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WALSH BROTHERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWALSH BROTHERS, INC. PROFIT SHARING PLAN
Plan identification number 001

WALSH BROTHERS, INC. PROFIT SHARING 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.
  • 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.
  • 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

WALSH BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALSH BROTHERS, INC.
Employer identification number (EIN):042171684
NAIC Classification:236200

Additional information about WALSH BROTHERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1989-06-02
Company Identification Number: K92990
Legal Registered Office Address: 3729 32ND AVE. NORTH

ST. PETERSBURG

33713

More information about WALSH BROTHERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH BROTHERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DARLENE CONNERS
0012016-01-01DARLENE CONNERS
0012015-01-01JAMES BROSNAN
0012014-01-01JAMIE LAMARCO
0012013-01-01JAMIE LAMARCO
0012012-01-01KRISTIN PALTZ
0012011-01-01KRISTIN S PALTZ

Plan Statistics for WALSH BROTHERS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WALSH BROTHERS, INC. PROFIT SHARING PLAN

Measure Date Value
2017: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WALSH BROTHERS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01153
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112

Financial Data on WALSH BROTHERS, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,559,780
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$923,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$920,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,305,239
Value of total assets at end of year2017-12-31$14,385,114
Value of total assets at beginning of year2017-12-31$11,748,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,212
Total interest from all sources2017-12-31$3,662
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$734,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$734,141
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$735,317
Participant contributions at end of year2017-12-31$121,802
Participant contributions at beginning of year2017-12-31$69,979
Assets. Other investments not covered elsewhere at end of year2017-12-31$207,545
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$170,360
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$309,869
Other income not declared elsewhere2017-12-31$37,190
Administrative expenses (other) incurred2017-12-31$2,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,636,645
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,385,114
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,748,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,731,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,751,978
Interest on participant loans2017-12-31$3,604
Interest earned on other investments2017-12-31$58
Value of interest in common/collective trusts at end of year2017-12-31$1,199,663
Value of interest in common/collective trusts at beginning of year2017-12-31$756,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$124,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,471,403
Net investment gain or loss from common/collective trusts2017-12-31$8,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$260,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$920,923
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,850,839
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,123,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,122,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$851,589
Value of total assets at end of year2016-12-31$11,748,469
Value of total assets at beginning of year2016-12-31$11,020,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$863
Total interest from all sources2016-12-31$4,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$535,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$535,999
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$597,180
Participant contributions at end of year2016-12-31$69,979
Participant contributions at beginning of year2016-12-31$81,922
Assets. Other investments not covered elsewhere at end of year2016-12-31$170,360
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$162,866
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,415
Other income not declared elsewhere2016-12-31$7,494
Administrative expenses (other) incurred2016-12-31$863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$727,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,748,469
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,020,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,751,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,011,395
Interest on participant loans2016-12-31$4,519
Value of interest in common/collective trusts at end of year2016-12-31$756,152
Value of interest in common/collective trusts at beginning of year2016-12-31$764,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$450,744
Net investment gain or loss from common/collective trusts2016-12-31$494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$238,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,122,179
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$663,239
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,094,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,079,208
Expenses. Certain deemed distributions of participant loans2015-12-31$14,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$736,523
Value of total assets at end of year2015-12-31$11,020,672
Value of total assets at beginning of year2015-12-31$12,451,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,062
Total interest from all sources2015-12-31$3,141
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$639,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$639,165
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$628,862
Participant contributions at end of year2015-12-31$81,922
Participant contributions at beginning of year2015-12-31$27,676
Assets. Other investments not covered elsewhere at end of year2015-12-31$162,866
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$165,044
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$107,661
Other income not declared elsewhere2015-12-31$-1,869
Administrative expenses (other) incurred2015-12-31$1,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,431,264
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,020,672
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,451,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,011,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,442,978
Interest on participant loans2015-12-31$3,141
Value of interest in common/collective trusts at end of year2015-12-31$764,489
Value of interest in common/collective trusts at beginning of year2015-12-31$816,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-714,389
Net investment gain or loss from common/collective trusts2015-12-31$668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,079,208
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,321,816
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,095,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,086,432
Expenses. Certain deemed distributions of participant loans2014-12-31$7,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$769,495
Value of total assets at end of year2014-12-31$12,451,936
Value of total assets at beginning of year2014-12-31$13,225,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$845
Total interest from all sources2014-12-31$1,437
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$689,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$689,459
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$635,995
Participant contributions at end of year2014-12-31$27,676
Participant contributions at beginning of year2014-12-31$38,025
Assets. Other investments not covered elsewhere at end of year2014-12-31$165,044
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$503,045
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$133,500
Other income not declared elsewhere2014-12-31$39
Administrative expenses (other) incurred2014-12-31$845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-773,247
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,451,936
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,225,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,442,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,648,940
Interest on participant loans2014-12-31$1,437
Value of interest in common/collective trusts at end of year2014-12-31$816,238
Value of interest in common/collective trusts at beginning of year2014-12-31$1,035,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-138,276
Net investment gain or loss from common/collective trusts2014-12-31$-338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,086,432
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FEELEY AND DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,959,373
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$571,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$570,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$880,512
Value of total assets at end of year2013-12-31$13,225,183
Value of total assets at beginning of year2013-12-31$10,837,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$841
Total interest from all sources2013-12-31$2,272
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$433,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$433,320
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$717,098
Participant contributions at end of year2013-12-31$38,025
Participant contributions at beginning of year2013-12-31$44,677
Assets. Other investments not covered elsewhere at end of year2013-12-31$503,045
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$484,100
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$163,414
Other income not declared elsewhere2013-12-31$18,945
Administrative expenses (other) incurred2013-12-31$841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,387,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,225,183
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,837,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,648,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,290,830
Interest on participant loans2013-12-31$2,272
Value of interest in common/collective trusts at end of year2013-12-31$1,035,173
Value of interest in common/collective trusts at beginning of year2013-12-31$1,017,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,621,801
Net investment gain or loss from common/collective trusts2013-12-31$2,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$570,941
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FEELEY AND DRISCOLL, P.C.
Accountancy firm EIN2013-12-31042684828
2012 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,195,575
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$826,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$825,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$853,043
Value of total assets at end of year2012-12-31$10,837,592
Value of total assets at beginning of year2012-12-31$9,468,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$614
Total interest from all sources2012-12-31$4,167
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$774,868
Participant contributions at end of year2012-12-31$44,677
Participant contributions at beginning of year2012-12-31$115,275
Assets. Other investments not covered elsewhere at end of year2012-12-31$484,100
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$266,969
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$78,175
Other income not declared elsewhere2012-12-31$12,131
Administrative expenses (other) incurred2012-12-31$614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,369,086
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,837,592
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,468,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,290,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,072,523
Interest on participant loans2012-12-31$4,167
Value of interest in common/collective trusts at end of year2012-12-31$1,017,985
Value of interest in common/collective trusts at beginning of year2012-12-31$1,013,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,319,725
Net investment gain or loss from common/collective trusts2012-12-31$6,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$825,875
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FEELEY AND DRISCOLL, P.C.
Accountancy firm EIN2012-12-31042684828
2011 : WALSH BROTHERS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$581,991
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,475,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,453,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$848,661
Value of total assets at end of year2011-12-31$9,468,506
Value of total assets at beginning of year2011-12-31$11,362,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,643
Total interest from all sources2011-12-31$5,961
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$744,731
Participant contributions at end of year2011-12-31$115,275
Participant contributions at beginning of year2011-12-31$111,678
Assets. Other investments not covered elsewhere at end of year2011-12-31$266,969
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,259,024
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$103,930
Other income not declared elsewhere2011-12-31$12,942
Administrative expenses (other) incurred2011-12-31$22,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,893,980
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,468,506
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,362,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,072,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,473,354
Interest on participant loans2011-12-31$5,928
Income. Interest from US Government securities2011-12-31$33
Value of interest in common/collective trusts at end of year2011-12-31$1,013,739
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$1,057,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-294,430
Net investment gain/loss from pooled separate accounts2011-12-31$8,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$461,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,453,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FEELEY AND DRISCOLL, P.C.
Accountancy firm EIN2011-12-31042684828

Form 5500 Responses for WALSH BROTHERS, INC. PROFIT SHARING PLAN

2017: WALSH BROTHERS, INC. PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALSH BROTHERS, INC. PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALSH BROTHERS, INC. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALSH BROTHERS, INC. PROFIT SHARING 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: WALSH BROTHERS, INC. PROFIT SHARING 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: WALSH BROTHERS, INC. PROFIT SHARING 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: WALSH BROTHERS, INC. PROFIT SHARING 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1279
Policy instance 1
Insurance contract or identification numberYH1279
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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?Yes
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

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