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CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN
Plan identification number 002

CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

CHARLES E. WALTERS & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. WALTERS & COMPANY, INC.
Employer identification number (EIN):630849757
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHARLES E. WALTERS2024-08-05
0022022-01-01CHARLES E. WALTERS2023-06-15
0022021-01-01CHARLES E. WALTERS2022-09-29
0022020-01-01CHARLES E. WALTERS2021-10-07
0022019-01-01CHARLES E. WALTERS2020-09-14
0022018-01-01CHARLES E. WALTERS2019-08-02
0022017-01-01
0022016-01-01CHARLES E. WALTERS CHARLES E. WALTERS2017-10-10
0022015-01-01CHARLES E. WALTERS CHARLES E. WALTERS2016-06-02
0022014-01-01CHARLES E. WALTERS CHARLES E. WALTERS2016-02-23
0022013-01-01CHARLES E. WALTERS CHARLES E. WALTERS2016-02-11
0022012-01-01CHARLES E. WALTERS CHARLES E. WALTERS2013-07-29
0022011-01-01CHARLES E. WALTERS CHARLES E. WALTERS2012-07-23
0022009-01-01CHARLES WALTERS III

Financial Data on CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN

Measure Date Value
2023 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$96,511
Expenses. Total of all expenses incurred2023-12-31$59,808
Benefits paid (including direct rollovers)2023-12-31$50,000
Total plan assets at end of year2023-12-31$683,064
Total plan assets at beginning of year2023-12-31$646,361
Value of fidelity bond covering the plan2023-12-31$100,000
Other income received2023-12-31$96,511
Net income (gross income less expenses)2023-12-31$36,703
Net plan assets at end of year (total assets less liabilities)2023-12-31$683,064
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$646,361
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$9,808
2022 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-154,812
Expenses. Total of all expenses incurred2022-12-31$10,403
Total plan assets at end of year2022-12-31$646,361
Total plan assets at beginning of year2022-12-31$811,576
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-154,812
Net income (gross income less expenses)2022-12-31$-165,215
Net plan assets at end of year (total assets less liabilities)2022-12-31$646,361
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$811,576
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,403
2021 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$99,447
Expenses. Total of all expenses incurred2021-12-31$11,068
Total plan assets at end of year2021-12-31$811,576
Total plan assets at beginning of year2021-12-31$723,197
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$99,447
Net income (gross income less expenses)2021-12-31$88,379
Net plan assets at end of year (total assets less liabilities)2021-12-31$811,576
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$723,197
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11,068
2020 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$50,765
Expenses. Total of all expenses incurred2020-12-31$59,868
Benefits paid (including direct rollovers)2020-12-31$50,000
Total plan assets at end of year2020-12-31$723,197
Total plan assets at beginning of year2020-12-31$732,300
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$50,765
Net income (gross income less expenses)2020-12-31$-9,103
Net plan assets at end of year (total assets less liabilities)2020-12-31$723,197
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$732,300
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,868
2019 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$134,758
Expenses. Total of all expenses incurred2019-12-31$60,515
Benefits paid (including direct rollovers)2019-12-31$50,000
Total plan assets at end of year2019-12-31$732,300
Total plan assets at beginning of year2019-12-31$658,057
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$134,758
Net income (gross income less expenses)2019-12-31$74,243
Net plan assets at end of year (total assets less liabilities)2019-12-31$732,300
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$658,057
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,515
2018 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-39,234
Expenses. Total of all expenses incurred2018-12-31$10,270
Total plan assets at end of year2018-12-31$658,057
Total plan assets at beginning of year2018-12-31$707,561
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-39,234
Net income (gross income less expenses)2018-12-31$-49,504
Net plan assets at end of year (total assets less liabilities)2018-12-31$658,057
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$707,561
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,270
2017 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$91,942
Expenses. Total of all expenses incurred2017-12-31$9,637
Total plan assets at end of year2017-12-31$707,561
Total plan assets at beginning of year2017-12-31$625,256
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$91,942
Net income (gross income less expenses)2017-12-31$82,305
Net plan assets at end of year (total assets less liabilities)2017-12-31$707,561
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$625,256
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,637
2016 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$49,103
Expenses. Total of all expenses incurred2016-12-31$28,905
Benefits paid (including direct rollovers)2016-12-31$19,737
Total plan assets at end of year2016-12-31$625,256
Total plan assets at beginning of year2016-12-31$605,058
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$49,103
Net income (gross income less expenses)2016-12-31$20,198
Net plan assets at end of year (total assets less liabilities)2016-12-31$625,256
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$605,058
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,168
2015 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-58,819
Expenses. Total of all expenses incurred2015-12-31$9,180
Total plan assets at end of year2015-12-31$605,058
Total plan assets at beginning of year2015-12-31$673,057
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-58,819
Net income (gross income less expenses)2015-12-31$-67,999
Net plan assets at end of year (total assets less liabilities)2015-12-31$605,058
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$673,057
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,180
2014 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$53,966
Expenses. Total of all expenses incurred2014-12-31$80,435
Total plan assets at end of year2014-12-31$673,057
Total plan assets at beginning of year2014-12-31$699,526
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$53,966
Net income (gross income less expenses)2014-12-31$-26,469
Net plan assets at end of year (total assets less liabilities)2014-12-31$673,057
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$699,526
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$80,435
2013 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$70,797
Expenses. Total of all expenses incurred2013-12-31$17,587
Total plan assets at end of year2013-12-31$699,526
Total plan assets at beginning of year2013-12-31$646,316
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$70,797
Net income (gross income less expenses)2013-12-31$53,210
Net plan assets at end of year (total assets less liabilities)2013-12-31$699,526
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$646,316
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$17,587
2012 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$46,163
Expenses. Total of all expenses incurred2012-12-31$16,711
Total plan assets at end of year2012-12-31$646,316
Total plan assets at beginning of year2012-12-31$616,864
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$46,163
Net income (gross income less expenses)2012-12-31$29,452
Net plan assets at end of year (total assets less liabilities)2012-12-31$646,316
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$616,864
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,711
2011 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,580
Expenses. Total of all expenses incurred2011-12-31$16,377
Total plan assets at end of year2011-12-31$646,864
Total plan assets at beginning of year2011-12-31$655,661
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$7,580
Net income (gross income less expenses)2011-12-31$-8,797
Net plan assets at end of year (total assets less liabilities)2011-12-31$646,864
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$655,661
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,377
2010 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$86,981
Expenses. Total of all expenses incurred2010-12-31$14,823
Total plan assets at end of year2010-12-31$655,660
Total plan assets at beginning of year2010-12-31$583,502
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$14,823
Other income received2010-12-31$86,981
Net income (gross income less expenses)2010-12-31$72,158
Net plan assets at end of year (total assets less liabilities)2010-12-31$655,660
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$583,502

Form 5500 Responses for CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN

2023: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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