| Plan Name | T & J WALSH, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ANTHONY WALSH | 2022-07-09 | ANTHONY WALSH | 2022-07-09 |
| 001 | 2020-01-01 | ANTHONY WALSH | 2021-10-05 | ||
| 001 | 2019-01-01 | ANTHONY WALSH | 2020-06-11 | ANTHONY WALSH | 2020-06-11 |
| 001 | 2018-01-01 | ANTHONY WALSH | 2019-07-01 | ANTHONY WALSH | 2019-07-01 |
| 001 | 2017-01-01 | ANTHONY WALSH | 2018-07-14 | ANTHONY WALSH | 2018-07-14 |
| 001 | 2016-01-01 | ANTHONY WALSH | 2017-06-19 | ANTHONY WALSH | 2017-06-19 |
| 001 | 2015-01-01 | ANTHONY WALSH | 2016-06-23 | ANTHONY WALSH | 2016-06-23 |
| 001 | 2014-01-01 | ANTHONY WALSH | ANTHONY WALSH | 2015-06-08 | |
| 001 | 2013-01-01 | ANTHONY WALSH | |||
| 001 | 2012-01-01 | ANTHONY WALSH | |||
| 001 | 2011-01-01 | ANTHONY WALSH | |||
| 001 | 2009-01-01 | ANTHONY WALSH | ANTHONY WALSH | 2010-07-29 |
| Measure | Date | Value |
|---|---|---|
| 2014 : T & J WALSH, INC. 401(K) PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $39,700 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $70 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $388,777 |
| Total plan assets at beginning of year | 2014-12-31 | $349,147 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,029 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $70 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $15,532 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $3,560 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : T & J WALSH, INC. 401(K) PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $74,705 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $16 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $349,147 |
| Total plan assets at beginning of year | 2013-12-31 | $274,458 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $25,687 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $16 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $21,823 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,905 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : T & J WALSH, INC. 401(K) PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $57,062 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $274,458 |
| Total plan assets at beginning of year | 2012-12-31 | $217,412 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $25,059 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $16 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $31,786 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,792 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : T & J WALSH, INC. 401(K) PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $24,179 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $16 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $217,412 |
| Total plan assets at beginning of year | 2011-12-31 | $193,249 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,703 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $63 |
| Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $41,427 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,779 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : T & J WALSH, INC. 401(K) PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $47,977 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $54 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $193,249 |
| Total plan assets at beginning of year | 2010-12-31 | $145,326 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $23,989 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $54 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,694 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2014: T & J WALSH, INC. 401(K) PLAN 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: T & J WALSH, INC. 401(K) PLAN 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: T & J WALSH, INC. 401(K) PLAN 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: T & J WALSH, INC. 401(K) PLAN 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: T & J WALSH, INC. 401(K) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-811464 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-811464 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-811464 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-811464 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-811464 |
| Policy instance | 1 |