# Alan S. Weinstein, Cpa 401(k) Plan
Source: https://planprovider.pro/companies/alan-s-weinstein-cpa-plan

> Alan S. Weinstein, Cpa's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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