401k Plan data: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST plan

WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST
Plan identification number	002

WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 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
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.
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

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

Company Name: WEINSTEIN & WISSER, P.C.

Employer identification number (EIN): 061301587

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KERRY WISSER 2024-02-20
002 2022-01-01 KERRY WISSER 2023-03-28
002 2021-01-01 KERRY WISSER 2022-02-22
002 2020-01-01 KERRY WISSER 2021-03-02
002 2019-01-01 KERRY WISSER 2020-02-07
002 2018-01-01 KERRY WISSER 2019-02-26
002 2017-01-01 KERRY WISSER
002 2016-01-01 KERRY WISSER
002 2015-01-01 KERRY WISSER
002 2014-01-01 KERRY WISSER
002 2013-01-01 KERRY WISSER
002 2012-01-01 KERRY WISSER 2013-02-26
002 2011-01-01 KERRY WISSER 2012-02-13
002 2010-01-01 KERRY WISSER 2011-03-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KERRY WISSER	2024-02-20
002	2022-01-01	KERRY WISSER	2023-03-28
002	2021-01-01	KERRY WISSER	2022-02-22
002	2020-01-01	KERRY WISSER	2021-03-02
002	2019-01-01	KERRY WISSER	2020-02-07
002	2018-01-01	KERRY WISSER	2019-02-26
002	2017-01-01	KERRY WISSER
002	2016-01-01	KERRY WISSER
002	2015-01-01	KERRY WISSER
002	2014-01-01	KERRY WISSER
002	2013-01-01	KERRY WISSER
002	2012-01-01	KERRY WISSER	2013-02-26
002	2011-01-01	KERRY WISSER	2012-02-13
002	2010-01-01	KERRY WISSER	2011-03-07

Plan Statistics for WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2017 : WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,533,850
Expenses. Total of all expenses incurred	2017-12-31	$456,368
Benefits paid (including direct rollovers)	2017-12-31	$456,368
Total plan assets at end of year	2017-12-31	$10,477,770
Total plan assets at beginning of year	2017-12-31	$9,400,288
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,383,245
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,077,482
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,477,770
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,400,288
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$150,605
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$588,227
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$9,400,288
Total plan assets at beginning of year	2016-12-31	$8,812,061
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$76,429
Other income received	2016-12-31	$364,853
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$588,227
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,400,288
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,812,061
Assets. Value of participant loans	2016-12-31	$1,224
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$57,035
Total contributions received or receivable from employer(s)	2016-12-31	$146,945
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$52,835
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$8,812,061
Total plan assets at beginning of year	2015-12-31	$8,759,226
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-93,038
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$52,835
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,812,061
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,759,226
Assets. Value of participant loans	2015-12-31	$2,637
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$32,383
Total contributions received or receivable from employer(s)	2015-12-31	$145,873
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$754,191
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$8,759,226
Total plan assets at beginning of year	2014-12-31	$8,005,035
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$23,335
Other income received	2014-12-31	$595,937
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$754,191
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,759,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,005,035
Assets. Value of participant loans	2014-12-31	$3,991
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$11,823
Total contributions received or receivable from employer(s)	2014-12-31	$134,919
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,579,858
Expenses. Total of all expenses incurred	2013-12-31	$304,869
Benefits paid (including direct rollovers)	2013-12-31	$304,869
Total plan assets at end of year	2013-12-31	$8,005,035
Total plan assets at beginning of year	2013-12-31	$6,730,046
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,448,829
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,274,989
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,005,035
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,730,046
Assets. Value of participant loans	2013-12-31	$5,289
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$29,406
Total contributions received or receivable from employer(s)	2013-12-31	$131,029
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST

2017: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEINSTEIN & WISSER, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEINSTEIN & WISSER, P.C.
Employer identification number (EIN):	061301587
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers