Plan Snapshot
- Plan Sponsor: Weinstein & Formanek, P.C.
- Sponsor EIN: 133118260
- Sponsor Address: 141 E BOSTON POST RD, MAMARONECK, NY, 105433758
- Plan Type: DC
- Total Participants: 3
- Total Assets: $874,743
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $874,743 | $8,419 | $62,710 |
| 2023 | 3 | $748,539 | $8,230 | $62,581 |
| 2022 | 3 | $649,668 | $8,200 | $20,500 |