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T & J WALSH, INC. 401(K) PLAN 401k Plan overview

Plan NameT & J WALSH, INC. 401(K) PLAN
Plan identification number 001

T & J WALSH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

T & J WALSH, INC. has sponsored the creation of one or more 401k plans.

Company Name:T & J WALSH, INC.
Employer identification number (EIN):421473452
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

Additional information about T & J WALSH, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1998-04-01
Company Identification Number: 216302
Legal Registered Office Address: 211 W WASHINGTON ST
PO BOX 867
WASHINGTON
United States of America (USA)
52353

More information about T & J WALSH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & J WALSH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ANTHONY WALSH2022-07-09 ANTHONY WALSH2022-07-09
0012020-01-01ANTHONY WALSH2021-10-05
0012019-01-01ANTHONY WALSH2020-06-11 ANTHONY WALSH2020-06-11
0012018-01-01ANTHONY WALSH2019-07-01 ANTHONY WALSH2019-07-01
0012017-01-01ANTHONY WALSH2018-07-14 ANTHONY WALSH2018-07-14
0012016-01-01ANTHONY WALSH2017-06-19 ANTHONY WALSH2017-06-19
0012015-01-01ANTHONY WALSH2016-06-23 ANTHONY WALSH2016-06-23
0012014-01-01ANTHONY WALSH ANTHONY WALSH2015-06-08
0012013-01-01ANTHONY WALSH
0012012-01-01ANTHONY WALSH
0012011-01-01ANTHONY WALSH
0012009-01-01ANTHONY WALSH ANTHONY WALSH2010-07-29

Financial Data on T & J WALSH, INC. 401(K) PLAN

Measure Date Value
2014 : T & J WALSH, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$39,700
Expenses. Total of all expenses incurred2014-12-31$70
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$388,777
Total plan assets at beginning of year2014-12-31$349,147
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$25,029
Expenses. Other expenses not covered elsewhere2014-12-31$70
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$11,111
Net income (gross income less expenses)2014-12-31$39,630
Net plan assets at end of year (total assets less liabilities)2014-12-31$388,777
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$349,147
Assets. Value of participant loans2014-12-31$15,532
Total contributions received or receivable from employer(s)2014-12-31$3,560
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : T & J WALSH, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$74,705
Expenses. Total of all expenses incurred2013-12-31$16
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$349,147
Total plan assets at beginning of year2013-12-31$274,458
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$25,687
Expenses. Other expenses not covered elsewhere2013-12-31$16
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$45,113
Net income (gross income less expenses)2013-12-31$74,689
Net plan assets at end of year (total assets less liabilities)2013-12-31$349,147
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$274,458
Assets. Value of participant loans2013-12-31$21,823
Total contributions received or receivable from employer(s)2013-12-31$3,905
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : T & J WALSH, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$57,062
Expenses. Total of all expenses incurred2012-12-31$16
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$274,458
Total plan assets at beginning of year2012-12-31$217,412
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$25,059
Expenses. Other expenses not covered elsewhere2012-12-31$16
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$28,211
Net income (gross income less expenses)2012-12-31$57,046
Net plan assets at end of year (total assets less liabilities)2012-12-31$274,458
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$217,412
Assets. Value of participant loans2012-12-31$31,786
Total contributions received or receivable from employer(s)2012-12-31$3,792
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : T & J WALSH, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$24,179
Expenses. Total of all expenses incurred2011-12-31$16
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$217,412
Total plan assets at beginning of year2011-12-31$193,249
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$24,703
Expenses. Other expenses not covered elsewhere2011-12-31$16
Contributions received from other sources (not participants or employers)2011-12-31$63
Other income received2011-12-31$-4,366
Net income (gross income less expenses)2011-12-31$24,163
Net plan assets at end of year (total assets less liabilities)2011-12-31$217,412
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$193,249
Assets. Value of participant loans2011-12-31$41,427
Total contributions received or receivable from employer(s)2011-12-31$3,779
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : T & J WALSH, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$47,977
Expenses. Total of all expenses incurred2010-12-31$54
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$193,249
Total plan assets at beginning of year2010-12-31$145,326
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$23,989
Expenses. Other expenses not covered elsewhere2010-12-31$54
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$20,294
Net income (gross income less expenses)2010-12-31$47,923
Net plan assets at end of year (total assets less liabilities)2010-12-31$193,249
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$145,326
Assets. Value of participant loans2010-12-31$50,000
Total contributions received or receivable from employer(s)2010-12-31$3,694
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for T & J WALSH, INC. 401(K) PLAN

2014: T & J WALSH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: T & J WALSH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: T & J WALSH, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: T & J WALSH, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: T & J WALSH, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811464
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811464
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811464
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811464
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-811464
Policy instance 1

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