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

Plan NameWALKER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WALKER INSURANCE GROUP, INC. 401(K) PROFIT SHARING 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.
  • 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

WALKER INSURANCE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALKER INSURANCE GROUP, INC.
Employer identification number (EIN):562114348
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHERYL WALKER2024-05-31
0012022-01-01CHERYL WALKER2023-05-04
0012021-01-01CHERYL WALKER2022-07-29
0012020-01-01CHERYL WALKER2021-07-01 CHERYL WALKER2021-07-01
0012019-01-01CHERYL WALKER2020-07-14 CHERYL WALKER2020-07-14
0012018-01-01CHERYL WALKER2019-06-19 CHERYL WALKER2019-06-19
0012018-01-01CHERYL WALKER2019-06-19 CHERYL WALKER2019-06-19
0012017-01-01CHERYL WALKER2018-04-04 CHERYL WALKER2018-04-04
0012016-01-01CHERYL WALKER2017-10-09
0012015-01-01CHERYL WALKER2016-05-19 CHERYL WALKER2016-05-19
0012014-01-01CHERYL WALKER2015-10-15
0012013-01-01CHERYL WALKER2014-03-21
0012012-01-01CHERYL WALKER2013-04-30
0012011-01-01CHERYL D. WALKER2012-06-11
0012010-01-01CHERYL D. WALKER2011-06-29

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

Measure Date Value
2025 : WALKER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-291653
Net assets as of the end of the plan year2025-04-291484520
Total assets as of the beginning of the plan year2025-04-291179041
Value of plan covered by a fidelity bond2025-04-2910000
Participant contributions to plan in this plan year2025-04-29101670
Other income to plan in this plan year2025-04-29121419
Plan net income in this plan year2025-04-29305479
Net assets as of the end of the plan year2025-04-291484520
Net assets as of the beginning of the plan year2025-04-291179041
Employer contributions to plan in this plan year2025-04-2984043
2024 : WALKER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-310
Net assets as of the end of the plan year2024-05-311179041
Total assets as of the beginning of the plan year2024-05-31952415
Value of plan covered by a fidelity bond2024-05-3110000
Participant contributions to plan in this plan year2024-05-3154390
Other expenses paid from plan in this plan year2024-05-310
Other contributions to plan in this plan year2024-05-310
Other income to plan in this plan year2024-05-31138344
Plan net income in this plan year2024-05-31226626
Net assets as of the end of the plan year2024-05-311179041
Net assets as of the beginning of the plan year2024-05-31952415
Employer contributions to plan in this plan year2024-05-3133892
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-310
2022 : WALKER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29550
Net assets as of the end of the plan year2022-07-29997955
Total assets as of the beginning of the plan year2022-07-29755021
Value of plan covered by a fidelity bond2022-07-2910000
Participant contributions to plan in this plan year2022-07-2936180
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-29179865
Plan net income in this plan year2022-07-29242934
Net assets as of the end of the plan year2022-07-29997955
Net assets as of the beginning of the plan year2022-07-29755021
Employer contributions to plan in this plan year2022-07-2927439
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29455

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