401k Plan data: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN plan

JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN
Plan identification number	002

JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

JEFFREY D. WALKER, CPA, P.A. has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY D. WALKER, CPA, P.A.

Employer identification number (EIN): 593757352

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JEFFREY WALKER 2023-10-10 JEFFREY WALKER 2023-10-10
002 2021-01-01 JEFFREY WALKER 2022-05-17 JEFFREY WALKER 2022-05-17
002 2020-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JEFFREY WALKER	2023-10-10	JEFFREY WALKER	2023-10-10
002	2021-01-01	JEFFREY WALKER	2022-05-17	JEFFREY WALKER	2022-05-17
002	2020-01-01

Plan Statistics for JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN

Measure Date Value
2025: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-13 1
Total number of particpants at end of year 2025-10-13 1
Total number of particpants at beginning of year 2025-07-01 1
Total number of particpants at end of year 2025-07-01 1
2022: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 792,025
Acturial value of plan assets 2022-12-31 792,025
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 664,904
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 664,904
Total participant count 2022-12-31 1
Total funding target for all participants 2022-12-31 664,904
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 127,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 127,298
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 150,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 151,572
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 151,572
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-05-17 1
Total number of particpants at end of year 2022-05-17 1
2021: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 554,214
Acturial value of plan assets 2021-12-31 554,214
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 575,183
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 575,183
Total participant count 2021-12-31 1
Total funding target for all participants 2021-12-31 575,183
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 240,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 236,216
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 105,462
Net shortfall amortization installment of oustanding balance 2021-12-31 20,969
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 108,918
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 108,918
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 236,216
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 285,418
Acturial value of plan assets 2020-12-31 285,418
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 281,952
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 281,952
Total participant count 2020-12-31 1
Total funding target for all participants 2020-12-31 281,952
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 18,281
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 18,281
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 266,201
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 267,821
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 271,108
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 267,642
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 267,642
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 267,821
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-13	1
Total number of particpants at end of year	2025-10-13	1
Total number of particpants at beginning of year	2025-07-01	1
Total number of particpants at end of year	2025-07-01	1
2022: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	792,025
Acturial value of plan assets	2022-12-31	792,025
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	664,904
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	664,904
Total participant count	2022-12-31	1
Total funding target for all participants	2022-12-31	664,904
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	127,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	127,298
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	150,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	151,572
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	151,572
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-05-17	1
Total number of particpants at end of year	2022-05-17	1
2021: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	554,214
Acturial value of plan assets	2021-12-31	554,214
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	575,183
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	575,183
Total participant count	2021-12-31	1
Total funding target for all participants	2021-12-31	575,183
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	240,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	236,216
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	105,462
Net shortfall amortization installment of oustanding balance	2021-12-31	20,969
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	108,918
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	108,918
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	236,216
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	285,418
Acturial value of plan assets	2020-12-31	285,418
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	281,952
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	281,952
Total participant count	2020-12-31	1
Total funding target for all participants	2020-12-31	281,952
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	18,281
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	18,281
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	266,201
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	267,821
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	271,108
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	267,642
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	267,642
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	267,821
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN

Measure	Date	Value
2025 : JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-13	0
Total liabilities as of the end of the plan year	2025-10-13	0
Total liabilities as of the beginning of the plan year	2025-10-13	0
Total expenses incurred by plan in this plan year	2025-10-13	0
Net assets as of the end of the plan year	2025-10-13	1558069
Total assets as of the beginning of the plan year	2025-10-13	1042235
Participant contributions to plan in this plan year	2025-10-13	0
Other expenses paid from plan in this plan year	2025-10-13	0
Other contributions to plan in this plan year	2025-10-13	0
Other income to plan in this plan year	2025-10-13	55834
Plan net income in this plan year	2025-10-13	515834
Net assets as of the end of the plan year	2025-10-13	1558069
Net assets as of the beginning of the plan year	2025-10-13	1042235
Employer contributions to plan in this plan year	2025-10-13	460000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	0
Total transfers to/from plan in this plan year	2025-07-01	0
Total liabilities as of the end of the plan year	2025-07-01	0
Total liabilities as of the beginning of the plan year	2025-07-01	0
Total expenses incurred by plan in this plan year	2025-07-01	0
Net assets as of the end of the plan year	2025-07-01	1042235
Total assets as of the beginning of the plan year	2025-07-01	998928
Participant contributions to plan in this plan year	2025-07-01	0
Other expenses paid from plan in this plan year	2025-07-01	0
Other contributions to plan in this plan year	2025-07-01	0
Other income to plan in this plan year	2025-07-01	43307
Plan net income in this plan year	2025-07-01	43307
Net assets as of the end of the plan year	2025-07-01	1042235
Net assets as of the beginning of the plan year	2025-07-01	998928
Employer contributions to plan in this plan year	2025-07-01	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-01	0
2022 : JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-17	0
Total liabilities as of the end of the plan year	2022-05-17	0
Total liabilities as of the beginning of the plan year	2022-05-17	0
Total expenses incurred by plan in this plan year	2022-05-17	0
Net assets as of the end of the plan year	2022-05-17	794214
Total assets as of the beginning of the plan year	2022-05-17	553464
Participant contributions to plan in this plan year	2022-05-17	0
Other expenses paid from plan in this plan year	2022-05-17	0
Other contributions to plan in this plan year	2022-05-17	0
Other income to plan in this plan year	2022-05-17	750
Plan net income in this plan year	2022-05-17	240750
Net assets as of the end of the plan year	2022-05-17	794214
Net assets as of the beginning of the plan year	2022-05-17	553464
Employer contributions to plan in this plan year	2022-05-17	240000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-17	0

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Company Name:	JEFFREY D. WALKER, CPA, P.A.
Employer identification number (EIN):	593757352
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants