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LAW OFFICE OF DAVID E WALTERS 401(K) 401k Plan overview

Plan NameLAW OFFICE OF DAVID E WALTERS 401(K)
Plan identification number 002

LAW OFFICE OF DAVID E WALTERS 401(K) 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

LAW OFFICE OF DAVID E. WALTERS has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF DAVID E. WALTERS
Employer identification number (EIN):821006836
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF DAVID E WALTERS 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ISABEL WALTERS2024-05-31
0022023-01-01DAVID WALTERS2024-08-02
0022022-01-01ISABEL WALTERS2023-06-12
0022021-01-01ISABEL WALTERS2022-06-01
0022020-01-01ISABEL WALTERS2021-06-10
0022019-06-01ISABEL WALTERS2020-06-30

Financial Data on LAW OFFICE OF DAVID E WALTERS 401(K)

Measure Date Value
2025 : LAW OFFICE OF DAVID E WALTERS 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-160
Net assets as of the end of the plan year2025-07-16539601
Total assets as of the beginning of the plan year2025-07-16337677
Value of plan covered by a fidelity bond2025-07-1618000
Participant contributions to plan in this plan year2025-07-1656311
Value of participant loans at end of plan year2025-07-16947
Other income to plan in this plan year2025-07-1635438
Plan net income in this plan year2025-07-16201924
Net assets as of the end of the plan year2025-07-16539601
Net assets as of the beginning of the plan year2025-07-16337677
Employer contributions to plan in this plan year2025-07-16110175
Total expenses incurred by plan in this plan year2025-07-150
Net assets as of the end of the plan year2025-07-15539601
Total assets as of the beginning of the plan year2025-07-15337677
Value of plan covered by a fidelity bond2025-07-1518000
Participant contributions to plan in this plan year2025-07-1556311
Value of participant loans at end of plan year2025-07-15947
Other income to plan in this plan year2025-07-1535438
Plan net income in this plan year2025-07-15201924
Net assets as of the end of the plan year2025-07-15539601
Net assets as of the beginning of the plan year2025-07-15337677
Employer contributions to plan in this plan year2025-07-15110175
2024 : LAW OFFICE OF DAVID E WALTERS 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-020
Net assets as of the end of the plan year2024-08-02337677
Total assets as of the beginning of the plan year2024-08-02175071
Value of plan covered by a fidelity bond2024-08-0218000
Participant contributions to plan in this plan year2024-08-0261832
Other income to plan in this plan year2024-08-0233327
Plan net income in this plan year2024-08-02162606
Net assets as of the end of the plan year2024-08-02337677
Net assets as of the beginning of the plan year2024-08-02175071
Employer contributions to plan in this plan year2024-08-0267447

Potentially related plans

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