WALKER & MASSEY CPAS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: WALKER & MASSEY PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WALKER & MASSEY PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: WALKER & MASSEY PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Number of employers contributing to the scheme | 2019-01-01 | 1 |
| 2018: WALKER & MASSEY PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Number of employers contributing to the scheme | 2018-01-01 | 1 |
| 2017: WALKER & MASSEY PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| Number of employers contributing to the scheme | 2017-01-01 | 1 |
| 2016: WALKER & MASSEY PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Number of employers contributing to the scheme | 2016-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2021 : WALKER & MASSEY PENSION PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $32,084 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $519,566 |
| Total plan assets at beginning of year | 2021-12-31 | $487,482 |
| Other income received | 2021-12-31 | $16,084 |
| Net income (gross income less expenses) | 2021-12-31 | $32,084 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $519,566 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $487,482 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $16,000 |
| 2020 : WALKER & MASSEY PENSION PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $26,491 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $487,482 |
| Total plan assets at beginning of year | 2020-12-31 | $460,991 |
| Other income received | 2020-12-31 | $8,211 |
| Net income (gross income less expenses) | 2020-12-31 | $26,491 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $487,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $460,991 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $18,280 |
| 2019 : WALKER & MASSEY PENSION PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $41,326 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $460,991 |
| Total plan assets at beginning of year | 2019-12-31 | $419,665 |
| Other income received | 2019-12-31 | $22,826 |
| Net income (gross income less expenses) | 2019-12-31 | $41,326 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $460,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $419,665 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,500 |
| 2018 : WALKER & MASSEY PENSION PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $21,655 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $419,665 |
| Total plan assets at beginning of year | 2018-12-31 | $398,010 |
| Other income received | 2018-12-31 | $3,155 |
| Net income (gross income less expenses) | 2018-12-31 | $21,655 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $419,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $398,010 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,500 |
| 2017 : WALKER & MASSEY PENSION PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $17,824 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $398,010 |
| Total plan assets at beginning of year | 2017-12-31 | $380,186 |
| Other income received | 2017-12-31 | $1,024 |
| Net income (gross income less expenses) | 2017-12-31 | $17,824 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $398,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $380,186 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $16,800 |
| 2016 : WALKER & MASSEY PENSION PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $16,792 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $380,186 |
| Total plan assets at beginning of year | 2016-12-31 | $363,394 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $292 |
| Net income (gross income less expenses) | 2016-12-31 | $16,792 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $380,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $363,394 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $16,500 |
| 2021: WALKER & MASSEY PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WALKER & MASSEY PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WALKER & MASSEY PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WALKER & MASSEY PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WALKER & MASSEY PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WALKER & MASSEY PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
