WALSH CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALSH GROUP EMPLOYEES' PENSION PLAN
Measure | Date | Value |
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2022: WALSH GROUP EMPLOYEES' PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 161,291,077 |
Acturial value of plan assets | 2022-12-31 | 147,684,355 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 14,493,411 |
Number of terminated vested participants | 2022-12-31 | 1,816 |
Fundng target for terminated vested participants | 2022-12-31 | 78,571,288 |
Active participant vested funding target | 2022-12-31 | 43,248,633 |
Number of active participants | 2022-12-31 | 542 |
Total funding liabilities for active participants | 2022-12-31 | 43,296,735 |
Total participant count | 2022-12-31 | 2,482 |
Total funding target for all participants | 2022-12-31 | 136,361,434 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 279,611 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 294,906 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 294,906 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 294,906 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 79,319 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 2,476 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 510 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,685 |
Total of all active and inactive participants | 2022-01-01 | 2,200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 41 |
Total participants | 2022-01-01 | 2,241 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: WALSH GROUP EMPLOYEES' PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 148,617,571 |
Acturial value of plan assets | 2021-12-31 | 134,650,439 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 13,952,182 |
Number of terminated vested participants | 2021-12-31 | 1,845 |
Fundng target for terminated vested participants | 2021-12-31 | 77,648,415 |
Active participant vested funding target | 2021-12-31 | 44,168,389 |
Number of active participants | 2021-12-31 | 602 |
Total funding liabilities for active participants | 2021-12-31 | 44,192,071 |
Total participant count | 2021-12-31 | 2,561 |
Total funding target for all participants | 2021-12-31 | 135,792,668 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 893,525 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 940,703 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 522,554 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 495,018 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 108,904 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 1,142,229 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 215,407 |
Additional cash requirement | 2021-12-31 | 215,407 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 495,018 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2,555 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 542 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,788 |
Total of all active and inactive participants | 2021-01-01 | 2,433 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 43 |
Total participants | 2021-01-01 | 2,476 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WALSH GROUP EMPLOYEES' PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 138,021,288 |
Acturial value of plan assets | 2020-12-31 | 130,208,179 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 13,690,880 |
Number of terminated vested participants | 2020-12-31 | 1,942 |
Fundng target for terminated vested participants | 2020-12-31 | 76,609,892 |
Active participant vested funding target | 2020-12-31 | 45,860,421 |
Number of active participants | 2020-12-31 | 641 |
Total funding liabilities for active participants | 2020-12-31 | 45,916,446 |
Total participant count | 2020-12-31 | 2,690 |
Total funding target for all participants | 2020-12-31 | 136,217,218 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 2,599,390 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,474,411 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 124,179 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 6,009,039 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,580,886 |
Additional cash requirement | 2020-12-31 | 1,580,886 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,474,411 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 2,685 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 602 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,824 |
Total of all active and inactive participants | 2020-01-01 | 2,521 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 34 |
Total participants | 2020-01-01 | 2,555 |
2019: WALSH GROUP EMPLOYEES' PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 114,925,326 |
Acturial value of plan assets | 2019-12-31 | 121,478,126 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 13,119,484 |
Number of terminated vested participants | 2019-12-31 | 2,066 |
Fundng target for terminated vested participants | 2019-12-31 | 74,373,372 |
Active participant vested funding target | 2019-12-31 | 43,024,748 |
Number of active participants | 2019-12-31 | 655 |
Total funding liabilities for active participants | 2019-12-31 | 43,037,873 |
Total participant count | 2019-12-31 | 2,818 |
Total funding target for all participants | 2019-12-31 | 130,530,729 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,125 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,189 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 1,954,201 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,855,788 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 129,331 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 9,052,604 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,855,788 |
Additional cash requirement | 2019-12-31 | 1,855,788 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,855,788 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 2,814 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 641 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,918 |
Total of all active and inactive participants | 2019-01-01 | 2,652 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 33 |
Total participants | 2019-01-01 | 2,685 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: WALSH GROUP EMPLOYEES' PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 131,585,959 |
Acturial value of plan assets | 2018-12-31 | 122,211,202 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 10,607,189 |
Number of terminated vested participants | 2018-12-31 | 2,128 |
Fundng target for terminated vested participants | 2018-12-31 | 74,370,146 |
Active participant vested funding target | 2018-12-31 | 44,009,986 |
Number of active participants | 2018-12-31 | 676 |
Total funding liabilities for active participants | 2018-12-31 | 44,032,861 |
Total participant count | 2018-12-31 | 2,892 |
Total funding target for all participants | 2018-12-31 | 129,010,196 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,022,945 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 998,388 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 24,557 |
Present value of excess contributions | 2018-12-31 | 667,331 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 786,516 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 28,943 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,407,826 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,337,239 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 121,223 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 6,798,994 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,336,114 |
Additional cash requirement | 2018-12-31 | 1,336,114 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,337,239 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 2,888 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 655 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2,047 |
Total of all active and inactive participants | 2018-01-01 | 2,786 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 28 |
Total participants | 2018-01-01 | 2,814 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WALSH GROUP EMPLOYEES' PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 119,466,166 |
Acturial value of plan assets | 2017-12-31 | 120,755,389 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 9,379,160 |
Number of terminated vested participants | 2017-12-31 | 3,160 |
Fundng target for terminated vested participants | 2017-12-31 | 67,330,848 |
Active participant vested funding target | 2017-12-31 | 48,367,460 |
Number of active participants | 2017-12-31 | 790 |
Total funding liabilities for active participants | 2017-12-31 | 48,426,972 |
Total participant count | 2017-12-31 | 4,026 |
Total funding target for all participants | 2017-12-31 | 125,136,980 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,048,488 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,103,953 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,022,945 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,022,945 |
Total employer contributions | 2017-12-31 | 735,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 667,331 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 110,899 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 5,404,536 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 998,388 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 998,388 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 667,331 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 4,020 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 676 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,113 |
Total of all active and inactive participants | 2017-01-01 | 2,867 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 21 |
Total participants | 2017-01-01 | 2,888 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WALSH GROUP EMPLOYEES' PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 112,462,748 |
Acturial value of plan assets | 2016-12-31 | 117,862,722 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 7,606,124 |
Number of terminated vested participants | 2016-12-31 | 3,167 |
Fundng target for terminated vested participants | 2016-12-31 | 63,340,511 |
Active participant vested funding target | 2016-12-31 | 45,649,551 |
Number of active participants | 2016-12-31 | 823 |
Total funding liabilities for active participants | 2016-12-31 | 45,690,933 |
Total participant count | 2016-12-31 | 4,055 |
Total funding target for all participants | 2016-12-31 | 116,637,568 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,345,735 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 1,189,414 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 156,321 |
Present value of excess contributions | 2016-12-31 | 2,056,420 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,168,084 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 155,946 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 1,144,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,048,488 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 111,721 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,048,488 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 4,049 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 790 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3,146 |
Total of all active and inactive participants | 2016-01-01 | 4,006 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 14 |
Total participants | 2016-01-01 | 4,020 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WALSH GROUP EMPLOYEES' PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3,973 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 823 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 59 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3,154 |
Total of all active and inactive participants | 2015-01-01 | 4,036 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 4,049 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: WALSH GROUP EMPLOYEES' PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3,998 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 922 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,982 |
Total of all active and inactive participants | 2014-01-01 | 3,960 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 13 |
Total participants | 2014-01-01 | 3,973 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: WALSH GROUP EMPLOYEES' PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4,128 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,032 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 53 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,899 |
Total of all active and inactive participants | 2013-01-01 | 3,984 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 14 |
Total participants | 2013-01-01 | 3,998 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 10 |
2012: WALSH GROUP EMPLOYEES' PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 4,184 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,098 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,970 |
Total of all active and inactive participants | 2012-01-01 | 4,114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 14 |
Total participants | 2012-01-01 | 4,128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: WALSH GROUP EMPLOYEES' PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4,210 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,193 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,947 |
Total of all active and inactive participants | 2011-01-01 | 4,174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 4,184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 39 |
2009: WALSH GROUP EMPLOYEES' PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4,331 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,468 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,763 |
Total of all active and inactive participants | 2009-01-01 | 4,244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 4,249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 266 |
Measure | Date | Value |
---|
2022 : WALSH GROUP EMPLOYEES' PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-23,060,587 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $25,894,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $25,822,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $112,344,526 |
Value of total assets at beginning of year | 2022-12-31 | $161,300,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $72,244 |
Total interest from all sources | 2022-12-31 | $630,056 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,584,033 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,584,033 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $14,834,531 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $444,848 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $74,841 |
Other income not declared elsewhere | 2022-12-31 | $546,951 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $101,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-48,955,499 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $112,344,526 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $161,300,025 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $159,273,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $111,899,678 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,546,739 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,546,739 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $630,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-25,821,627 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $303,852 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,988,137 |
Contract administrator fees | 2022-12-31 | $72,244 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $25,876,514 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $25,876,514 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : WALSH GROUP EMPLOYEES' PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $24,039,466 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,384,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,304,691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $522,554 |
Value of total assets at end of year | 2021-12-31 | $161,300,025 |
Value of total assets at beginning of year | 2021-12-31 | $148,644,569 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $79,319 |
Total interest from all sources | 2021-12-31 | $358 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,701,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,701,598 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $74,841 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $17,357 |
Administrative expenses (other) incurred | 2021-12-31 | $160 |
Total non interest bearing cash at end of year | 2021-12-31 | $101,519 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $997,183 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,655,456 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $161,300,025 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $148,644,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $159,273,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $145,199,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,546,739 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,114,505 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,114,505 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $20,814,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $522,554 |
Employer contributions (assets) at end of year | 2021-12-31 | $303,852 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,315,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,304,691 |
Contract administrator fees | 2021-12-31 | $79,159 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $11,465,567 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $11,465,567 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : WALSH GROUP EMPLOYEES' PENSION PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $21,444,277 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,844,020 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,735,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,599,390 |
Value of total assets at end of year | 2020-12-31 | $148,644,569 |
Value of total assets at beginning of year | 2020-12-31 | $138,044,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $108,914 |
Total interest from all sources | 2020-12-31 | $5,689 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,620,442 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,620,442 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $17,357 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $978 |
Administrative expenses (other) incurred | 2020-12-31 | $10 |
Total non interest bearing cash at end of year | 2020-12-31 | $997,183 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $10,600,257 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $148,644,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $138,044,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $145,199,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $136,053,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,114,505 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,046,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,046,349 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $5,689 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,218,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,599,390 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,315,797 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $943,381 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,735,106 |
Contract administrator fees | 2020-12-31 | $108,904 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $10,818,540 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $10,818,540 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : WALSH GROUP EMPLOYEES' PENSION PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $28,740,837 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,636,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,512,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,954,201 |
Value of total assets at end of year | 2019-12-31 | $138,044,312 |
Value of total assets at beginning of year | 2019-12-31 | $114,940,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $124,179 |
Total interest from all sources | 2019-12-31 | $15,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,930,364 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,930,364 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $978 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $68,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $23,104,144 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $138,044,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $114,940,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $136,053,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $112,982,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,046,349 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,230,361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,230,361 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $15,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $23,840,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,954,201 |
Employer contributions (assets) at end of year | 2019-12-31 | $943,381 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $659,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,512,514 |
Contract administrator fees | 2019-12-31 | $124,179 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $5,555,862 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $5,555,862 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : WALSH GROUP EMPLOYEES' PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-6,920,913 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,753,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,623,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,407,826 |
Value of total assets at end of year | 2018-12-31 | $114,940,168 |
Value of total assets at beginning of year | 2018-12-31 | $131,614,388 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $129,331 |
Total interest from all sources | 2018-12-31 | $12,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,728,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,728,975 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $68,356 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $49,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-16,674,220 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $114,940,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $131,614,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $112,982,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $129,498,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,230,361 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,330,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,330,977 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $12,502 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-11,070,216 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,407,826 |
Employer contributions (assets) at end of year | 2018-12-31 | $659,035 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $735,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,623,976 |
Contract administrator fees | 2018-12-31 | $129,331 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $8,799,451 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $8,799,451 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : WALSH GROUP EMPLOYEES' PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $21,236,297 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $9,128,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,006,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $735,000 |
Value of total assets at end of year | 2017-12-31 | $131,614,388 |
Value of total assets at beginning of year | 2017-12-31 | $119,506,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $121,223 |
Total interest from all sources | 2017-12-31 | $14,983 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,481,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,481,196 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $49,594 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $48,678 |
Other income not declared elsewhere | 2017-12-31 | $38 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $12,108,175 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $131,614,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $119,506,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $129,498,817 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $115,145,310 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,330,977 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,168,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,168,225 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $14,983 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $18,005,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $735,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $735,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,144,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,006,899 |
Contract administrator fees | 2017-12-31 | $121,223 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $9,106,254 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $9,106,254 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : WALSH GROUP EMPLOYEES' PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,423,836 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,462,287 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,351,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,144,000 |
Value of total assets at end of year | 2016-12-31 | $119,506,213 |
Value of total assets at beginning of year | 2016-12-31 | $112,544,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $110,899 |
Total interest from all sources | 2016-12-31 | $7,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,347,131 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,347,131 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $48,678 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $43,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,961,549 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $119,506,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,544,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $115,145,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $109,381,023 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,168,225 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $869,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $869,897 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $7,442 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,925,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,144,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,144,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,351,388 |
Contract administrator fees | 2016-12-31 | $110,899 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $3,495,762 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $3,495,762 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : WALSH GROUP EMPLOYEES' PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,985,660 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,180,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,068,535 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,250,000 |
Value of total assets at end of year | 2015-12-31 | $112,544,664 |
Value of total assets at beginning of year | 2015-12-31 | $113,739,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $111,721 |
Total interest from all sources | 2015-12-31 | $1,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,195,625 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,195,625 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $43,744 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $44,784 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,194,596 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $112,544,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $113,739,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $109,381,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $111,842,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $869,897 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,852,120 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,852,120 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,368 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,461,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,250,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,068,535 |
Contract administrator fees | 2015-12-31 | $111,721 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,179,118 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,179,118 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : WALSH GROUP EMPLOYEES' PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $7,139,596 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,741,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,631,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $113,739,260 |
Value of total assets at beginning of year | 2014-12-31 | $110,341,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $109,791 |
Total interest from all sources | 2014-12-31 | $990 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,253,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,253,657 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $44,784 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $42,792 |
Other income not declared elsewhere | 2014-12-31 | $55 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,397,922 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $113,739,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $110,341,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $111,842,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $109,362,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,852,120 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $936,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $936,197 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,884,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,631,883 |
Contract administrator fees | 2014-12-31 | $109,791 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,249,669 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,249,669 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : WALSH GROUP EMPLOYEES' PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $18,835,625 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,172,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,002,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $110,341,338 |
Value of total assets at beginning of year | 2013-12-31 | $93,677,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $169,995 |
Total interest from all sources | 2013-12-31 | $2,456 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,838,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,838,812 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $42,792 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $132 |
Other income not declared elsewhere | 2013-12-31 | $42,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $16,663,396 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $110,341,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $93,677,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $169,995 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $109,362,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $65,612,924 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $27,240,962 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $936,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $823,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $823,924 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,456 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $14,281,248 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,670,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,002,234 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $101,849,581 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $101,849,581 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WOLF FINANCIAL MANAGEMENT , LLC |
Accountancy firm EIN | 2013-12-31 | 362985665 |
2012 : WALSH GROUP EMPLOYEES' PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $12,268,855 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,054,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,850,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $93,677,942 |
Value of total assets at beginning of year | 2012-12-31 | $84,463,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $204,322 |
Total interest from all sources | 2012-12-31 | $366 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,428,588 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,428,588 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $132 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $27 |
Other income not declared elsewhere | 2012-12-31 | $96,526 |
Administrative expenses (other) incurred | 2012-12-31 | $2,734 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $9,214,049 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $93,677,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $84,463,893 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $198,516 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $65,612,924 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $70,993,148 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $27,240,962 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $12,743,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $823,924 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $726,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $726,901 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $366 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $8,476,230 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,267,145 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,850,484 |
Contract administrator fees | 2012-12-31 | $3,072 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $3,670,099 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $3,670,099 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WOLF FINANCIAL MANAGEMENT, LLC |
Accountancy firm EIN | 2012-12-31 | 362985665 |
2011 : WALSH GROUP EMPLOYEES' PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $-1,111,294 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,268,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,092,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $84,463,893 |
Value of total assets at beginning of year | 2011-12-31 | $86,843,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $175,805 |
Total interest from all sources | 2011-12-31 | $1,056 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,443,467 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,443,467 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $27 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $241 |
Other income not declared elsewhere | 2011-12-31 | $137,435 |
Administrative expenses (other) incurred | 2011-12-31 | $29,489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-2,379,939 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $84,463,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $86,843,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $70,993,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $72,539,118 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $12,743,817 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $12,465,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $726,901 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,839,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,839,102 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,971,698 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $278,446 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,092,840 |
Contract administrator fees | 2011-12-31 | $146,316 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $1,308,173 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,308,173 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WOLF FINANCIAL MANAGEMENT, LLC |
Accountancy firm EIN | 2011-12-31 | 362985665 |
2010 : WALSH GROUP EMPLOYEES' PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $15,579,450 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,703,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,679,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,884,265 |
Value of total assets at end of year | 2010-12-31 | $86,843,832 |
Value of total assets at beginning of year | 2010-12-31 | $72,968,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,989 |
Total interest from all sources | 2010-12-31 | $2,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,147,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,147,062 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $241 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $22,386 |
Other income not declared elsewhere | 2010-12-31 | $21,975 |
Administrative expenses (other) incurred | 2010-12-31 | $21,975 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $13,875,826 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $86,843,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $72,968,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $72,539,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $71,806,677 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $12,465,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,839,102 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,138,943 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,138,943 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $8,358,398 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $165,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,884,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,679,635 |
Contract administrator fees | 2010-12-31 | $2,014 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,249,295 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,249,295 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WOLF FINANCIAL MANAGEMENT, LLC |
Accountancy firm EIN | 2010-12-31 | 362985665 |
2009 : WALSH GROUP EMPLOYEES' PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |