401k Plan data: RALPH WEINER AND ASSOCIATES 401(K) PLAN plan

RALPH WEINER AND ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	RALPH WEINER AND ASSOCIATES 401(K) PLAN
Plan identification number	003

RALPH WEINER AND ASSOCIATES 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

RALPH WEINER AND ASSOCIATES LLC has sponsored the creation of one or more 401k plans.

Company Name: RALPH WEINER AND ASSOCIATES LLC

Employer identification number (EIN): 364265379

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RALPH WEINER AND ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 GARY WEINER 2024-07-16 GARY WEINER 2024-07-16
003 2022-01-01 GARY WEINER 2023-09-20 GARY WEINER 2023-09-20
003 2021-01-01 GARY WEINER 2022-09-30 GARY WEINER 2022-09-30
003 2020-01-01 GARY WEINER 2021-08-27 GARY WEINER 2021-08-27
003 2019-01-01 GARY WEINER 2020-09-30 GARY WEINER 2020-09-30
003 2018-01-01 GARY WEINER 2019-10-04 GARY WEINER 2019-10-04
003 2017-01-01 STEVEN WEINER 2018-08-13 STEVEN WEINER 2018-08-13
003 2016-01-01 STEVEN WEINER 2017-09-15 STEVEN WEINER 2017-09-15
003 2015-01-01 STEVEN WEINER 2016-09-12 STEVEN WEINER 2016-09-12
003 2014-01-01 STEVEN WEINER 2015-09-22 STEVEN WEINER 2015-09-22
003 2013-01-01 STEVEN WEINER 2014-08-07 STEVEN WEINER 2014-08-07
003 2012-01-01 STEVEN WEINER 2013-09-09 STEVEN WEINER 2013-09-09
003 2011-01-01 STEVEN WEINER 2012-07-12 STEVEN WEINER 2012-07-12
003 2010-01-01 STEVEN WEINER 2011-10-11 STEVEN WEINER 2011-10-11
003 2009-01-01 YELENA NOVITSKAYA 2010-07-15
003 2009-01-01 STEVEN WEINER 2010-07-15
003 2009-01-01 STEVEN WEINER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	GARY WEINER	2024-07-16	GARY WEINER	2024-07-16
003	2022-01-01	GARY WEINER	2023-09-20	GARY WEINER	2023-09-20
003	2021-01-01	GARY WEINER	2022-09-30	GARY WEINER	2022-09-30
003	2020-01-01	GARY WEINER	2021-08-27	GARY WEINER	2021-08-27
003	2019-01-01	GARY WEINER	2020-09-30	GARY WEINER	2020-09-30
003	2018-01-01	GARY WEINER	2019-10-04	GARY WEINER	2019-10-04
003	2017-01-01	STEVEN WEINER	2018-08-13	STEVEN WEINER	2018-08-13
003	2016-01-01	STEVEN WEINER	2017-09-15	STEVEN WEINER	2017-09-15
003	2015-01-01	STEVEN WEINER	2016-09-12	STEVEN WEINER	2016-09-12
003	2014-01-01	STEVEN WEINER	2015-09-22	STEVEN WEINER	2015-09-22
003	2013-01-01	STEVEN WEINER	2014-08-07	STEVEN WEINER	2014-08-07
003	2012-01-01	STEVEN WEINER	2013-09-09	STEVEN WEINER	2013-09-09
003	2011-01-01	STEVEN WEINER	2012-07-12	STEVEN WEINER	2012-07-12
003	2010-01-01	STEVEN WEINER	2011-10-11	STEVEN WEINER	2011-10-11
003	2009-01-01			YELENA NOVITSKAYA	2010-07-15
003	2009-01-01			STEVEN WEINER	2010-07-15
003	2009-01-01	STEVEN WEINER

Plan Statistics for RALPH WEINER AND ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for RALPH WEINER AND ASSOCIATES 401(K) PLAN

Measure Date Value
2009: RALPH WEINER AND ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2009: RALPH WEINER AND ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on RALPH WEINER AND ASSOCIATES 401(K) PLAN

Measure	Date	Value
2009 : RALPH WEINER AND ASSOCIATES 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for RALPH WEINER AND ASSOCIATES 401(K) PLAN

2009: RALPH WEINER AND ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	RALPH WEINER AND ASSOCIATES LLC
Employer identification number (EIN):	364265379
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages