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WALTER & WILHELM LAW GROUP RETIREMENT PLAN 401k Plan overview

Plan NameWALTER & WILHELM LAW GROUP RETIREMENT PLAN
Plan identification number 001

WALTER & WILHELM LAW GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WALTER & WILHELM LAW GROUP, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:WALTER & WILHELM LAW GROUP, A PROFESSIONAL CORPORATION
Employer identification number (EIN):942610655
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER & WILHELM LAW GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PAUL J. BAYER PAUL J. BAYER2013-10-09
0012011-01-01PAUL J. BAYER PAUL J. BAYER2012-10-12

Plan Statistics for WALTER & WILHELM LAW GROUP RETIREMENT PLAN

401k plan membership statisitcs for WALTER & WILHELM LAW GROUP RETIREMENT PLAN

Measure Date Value
2012: WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on WALTER & WILHELM LAW GROUP RETIREMENT PLAN

Measure Date Value
2012 : WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$270,458
Expenses. Total of all expenses incurred2012-12-31$88,575
Benefits paid (including direct rollovers)2012-12-31$79,144
Total plan assets at end of year2012-12-31$2,051,448
Total plan assets at beginning of year2012-12-31$1,869,565
Value of fidelity bond covering the plan2012-12-31$225,000
Total contributions received or receivable from participants2012-12-31$72,426
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$119,460
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$181,883
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,051,448
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,869,565
Assets. Value of assets in partnership/joint-venture interests2012-12-31$40,000
Total contributions received or receivable from employer(s)2012-12-31$78,572
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$150
Total income from all sources2011-12-31$237,064
Expenses. Total of all expenses incurred2011-12-31$23,376
Benefits paid (including direct rollovers)2011-12-31$23,376
Total plan assets at end of year2011-12-31$1,869,565
Total plan assets at beginning of year2011-12-31$1,656,027
Value of fidelity bond covering the plan2011-12-31$225,000
Total contributions received or receivable from participants2011-12-31$62,040
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$65,153
Other income received2011-12-31$37,987
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$213,688
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,869,565
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,655,877
Assets. Value of assets in partnership/joint-venture interests2011-12-31$50,000
Total contributions received or receivable from employer(s)2011-12-31$71,884
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$150
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$399,917
Expenses. Total of all expenses incurred2010-12-31$9,862
Benefits paid (including direct rollovers)2010-12-31$9,862
Total plan assets at end of year2010-12-31$1,656,027
Total plan assets at beginning of year2010-12-31$1,265,822
Value of fidelity bond covering the plan2010-12-31$225,000
Total contributions received or receivable from participants2010-12-31$51,652
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$2,430
Other income received2010-12-31$280,266
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$390,055
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,655,877
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,265,822
Assets. Value of assets in partnership/joint-venture interests2010-12-31$50,000
Total contributions received or receivable from employer(s)2010-12-31$65,569
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WALTER & WILHELM LAW GROUP RETIREMENT PLAN

2012: WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTER & WILHELM LAW GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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