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WALKER 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWALKER 401(K) RETIREMENT PLAN
Plan identification number 001

WALKER 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALKER THERAPEUTIC AND EDUCATIONAL PROGRAMS has sponsored the creation of one or more 401k plans.

Company Name:WALKER THERAPEUTIC AND EDUCATIONAL PROGRAMS
Employer identification number (EIN):042171186
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01ROBERTA GOLDMAN-WILKINSON
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012013-01-01DOUGLAS SHATKIN
0012012-01-01DOUGLAS SHATKIN
0012011-01-01GLENN BERGEVIN
0012010-01-01GLENN BERGEVIN GLENN BERGEVIN2011-09-30
0012009-01-01GLENN BERGEVIN GLENN BERGEVIN2010-10-06
0012009-01-01GLENN BERGEVIN GLENN BERGEVIN2010-10-05

Plan Statistics for WALKER 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WALKER 401(K) RETIREMENT PLAN

Measure Date Value
2021: WALKER 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01482
Total number of active participants reported on line 7a of the Form 55002021-07-01251
Number of retired or separated participants receiving benefits2021-07-0120
Number of other retired or separated participants entitled to future benefits2021-07-01194
Total of all active and inactive participants2021-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-01468
Number of participants with account balances2021-07-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0121
2020: WALKER 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01489
Total number of active participants reported on line 7a of the Form 55002020-07-01269
Number of retired or separated participants receiving benefits2020-07-0118
Number of other retired or separated participants entitled to future benefits2020-07-01192
Total of all active and inactive participants2020-07-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01482
Number of participants with account balances2020-07-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: WALKER 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01495
Total number of active participants reported on line 7a of the Form 55002019-07-01277
Number of retired or separated participants receiving benefits2019-07-0134
Number of other retired or separated participants entitled to future benefits2019-07-01174
Total of all active and inactive participants2019-07-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01488
Number of participants with account balances2019-07-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0148
2018: WALKER 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01593
Total number of active participants reported on line 7a of the Form 55002018-07-01279
Number of retired or separated participants receiving benefits2018-07-0124
Number of other retired or separated participants entitled to future benefits2018-07-01189
Total of all active and inactive participants2018-07-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01495
Number of participants with account balances2018-07-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0140
2017: WALKER 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01588
Total number of active participants reported on line 7a of the Form 55002017-07-01290
Number of retired or separated participants receiving benefits2017-07-0133
Number of other retired or separated participants entitled to future benefits2017-07-01263
Total of all active and inactive participants2017-07-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01590
Number of participants with account balances2017-07-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0149
2016: WALKER 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01559
Total number of active participants reported on line 7a of the Form 55002016-07-01291
Number of retired or separated participants receiving benefits2016-07-0129
Number of other retired or separated participants entitled to future benefits2016-07-01264
Total of all active and inactive participants2016-07-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01588
Number of participants with account balances2016-07-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0141
2015: WALKER 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01500
Total number of active participants reported on line 7a of the Form 55002015-07-01324
Number of retired or separated participants receiving benefits2015-07-0126
Number of other retired or separated participants entitled to future benefits2015-07-01203
Total of all active and inactive participants2015-07-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-01559
Number of participants with account balances2015-07-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0136
2014: WALKER 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01469
Total number of active participants reported on line 7a of the Form 55002014-07-01312
Number of retired or separated participants receiving benefits2014-07-0125
Number of other retired or separated participants entitled to future benefits2014-07-01162
Total of all active and inactive participants2014-07-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01500
Number of participants with account balances2014-07-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0121
2013: WALKER 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01470
Total number of active participants reported on line 7a of the Form 55002013-07-01307
Number of retired or separated participants receiving benefits2013-07-0119
Number of other retired or separated participants entitled to future benefits2013-07-01143
Total of all active and inactive participants2013-07-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01469
Number of participants with account balances2013-07-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0139
Total participants, beginning-of-year2013-01-01462
Total number of active participants reported on line 7a of the Form 55002013-01-01340
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01126
Total of all active and inactive participants2013-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01470
Number of participants with account balances2013-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALKER 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01426
Total number of active participants reported on line 7a of the Form 55002012-01-01333
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01124
Total of all active and inactive participants2012-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01462
Number of participants with account balances2012-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WALKER 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01323
Total number of active participants reported on line 7a of the Form 55002011-01-01302
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01123
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01426
Number of participants with account balances2011-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WALKER 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01354
Total number of active participants reported on line 7a of the Form 55002010-01-01215
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01108
Total of all active and inactive participants2010-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01323
Number of participants with account balances2010-01-01295
2009: WALKER 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01320
Total number of active participants reported on line 7a of the Form 55002009-01-01315
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01315
Number of participants with account balances2009-01-01315

Financial Data on WALKER 401(K) RETIREMENT PLAN

Measure Date Value
2022 : WALKER 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-807,463
Total of all expenses incurred2022-06-30$639,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$629,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$702,288
Value of total assets at end of year2022-06-30$10,387,726
Value of total assets at beginning of year2022-06-30$11,835,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$10,942
Total interest from all sources2022-06-30$3,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$562,986
Participant contributions at end of year2022-06-30$54,572
Participant contributions at beginning of year2022-06-30$90,063
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$9,302
Other income not declared elsewhere2022-06-30$-1,513,081
Total non interest bearing cash at end of year2022-06-30$52,326
Total non interest bearing cash at beginning of year2022-06-30$35,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,447,455
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,387,726
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,835,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,020,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,326,550
Value of interest in pooled separate accounts at end of year2022-06-30$7,118,931
Value of interest in pooled separate accounts at beginning of year2022-06-30$8,180,382
Interest on participant loans2022-06-30$3,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,011,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,042,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$130,000
Employer contributions (assets) at end of year2022-06-30$130,000
Employer contributions (assets) at beginning of year2022-06-30$160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$629,050
Contract administrator fees2022-06-30$10,942
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-06-30431947695
2021 : WALKER 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$3,400,314
Total of all expenses incurred2021-06-30$613,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$593,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$747,692
Value of total assets at end of year2021-06-30$11,835,181
Value of total assets at beginning of year2021-06-30$9,048,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$20,372
Total interest from all sources2021-06-30$4,166
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$47,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$47,091
Administrative expenses professional fees incurred2021-06-30$10,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$567,130
Participant contributions at end of year2021-06-30$90,063
Participant contributions at beginning of year2021-06-30$83,611
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$20,562
Other income not declared elsewhere2021-06-30$2,601,365
Total non interest bearing cash at end of year2021-06-30$35,813
Total non interest bearing cash at beginning of year2021-06-30$58,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,786,633
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,835,181
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,048,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,326,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,874,760
Value of interest in pooled separate accounts at end of year2021-06-30$8,180,382
Value of interest in pooled separate accounts at beginning of year2021-06-30$5,855,055
Interest on participant loans2021-06-30$4,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,042,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,046,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$160,000
Employer contributions (assets) at end of year2021-06-30$160,000
Employer contributions (assets) at beginning of year2021-06-30$130,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$593,309
Contract administrator fees2021-06-30$10,372
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MAYER HOFFMANN MCCANN PC
Accountancy firm EIN2021-06-30431947695
2020 : WALKER 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$1,098,554
Total of all expenses incurred2020-06-30$657,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$640,527
Expenses. Certain deemed distributions of participant loans2020-06-30$2,285
Value of total corrective distributions2020-06-30$774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$771,996
Value of total assets at end of year2020-06-30$9,048,548
Value of total assets at beginning of year2020-06-30$8,607,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$13,750
Total interest from all sources2020-06-30$5,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$532,142
Participant contributions at end of year2020-06-30$83,611
Participant contributions at beginning of year2020-06-30$82,239
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$109,854
Other income not declared elsewhere2020-06-30$321,372
Administrative expenses (other) incurred2020-06-30$1,139
Total non interest bearing cash at end of year2020-06-30$58,558
Total non interest bearing cash at beginning of year2020-06-30$178,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$441,218
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,048,548
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,607,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,874,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,537,380
Value of interest in pooled separate accounts at end of year2020-06-30$5,855,055
Value of interest in pooled separate accounts at beginning of year2020-06-30$5,343,563
Interest on participant loans2020-06-30$5,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,046,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,285,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$130,000
Employer contributions (assets) at end of year2020-06-30$130,000
Employer contributions (assets) at beginning of year2020-06-30$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$640,527
Contract administrator fees2020-06-30$12,611
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-06-30431947695
2019 : WALKER 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,375,025
Total of all expenses incurred2019-06-30$1,207,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,172,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$951,952
Value of total assets at end of year2019-06-30$8,607,330
Value of total assets at beginning of year2019-06-30$8,440,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$34,747
Total interest from all sources2019-06-30$3,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$490,611
Participant contributions at end of year2019-06-30$82,239
Participant contributions at beginning of year2019-06-30$84,541
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$281,341
Other income not declared elsewhere2019-06-30$419,541
Total non interest bearing cash at end of year2019-06-30$178,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$167,289
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,607,330
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,440,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$15,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,537,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,657,310
Value of interest in pooled separate accounts at end of year2019-06-30$5,343,563
Value of interest in pooled separate accounts at beginning of year2019-06-30$5,241,982
Interest on participant loans2019-06-30$3,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,285,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,241,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$180,000
Employer contributions (assets) at end of year2019-06-30$180,000
Employer contributions (assets) at beginning of year2019-06-30$214,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,172,989
Contract administrator fees2019-06-30$19,650
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-06-30431947695
2018 : WALKER 401(K) RETIREMENT PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$6,455
Total income from all sources (including contributions)2018-06-30$1,589,040
Total of all expenses incurred2018-06-30$602,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$584,132
Value of total corrective distributions2018-06-30$575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$876,007
Value of total assets at end of year2018-06-30$8,440,041
Value of total assets at beginning of year2018-06-30$7,459,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$17,304
Total interest from all sources2018-06-30$3,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$451,635
Participant contributions at end of year2018-06-30$84,541
Participant contributions at beginning of year2018-06-30$66,468
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$209,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$6,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$987,029
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,440,041
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,453,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$17,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,657,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,719,728
Value of interest in pooled separate accounts at end of year2018-06-30$5,241,982
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,427,913
Interest on participant loans2018-06-30$3,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,241,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,024,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$709,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$214,460
Employer contributions (assets) at end of year2018-06-30$214,460
Employer contributions (assets) at beginning of year2018-06-30$221,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$584,132
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-06-30431947695
2017 : WALKER 401(K) RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$6,455
Total income from all sources (including contributions)2017-06-30$1,541,485
Total of all expenses incurred2017-06-30$898,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$880,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$668,225
Value of total assets at end of year2017-06-30$7,459,467
Value of total assets at beginning of year2017-06-30$6,809,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$17,494
Total interest from all sources2017-06-30$2,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$444,453
Participant contributions at end of year2017-06-30$66,468
Participant contributions at beginning of year2017-06-30$80,641
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$6,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$643,386
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,453,012
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,809,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$17,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,719,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,754,404
Value of interest in pooled separate accounts at end of year2017-06-30$4,427,913
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,746,764
Interest on participant loans2017-06-30$2,596
Interest earned on other investments2017-06-30$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,024,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,009,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$870,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$221,299
Employer contributions (assets) at end of year2017-06-30$221,299
Employer contributions (assets) at beginning of year2017-06-30$218,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$880,605
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-06-30431947695
2016 : WALKER 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$673,820
Total of all expenses incurred2016-06-30$894,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$867,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$663,020
Value of total assets at end of year2016-06-30$6,809,626
Value of total assets at beginning of year2016-06-30$7,030,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$27,284
Total interest from all sources2016-06-30$2,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$441,202
Participant contributions at end of year2016-06-30$80,641
Participant contributions at beginning of year2016-06-30$105,244
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,483
Other income not declared elsewhere2016-06-30$732
Administrative expenses (other) incurred2016-06-30$27,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-221,176
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,809,626
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,030,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,754,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,137,963
Value of interest in pooled separate accounts at end of year2016-06-30$3,746,764
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,505,649
Interest on participant loans2016-06-30$2,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,009,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,070,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$4,624
Net investment gain/loss from pooled separate accounts2016-06-30$2,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$218,335
Employer contributions (assets) at end of year2016-06-30$218,335
Employer contributions (assets) at beginning of year2016-06-30$211,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$867,712
