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EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WALTON OPTIONS FOR INDEPENDENT LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALTON OPTIONS FOR INDEPENDENT LIVING, INC.
Employer identification number (EIN):582132383
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIFFANY CLIFFORD2024-07-15
0012022-01-01TIFFANY CLIFFORD2023-07-25
0012021-01-01TIFFANY CLIFFORD2022-07-29
0012020-01-01TIFFANY CLIFFORD2021-07-23
0012019-01-01TIFFANY CLIFFORD2020-07-23
0012018-01-01TIFFANY CLIFFORD2019-07-16
0012017-01-01TIFFANY L CLIFFORD2018-07-25 TIFFANY L CLIFFORD2018-07-25
0012016-01-01TIFFANY L CLIFFORD2017-07-18 TIFFANY L CLIFFORD2017-07-18
0012015-01-01TIFFANY L CLIFFORD2016-06-16 TIFFANY L CLIFFORD2016-06-16
0012014-01-01TIFFANY L CLIFFORD2015-07-28 TIFFANY L CLIFFORD2015-07-28
0012013-01-01TIFFANY L CLIFFORD2014-07-10 TIFFANY L CLIFFORD2014-07-10
0012012-01-01TIFFANY L. CLIFFORD2013-08-01 TIFFANY L. CLIFFORD2013-08-01
0012011-01-01TIFFANY L JOHNSTON-SPARKS2012-07-13 TIFFANY L JOHNSTON-SPARKS2012-07-13
0012010-01-01TIFFANY L. JOHNSTON-SPARKS2011-07-26 TIFFANY L. JOHNSTON-SPARKS2011-07-26

Plan Statistics for EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-0817
Total number of particpants at end of year2025-07-0820
Number of Participants With Account Balances2025-07-0816
2024: EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-1520
Total number of particpants at end of year2024-07-1517
Number of Participants With Account Balances2024-07-1515

Financial Data on EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-085083
Net assets as of the end of the plan year2025-07-08733207
Total assets as of the beginning of the plan year2025-07-08641191
Value of plan covered by a fidelity bond2025-07-08100000
Participant contributions to plan in this plan year2025-07-0817994
Value of participant loans at end of plan year2025-07-0821110
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0862782
Plan net income in this plan year2025-07-0892016
Net assets as of the end of the plan year2025-07-08733207
Net assets as of the beginning of the plan year2025-07-08641191
Employer contributions to plan in this plan year2025-07-0816323
Fees paid to broker by Benefit Provider2025-07-08233
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08147
2024 : EMPLOYEE BENEFIT PLAN OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-157329
Net assets as of the end of the plan year2024-07-15641191
Total assets as of the beginning of the plan year2024-07-15534620
Value of plan covered by a fidelity bond2024-07-15100000
Participant contributions to plan in this plan year2024-07-1516784
Value of participant loans at end of plan year2024-07-1529933
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-158888
Other income to plan in this plan year2024-07-1573628
Plan net income in this plan year2024-07-15106571
Net assets as of the end of the plan year2024-07-15641191
Net assets as of the beginning of the plan year2024-07-15534620
Employer contributions to plan in this plan year2024-07-1514600
Fees paid to broker by Benefit Provider2024-07-1592
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15129

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