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WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameWALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 002

WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined 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(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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALKER INSURANCE, INC.
Employer identification number (EIN):560659749
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about WALKER INSURANCE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-06-08
Company Identification Number: P00000055315
Legal Registered Office Address: 2248 NE ROSE WALK TERRACE

STUART

34996

More information about WALKER INSURANCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01WILLIAM WALKER2021-09-27
0022020-01-01BORIS WALKER2021-04-21
0022019-01-01BORIS WALKER2020-04-14
0022018-01-01BORIS WALKER2019-10-11
0022017-01-01BORIS WALKER
0022016-01-01BORIS WALKER
0022015-01-01BORIS WALKER
0022014-01-01CAROLE HENDRIX
0022013-01-01BORIS WALKER
0022012-01-01BORIS WALKER2013-05-01
0022011-01-01BORIS B. WALKER2012-07-16 BORIS B. WALKER2012-07-16
0022010-01-01BORIS B. WALKER2012-03-19 BORIS B. WALKER2012-03-19

Financial Data on WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2017 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$250,685
Expenses. Total of all expenses incurred2017-12-31$125,926
Benefits paid (including direct rollovers)2017-12-31$119,908
Total plan assets at end of year2017-12-31$1,412,880
Total plan assets at beginning of year2017-12-31$1,288,121
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$26,746
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$204,522
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$124,759
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,412,880
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,288,121
Total contributions received or receivable from employer(s)2017-12-31$19,417
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,018
2016 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$142,638
Expenses. Total of all expenses incurred2016-12-31$12,234
Benefits paid (including direct rollovers)2016-12-31$6,073
Total plan assets at end of year2016-12-31$1,288,121
Total plan assets at beginning of year2016-12-31$1,157,717
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$15,024
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$2,998
Other income received2016-12-31$104,953
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$130,404
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,288,121
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,157,717
Total contributions received or receivable from employer(s)2016-12-31$19,663
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,161
2015 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$18,650
Expenses. Total of all expenses incurred2015-12-31$12,120
Benefits paid (including direct rollovers)2015-12-31$6,184
Total plan assets at end of year2015-12-31$1,157,717
Total plan assets at beginning of year2015-12-31$1,151,187
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$16,609
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-20,690
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$6,530
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,157,717
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,151,187
Total contributions received or receivable from employer(s)2015-12-31$22,731
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,936
2014 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$90,672
Expenses. Total of all expenses incurred2014-12-31$12,918
Benefits paid (including direct rollovers)2014-12-31$7,173
Total plan assets at end of year2014-12-31$1,151,187
Total plan assets at beginning of year2014-12-31$1,073,433
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$13,896
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$405
Other income received2014-12-31$56,069
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$77,754
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,151,187
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,073,433
Total contributions received or receivable from employer(s)2014-12-31$20,302
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,745
2013 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$117,070
Expenses. Total of all expenses incurred2013-12-31$2,490
Benefits paid (including direct rollovers)2013-12-31$2,490
Total plan assets at end of year2013-12-31$1,073,433
Total plan assets at beginning of year2013-12-31$958,853
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$800
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$104,029
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$114,580
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,073,433
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$958,853
Total contributions received or receivable from employer(s)2013-12-31$12,241
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

2017: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALKER INSURANCE, INC. PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALKER INSURANCE, INC. PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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