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-06-30431947695
2015 : WALKER 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,895
Total income from all sources (including contributions)2015-06-30$1,118,028
Total of all expenses incurred2015-06-30$489,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$467,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$844,741
Value of total assets at end of year2015-06-30$7,030,802
Value of total assets at beginning of year2015-06-30$6,404,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$21,177
Total interest from all sources2015-06-30$1,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$11,211
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$418,963
Participant contributions at end of year2015-06-30$105,244
Participant contributions at beginning of year2015-06-30$14,188
Participant contributions at beginning of year2015-06-30$18,241
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$214,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$2,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$628,863
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,030,802
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,401,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$9,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,137,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,926,131
Value of interest in pooled separate accounts at end of year2015-06-30$3,505,649
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,932,974
Interest on participant loans2015-06-30$817
Interest earned on other investments2015-06-30$460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,070,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,303,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$127,352
Net investment gain/loss from pooled separate accounts2015-06-30$144,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$211,771
Employer contributions (assets) at end of year2015-06-30$211,771
Employer contributions (assets) at beginning of year2015-06-30$210,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$467,988
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-06-30431947695
2014 : WALKER 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,895
Total income from all sources (including contributions)2014-06-30$1,532,607
Total of all expenses incurred2014-06-30$1,042,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,030,148
Value of total corrective distributions2014-06-30$3,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$679,705
Value of total assets at end of year2014-06-30$6,404,834
Value of total assets at beginning of year2014-06-30$5,911,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$8,518
Total interest from all sources2014-06-30$12,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$467,926
Participant contributions at end of year2014-06-30$14,188
Participant contributions at beginning of year2014-06-30$17,056
Participant contributions at end of year2014-06-30$18,241
Participant contributions at beginning of year2014-06-30$16,955
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$2,895
Other income not declared elsewhere2014-06-30$33,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$490,335
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,401,939
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,911,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$8,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,926,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,758,833
Value of interest in pooled separate accounts at end of year2014-06-30$2,932,974
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,798,281
Interest on participant loans2014-06-30$547
Interest earned on other investments2014-06-30$12,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,303,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,191,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$307,723
Net investment gain/loss from pooled separate accounts2014-06-30$499,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$210,248
Employer contributions (assets) at end of year2014-06-30$210,248
Employer contributions (assets) at beginning of year2014-06-30$128,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,030,148
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-06-30431947695
2013 : WALKER 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$667,373
Total of all expenses incurred2013-06-30$148,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$145,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$362,325
Value of total assets at end of year2013-06-30$5,911,604
Value of total assets at beginning of year2013-06-30$5,392,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,154
Total interest from all sources2013-06-30$24,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$218,385
Participant contributions at end of year2013-06-30$17,056
Participant contributions at beginning of year2013-06-30$19,647
Participant contributions at end of year2013-06-30$16,955
Participant contributions at beginning of year2013-06-30$20,929
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$15,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$518,663
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,911,604
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,392,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$2,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,758,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,747,721
Value of interest in pooled separate accounts at end of year2013-06-30$2,798,281
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,413,655
Interest on participant loans2013-06-30$305
Interest earned on other investments2013-06-30$23,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,191,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,190,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$113,809
Net investment gain/loss from pooled separate accounts2013-06-30$167,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$128,820
Employer contributions (assets) at end of year2013-06-30$128,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$145,556
Contract administrator fees2013-06-30$160
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-06-30431947695
2012 : WALKER 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$950,107
Total of all expenses incurred2012-12-31$81,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$75,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$458,239
Value of total assets at end of year2012-12-31$5,392,941
Value of total assets at beginning of year2012-12-31$4,524,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,103
Total interest from all sources2012-12-31$44,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$432,710
Participant contributions at end of year2012-12-31$19,647
Participant contributions at end of year2012-12-31$20,929
Participant contributions at beginning of year2012-12-31$14,732
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$868,182
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,392,941
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,524,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,747,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,597,280
Value of interest in pooled separate accounts at end of year2012-12-31$2,413,655
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,734,953
Interest on participant loans2012-12-31$526
Interest earned on other investments2012-12-31$43,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,190,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,177,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$433,137
Net investment gain/loss from pooled separate accounts2012-12-31$14,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$75,822
Contract administrator fees2012-12-31$650
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRUCE D. NORLING, CPA PC
Accountancy firm EIN2012-12-31043147371
2011 : WALKER 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,291,660
Total of all expenses incurred2011-12-31$510,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$506,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,309,728
Value of total assets at end of year2011-12-31$4,524,759
Value of total assets at beginning of year2011-12-31$3,743,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,744
Total interest from all sources2011-12-31$48,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$393,984
Participant contributions at end of year2011-12-31$14,732
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,186,116
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$915,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$781,176
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,524,759
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,743,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,597,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,363,102
Value of interest in pooled separate accounts at end of year2011-12-31$1,734,953
Value of interest in pooled separate accounts at beginning of year2011-12-31$194,365
Interest earned on other investments2011-12-31$48,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,177,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-24,196
Net investment gain/loss from pooled separate accounts2011-12-31$-42,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$506,740
Contract administrator fees2011-12-31$651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRUCE D. NORLING, CPA PC
Accountancy firm EIN2011-12-31043147371
2010 : WALKER 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$296,863
Total of all expenses incurred2010-12-31$283,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$282,976
Value of total assets at end of year2010-12-31$3,743,583
Value of total assets at beginning of year2010-12-31$3,730,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$355
Total interest from all sources2010-12-31$11,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,186,116
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,189,451
Administrative expenses (other) incurred2010-12-31$355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,532
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,743,583
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,730,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,363,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,357,909
Value of interest in pooled separate accounts at end of year2010-12-31$194,365
Value of interest in pooled separate accounts at beginning of year2010-12-31$182,691
Interest on participant loans2010-12-31$11,617
Net investment gain/loss from pooled separate accounts2010-12-31$285,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$282,976
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRUCE D. NORLING, CPA, PC
Accountancy firm EIN2010-12-31043147371
2009 : WALKER 401(K) RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$-116,887
Amount contributed by the employer to the plan for this plan year2009-12-31$116,887

Form 5500 Responses for WALKER 401(K) RETIREMENT PLAN

2021: WALKER 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WALKER 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WALKER 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WALKER 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WALKER 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WALKER 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WALKER 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WALKER 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WALKER 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALKER 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALKER 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WALKER 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WALKER 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85443-1
Policy instance 2
Insurance contract or identification numberRM 85443-1
Number of Individuals Covered266
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $21,987
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,757
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346482
Policy instance 1
Insurance contract or identification number346482
Number of Individuals Covered133
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85443-1
Policy instance 2
Insurance contract or identification numberRM 85443-1
Number of Individuals Covered287
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $22,746
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,938
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346482
Policy instance 1
Insurance contract or identification number346482
Number of Individuals Covered137
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85443-1
Policy instance 2
Insurance contract or identification numberRM 85443-1
Number of Individuals Covered299
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $16,826
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,541
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346482
Policy instance 1
Insurance contract or identification number346482
Number of Individuals Covered146
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85443-1
Policy instance 2
Insurance contract or identification numberRM 85443-1
Number of Individuals Covered308
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $14,029
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,304
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346482
Policy instance 1
Insurance contract or identification number346482
Number of Individuals Covered154
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346482
Policy instance 1
Insurance contract or identification number346482
Number of Individuals Covered164
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85443-1
Policy instance 2
Insurance contract or identification numberRM 85443-1
Number of Individuals Covered402
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $15,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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