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| Plan Name | WALKER INSURANCE SOLUTIONS LLC DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | WALKER INSURANCE SOLUTIONS LLC |
| Employer identification number (EIN): | 274796829 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | GLENN WALKER | 2016-10-07 | ||
| 002 | 2014-01-01 | ||||
| 002 | 2013-01-01 | ||||
| 002 | 2012-01-01 | GLENN WALKER | 2013-10-14 | GLENN WALKER | 2013-10-12 |
| Measure | Date | Value |
|---|---|---|
| 2022 : WALKER INSURANCE SOLUTIONS LLC DEFINED BENEFIT PENSION PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-19 | 134687 |
| Net assets as of the end of the plan year | 2022-09-19 | 2658203 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 1958828 |
| Other expenses paid from plan in this plan year | 2022-09-19 | 9887 |
| Other income to plan in this plan year | 2022-09-19 | 334062 |
| Plan net income in this plan year | 2022-09-19 | 699375 |
| Net assets as of the end of the plan year | 2022-09-19 | 2658203 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 1958828 |
| Employer contributions to plan in this plan year | 2022-09-19 | 500000 |
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