401k Plan data: ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN plan

ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 401k Plan overview

Plan Name	ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN
Plan identification number	002

ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN Benefits

401k Plan Type

Defined 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

ROBERT WALLICK ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT WALLICK ASSOCIATES, INC.

Employer identification number (EIN): 591694413

NAIC Classification: 562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KERRY HERZIG 2024-10-07 KERRY HERZIG 2024-10-07
002 2022-01-01 KERRY HERZIG 2023-05-24
002 2021-01-01 KERRY HERZIG 2022-06-09
002 2020-01-01 KERRY HERZIG 2021-05-13
002 2019-01-01 KERRY HERZIG 2020-06-01
002 2018-01-01 KERRY HERZIG 2019-04-02
002 2017-01-01 KERRY HERZIG 2018-05-08
002 2016-01-01 KERRY HERZIG 2017-03-22
002 2015-01-01 KERRY HERZIG 2016-06-07
002 2014-01-01 KERRY HERZIG 2015-06-24
002 2013-01-01 KERRY HERZIG 2014-07-07
002 2012-01-01 KERRY HERZIG 2013-06-18
002 2011-01-01 KERRY HERZIG 2012-06-27
002 2010-01-01 KERRY HERZIG 2011-03-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KERRY HERZIG	2024-10-07	KERRY HERZIG	2024-10-07
002	2022-01-01	KERRY HERZIG	2023-05-24
002	2021-01-01	KERRY HERZIG	2022-06-09
002	2020-01-01	KERRY HERZIG	2021-05-13
002	2019-01-01	KERRY HERZIG	2020-06-01
002	2018-01-01	KERRY HERZIG	2019-04-02
002	2017-01-01	KERRY HERZIG	2018-05-08
002	2016-01-01	KERRY HERZIG	2017-03-22
002	2015-01-01	KERRY HERZIG	2016-06-07
002	2014-01-01	KERRY HERZIG	2015-06-24
002	2013-01-01	KERRY HERZIG	2014-07-07
002	2012-01-01	KERRY HERZIG	2013-06-18
002	2011-01-01	KERRY HERZIG	2012-06-27
002	2010-01-01	KERRY HERZIG	2011-03-04

Financial Data on ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN

Measure	Date	Value
2025 : ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-05-15	0
Total expenses incurred by plan in this plan year	2025-05-15	779239
Net assets as of the end of the plan year	2025-05-15	827157
Total assets as of the beginning of the plan year	2025-05-15	1354639
Value of plan covered by a fidelity bond	2025-05-15	150000
Participant contributions to plan in this plan year	2025-05-15	10837
Value of participant loans at end of plan year	2025-05-15	0
Other income to plan in this plan year	2025-05-15	232229
Plan net income in this plan year	2025-05-15	-527482
Net assets as of the end of the plan year	2025-05-15	827157
Net assets as of the beginning of the plan year	2025-05-15	1354639
Employer contributions to plan in this plan year	2025-05-15	8691
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-15	9545
2024 : ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-10-07	0
Total expenses incurred by plan in this plan year	2024-10-07	7435
Net assets as of the end of the plan year	2024-10-07	1354639
Total assets as of the beginning of the plan year	2024-10-07	996136
Value of plan covered by a fidelity bond	2024-10-07	150000
Participant contributions to plan in this plan year	2024-10-07	60755
Value of participant loans at end of plan year	2024-10-07	14736
Other income to plan in this plan year	2024-10-07	277366
Plan net income in this plan year	2024-10-07	358503
Net assets as of the end of the plan year	2024-10-07	1354639
Net assets as of the beginning of the plan year	2024-10-07	996136
Employer contributions to plan in this plan year	2024-10-07	27817
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	7435
2022 : ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-06-09	0
Total liabilities as of the beginning of the plan year	2022-06-09	0
Total expenses incurred by plan in this plan year	2022-06-09	8050
Net assets as of the end of the plan year	2022-06-09	1187934
Total assets as of the beginning of the plan year	2022-06-09	899078
Value of plan covered by a fidelity bond	2022-06-09	150000
Participant contributions to plan in this plan year	2022-06-09	28038
Value of participant loans at end of plan year	2022-06-09	17114
Other expenses paid from plan in this plan year	2022-06-09	0
Other contributions to plan in this plan year	2022-06-09	0
Other income to plan in this plan year	2022-06-09	175233
Plan net income in this plan year	2022-06-09	288856
Net assets as of the end of the plan year	2022-06-09	1187934
Net assets as of the beginning of the plan year	2022-06-09	899078
Employer contributions to plan in this plan year	2022-06-09	93635
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-09	569

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Company Name:	ROBERT WALLICK ASSOCIATES, INC.
Employer identification number (EIN):	591694413
NAIC Classification:	562000