JAMES MONROE WALKER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST
401k plan membership statisitcs for JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST
Measure | Date | Value |
---|
2014: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
2012: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
2010: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
2009: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
---|
2014 : JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $42,623 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,499,680 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,499,680 |
Total plan assets at end of year | 2014-12-31 | $0 |
Total plan assets at beginning of year | 2014-12-31 | $1,457,057 |
Other income received | 2014-12-31 | $42,623 |
Net income (gross income less expenses) | 2014-12-31 | $-1,457,057 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,457,057 |
2013 : JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $46,455 |
Total plan assets at end of year | 2013-12-31 | $1,457,057 |
Total plan assets at beginning of year | 2013-12-31 | $1,410,602 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Other income received | 2013-12-31 | $46,455 |
Net income (gross income less expenses) | 2013-12-31 | $46,455 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,457,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,410,602 |
2012 : JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $118,566 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,095,191 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,095,191 |
Total plan assets at end of year | 2012-12-31 | $1,410,602 |
Total plan assets at beginning of year | 2012-12-31 | $2,387,227 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Other income received | 2012-12-31 | $17,362 |
Net income (gross income less expenses) | 2012-12-31 | $-976,625 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,410,602 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,387,227 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $101,204 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $101,204 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $101,204 |
2011 : JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $188,975 |
Expenses. Total of all expenses incurred | 2011-12-31 | $68,515 |
Benefits paid (including direct rollovers) | 2011-12-31 | $68,515 |
Total plan assets at end of year | 2011-12-31 | $2,387,227 |
Total plan assets at beginning of year | 2011-12-31 | $2,266,767 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Other income received | 2011-12-31 | $85,465 |
Net income (gross income less expenses) | 2011-12-31 | $120,460 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,387,227 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,266,767 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $103,510 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $103,510 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $103,510 |
2010 : JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $188,617 |
Expenses. Total of all expenses incurred | 2010-12-31 | $68,514 |
Benefits paid (including direct rollovers) | 2010-12-31 | $68,514 |
Total plan assets at end of year | 2010-12-31 | $2,266,767 |
Total plan assets at beginning of year | 2010-12-31 | $2,146,664 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Other income received | 2010-12-31 | $84,923 |
Net income (gross income less expenses) | 2010-12-31 | $120,103 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,266,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,146,664 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $103,694 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $103,694 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $103,694 |
2009 : JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $103,550 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $103,550 |
2014: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: JAMES M. WALKER MONEY PURCHASE PLAN AND TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |