
Assets. Value of assets in partnership/joint-venture interests	2018-01-31	$694,978
Total contributions received or receivable from employer(s)	2018-01-31	$530,212
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$86,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
2017 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$2,712,791
Expenses. Total of all expenses incurred	2017-01-31	$267,000
Benefits paid (including direct rollovers)	2017-01-31	$196,099
Total plan assets at end of year	2017-01-31	$12,969,773
Total plan assets at beginning of year	2017-01-31	$10,523,982
Value of fidelity bond covering the plan	2017-01-31	$500,000
Total contributions received or receivable from participants	2017-01-31	$329,657
Expenses. Other expenses not covered elsewhere	2017-01-31	$2,010
Contributions received from other sources (not participants or employers)	2017-01-31	$381,283
Other income received	2017-01-31	$1,515,572
Net income (gross income less expenses)	2017-01-31	$2,445,791
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$12,969,773
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$10,523,982
Assets. Value of participant loans	2017-01-31	$146,188
Assets. Value of assets in partnership/joint-venture interests	2017-01-31	$781,344
Total contributions received or receivable from employer(s)	2017-01-31	$486,279
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$68,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-01-31	$0
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$485,463
Expenses. Total of all expenses incurred	2016-01-31	$1,537,382
Benefits paid (including direct rollovers)	2016-01-31	$1,473,672
Total plan assets at end of year	2016-01-31	$10,523,982
Total plan assets at beginning of year	2016-01-31	$11,575,901
Value of fidelity bond covering the plan	2016-01-31	$500,000
Total contributions received or receivable from participants	2016-01-31	$327,689
Expenses. Other expenses not covered elsewhere	2016-01-31	$52
Contributions received from other sources (not participants or employers)	2016-01-31	$3,038
Other income received	2016-01-31	$-296,778
Noncash contributions received	2016-01-31	$0
Net income (gross income less expenses)	2016-01-31	$-1,051,919
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$10,523,982
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$11,575,901
Assets. Value of participant loans	2016-01-31	$112,071
Assets. Value of assets in partnership/joint-venture interests	2016-01-31	$880,442
Total contributions received or receivable from employer(s)	2016-01-31	$451,514
Value of certain deemed distributions of participant loans	2016-01-31	$0
Value of corrective distributions	2016-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$63,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-01-31	$0
Total plan liabilities at end of year	2015-01-31	$0
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$1,383,534
Expenses. Total of all expenses incurred	2015-01-31	$1,313,690
Benefits paid (including direct rollovers)	2015-01-31	$1,256,119
Total plan assets at end of year	2015-01-31	$11,575,901
Total plan assets at beginning of year	2015-01-31	$11,506,057
Value of fidelity bond covering the plan	2015-01-31	$500,000
Total contributions received or receivable from participants	2015-01-31	$306,611
Expenses. Other expenses not covered elsewhere	2015-01-31	$224
Contributions received from other sources (not participants or employers)	2015-01-31	$0
Other income received	2015-01-31	$621,090
Noncash contributions received	2015-01-31	$0
Net income (gross income less expenses)	2015-01-31	$69,844
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$11,575,901
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$11,506,057
Assets. Value of participant loans	2015-01-31	$62,297
Assets. Value of assets in partnership/joint-venture interests	2015-01-31	$1,203,879
Total contributions received or receivable from employer(s)	2015-01-31	$455,833
Value of certain deemed distributions of participant loans	2015-01-31	$0
Value of corrective distributions	2015-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$57,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-01-31	$0
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$1,793,028
Expenses. Total of all expenses incurred	2014-01-31	$283,560
Benefits paid (including direct rollovers)	2014-01-31	$232,922
Total plan assets at end of year	2014-01-31	$11,506,057
Total plan assets at beginning of year	2014-01-31	$9,996,589
Value of fidelity bond covering the plan	2014-01-31	$500,000
Total contributions received or receivable from participants	2014-01-31	$304,961
Expenses. Other expenses not covered elsewhere	2014-01-31	$98
Contributions received from other sources (not participants or employers)	2014-01-31	$1,979
Other income received	2014-01-31	$1,083,450
Noncash contributions received	2014-01-31	$0
Net income (gross income less expenses)	2014-01-31	$1,509,468
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$11,506,057
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$9,996,589
Assets. Value of participant loans	2014-01-31	$93,477
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$1,144,848
Total contributions received or receivable from employer(s)	2014-01-31	$402,638
Value of certain deemed distributions of participant loans	2014-01-31	$0
Value of corrective distributions	2014-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$50,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$1,411,866
Expenses. Total of all expenses incurred	2013-01-31	$2,327,469
Benefits paid (including direct rollovers)	2013-01-31	$2,265,587
Total plan assets at end of year	2013-01-31	$9,996,589
Total plan assets at beginning of year	2013-01-31	$10,912,192
Value of fidelity bond covering the plan	2013-01-31	$500,000
Total contributions received or receivable from participants	2013-01-31	$295,452
Assets. Value of loans (other than to participants)	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$295
Contributions received from other sources (not participants or employers)	2013-01-31	$3,229
Other income received	2013-01-31	$782,406
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$-915,603
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$9,996,589
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$10,912,192
Assets. Value of participant loans	2013-01-31	$80,749
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$880,648
Total contributions received or receivable from employer(s)	2013-01-31	$330,779
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$61,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$774,224
Expenses. Total of all expenses incurred	2012-01-31	$497,814
Benefits paid (including direct rollovers)	2012-01-31	$434,230
Total plan assets at end of year	2012-01-31	$10,912,192
Total plan assets at beginning of year	2012-01-31	$10,635,782
Value of fidelity bond covering the plan	2012-01-31	$500,000
Total contributions received or receivable from participants	2012-01-31	$255,052
Assets. Value of loans (other than to participants)	2012-01-31	$56,117
Expenses. Other expenses not covered elsewhere	2012-01-31	$34
Contributions received from other sources (not participants or employers)	2012-01-31	$50,552
Other income received	2012-01-31	$68,120
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$276,410
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$10,912,192
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$10,635,782
Assets. Value of participant loans	2012-01-31	$65,492
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$763,509
Total contributions received or receivable from employer(s)	2012-01-31	$400,500
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$63,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$1,609,021
Expenses. Total of all expenses incurred	2011-01-31	$711,677
Benefits paid (including direct rollovers)	2011-01-31	$658,417
Total plan assets at end of year	2011-01-31	$10,635,782
Total plan assets at beginning of year	2011-01-31	$9,738,438
Value of fidelity bond covering the plan	2011-01-31	$500,000
Total contributions received or receivable from participants	2011-01-31	$170,135
Assets. Value of loans (other than to participants)	2011-01-31	$152,517
Expenses. Other expenses not covered elsewhere	2011-01-31	$77
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$1,035,875
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$897,344
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$10,635,782
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$9,738,438
Assets. Value of participant loans	2011-01-31	$69,686
Assets. Value of assets in partnership/joint-venture interests	2011-01-31	$758,044
Total contributions received or receivable from employer(s)	2011-01-31	$403,011
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$53,183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN

2022: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	No
2022-02-01	This submission is the final filing	No
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Insurance	Yes
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Insurance	Yes
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Insurance	Yes
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Insurance	Yes
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Insurance	Yes
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: WEINSTOCK MANION PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00119

Policy instance

Insurance contract or identification number	R00119
Number of Individuals Covered	45
Insurance policy start date	2022-02-01
Insurance policy end date	2023-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00119

Policy instance

Insurance contract or identification number	R00119
Number of Individuals Covered	32
Insurance policy start date	2021-02-01
Insurance policy end date	2022-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00119

Policy instance

Insurance contract or identification number	R00119
Number of Individuals Covered	30
Insurance policy start date	2020-02-01
Insurance policy end date	2021-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00119

Policy instance

Insurance contract or identification number	R00119
Number of Individuals Covered	30
Insurance policy start date	2019-02-01
Insurance policy end date	2020-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00119

Policy instance

Insurance contract or identification number	R00119
Number of Individuals Covered	32
Insurance policy start date	2017-06-01
Insurance policy end date	2018-01-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WEINSTOCK MANION, A LAW CORPORATION
Employer identification number (EIN):	952637749
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers