MICHAEL JAMES WALTERHOUSE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL JAMES WALTERHOUSE 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : MICHAEL JAMES WALTERHOUSE 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-21 | 166 |
| Net assets as of the end of the plan year | 2025-04-21 | 28975 |
| Total assets as of the beginning of the plan year | 2025-04-21 | 21667 |
| Value of plan covered by a fidelity bond | 2025-04-21 | 20000 |
| Participant contributions to plan in this plan year | 2025-04-21 | 5000 |
| Value of participant loans at end of plan year | 2025-04-21 | 8725 |
| Other expenses paid from plan in this plan year | 2025-04-21 | 0 |
| Other contributions to plan in this plan year | 2025-04-21 | 0 |
| Other income to plan in this plan year | 2025-04-21 | 2474 |
| Plan net income in this plan year | 2025-04-21 | 7308 |
| Net assets as of the end of the plan year | 2025-04-21 | 28975 |
| Net assets as of the beginning of the plan year | 2025-04-21 | 21667 |
| Employer contributions to plan in this plan year | 2025-04-21 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-21 | 166 |
| 2024 : MICHAEL JAMES WALTERHOUSE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-07 | 219 |
| Net assets as of the end of the plan year | 2024-05-07 | 21667 |
| Total assets as of the beginning of the plan year | 2024-05-07 | 14358 |
| Value of plan covered by a fidelity bond | 2024-05-07 | 20000 |
| Participant contributions to plan in this plan year | 2024-05-07 | 5000 |
| Other expenses paid from plan in this plan year | 2024-05-07 | 0 |
| Other contributions to plan in this plan year | 2024-05-07 | 0 |
| Other income to plan in this plan year | 2024-05-07 | 2528 |
| Plan net income in this plan year | 2024-05-07 | 7309 |
| Net assets as of the end of the plan year | 2024-05-07 | 21667 |
| Net assets as of the beginning of the plan year | 2024-05-07 | 14358 |
| Employer contributions to plan in this plan year | 2024-05-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-07 | 219 |
| 2022 : MICHAEL JAMES WALTERHOUSE 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-12 | 100 |
| Net assets as of the end of the plan year | 2022-05-12 | 11641 |
| Total assets as of the beginning of the plan year | 2022-05-12 | 5397 |
| Value of plan covered by a fidelity bond | 2022-05-12 | 20000 |
| Participant contributions to plan in this plan year | 2022-05-12 | 5000 |
| Other expenses paid from plan in this plan year | 2022-05-12 | 0 |
| Other contributions to plan in this plan year | 2022-05-12 | 0 |
| Other income to plan in this plan year | 2022-05-12 | 1344 |
| Plan net income in this plan year | 2022-05-12 | 6244 |
| Net assets as of the end of the plan year | 2022-05-12 | 11641 |
| Net assets as of the beginning of the plan year | 2022-05-12 | 5397 |
| Employer contributions to plan in this plan year | 2022-05-12 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-12 | 100 |
