WALSH & KEATING, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-11 | 4 |
| Total number of particpants at end of year | 2025-07-11 | 4 |
| Number of Participants With Account Balances | 2025-07-11 | 4 |
| 2024: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-27 | 4 |
| Total number of particpants at end of year | 2024-09-27 | 4 |
| Number of Participants With Account Balances | 2024-09-27 | 4 |
| 2022: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-06 | 4 |
| Total number of particpants at end of year | 2022-07-06 | 4 |
| Number of Participants With Account Balances | 2022-07-06 | 4 |
| 2014: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| 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: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| 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: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-11 | 834 |
| Net assets as of the end of the plan year | 2025-07-11 | 1317606 |
| Total assets as of the beginning of the plan year | 2025-07-11 | 1242182 |
| Value of plan covered by a fidelity bond | 2025-07-11 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-11 | 20590 |
| Other expenses paid from plan in this plan year | 2025-07-11 | 0 |
| Other contributions to plan in this plan year | 2025-07-11 | 0 |
| Other income to plan in this plan year | 2025-07-11 | 49629 |
| Plan net income in this plan year | 2025-07-11 | 75424 |
| Net assets as of the end of the plan year | 2025-07-11 | 1317606 |
| Net assets as of the beginning of the plan year | 2025-07-11 | 1242182 |
| Employer contributions to plan in this plan year | 2025-07-11 | 6039 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-11 | 0 |
| 2024 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-27 | 298 |
| Net assets as of the end of the plan year | 2024-09-27 | 1242182 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 1158595 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 1000000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 30798 |
| Other expenses paid from plan in this plan year | 2024-09-27 | 0 |
| Other contributions to plan in this plan year | 2024-09-27 | 0 |
| Other income to plan in this plan year | 2024-09-27 | 48328 |
| Plan net income in this plan year | 2024-09-27 | 83587 |
| Net assets as of the end of the plan year | 2024-09-27 | 1242182 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 1158595 |
| Employer contributions to plan in this plan year | 2024-09-27 | 4759 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 0 |
| 2022 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-06 | 315 |
| Net assets as of the end of the plan year | 2022-07-06 | 1123877 |
| Total assets as of the beginning of the plan year | 2022-07-06 | 1035776 |
| Value of plan covered by a fidelity bond | 2022-07-06 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-06 | 20310 |
| Other expenses paid from plan in this plan year | 2022-07-06 | 0 |
| Other contributions to plan in this plan year | 2022-07-06 | 0 |
| Other income to plan in this plan year | 2022-07-06 | 42150 |
| Plan net income in this plan year | 2022-07-06 | 88101 |
| Net assets as of the end of the plan year | 2022-07-06 | 1123877 |
| Net assets as of the beginning of the plan year | 2022-07-06 | 1035776 |
| Value of employer contributions paid | 2022-07-06 | 25956 |
| Employer contributions to plan in this plan year | 2022-07-06 | 25956 |
| Fees paid to broker by Benefit Provider | 2022-07-06 | 3146 |
| 2014 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $37,520 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $16,125 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $16,125 |
| Total plan assets at end of year | 2014-12-31 | $905,686 |
| Total plan assets at beginning of year | 2014-12-31 | $884,291 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $2,743 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $28,556 |
| Net income (gross income less expenses) | 2014-12-31 | $21,395 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $905,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $884,291 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $6,221 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 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 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $37,871 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $16,068 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $16,068 |
| Total plan assets at end of year | 2013-12-31 | $884,291 |
| Total plan assets at beginning of year | 2013-12-31 | $862,488 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $795 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $29,292 |
| Net income (gross income less expenses) | 2013-12-31 | $21,803 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $884,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $862,488 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,784 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 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 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $34,786 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $18,375 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $18,375 |
| Total plan assets at end of year | 2012-12-31 | $862,488 |
| Total plan assets at beginning of year | 2012-12-31 | $846,077 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $880 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $28,997 |
| Net income (gross income less expenses) | 2012-12-31 | $16,411 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $862,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $846,077 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,909 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 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 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $34,345 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $37,128 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,128 |
| Total plan assets at end of year | 2011-12-31 | $846,077 |
| Total plan assets at beginning of year | 2011-12-31 | $848,860 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $5,120 |
| 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 | $23,231 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,783 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $846,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $848,860 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,994 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 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 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $47,015 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,606 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $26,606 |
| Total plan assets at end of year | 2010-12-31 | $848,860 |
| Total plan assets at beginning of year | 2010-12-31 | $828,451 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $6,344 |
| 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 | $32,216 |
| Net income (gross income less expenses) | 2010-12-31 | $20,409 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $848,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $828,451 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,455 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 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 : WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| 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 |
| 2014: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: WALSH & KEATING S C 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |