401k Plan data: WALKER AND WALKER plan

WALKER AND WALKER 401k Plan overview

Plan Name	WALKER AND WALKER
Plan identification number	001

WALKER AND WALKER Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALKER AND WALKER has sponsored the creation of one or more 401k plans.

Company Name: WALKER AND WALKER

Employer identification number (EIN): 363959140

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER AND WALKER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DOUGLAS R WALKER 2023-07-18 DOUGLAS R WALKER 2023-07-18
001 2021-01-01 DOUGLAS WALKER 2022-07-18 DOUGLAS WALKER 2022-07-18
001 2020-01-01 DOUGLAS R. WALKER 2021-07-09 DOUGLAS R. WALKER 2021-07-09
001 2019-01-01 DOUGLAS R. WALKER 2020-07-20
001 2018-01-01 DOUGLAS R WALKER 2019-07-23 DOUGLAS R WALKER 2019-07-23
001 2017-01-01 DOUGLAS R. WALKER 2018-07-09
001 2016-01-01 DOUGLAS R. WALKER 2017-07-18 DOUGLAS R. WALKER 2017-07-18
001 2015-01-01 DOUGLAS R. WALKER
001 2014-01-01 DOUGLAS R. WALKER
001 2013-01-01 DOUGLAS R. WALKER
001 2012-01-01 DOUGLAS R. WALKER
001 2011-01-01 DOUGLAS R. WALKER
001 2009-01-01 DOUGLAS R. WALKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DOUGLAS R WALKER	2023-07-18	DOUGLAS R WALKER	2023-07-18
001	2021-01-01	DOUGLAS WALKER	2022-07-18	DOUGLAS WALKER	2022-07-18
001	2020-01-01	DOUGLAS R. WALKER	2021-07-09	DOUGLAS R. WALKER	2021-07-09
001	2019-01-01	DOUGLAS R. WALKER	2020-07-20
001	2018-01-01	DOUGLAS R WALKER	2019-07-23	DOUGLAS R WALKER	2019-07-23
001	2017-01-01	DOUGLAS R. WALKER	2018-07-09
001	2016-01-01	DOUGLAS R. WALKER	2017-07-18	DOUGLAS R. WALKER	2017-07-18
001	2015-01-01	DOUGLAS R. WALKER
001	2014-01-01	DOUGLAS R. WALKER
001	2013-01-01	DOUGLAS R. WALKER
001	2012-01-01	DOUGLAS R. WALKER
001	2011-01-01	DOUGLAS R. WALKER
001	2009-01-01	DOUGLAS R. WALKER

Plan Statistics for WALKER AND WALKER

401k plan membership statisitcs for WALKER AND WALKER

Measure Date Value
2015: WALKER AND WALKER 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALKER AND WALKER 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WALKER AND WALKER 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WALKER AND WALKER 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WALKER AND WALKER 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WALKER AND WALKER 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: WALKER AND WALKER 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALKER AND WALKER 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WALKER AND WALKER 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WALKER AND WALKER 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WALKER AND WALKER 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WALKER AND WALKER 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALKER AND WALKER

Measure	Date	Value
2015 : WALKER AND WALKER 2015 401k financial data
Total income from all sources	2015-12-31	$9,594
Expenses. Total of all expenses incurred	2015-12-31	$8,536
Benefits paid (including direct rollovers)	2015-12-31	$6,000
Total plan assets at end of year	2015-12-31	$870,598
Total plan assets at beginning of year	2015-12-31	$869,540
Total contributions received or receivable from participants	2015-12-31	$19,589
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,536
Other income received	2015-12-31	$-9,995
Net income (gross income less expenses)	2015-12-31	$1,058
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$870,598
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$869,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WALKER AND WALKER 2014 401k financial data
Total income from all sources	2014-12-31	$59,127
Expenses. Total of all expenses incurred	2014-12-31	$8,477
Benefits paid (including direct rollovers)	2014-12-31	$6,000
Total plan assets at end of year	2014-12-31	$869,540
Total plan assets at beginning of year	2014-12-31	$818,890
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,477
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$40,444
Net income (gross income less expenses)	2014-12-31	$50,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$869,540
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$818,890
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$18,683
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : WALKER AND WALKER 2013 401k financial data
Total income from all sources	2013-12-31	$118,831
Expenses. Total of all expenses incurred	2013-12-31	$8,317
Benefits paid (including direct rollovers)	2013-12-31	$6,000
Total plan assets at end of year	2013-12-31	$818,890
Total plan assets at beginning of year	2013-12-31	$708,376
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,317
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$100,126
Net income (gross income less expenses)	2013-12-31	$110,514
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$818,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$708,376
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$18,705
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : WALKER AND WALKER 2012 401k financial data
Total income from all sources	2012-12-31	$109,975
Expenses. Total of all expenses incurred	2012-12-31	$8,944
Benefits paid (including direct rollovers)	2012-12-31	$8,041
Total plan assets at end of year	2012-12-31	$708,376
Total plan assets at beginning of year	2012-12-31	$607,347
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$903
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$86,964
Net income (gross income less expenses)	2012-12-31	$101,031
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$708,376
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$607,347
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$23,011
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : WALKER AND WALKER 2011 401k financial data
Total income from all sources	2011-12-31	$15,918
Expenses. Total of all expenses incurred	2011-12-31	$12,000
Benefits paid (including direct rollovers)	2011-12-31	$12,000
Total plan assets at end of year	2011-12-31	$607,347
Total plan assets at beginning of year	2011-12-31	$603,429
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$15,918
Net income (gross income less expenses)	2011-12-31	$3,918
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$607,347
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$603,429
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : WALKER AND WALKER 2010 401k financial data
Total income from all sources	2010-12-31	$67,858
Expenses. Total of all expenses incurred	2010-12-31	$12,000
Benefits paid (including direct rollovers)	2010-12-31	$12,000
Total plan assets at end of year	2010-12-31	$603,429
Total plan assets at beginning of year	2010-12-31	$547,571
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$67,858
Net income (gross income less expenses)	2010-12-31	$55,858
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$603,429
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$547,571
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : WALKER AND WALKER 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for WALKER AND WALKER

2015: WALKER AND WALKER 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALKER AND WALKER 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALKER AND WALKER 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALKER AND WALKER 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALKER AND WALKER 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WALKER AND WALKER 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALKER AND WALKER
Employer identification number (EIN):	363959140
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers