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WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 401k Plan overview

Plan NameWISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN
Plan identification number 001

WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

WISHNOW, ROSS, WARSAVSKY & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WISHNOW, ROSS, WARSAVSKY & COMPANY
Employer identification number (EIN):953048720
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK R. ROSS2024-03-10
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARK R. ROSS
0012017-01-01MARK R. ROSS
0012016-01-01MARK R. ROSS
0012015-01-01MARK R. ROSS
0012014-01-01MARK R. ROSS
0012013-01-01MARK R. ROSS
0012012-01-01MARK R. ROSS
0012011-01-01MARK R. ROSS
0012009-01-01MARK R. ROSS
0012009-01-01MARK R. ROSS

Plan Statistics for WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN

401k plan membership statisitcs for WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN

Measure Date Value
2022: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-011
Total of all active and inactive participants2022-01-0118
Total participants2022-01-0118
Number of participants with account balances2022-01-0117
2021: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Total of all active and inactive participants2021-01-0118
Total participants2021-01-0118
Number of participants with account balances2021-01-0118
2020: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-0118
Total participants2020-01-0118
Number of participants with account balances2020-01-0117
2019: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Total of all active and inactive participants2019-01-0118
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
2018: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Total of all active and inactive participants2018-01-0116
Total participants2018-01-0116
2017: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-0117
Total participants2017-01-0117
2016: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-0112
Total participants2016-01-0112
2015: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
2014: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
2013: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-014
Total of all active and inactive participants2013-01-0115
Total participants2013-01-0115
2012: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-012
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
2011: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-013
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
2009: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116

