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LINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT 401k Plan overview

Plan NameLINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT
Plan identification number 001

LINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

LINDSAY WINEBERG AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LINDSAY WINEBERG AND ASSOCIATES, INC.
Employer identification number (EIN):954057638
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT

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
0012020-01-01
0012019-01-01
0012018-01-01LINDSAY WINEBERG2019-10-11
0012018-01-01LINDSAY WINEBERG2020-10-23
0012017-01-01LINDSAY WINEBERG2018-10-14
0012017-01-01LINDSAY WINEBERG2021-07-23
0012016-01-01LINDSAY WINEBERG2017-10-16
0012015-01-01LINDSAY WINEBERG2017-10-16
0012015-01-01LINDSAY WINEBERG2016-10-17

Financial Data on LINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT

Measure Date Value
2025 : LINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1535079
Net assets as of the end of the plan year2025-10-151619517
Total assets as of the beginning of the plan year2025-10-151341730
Other expenses paid from plan in this plan year2025-10-159268
Other income to plan in this plan year2025-10-15312866
Plan net income in this plan year2025-10-15277787
Net assets as of the end of the plan year2025-10-151619517
Net assets as of the beginning of the plan year2025-10-151341730
2024 : LINDSAY WINEBERG AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN DEFINED BENEFIT 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-26110627
Net assets as of the end of the plan year2024-09-261341730
Total assets as of the beginning of the plan year2024-09-261243993
Participant contributions to plan in this plan year2024-09-260
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-26208364
Plan net income in this plan year2024-09-2697737
Net assets as of the end of the plan year2024-09-261341730
Net assets as of the beginning of the plan year2024-09-261243993
Employer contributions to plan in this plan year2024-09-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-267852

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