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LINDSAY WINEBERG AND ASSOCIATES, INC. PROFIT SHARING PLAN PROFIT SHARING 401k Plan overview

Plan NameLINDSAY WINEBERG AND ASSOCIATES, INC. PROFIT SHARING PLAN PROFIT SHARING
Plan identification number 002

LINDSAY WINEBERG AND ASSOCIATES, INC. PROFIT SHARING PLAN PROFIT SHARING 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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. PROFIT SHARING PLAN PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01LINDSAY WINEBERG2019-10-09
0022017-01-01LINDSAY WINEBERG2018-10-14
0022016-01-01LINDSAY WINEBERG2017-10-16
0022015-01-01LINDSAY WINEBERG2016-10-13
0022015-01-01LINDSAY WINEBERG2017-11-06

Financial Data on LINDSAY WINEBERG AND ASSOCIATES, INC. PROFIT SHARING PLAN PROFIT SHARING

Measure Date Value
2025 : LINDSAY WINEBERG AND ASSOCIATES, INC. PROFIT SHARING PLAN PROFIT SHARING 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-152473
Net assets as of the end of the plan year2025-10-15166142
Total assets as of the beginning of the plan year2025-10-15146907
Other expenses paid from plan in this plan year2025-10-151123
Other income to plan in this plan year2025-10-1521708
Plan net income in this plan year2025-10-1519235
Net assets as of the end of the plan year2025-10-15166142
Net assets as of the beginning of the plan year2025-10-15146907
2024 : LINDSAY WINEBERG AND ASSOCIATES, INC. PROFIT SHARING PLAN PROFIT SHARING 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-1922500
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-192326
Net assets as of the end of the plan year2024-09-19203851
Total assets as of the beginning of the plan year2024-09-19152442
Participant contributions to plan in this plan year2024-09-190
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-1921735
Plan net income in this plan year2024-09-1928909
Net assets as of the end of the plan year2024-09-19181351
Net assets as of the beginning of the plan year2024-09-19152442
Employer contributions to plan in this plan year2024-09-199500
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-19819
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-26760
Net assets as of the end of the plan year2024-06-26142621
Total assets as of the beginning of the plan year2024-06-26118176
Participant contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-268205
Plan net income in this plan year2024-06-2624445
Net assets as of the end of the plan year2024-06-26142621
Net assets as of the beginning of the plan year2024-06-26118176
Employer contributions to plan in this plan year2024-06-2617000
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-26760

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