401k Plan data: EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	002

EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

EDWARD J WALSH JR ETAL has sponsored the creation of one or more 401k plans.

Company Name: EDWARD J WALSH JR ETAL

Employer identification number (EIN): 760266034

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 EDWARD J WALSH 2024-10-11
002 2022-01-01 EDWARD J WALSH 2023-10-13
002 2021-01-01 EDWARD J WALSH 2022-10-17
002 2020-01-01 EDWARD J WALSH 2021-10-14
002 2019-01-01 EDWARD J WALSH 2020-10-15
002 2018-01-01 EDWARD J WALSH 2019-10-07
002 2017-01-01 EDWARD J WALSH 2018-10-15
002 2016-01-01 EDWARD J WALSH 2017-10-13
002 2015-01-01 EDWARD J WALSH 2016-10-17
002 2014-01-01 EDWARD J WALSH 2015-10-15
002 2013-01-01 EDWARD J WALSH
002 2012-01-01 EDWARD J WALSH
002 2011-01-01 EDWARD J WALSH
002 2009-01-01 EDWARD J WALSH
002 2009-01-01 EDWARD J WALSH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	EDWARD J WALSH	2024-10-11
002	2022-01-01	EDWARD J WALSH	2023-10-13
002	2021-01-01	EDWARD J WALSH	2022-10-17
002	2020-01-01	EDWARD J WALSH	2021-10-14
002	2019-01-01	EDWARD J WALSH	2020-10-15
002	2018-01-01	EDWARD J WALSH	2019-10-07
002	2017-01-01	EDWARD J WALSH	2018-10-15
002	2016-01-01	EDWARD J WALSH	2017-10-13
002	2015-01-01	EDWARD J WALSH	2016-10-17
002	2014-01-01	EDWARD J WALSH	2015-10-15
002	2013-01-01	EDWARD J WALSH
002	2012-01-01	EDWARD J WALSH
002	2011-01-01	EDWARD J WALSH
002	2009-01-01	EDWARD J WALSH
002	2009-01-01	EDWARD J WALSH

Financial Data on EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-06	6255
Net assets as of the end of the plan year	2025-10-06	2061111
Total assets as of the beginning of the plan year	2025-10-06	1701600
Value of plan covered by a fidelity bond	2025-10-06	500000
Participant contributions to plan in this plan year	2025-10-06	5009
Other expenses paid from plan in this plan year	2025-10-06	6255
Other income to plan in this plan year	2025-10-06	310757
Plan net income in this plan year	2025-10-06	359511
Net assets as of the end of the plan year	2025-10-06	2061111
Net assets as of the beginning of the plan year	2025-10-06	1701600
Employer contributions to plan in this plan year	2025-10-06	50000
2024 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-11	99941
Net assets as of the end of the plan year	2024-10-11	1701600
Total assets as of the beginning of the plan year	2024-10-11	1348965
Value of plan covered by a fidelity bond	2024-10-11	500000
Other expenses paid from plan in this plan year	2024-10-11	7843
Other income to plan in this plan year	2024-10-11	389207
Plan net income in this plan year	2024-10-11	352635
Net assets as of the end of the plan year	2024-10-11	1701600
Net assets as of the beginning of the plan year	2024-10-11	1348965
Employer contributions to plan in this plan year	2024-10-11	63369
2013 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$389,697
Expenses. Total of all expenses incurred	2013-12-31	$24,042
Benefits paid (including direct rollovers)	2013-12-31	$20,000
Total plan assets at end of year	2013-12-31	$1,336,783
Total plan assets at beginning of year	2013-12-31	$971,128
Total contributions received or receivable from participants	2013-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,042
Other income received	2013-12-31	$305,116
Net income (gross income less expenses)	2013-12-31	$365,655
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,336,783
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$971,128
Assets. Value of participant loans	2013-12-31	$50,000
Total contributions received or receivable from employer(s)	2013-12-31	$24,581
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$105,880
Expenses. Total of all expenses incurred	2012-12-31	$24,261
Benefits paid (including direct rollovers)	2012-12-31	$20,000
Total plan assets at end of year	2012-12-31	$971,128
Total plan assets at beginning of year	2012-12-31	$889,509
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,261
Other income received	2012-12-31	$78,647
Net income (gross income less expenses)	2012-12-31	$81,619
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$971,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$889,509
Total contributions received or receivable from employer(s)	2012-12-31	$27,233
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$97,773
Expenses. Total of all expenses incurred	2011-12-31	$23,264
Benefits paid (including direct rollovers)	2011-12-31	$20,000
Total plan assets at end of year	2011-12-31	$889,509
Total plan assets at beginning of year	2011-12-31	$815,000
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,264
Other income received	2011-12-31	$-8,700
Net income (gross income less expenses)	2011-12-31	$74,509
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$889,509
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$815,000
Total contributions received or receivable from employer(s)	2011-12-31	$106,473
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$48,017
Expenses. Total of all expenses incurred	2010-12-31	$23,194
Benefits paid (including direct rollovers)	2010-12-31	$23,194
Total plan assets at end of year	2010-12-31	$815,000
Total plan assets at beginning of year	2010-12-31	$790,177
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$70,375
Other income received	2010-12-31	$-25,281
Net income (gross income less expenses)	2010-12-31	$24,823
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$815,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$790,177
Total contributions received or receivable from employer(s)	2010-12-31	$2,923
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST

2013: EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 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: EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 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: EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 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: EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD J WALSH JR ETAL
Employer identification number (EIN):	760266034
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants