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THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 401k Plan overview

Plan NameTHE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN
Plan identification number 001

THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE R.W. WALKER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE R.W. WALKER COMPANY, INC.
Employer identification number (EIN):952773665
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL WALKER2023-10-16
0012021-01-01RICHARD WALKER2022-10-17
0012020-01-01RICHARD WALKER2021-09-17
0012019-01-01
0012018-01-01
0012017-01-01RICHARD WALKER
0012016-01-01RICHARD WALKER
0012015-01-01RICHARD WALKER
0012014-01-01RICHARD WALKER
0012013-01-01RICHARD WALKER
0012012-01-01RICHARD WALKER
0012011-01-01RICHARD WALKER
0012010-01-01RICHARD WALKER
0012009-01-01RICHARD WALKER

Plan Statistics for THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN

401k plan membership statisitcs for THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN

Measure Date Value
2019: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN

Measure Date Value
2019 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$197,641
Expenses. Total of all expenses incurred2019-12-31$314,803
Benefits paid (including direct rollovers)2019-12-31$305,408
Total plan assets at end of year2019-12-31$1,014,796
Total plan assets at beginning of year2019-12-31$1,131,958
Expenses. Other expenses not covered elsewhere2019-12-31$9,395
Other income received2019-12-31$197,641
Net income (gross income less expenses)2019-12-31$-117,162
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,014,796
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,131,958
Assets. Value of participant loans2019-12-31$81,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$-69,652
Expenses. Total of all expenses incurred2018-12-31$109,755
Benefits paid (including direct rollovers)2018-12-31$100,000
Total plan assets at end of year2018-12-31$1,131,958
Total plan assets at beginning of year2018-12-31$1,311,365
Value of fidelity bond covering the plan2018-12-31$400,000
Assets. Value of loans (other than to participants)2018-12-31$110,000
Expenses. Other expenses not covered elsewhere2018-12-31$9,755
Other income received2018-12-31$-69,652
Net income (gross income less expenses)2018-12-31$-179,407
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,131,958
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,311,365
Assets. Value of participant loans2018-12-31$81,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$142,605
Expenses. Total of all expenses incurred2017-12-31$130,345
Benefits paid (including direct rollovers)2017-12-31$121,000
Total plan assets at end of year2017-12-31$1,311,365
Total plan assets at beginning of year2017-12-31$1,299,105
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$1,800
Assets. Value of loans (other than to participants)2017-12-31$109,990
Expenses. Other expenses not covered elsewhere2017-12-31$9,345
Other income received2017-12-31$140,805
Net income (gross income less expenses)2017-12-31$12,260
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,311,365
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,299,105
Assets. Value of participant loans2017-12-31$64,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$124,267
Expenses. Total of all expenses incurred2016-12-31$30,359
Benefits paid (including direct rollovers)2016-12-31$22,000
Total plan assets at end of year2016-12-31$1,299,105
Total plan assets at beginning of year2016-12-31$1,205,197
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$3,600
Assets. Value of loans (other than to participants)2016-12-31$305,000
Expenses. Other expenses not covered elsewhere2016-12-31$8,359
Other income received2016-12-31$120,667
Net income (gross income less expenses)2016-12-31$93,908
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,299,105
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,205,197
Assets. Value of participant loans2016-12-31$24,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$34,485
Expenses. Total of all expenses incurred2015-12-31$116,448
Benefits paid (including direct rollovers)2015-12-31$108,000
Total plan assets at end of year2015-12-31$1,205,197
Total plan assets at beginning of year2015-12-31$1,287,160
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$3,600
Assets. Value of loans (other than to participants)2015-12-31$145,000
Expenses. Other expenses not covered elsewhere2015-12-31$8,448
Other income received2015-12-31$30,885
Net income (gross income less expenses)2015-12-31$-81,963
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,205,197
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,287,160
Assets. Value of participant loans2015-12-31$34,071
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$129,868
Expenses. Total of all expenses incurred2014-12-31$109,393
Benefits paid (including direct rollovers)2014-12-31$101,000
Total plan assets at end of year2014-12-31$1,287,160
Total plan assets at beginning of year2014-12-31$1,266,685
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$7,246
Assets. Value of loans (other than to participants)2014-12-31$293,000
Expenses. Other expenses not covered elsewhere2014-12-31$8,393
Contributions received from other sources (not participants or employers)2014-12-31$730
Other income received2014-12-31$121,892
Net income (gross income less expenses)2014-12-31$20,475
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,287,160
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,266,685
Assets. Value of participant loans2014-12-31$48,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$266,049
Expenses. Total of all expenses incurred2013-12-31$481,727
Benefits paid (including direct rollovers)2013-12-31$473,755
Total plan assets at end of year2013-12-31$1,266,685
Total plan assets at beginning of year2013-12-31$1,482,363
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$3,600
Expenses. Other expenses not covered elsewhere2013-12-31$7,972
Contributions received from other sources (not participants or employers)2013-12-31$95,336
Other income received2013-12-31$167,113
Net income (gross income less expenses)2013-12-31$-215,678
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,266,685
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,482,363
Assets. Value of participant loans2013-12-31$50,030
Assets. Value of real-estate (other than employer real property)2013-12-31$263,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$122,066
Expenses. Total of all expenses incurred2012-12-31$9,287
Total plan assets at end of year2012-12-31$1,482,363
Total plan assets at beginning of year2012-12-31$1,369,584
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$3,600
Expenses. Other expenses not covered elsewhere2012-12-31$9,287
Other income received2012-12-31$118,466
Net income (gross income less expenses)2012-12-31$112,779
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,482,363
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,369,584
Assets. Value of participant loans2012-12-31$109,095
Assets. Value of real-estate (other than employer real property)2012-12-31$384,481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$-77,892
Expenses. Total of all expenses incurred2011-12-31$27,435
Benefits paid (including direct rollovers)2011-12-31$18,400
Total plan assets at end of year2011-12-31$1,369,584
Total plan assets at beginning of year2011-12-31$1,474,911
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$3,600
Other income received2011-12-31$-81,492
Net income (gross income less expenses)2011-12-31$-105,327
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,369,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,474,911
Assets. Value of participant loans2011-12-31$86,010
Assets. Value of real-estate (other than employer real property)2011-12-31$359,378
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$234,956
Expenses. Total of all expenses incurred2010-12-31$93,381
Benefits paid (including direct rollovers)2010-12-31$80,200
Total plan assets at end of year2010-12-31$1,474,911
Total plan assets at beginning of year2010-12-31$1,333,336
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$9,400
Other income received2010-12-31$225,556
Net income (gross income less expenses)2010-12-31$141,575
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,474,911
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,333,336
Assets. Value of participant loans2010-12-31$114,048
Assets. Value of real-estate (other than employer real property)2010-12-31$436,834
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13,181
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN

2019: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS 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: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS 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
2010: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE R.W. WALKER COMPANY, INC. 401(K) SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25512
Policy instance 1
Insurance contract or identification number25512
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,070
Total amount of fees paid to insurance companyUSD $995
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,070
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25512
Policy instance 1
Insurance contract or identification number25512
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,661
Total amount of fees paid to insurance companyUSD $779
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,661
Insurance broker organization code?4
Amount paid for insurance broker fees779
Additional information about fees paid to insurance brokerTPA ALLOWANCE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number25512
Policy instance 1
Insurance contract or identification number25512
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,274
Total amount of fees paid to insurance companyUSD $610
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,274
Insurance broker organization code?4
Amount paid for insurance broker fees610
Additional information about fees paid to insurance brokerTPA ALLOWANCE
Insurance broker nameSAN DIEGO PENSION CONSULTANTS

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