Weinstein & Formanek, P.C.
Plan context: Weinstein & Formanek PC. Retirement Trust
EIN 13-3118260 • Mamaroneck, NY • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$874,743
2024 Contributions
$71,129
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $874,743 | $71,129 | $23,710iApproximate average salary by contribution assumption: employee only about $592,742 at 4% or $395,161 at 6%; with 50% employer match about $395,161 at 4% or $263,441 at 6%; with 100% employer match about $296,371 at 4% or $197,581 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $874,743 | $71,129 | $23,710iApproximate average salary by contribution assumption: employee only about $592,742 at 4% or $395,161 at 6%; with 50% employer match about $395,161 at 4% or $263,441 at 6%; with 100% employer match about $296,371 at 4% or $197,581 at 6%. |
| 2023 | 1 | 3 | $748,539 | $70,811 | $23,604iApproximate average salary by contribution assumption: employee only about $590,092 at 4% or $393,394 at 6%; with 50% employer match about $393,394 at 4% or $262,263 at 6%; with 100% employer match about $295,046 at 4% or $196,697 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $748,539 | $70,811 | $23,604iApproximate average salary by contribution assumption: employee only about $590,092 at 4% or $393,394 at 6%; with 50% employer match about $393,394 at 4% or $262,263 at 6%; with 100% employer match about $295,046 at 4% or $196,697 at 6%. |
| 2022 | 1 | 3 | $649,668 | $28,700 | $9,567iApproximate average salary by contribution assumption: employee only about $239,167 at 4% or $159,444 at 6%; with 50% employer match about $159,444 at 4% or $106,296 at 6%; with 100% employer match about $119,583 at 4% or $79,722 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $649,668 | $28,700 | $9,567iApproximate average salary by contribution assumption: employee only about $239,167 at 4% or $159,444 at 6%; with 50% employer match about $159,444 at 4% or $106,296 at 6%; with 100% employer match about $119,583 at 4% or $79,722 at 6%. |
| 2021 | 1 | 3 | $622,982 | $77,400 | $25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $622,982 | $77,400 | $25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%. |
| 2020 | 1 | 3 | $560,647 | $81,737 | $27,246iApproximate average salary by contribution assumption: employee only about $681,142 at 4% or $454,094 at 6%; with 50% employer match about $454,094 at 4% or $302,730 at 6%; with 100% employer match about $340,571 at 4% or $227,047 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $560,647 | $81,737 | $27,246iApproximate average salary by contribution assumption: employee only about $681,142 at 4% or $454,094 at 6%; with 50% employer match about $454,094 at 4% or $302,730 at 6%; with 100% employer match about $340,571 at 4% or $227,047 at 6%. |
| 2019 | 1 | 3 | $605,211 | $56,896 | $18,965iApproximate average salary by contribution assumption: employee only about $474,133 at 4% or $316,089 at 6%; with 50% employer match about $316,089 at 4% or $210,726 at 6%; with 100% employer match about $237,067 at 4% or $158,044 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $605,211 | $56,896 | $18,965iApproximate average salary by contribution assumption: employee only about $474,133 at 4% or $316,089 at 6%; with 50% employer match about $316,089 at 4% or $210,726 at 6%; with 100% employer match about $237,067 at 4% or $158,044 at 6%. |
| 2018 | 1 | 3 | $568,554 | $77,295 | $25,765iApproximate average salary by contribution assumption: employee only about $644,125 at 4% or $429,417 at 6%; with 50% employer match about $429,417 at 4% or $286,278 at 6%; with 100% employer match about $322,063 at 4% or $214,708 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $568,554 | $77,295 | $25,765iApproximate average salary by contribution assumption: employee only about $644,125 at 4% or $429,417 at 6%; with 50% employer match about $429,417 at 4% or $286,278 at 6%; with 100% employer match about $322,063 at 4% or $214,708 at 6%. |
| 2017 | 1 | 3 | $526,151 | $74,479 | $24,826iApproximate average salary by contribution assumption: employee only about $620,658 at 4% or $413,772 at 6%; with 50% employer match about $413,772 at 4% or $275,848 at 6%; with 100% employer match about $310,329 at 4% or $206,886 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $526,151 | $74,479 | $24,826iApproximate average salary by contribution assumption: employee only about $620,658 at 4% or $413,772 at 6%; with 50% employer match about $413,772 at 4% or $275,848 at 6%; with 100% employer match about $310,329 at 4% or $206,886 at 6%. |
| 2016 | 1 | 3 | $455,575 | $7,151 | $2,384iApproximate average salary by contribution assumption: employee only about $59,592 at 4% or $39,728 at 6%; with 50% employer match about $39,728 at 4% or $26,485 at 6%; with 100% employer match about $29,796 at 4% or $19,864 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $455,575 | $7,151 | $2,384iApproximate average salary by contribution assumption: employee only about $59,592 at 4% or $39,728 at 6%; with 50% employer match about $39,728 at 4% or $26,485 at 6%; with 100% employer match about $29,796 at 4% or $19,864 at 6%. |
| 2015 | 1 | 3 | $534,078 | $74,629 | $24,876iApproximate average salary by contribution assumption: employee only about $621,908 at 4% or $414,606 at 6%; with 50% employer match about $414,606 at 4% or $276,404 at 6%; with 100% employer match about $310,954 at 4% or $207,303 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $534,078 | $74,629 | $24,876iApproximate average salary by contribution assumption: employee only about $621,908 at 4% or $414,606 at 6%; with 50% employer match about $414,606 at 4% or $276,404 at 6%; with 100% employer match about $310,954 at 4% or $207,303 at 6%. |
| 2014 | 1 | 3 | $475,301 | $83,217 | $27,739iApproximate average salary by contribution assumption: employee only about $693,475 at 4% or $462,317 at 6%; with 50% employer match about $462,317 at 4% or $308,211 at 6%; with 100% employer match about $346,738 at 4% or $231,158 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $475,301 | $83,217 | $27,739iApproximate average salary by contribution assumption: employee only about $693,475 at 4% or $462,317 at 6%; with 50% employer match about $462,317 at 4% or $308,211 at 6%; with 100% employer match about $346,738 at 4% or $231,158 at 6%. |
| 2013 | 1 | 3 | $375,610 | $72,743 | $24,248iApproximate average salary by contribution assumption: employee only about $606,192 at 4% or $404,128 at 6%; with 50% employer match about $404,128 at 4% or $269,419 at 6%; with 100% employer match about $303,096 at 4% or $202,064 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $375,610 | $72,743 | $24,248iApproximate average salary by contribution assumption: employee only about $606,192 at 4% or $404,128 at 6%; with 50% employer match about $404,128 at 4% or $269,419 at 6%; with 100% employer match about $303,096 at 4% or $202,064 at 6%. |
| 2012 | 1 | 4 | $341,395 | $66,875 | $16,719iApproximate average salary by contribution assumption: employee only about $417,969 at 4% or $278,646 at 6%; with 50% employer match about $278,646 at 4% or $185,764 at 6%; with 100% employer match about $208,984 at 4% or $139,323 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 4 | $341,395 | $66,875 | $16,719iApproximate average salary by contribution assumption: employee only about $417,969 at 4% or $278,646 at 6%; with 50% employer match about $278,646 at 4% or $185,764 at 6%; with 100% employer match about $208,984 at 4% or $139,323 at 6%. |
| 2011 | 1 | 4 | $244,435 | $20,781 | $5,195iApproximate average salary by contribution assumption: employee only about $129,881 at 4% or $86,588 at 6%; with 50% employer match about $86,588 at 4% or $57,725 at 6%; with 100% employer match about $64,941 at 4% or $43,294 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 4 | $244,435 | $20,781 | $5,195iApproximate average salary by contribution assumption: employee only about $129,881 at 4% or $86,588 at 6%; with 50% employer match about $86,588 at 4% or $57,725 at 6%; with 100% employer match about $64,941 at 4% or $43,294 at 6%. |
| 2009 | 1 | 3 | $162,526 | $33,562 | $11,187iApproximate average salary by contribution assumption: employee only about $279,683 at 4% or $186,456 at 6%; with 50% employer match about $186,456 at 4% or $124,304 at 6%; with 100% employer match about $139,842 at 4% or $93,228 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | $162,526 | $33,562 | $11,187iApproximate average salary by contribution assumption: employee only about $279,683 at 4% or $186,456 at 6%; with 50% employer match about $186,456 at 4% or $124,304 at 6%; with 100% employer match about $139,842 at 4% or $93,228 at 6%. |
| 2008 | 1 | 4 | $156,825 | $63,130 | $15,783iApproximate average salary by contribution assumption: employee only about $394,563 at 4% or $263,042 at 6%; with 50% employer match about $263,042 at 4% or $175,361 at 6%; with 100% employer match about $197,281 at 4% or $131,521 at 6%. |
| Weinstein & Formanek PC. Retirement Trust | - | 4 | $156,825 | $63,130 | $15,783iApproximate average salary by contribution assumption: employee only about $394,563 at 4% or $263,042 at 6%; with 50% employer match about $263,042 at 4% or $175,361 at 6%; with 100% employer match about $197,281 at 4% or $131,521 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Weinstein & Formanek PC. Retirement Trust | - | 3 | - | - | - |
| 2002 | 1 | 2 | $293,951 | $0 | - |
| Weinstein & Formanek PC. Retirement Trust | - | 2 | $293,951 | - | - |
| 2001 | 1 | 2 | $352,529 | $0 | - |
| Weinstein & Formanek PC. Retirement Trust | - | 2 | $352,529 | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Weinstein & Formanek PC. Retirement Trust | - | 2 | - | - | - |
| 1999 | 1 | 2 | $583,948 | $0 | - |
| Weinstein & Formanek PC. Retirement Trust | - | 2 | $583,948 | - | - |