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JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOHN J. WALSH INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN J. WALSH INSURANCE AGENCY, INC.
Employer identification number (EIN):043029809
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN WALSH2023-07-13
0012021-01-01JOHN WALSH2022-09-29
0012020-01-01JOHN WALSH2021-06-10
0012019-01-01JOHN WALSH2020-09-25
0012018-01-01JOHN WALSH2019-08-01
0012017-01-01JOHN WALSH2018-07-05
0012016-01-01JOHN WALSH2017-09-20
0012015-01-01JOHN WALSH2016-10-14
0012014-01-01JOHN WALSH2015-09-30
0012013-01-01JOHN WALSH2014-10-01
0012012-01-01JOHN WALSH2013-07-01
0012011-01-01JOHN WALSH2012-10-11
0012010-01-01JOHN WALSH2011-07-26
0012009-01-01JOHN WALSH
0012008-01-01JOHN WALSH

Plan Statistics for JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2009: JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0118
Total number of active participants reported on line 7a of the Form 55002008-01-0116
Number of other retired or separated participants entitled to future benefits2008-01-012
Total of all active and inactive participants2008-01-0118
Total participants2008-01-0118
Number of participants with account balances2008-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2009 : JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

2009: JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: JOHN J. WALSH INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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