KEVIN M. WALSH, D.D.S., M.S., L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEVIN M. WALSH PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : KEVIN M. WALSH PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $134,070 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $160,336 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $159,398 |
| Total plan assets at end of year | 2023-12-31 | $1,425,253 |
| Total plan assets at beginning of year | 2023-12-31 | $1,451,519 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Other income received | 2023-12-31 | $134,070 |
| Net income (gross income less expenses) | 2023-12-31 | $-26,266 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,425,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,451,519 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $352,510 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $938 |
| 2022 : KEVIN M. WALSH PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-178,052 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,092 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $139 |
| Total plan assets at end of year | 2022-12-31 | $1,451,519 |
| Total plan assets at beginning of year | 2022-12-31 | $1,630,663 |
| Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
| Other income received | 2022-12-31 | $-178,052 |
| Net income (gross income less expenses) | 2022-12-31 | $-179,144 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,451,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,630,663 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $384,190 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $953 |
| 2021 : KEVIN M. WALSH PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-206,728 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,592 |
| Total plan assets at end of year | 2021-12-31 | $1,630,663 |
| Total plan assets at beginning of year | 2021-12-31 | $1,839,983 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,647 |
| Other income received | 2021-12-31 | $-215,978 |
| Net income (gross income less expenses) | 2021-12-31 | $-209,320 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,630,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,839,983 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $508,370 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $945 |
| 2020 : KEVIN M. WALSH PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $139,589 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,159 |
| Total plan assets at end of year | 2020-12-31 | $1,839,983 |
| Total plan assets at beginning of year | 2020-12-31 | $1,702,553 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,445 |
| Other income received | 2020-12-31 | $135,431 |
| Net income (gross income less expenses) | 2020-12-31 | $137,430 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,839,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,702,553 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $780,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $714 |
| 2019 : KEVIN M. WALSH PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $550,564 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $292,603 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $288,381 |
| Total plan assets at end of year | 2019-12-31 | $1,702,553 |
| Total plan assets at beginning of year | 2019-12-31 | $1,444,592 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,536 |
| Other income received | 2019-12-31 | $544,174 |
| Net income (gross income less expenses) | 2019-12-31 | $257,961 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,702,553 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,444,592 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $786,500 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $6,390 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $686 |
| 2018 : KEVIN M. WALSH PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-15,508 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,444,592 |
| Total plan assets at beginning of year | 2018-12-31 | $1,460,100 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Other income received | 2018-12-31 | $-48,023 |
| Net income (gross income less expenses) | 2018-12-31 | $-15,508 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,444,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,460,100 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $370,100 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $32,515 |
| 2017 : KEVIN M. WALSH PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-313,549 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $823 |
| Total plan assets at end of year | 2017-12-31 | $1,460,100 |
| Total plan assets at beginning of year | 2017-12-31 | $1,774,472 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $823 |
| Other income received | 2017-12-31 | $-349,036 |
| Net income (gross income less expenses) | 2017-12-31 | $-314,372 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,460,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,774,472 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $370,100 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $35,487 |
| 2016 : KEVIN M. WALSH PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $122,154 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,313 |
| Total plan assets at end of year | 2016-12-31 | $1,774,472 |
| Total plan assets at beginning of year | 2016-12-31 | $1,655,631 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,260 |
| Other income received | 2016-12-31 | $74,746 |
| Net income (gross income less expenses) | 2016-12-31 | $118,841 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,774,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,655,631 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $786,500 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $47,408 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,053 |
| 2015 : KEVIN M. WALSH PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-241 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,765 |
| Total plan assets at end of year | 2015-12-31 | $1,659,006 |
| Total plan assets at beginning of year | 2015-12-31 | $1,664,012 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,930 |
| Other income received | 2015-12-31 | $-52,916 |
| Net income (gross income less expenses) | 2015-12-31 | $-5,006 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,659,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,664,012 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $786,500 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $52,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $835 |
| 2014 : KEVIN M. WALSH PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $13,150 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,635 |
| Total plan assets at end of year | 2014-12-31 | $1,664,012 |
| Total plan assets at beginning of year | 2014-12-31 | $1,652,497 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $823 |
| Other income received | 2014-12-31 | $-19,850 |
| Net income (gross income less expenses) | 2014-12-31 | $11,515 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,664,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,652,497 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $786,500 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $812 |
| 2013 : KEVIN M. WALSH PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $86,040 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,382 |
| Total plan assets at end of year | 2013-12-31 | $1,652,497 |
| Total plan assets at beginning of year | 2013-12-31 | $1,571,839 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $4,577 |
| Other income received | 2013-12-31 | $36,692 |
| Net income (gross income less expenses) | 2013-12-31 | $80,658 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,652,497 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,571,839 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $768,700 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $49,348 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $805 |
| 2012 : KEVIN M. WALSH PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $86,664 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $266 |
| Total plan assets at end of year | 2012-12-31 | $1,571,839 |
| Total plan assets at beginning of year | 2012-12-31 | $1,485,441 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $26 |
| Other income received | 2012-12-31 | $33,525 |
| Net income (gross income less expenses) | 2012-12-31 | $86,398 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,571,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,485,441 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $768,700 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $53,139 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $240 |
| 2011 : KEVIN M. WALSH PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $24,174 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,483 |
| Total plan assets at end of year | 2011-12-31 | $1,485,441 |
| Total plan assets at beginning of year | 2011-12-31 | $1,463,750 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,243 |
| Other income received | 2011-12-31 | $-29,734 |
| Net income (gross income less expenses) | 2011-12-31 | $21,691 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,485,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,463,750 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $768,700 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $53,908 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $240 |
| 2010 : KEVIN M. WALSH PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $40,763 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,258 |
| Total plan assets at end of year | 2010-12-31 | $1,463,750 |
| Total plan assets at beginning of year | 2010-12-31 | $1,424,245 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $815 |
| Other income received | 2010-12-31 | $-16,002 |
| Net income (gross income less expenses) | 2010-12-31 | $39,505 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,463,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,424,245 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $768,700 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $56,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $443 |
| 2023: KEVIN M. WALSH PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: KEVIN M. WALSH PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KEVIN M. WALSH PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KEVIN M. WALSH PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KEVIN M. WALSH PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KEVIN M. WALSH PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KEVIN M. WALSH PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KEVIN M. WALSH PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KEVIN M. WALSH PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KEVIN M. WALSH PROFIT SHARING 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KEVIN M. WALSH PROFIT SHARING 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KEVIN M. WALSH PROFIT SHARING 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KEVIN M. WALSH PROFIT SHARING 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KEVIN M. WALSH PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| Insurance contract or identification number | 23105960 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| Insurance contract or identification number | 23105961 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| Insurance contract or identification number | 23105960 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| Insurance contract or identification number | 23105961 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105961 |
| Policy instance | 1 |
| PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 ) |
| Policy contract number | 23105960 |
| Policy instance | 2 |
