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DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID WALSH ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

DAVID WALSH ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

DAVID WALSH ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID WALSH ASSOCIATES, LLC
Employer identification number (EIN):223752291
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WALSH ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARK SANTANGELO
0012023-01-01
0012023-01-01MARK SANTANGELO
0012022-01-01
0012022-01-01MARK SANTANGELO
0012021-01-01
0012021-01-01MARK SANTANGELO
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK SANTANGELO
0012016-01-01MARK SANTANGELO
0012015-01-01MARK SANTANGELO
0012014-01-01MARK SANTANGELO
0012013-01-01MARK SANTANGELO
0012012-01-01MARK SANTANGELO
0012011-01-01MARK SANTANGELO
0012010-01-01MARK SANTANGELO
0012009-01-01MARK SANTANGELO

Financial Data on DAVID WALSH ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2023 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$136,955
Expenses. Total of all expenses incurred2023-12-31$9,869
Total plan assets at end of year2023-12-31$1,172,417
Total plan assets at beginning of year2023-12-31$1,045,331
Expenses. Other expenses not covered elsewhere2023-12-31$9,869
Other income received2023-12-31$90,900
Net income (gross income less expenses)2023-12-31$127,086
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,172,417
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,045,331
Assets. Value of real-estate (other than employer real property)2023-12-31$277,510
Total contributions received or receivable from employer(s)2023-12-31$46,055
2022 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$33,771
Expenses. Total of all expenses incurred2022-12-31$9,052
Total plan assets at end of year2022-12-31$1,045,331
Total plan assets at beginning of year2022-12-31$1,020,612
Expenses. Other expenses not covered elsewhere2022-12-31$9,052
Other income received2022-12-31$-10,992
Net income (gross income less expenses)2022-12-31$24,719
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,045,331
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,020,612
Assets. Value of real-estate (other than employer real property)2022-12-31$275,308
Total contributions received or receivable from employer(s)2022-12-31$44,763
2021 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$72,107
Expenses. Total of all expenses incurred2021-12-31$8,241
Total plan assets at end of year2021-12-31$1,020,612
Total plan assets at beginning of year2021-12-31$956,746
Expenses. Other expenses not covered elsewhere2021-12-31$8,241
Other income received2021-12-31$41,420
Net income (gross income less expenses)2021-12-31$63,866
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,020,612
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$956,746
Assets. Value of real-estate (other than employer real property)2021-12-31$274,998
Total contributions received or receivable from employer(s)2021-12-31$30,687
2020 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$433,263
Total income from all sources2020-12-31$-9,866
Expenses. Total of all expenses incurred2020-12-31$6,317
Total plan assets at end of year2020-12-31$956,746
Total plan assets at beginning of year2020-12-31$539,666
Expenses. Other expenses not covered elsewhere2020-12-31$6,317
Other income received2020-12-31$-21,265
Net income (gross income less expenses)2020-12-31$-16,183
Net plan assets at end of year (total assets less liabilities)2020-12-31$956,746
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$539,666
Assets. Value of real-estate (other than employer real property)2020-12-31$274,289
Total contributions received or receivable from employer(s)2020-12-31$11,399
2019 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$96,715
Expenses. Total of all expenses incurred2019-12-31$5,401
Total plan assets at end of year2019-12-31$539,666
Total plan assets at beginning of year2019-12-31$448,352
Expenses. Other expenses not covered elsewhere2019-12-31$5,401
Other income received2019-12-31$86,137
Net income (gross income less expenses)2019-12-31$91,314
Net plan assets at end of year (total assets less liabilities)2019-12-31$539,666
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$448,352
Assets. Value of real-estate (other than employer real property)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$10,578
2018 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-44,652
Expenses. Total of all expenses incurred2018-12-31$5,195
Total plan assets at end of year2018-12-31$448,352
Total plan assets at beginning of year2018-12-31$498,199
Expenses. Other expenses not covered elsewhere2018-12-31$5,195
Other income received2018-12-31$-48,508
Net income (gross income less expenses)2018-12-31$-49,847
Net plan assets at end of year (total assets less liabilities)2018-12-31$448,352
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$498,199
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$3,856
2017 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$53,123
Expenses. Total of all expenses incurred2017-12-31$5,200
Total plan assets at end of year2017-12-31$498,199
