401k Plan data: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN plan

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

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

CHARLES E. WALTERS & CO. INC. PROFIT SHARING 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.
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 Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHARLES E. WALTERS 2023-06-15
002 2021-01-01 CHARLES E. WALTERS 2022-09-29
002 2020-01-01 CHARLES E. WALTERS 2021-10-07
002 2019-01-01 CHARLES E. WALTERS 2020-09-14
002 2018-01-01 CHARLES E. WALTERS 2019-08-02
002 2017-01-01
002 2016-01-01 CHARLES E. WALTERS CHARLES E. WALTERS 2017-10-10
002 2015-01-01 CHARLES E. WALTERS CHARLES E. WALTERS 2016-06-02
002 2014-01-01 CHARLES E. WALTERS CHARLES E. WALTERS 2016-02-23
002 2013-01-01 CHARLES E. WALTERS CHARLES E. WALTERS 2016-02-11
002 2012-01-01 CHARLES E. WALTERS CHARLES E. WALTERS 2013-07-29
002 2011-01-01 CHARLES E. WALTERS CHARLES E. WALTERS 2012-07-23
002 2009-01-01 CHARLES WALTERS III

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CHARLES E. WALTERS	2023-06-15
002	2021-01-01	CHARLES E. WALTERS	2022-09-29
002	2020-01-01	CHARLES E. WALTERS	2021-10-07
002	2019-01-01	CHARLES E. WALTERS	2020-09-14
002	2018-01-01	CHARLES E. WALTERS	2019-08-02
002	2017-01-01
002	2016-01-01	CHARLES E. WALTERS		CHARLES E. WALTERS	2017-10-10
002	2015-01-01	CHARLES E. WALTERS		CHARLES E. WALTERS	2016-06-02
002	2014-01-01	CHARLES E. WALTERS		CHARLES E. WALTERS	2016-02-23
002	2013-01-01	CHARLES E. WALTERS		CHARLES E. WALTERS	2016-02-11
002	2012-01-01	CHARLES E. WALTERS		CHARLES E. WALTERS	2013-07-29
002	2011-01-01	CHARLES E. WALTERS		CHARLES E. WALTERS	2012-07-23
002	2009-01-01	CHARLES WALTERS III

Plan Statistics for CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN

Measure Date Value
2022: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
2021: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
2020: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
2019: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
2018: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
2017: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
2014: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 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 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 2
2013: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 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 2
2012: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
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 2
2011: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 2
2009: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
2021: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
2020: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
2019: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
2018: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
2017: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
2014: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 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	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	2
2013: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 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	2
2012: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
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	2
2011: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	2
2009: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2022 : CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-154,812
Expenses. Total of all expenses incurred	2022-12-31	$10,403
Total plan assets at end of year	2022-12-31	$646,361
Total plan assets at beginning of year	2022-12-31	$811,576
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$-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 sources	2021-12-31	$99,447
Expenses. Total of all expenses incurred	2021-12-31	$11,068
Total plan assets at end of year	2021-12-31	$811,576
Total plan assets at beginning of year	2021-12-31	$723,197
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$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 sources	2020-12-31	$50,765
Expenses. Total of all expenses incurred	2020-12-31	$59,868
Benefits paid (including direct rollovers)	2020-12-31	$50,000
Total plan assets at end of year	2020-12-31	$723,197
Total plan assets at beginning of year	2020-12-31	$732,300
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$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 sources	2019-12-31	$134,758
Expenses. Total of all expenses incurred	2019-12-31	$60,515
Benefits paid (including direct rollovers)	2019-12-31	$50,000
Total plan assets at end of year	2019-12-31	$732,300
Total plan assets at beginning of year	2019-12-31	$658,057
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$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 sources	2018-12-31	$-39,234
Expenses. Total of all expenses incurred	2018-12-31	$10,270
Total plan assets at end of year	2018-12-31	$658,057
Total plan assets at beginning of year	2018-12-31	$707,561
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-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 sources	2017-12-31	$91,942
Expenses. Total of all expenses incurred	2017-12-31	$9,637
Total plan assets at end of year	2017-12-31	$707,561
Total plan assets at beginning of year	2017-12-31	$625,256
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$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 sources	2016-12-31	$49,103
Expenses. Total of all expenses incurred	2016-12-31	$28,905
Benefits paid (including direct rollovers)	2016-12-31	$19,737
Total plan assets at end of year	2016-12-31	$625,256
Total plan assets at beginning of year	2016-12-31	$605,058
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$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 sources	2015-12-31	$-58,819
Expenses. Total of all expenses incurred	2015-12-31	$9,180
Total plan assets at end of year	2015-12-31	$605,058
Total plan assets at beginning of year	2015-12-31	$673,057
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-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 sources	2014-12-31	$53,966
Expenses. Total of all expenses incurred	2014-12-31	$80,435
Total plan assets at end of year	2014-12-31	$673,057
Total plan assets at beginning of year	2014-12-31	$699,526
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$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 sources	2013-12-31	$70,797
Expenses. Total of all expenses incurred	2013-12-31	$17,587
Total plan assets at end of year	2013-12-31	$699,526
Total plan assets at beginning of year	2013-12-31	$646,316
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$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 sources	2012-12-31	$46,163
Expenses. Total of all expenses incurred	2012-12-31	$16,711
Total plan assets at end of year	2012-12-31	$646,316
Total plan assets at beginning of year	2012-12-31	$616,864
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$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 sources	2011-12-31	$7,580
Expenses. Total of all expenses incurred	2011-12-31	$16,377
Total plan assets at end of year	2011-12-31	$646,864
Total plan assets at beginning of year	2011-12-31	$655,661
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$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 sources	2010-12-31	$86,981
Expenses. Total of all expenses incurred	2010-12-31	$14,823
Total plan assets at end of year	2010-12-31	$655,660
Total plan assets at beginning of year	2010-12-31	$583,502
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$14,823
Other income received	2010-12-31	$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

2022: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES E. WALTERS & CO. INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES E. WALTERS & CO. INC. PROFIT SHARING 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

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