JEFFREY L. WALKER CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN
401k plan membership statisitcs for JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN
| Measure | Date | Value |
|---|
| 2019: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 6 |
| 2018: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| 2017: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| 2016: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 7 |
| 2014: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| 2012: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 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 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 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 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| 2009: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 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 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2019 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $24,069 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $9,268 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $9,268 |
| Total plan assets at end of year | 2019-12-31 | $56,417 |
| Total plan assets at beginning of year | 2019-12-31 | $41,616 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $6,308 |
| Other income received | 2019-12-31 | $7,682 |
| Net income (gross income less expenses) | 2019-12-31 | $14,801 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $56,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $41,616 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,079 |
| 2018 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $12,404 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,965 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,965 |
| Total plan assets at end of year | 2018-12-31 | $41,616 |
| Total plan assets at beginning of year | 2018-12-31 | $33,177 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $9,424 |
| Other income received | 2018-12-31 | $-3,170 |
| Net income (gross income less expenses) | 2018-12-31 | $8,439 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $41,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,177 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $6,150 |
| 2017 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $14,462 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,712 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $8,712 |
| Total plan assets at end of year | 2017-12-31 | $33,177 |
| Total plan assets at beginning of year | 2017-12-31 | $27,427 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $5,383 |
| Other income received | 2017-12-31 | $3,828 |
| Net income (gross income less expenses) | 2017-12-31 | $5,750 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $33,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $27,427 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $5,251 |
| 2016 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $15,136 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,214 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $5,214 |
| Total plan assets at end of year | 2016-12-31 | $27,427 |
| Total plan assets at beginning of year | 2016-12-31 | $17,505 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $5,427 |
| Other income received | 2016-12-31 | $1,061 |
| Net income (gross income less expenses) | 2016-12-31 | $9,922 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $27,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,505 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $8,648 |
| 2014 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $6,088 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $17,290 |
| Total plan assets at beginning of year | 2014-12-31 | $11,202 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $429 |
| Other income received | 2014-12-31 | $429 |
| Net income (gross income less expenses) | 2014-12-31 | $6,088 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $17,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,202 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $5,230 |
| 2013 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $4,883 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $11,202 |
| Total plan assets at beginning of year | 2013-12-31 | $6,319 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $689 |
| Other income received | 2013-12-31 | $1,234 |
| Net income (gross income less expenses) | 2013-12-31 | $4,883 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,319 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $2,960 |
| 2012 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $3,641 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $8,517 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $8,517 |
| Total plan assets at end of year | 2012-12-31 | $6,319 |
| Total plan assets at beginning of year | 2012-12-31 | $11,195 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,093 |
| Other income received | 2012-12-31 | $85 |
| Net income (gross income less expenses) | 2012-12-31 | $-4,876 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,195 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $2,463 |
| 2011 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $3,669 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,803 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,803 |
| Total plan assets at end of year | 2011-12-31 | $9,060 |
| Total plan assets at beginning of year | 2011-12-31 | $11,195 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $904 |
| Other income received | 2011-12-31 | $-478 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,134 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,195 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,243 |
| 2010 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $2,486 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,640 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,640 |
| Total plan assets at end of year | 2010-12-31 | $11,195 |
| Total plan assets at beginning of year | 2010-12-31 | $13,349 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Other income received | 2010-12-31 | $170 |
| Net income (gross income less expenses) | 2010-12-31 | $-2,154 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $11,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,349 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,316 |
| 2019: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
