Civic Intelligence

Alan S. Weinstein, CPA

Plan context: Alan S. Weinstein, CPA 401(K) Plan

EIN 59-3147432 • Maitland, FL • 21 filings • 2 plans

Post Office Box 940385Maitland, FL 32794-0385
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,852,380

2024 Contributions

$47,827

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,852,380$1,926,190$0201120182024YearValue
$3,852,380Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201120182024YearValue
2Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$3,852,380$47,827$23,914iApproximate average salary by contribution assumption: employee only about $597,838 at 4% or $398,558 at 6%; with 50% employer match about $398,558 at 4% or $265,706 at 6%; with 100% employer match about $298,919 at 4% or $199,279 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$3,852,380$47,827$23,914iApproximate average salary by contribution assumption: employee only about $597,838 at 4% or $398,558 at 6%; with 50% employer match about $398,558 at 4% or $265,706 at 6%; with 100% employer match about $298,919 at 4% or $199,279 at 6%.
202312$3,715,305$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$3,715,305$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
202212$3,612,658$40,325$20,163iApproximate average salary by contribution assumption: employee only about $504,063 at 4% or $336,042 at 6%; with 50% employer match about $336,042 at 4% or $224,028 at 6%; with 100% employer match about $252,031 at 4% or $168,021 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$3,612,658$40,325$20,163iApproximate average salary by contribution assumption: employee only about $504,063 at 4% or $336,042 at 6%; with 50% employer match about $336,042 at 4% or $224,028 at 6%; with 100% employer match about $252,031 at 4% or $168,021 at 6%.
202112$3,094,137$79,825$39,913iApproximate average salary by contribution assumption: employee only about $997,813 at 4% or $665,208 at 6%; with 50% employer match about $665,208 at 4% or $443,472 at 6%; with 100% employer match about $498,906 at 4% or $332,604 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$3,094,137$79,825$39,913iApproximate average salary by contribution assumption: employee only about $997,813 at 4% or $665,208 at 6%; with 50% employer match about $665,208 at 4% or $443,472 at 6%; with 100% employer match about $498,906 at 4% or $332,604 at 6%.
202012$2,931,123$87,102$43,551iApproximate average salary by contribution assumption: employee only about $1,088,775 at 4% or $725,850 at 6%; with 50% employer match about $725,850 at 4% or $483,900 at 6%; with 100% employer match about $544,388 at 4% or $362,925 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$2,931,123$87,102$43,551iApproximate average salary by contribution assumption: employee only about $1,088,775 at 4% or $725,850 at 6%; with 50% employer match about $725,850 at 4% or $483,900 at 6%; with 100% employer match about $544,388 at 4% or $362,925 at 6%.
201912$2,837,385$2,401,508$1,200,754iApproximate average salary by contribution assumption: employee only about $30,018,850 at 4% or $20,012,567 at 6%; with 50% employer match about $20,012,567 at 4% or $13,341,711 at 6%; with 100% employer match about $15,009,425 at 4% or $10,006,283 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$2,837,385$2,401,508$1,200,754iApproximate average salary by contribution assumption: employee only about $30,018,850 at 4% or $20,012,567 at 6%; with 50% employer match about $20,012,567 at 4% or $13,341,711 at 6%; with 100% employer match about $15,009,425 at 4% or $10,006,283 at 6%.
201822$396,784$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$396,784$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-0---
201722$2,597,676$176,690$88,345iApproximate average salary by contribution assumption: employee only about $2,208,625 at 4% or $1,472,417 at 6%; with 50% employer match about $1,472,417 at 4% or $981,611 at 6%; with 100% employer match about $1,104,313 at 4% or $736,208 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-2$2,269,171$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$328,505$56,690$28,345iApproximate average salary by contribution assumption: employee only about $708,625 at 4% or $472,417 at 6%; with 50% employer match about $472,417 at 4% or $314,944 at 6%; with 100% employer match about $354,313 at 4% or $236,208 at 6%.
201622$2,323,480$215,835$107,918iApproximate average salary by contribution assumption: employee only about $2,697,938 at 4% or $1,798,625 at 6%; with 50% employer match about $1,798,625 at 4% or $1,199,083 at 6%; with 100% employer match about $1,348,969 at 4% or $899,313 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-2$2,054,596$157,400$78,700iApproximate average salary by contribution assumption: employee only about $1,967,500 at 4% or $1,311,667 at 6%; with 50% employer match about $1,311,667 at 4% or $874,444 at 6%; with 100% employer match about $983,750 at 4% or $655,833 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$268,884$58,435$29,218iApproximate average salary by contribution assumption: employee only about $730,438 at 4% or $486,958 at 6%; with 50% employer match about $486,958 at 4% or $324,639 at 6%; with 100% employer match about $365,219 at 4% or $243,479 at 6%.
201524$2,072,222$79,500$19,875iApproximate average salary by contribution assumption: employee only about $496,875 at 4% or $331,250 at 6%; with 50% employer match about $331,250 at 4% or $220,833 at 6%; with 100% employer match about $248,438 at 4% or $165,625 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-4$1,863,192--
Alan S. Weinstein, CPA 401(K) Plan-3$209,030$79,500$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201424$1,776,913$26,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-4$1,648,223--
Alan S. Weinstein, CPA 401(K) Plan-2$128,690$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201324$1,675,606$102,150$25,538iApproximate average salary by contribution assumption: employee only about $638,438 at 4% or $425,625 at 6%; with 50% employer match about $425,625 at 4% or $283,750 at 6%; with 100% employer match about $319,219 at 4% or $212,813 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-4$1,573,696$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-2$101,910$27,150$13,575iApproximate average salary by contribution assumption: employee only about $339,375 at 4% or $226,250 at 6%; with 50% employer match about $226,250 at 4% or $150,833 at 6%; with 100% employer match about $169,688 at 4% or $113,125 at 6%.
201224$1,507,358$173,500$43,375iApproximate average salary by contribution assumption: employee only about $1,084,375 at 4% or $722,917 at 6%; with 50% employer match about $722,917 at 4% or $481,944 at 6%; with 100% employer match about $542,188 at 4% or $361,458 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-4$1,433,429$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Alan S. Weinstein, CPA 401(K) Plan-4$73,929$23,500$5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%.
201114$1,214,264$184,424$46,106iApproximate average salary by contribution assumption: employee only about $1,152,650 at 4% or $768,433 at 6%; with 50% employer match about $768,433 at 4% or $512,289 at 6%; with 100% employer match about $576,325 at 4% or $384,217 at 6%.
Alan S. Weinstein, CPA Defined Benefit Plan-4$1,214,264$184,424$46,106iApproximate average salary by contribution assumption: employee only about $1,152,650 at 4% or $768,433 at 6%; with 50% employer match about $768,433 at 4% or $512,289 at 6%; with 100% employer match about $576,325 at 4% or $384,217 at 6%.