Plan Snapshot
- Plan Sponsor: Alan S. Weinstein, Cpa
- Sponsor EIN: 593147432
- Sponsor Address: P. O. BOX 148, WINTER PARK, FL, 32790
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $3.9M | $17,327 | $30,500 |
| 2023 | 2 | $3.7M | $5,000 | $30,000 |
| 2022 | 2 | $3.6M | $8,600 | $31,725 |