W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
W G SHAHEEN & ASSOCIATES LTD
This 401(k) plan holds N/A in total assets and serves 12 participants as of 2024. It is sponsored by W G SHAHEEN & ASSOCIATES LTD in New York.
What the Filing Says About W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST
W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by W G SHAHEEN & ASSOCIATES LTD, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 12 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 161577084, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 161577084 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W G SHAHEEN & ASSOCIATES LTD)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | N/A |
| 2023 | 1 | 12 | N/A |
| 2024 | 1 | 12 | N/A |
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Frequently Asked Questions
How much money is in the W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST? ▼
What type of plan is W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST? ▼
Who sponsors the W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST? ▼
How did W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST perform in 2024? ▼
Where can I find official filings for W G SHAHEEN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 161577084.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.