Weinstein & Formanek, P.C. Retirement Plan — Form 5500 plan (Weinstein & Formanek, P.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Weinstein & Formanek, P.C. Retirement Plan is a benefit plan reported by Weinstein & Formanek, P.C. under EIN 13-3118260 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $748,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weinstein & Formanek, P.C.
- EIN
- 13-3118260
- Plan number
- 003
- Plan type
- 2
- Location
- Mamaroneck, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $748,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240705160817NAL0010536049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $748,539
- Net assets (EOY)
- $748,539
- Net assets (BOY)
- $649,668
Income & contributions
- Employer contributions
- $8,230
- Participant contributions
- $62,581
- Total income / additions
- $98,871
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $98,871
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.