Financial Data on WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN

Measure Date Value
2022 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-553,672
Expenses. Total of all expenses incurred2022-12-31$3,714
Benefits paid (including direct rollovers)2022-12-31$3,714
Total plan assets at end of year2022-12-31$2,152,418
Total plan assets at beginning of year2022-12-31$2,709,804
Value of fidelity bond covering the plan2022-12-31$300,000
Total contributions received or receivable from participants2022-12-31$96,049
Other income received2022-12-31$-649,721
Net income (gross income less expenses)2022-12-31$-557,386
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,152,418
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,709,804
Assets. Value of participant loans2022-12-31$18,481
2021 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$683,878
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,709,804
Total plan assets at beginning of year2021-12-31$2,025,926
Value of fidelity bond covering the plan2021-12-31$300,000
Total contributions received or receivable from participants2021-12-31$108,238
Other income received2021-12-31$575,640
Net income (gross income less expenses)2021-12-31$683,878
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,709,804
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,025,926
Assets. Value of participant loans2021-12-31$56,721
2020 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$499,155
Expenses. Total of all expenses incurred2020-12-31$49,084
Benefits paid (including direct rollovers)2020-12-31$49,084
Total plan assets at end of year2020-12-31$2,025,926
Total plan assets at beginning of year2020-12-31$1,575,855
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$104,341
Other income received2020-12-31$394,814
Net income (gross income less expenses)2020-12-31$450,071
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,025,926
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,575,855
Assets. Value of participant loans2020-12-31$53,440
2019 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$435,376
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,575,855
Total plan assets at beginning of year2019-12-31$1,140,479
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$114,547
Other income received2019-12-31$320,829
Net income (gross income less expenses)2019-12-31$435,376
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,575,855
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,140,479
2018 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$126,384
Expenses. Total of all expenses incurred2018-12-31$118,675
Benefits paid (including direct rollovers)2018-12-31$118,675
Total plan assets at end of year2018-12-31$1,140,479
Total plan assets at beginning of year2018-12-31$1,132,770
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$144,830
Other income received2018-12-31$-18,446
Net income (gross income less expenses)2018-12-31$7,709
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,140,479
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,132,770
2017 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$266,569
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,132,770
Total plan assets at beginning of year2017-12-31$866,201
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$123,853
Other income received2017-12-31$142,716
Net income (gross income less expenses)2017-12-31$266,569
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,132,770
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$866,201
2016 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$193,059
Expenses. Total of all expenses incurred2016-12-31$1,770
Benefits paid (including direct rollovers)2016-12-31$1,770
Total plan assets at end of year2016-12-31$866,201
Total plan assets at beginning of year2016-12-31$674,912
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$92,791
Other income received2016-12-31$100,268
Net income (gross income less expenses)2016-12-31$191,289
Net plan assets at end of year (total assets less liabilities)2016-12-31$866,201
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$674,912
2015 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$64,131
Expenses. Total of all expenses incurred2015-12-31$1,320
Benefits paid (including direct rollovers)2015-12-31$1,320
Total plan assets at end of year2015-12-31$674,912
Total plan assets at beginning of year2015-12-31$612,101
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$103,313
Other income received2015-12-31$-39,182
Net income (gross income less expenses)2015-12-31$62,811
Net plan assets at end of year (total assets less liabilities)2015-12-31$674,912
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$612,101
Assets. Value of participant loans2015-12-31$7,608
2014 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$118,950
Expenses. Total of all expenses incurred2014-12-31$4,016
Benefits paid (including direct rollovers)2014-12-31$4,016
Total plan assets at end of year2014-12-31$612,101
Total plan assets at beginning of year2014-12-31$497,167
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$56,358
Other income received2014-12-31$62,592
Net income (gross income less expenses)2014-12-31$114,934
Net plan assets at end of year (total assets less liabilities)2014-12-31$612,101
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$497,167
Assets. Value of participant loans2014-12-31$9,748
2013 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$56,879
Expenses. Total of all expenses incurred2013-12-31$183,239
Benefits paid (including direct rollovers)2013-12-31$183,239
Total plan assets at end of year2013-12-31$497,167
Total plan assets at beginning of year2013-12-31$623,527
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$64,230
Contributions received from other sources (not participants or employers)2013-12-31$475
Other income received2013-12-31$-7,826
Net income (gross income less expenses)2013-12-31$-126,360
Net plan assets at end of year (total assets less liabilities)2013-12-31$497,167
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$623,527
Assets. Value of participant loans2013-12-31$5,920
2012 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$4,832
Total income from all sources2012-12-31$160,824
Expenses. Total of all expenses incurred2012-12-31$74,255
Benefits paid (including direct rollovers)2012-12-31$74,255
Total plan assets at end of year2012-12-31$623,527
Total plan assets at beginning of year2012-12-31$532,126
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$89,942
Other income received2012-12-31$70,882
Net income (gross income less expenses)2012-12-31$86,569
Net plan assets at end of year (total assets less liabilities)2012-12-31$623,527
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$532,126
Assets. Value of participant loans2012-12-31$3,942
2011 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$48,124
Expenses. Total of all expenses incurred2011-12-31$211,979
Benefits paid (including direct rollovers)2011-12-31$211,979
Total plan assets at end of year2011-12-31$532,126
Total plan assets at beginning of year2011-12-31$695,981
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$89,998
Other income received2011-12-31$-41,874
Net income (gross income less expenses)2011-12-31$-163,855
Net plan assets at end of year (total assets less liabilities)2011-12-31$532,126
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$695,981
Assets. Value of participant loans2011-12-31$5,424
2010 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$123,063
Expenses. Total of all expenses incurred2010-12-31$36,304
Benefits paid (including direct rollovers)2010-12-31$36,304
Total plan assets at end of year2010-12-31$695,981
Total plan assets at beginning of year2010-12-31$609,222
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$115,782
Other income received2010-12-31$7,281
Net income (gross income less expenses)2010-12-31$86,759
Net plan assets at end of year (total assets less liabilities)2010-12-31$695,981
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$609,222
Assets. Value of participant loans2010-12-31$6,673

Form 5500 Responses for WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN

2022: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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