Total plan assets at beginning of year2017-12-31$450,276
Expenses. Other expenses not covered elsewhere2017-12-31$5,200
Other income received2017-12-31$44,003
Net income (gross income less expenses)2017-12-31$47,923
Net plan assets at end of year (total assets less liabilities)2017-12-31$498,199
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$450,276
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$9,120
2016 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$37,752
Expenses. Total of all expenses incurred2016-12-31$4,076
Total plan assets at end of year2016-12-31$450,276
Total plan assets at beginning of year2016-12-31$416,600
Expenses. Other expenses not covered elsewhere2016-12-31$4,076
Other income received2016-12-31$37,752
Net income (gross income less expenses)2016-12-31$33,676
Net plan assets at end of year (total assets less liabilities)2016-12-31$450,276
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$416,600
Assets. Value of real-estate (other than employer real property)2016-12-31$0
2015 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-7,463
Expenses. Total of all expenses incurred2015-12-31$2,864
Total plan assets at end of year2015-12-31$416,600
Total plan assets at beginning of year2015-12-31$426,927
Expenses. Other expenses not covered elsewhere2015-12-31$2,864
Other income received2015-12-31$-7,463
Net income (gross income less expenses)2015-12-31$-10,327
Net plan assets at end of year (total assets less liabilities)2015-12-31$416,600
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$426,927
Assets. Value of real-estate (other than employer real property)2015-12-31$162,091
2014 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,286
Expenses. Total of all expenses incurred2014-12-31$2,401
Total plan assets at end of year2014-12-31$426,927
Total plan assets at beginning of year2014-12-31$397,042
Expenses. Other expenses not covered elsewhere2014-12-31$2,401
Other income received2014-12-31$23,022
Net income (gross income less expenses)2014-12-31$29,885
Net plan assets at end of year (total assets less liabilities)2014-12-31$426,927
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$397,042
Assets. Value of real-estate (other than employer real property)2014-12-31$162,091
Total contributions received or receivable from employer(s)2014-12-31$9,264
2013 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$56,354
Expenses. Total of all expenses incurred2013-12-31$2,078
Total plan assets at end of year2013-12-31$397,042
Total plan assets at beginning of year2013-12-31$342,766
Total contributions received or receivable from participants2013-12-31$7,779
Expenses. Other expenses not covered elsewhere2013-12-31$2,078
Other income received2013-12-31$48,575
Net income (gross income less expenses)2013-12-31$54,276
Net plan assets at end of year (total assets less liabilities)2013-12-31$397,042
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$342,766
Assets. Value of real-estate (other than employer real property)2013-12-31$162,091
2012 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$17,284
Expenses. Total of all expenses incurred2012-12-31$1,699
Total plan assets at end of year2012-12-31$342,766
Total plan assets at beginning of year2012-12-31$327,181
Expenses. Other expenses not covered elsewhere2012-12-31$1,699
Other income received2012-12-31$17,284
Net income (gross income less expenses)2012-12-31$15,585
Net plan assets at end of year (total assets less liabilities)2012-12-31$342,766
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$327,181
Assets. Value of real-estate (other than employer real property)2012-12-31$162,091
2011 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,215
Expenses. Total of all expenses incurred2011-12-31$1,657
Total plan assets at end of year2011-12-31$327,181
Total plan assets at beginning of year2011-12-31$322,623
Expenses. Other expenses not covered elsewhere2011-12-31$1,657
Other income received2011-12-31$-472
Net income (gross income less expenses)2011-12-31$4,558
Net plan assets at end of year (total assets less liabilities)2011-12-31$327,181
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$322,623
Assets. Value of real-estate (other than employer real property)2011-12-31$162,091
Total contributions received or receivable from employer(s)2011-12-31$6,687
2010 : DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$14,659
Expenses. Total of all expenses incurred2010-12-31$1,496
Total plan assets at end of year2010-12-31$322,623
Total plan assets at beginning of year2010-12-31$309,460
Expenses. Other expenses not covered elsewhere2010-12-31$1,496
Other income received2010-12-31$14,659
Net income (gross income less expenses)2010-12-31$13,163
Net plan assets at end of year (total assets less liabilities)2010-12-31$322,623
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$309,460
Assets. Value of real-estate (other than employer real property)2010-12-31$162,091

Form 5500 Responses for DAVID WALSH ASSOCIATES PROFIT SHARING PLAN

2023: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID WALSH ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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