401k Plan data: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN plan

WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALSH BROTHERS 401(K)/PROFIT SHARING PLAN
Plan identification number	002

WALSH BROTHERS 401(K)/PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2010-01-01 KRISTIN PALTZ
002 2009-01-01 KRISTIN PALTZ

Plan Statistics for WALSH BROTHERS 401(K)/PROFIT SHARING PLAN

401k plan membership statisitcs for WALSH BROTHERS 401(K)/PROFIT SHARING PLAN

Measure Date Value
2022: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 177
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 42
Total of all active and inactive participants 2022-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 219
Number of participants with account balances 2022-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 166
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 207
Number of participants with account balances 2021-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 174
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 211
Number of participants with account balances 2020-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 193
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 231
Number of participants with account balances 2019-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 38
Total of all active and inactive participants 2018-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 177
Number of participants with account balances 2018-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2010: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 128
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 39
Total of all active and inactive participants 2010-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 167
Number of participants with account balances 2010-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 18
2009: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 120
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 161
Number of participants with account balances 2009-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2022: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	177
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	42
Total of all active and inactive participants	2022-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	219
Number of participants with account balances	2022-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	166
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	207
Number of participants with account balances	2021-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	174
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	211
Number of participants with account balances	2020-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	193
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	231
Number of participants with account balances	2019-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	38
Total of all active and inactive participants	2018-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	177
Number of participants with account balances	2018-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2010: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	128
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	39
Total of all active and inactive participants	2010-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	167
Number of participants with account balances	2010-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	18
2009: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	120
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	161
Number of participants with account balances	2009-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on WALSH BROTHERS 401(K)/PROFIT SHARING PLAN

Measure	Date	Value
2022 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,336,171
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$973,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$883,662
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,877,322
Value of total assets at end of year	2022-12-31	$25,058,852
Value of total assets at beginning of year	2022-12-31	$29,368,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$79,606
Total interest from all sources	2022-12-31	$23,218
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,391,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,391,582
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,248,238
Participant contributions at end of year	2022-12-31	$248,877
Participant contributions at beginning of year	2022-12-31	$237,295
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$332,754
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$499,377
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$21,533
Other income not declared elsewhere	2022-12-31	$-166,326
Administrative expenses (other) incurred	2022-12-31	$79,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,309,794
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,058,852
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,368,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,974,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,345,795
Interest on participant loans	2022-12-31	$8,544
Interest earned on other investments	2022-12-31	$14,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,502,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,286,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,461,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$607,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$883,662
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAMACOS, BYSIEWICZ & ASSOCIATES LLC
Accountancy firm EIN	2022-12-31	921450991
2021 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,039,070
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$825,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$752,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,420,680
Value of total assets at end of year	2021-12-31	$29,368,646
Value of total assets at beginning of year	2021-12-31	$24,155,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$73,190
Total interest from all sources	2021-12-31	$21,255
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,965,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,965,551
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,228,166
Participant contributions at end of year	2021-12-31	$237,295
Participant contributions at beginning of year	2021-12-31	$204,370
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$499,377
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$411,900
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$519,918
Other income not declared elsewhere	2021-12-31	$92,276
Administrative expenses (other) incurred	2021-12-31	$73,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,213,115
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,368,646
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,155,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,345,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,342,217
Interest on participant loans	2021-12-31	$8,712
Interest earned on other investments	2021-12-31	$12,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,286,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,197,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,539,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$672,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$752,765
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,636,052
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$527,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$467,936
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,900,706
Value of total assets at end of year	2020-12-31	$24,155,531
Value of total assets at beginning of year	2020-12-31	$19,047,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,104
Total interest from all sources	2020-12-31	$21,086
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$854,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$854,079
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,230,158
Participant contributions at end of year	2020-12-31	$204,370
Participant contributions at beginning of year	2020-12-31	$153,714
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$411,900
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$240,804
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$58,589
Other income not declared elsewhere	2020-12-31	$171,187
Administrative expenses (other) incurred	2020-12-31	$55,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,108,237
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,155,531
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,047,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,342,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,816,392
Interest on participant loans	2020-12-31	$9,831
Interest earned on other investments	2020-12-31	$11,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,197,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$836,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,688,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$611,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$467,936
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,737,220
Total income from all sources (including contributions)	2019-12-31	$5,737,220
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$730,406
Total of all expenses incurred	2019-12-31	$730,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$683,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$683,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,335,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,335,723
Value of total assets at end of year	2019-12-31	$19,047,294
Value of total assets at end of year	2019-12-31	$19,047,294
Value of total assets at beginning of year	2019-12-31	$14,040,480
Value of total assets at beginning of year	2019-12-31	$14,040,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,608
Total interest from all sources	2019-12-31	$12,638
Total interest from all sources	2019-12-31	$12,638
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$874,456
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$874,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$874,456
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$874,456
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,233,163
Contributions received from participants	2019-12-31	$1,233,163
Participant contributions at end of year	2019-12-31	$153,714
Participant contributions at end of year	2019-12-31	$153,714
Participant contributions at beginning of year	2019-12-31	$76,838
Participant contributions at beginning of year	2019-12-31	$76,838
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$240,804
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$240,804
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$204,495
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$204,495
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$589,707
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$589,707
Other income not declared elsewhere	2019-12-31	$36,312
Administrative expenses (other) incurred	2019-12-31	$46,608
Administrative expenses (other) incurred	2019-12-31	$46,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,006,814
Value of net income/loss	2019-12-31	$5,006,814
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,047,294
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,047,294
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,040,480
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,040,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,816,392
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,816,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,930,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,930,933
Interest on participant loans	2019-12-31	$4,735
Interest on participant loans	2019-12-31	$4,735
Interest earned on other investments	2019-12-31	$7,903
Interest earned on other investments	2019-12-31	$7,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$836,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$836,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$828,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$828,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,478,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,478,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$512,853
Contributions received in cash from employer	2019-12-31	$512,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$683,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$683,798
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$417,745
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$762,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$737,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,398,347
Value of total assets at end of year	2018-12-31	$14,040,480
Value of total assets at beginning of year	2018-12-31	$14,385,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,659
Total interest from all sources	2018-12-31	$7,539
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$976,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$976,521
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$907,627
Participant contributions at end of year	2018-12-31	$76,838
Participant contributions at beginning of year	2018-12-31	$121,802
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$204,495
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$207,545
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$167,545
Other income not declared elsewhere	2018-12-31	$-2,439
Administrative expenses (other) incurred	2018-12-31	$24,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-344,634
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,040,480
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,385,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,930,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,731,402
Interest on participant loans	2018-12-31	$5,443
Interest earned on other investments	2018-12-31	$2,096
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,199,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$828,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$124,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,965,622
Net investment gain or loss from common/collective trusts	2018-12-31	$3,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$323,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$737,720
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA LLP
Accountancy firm EIN	2018-12-31	135381590
2010 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,449,304
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$856,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$812,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,265,040
Value of total assets at end of year	2010-12-31	$11,362,486
Value of total assets at beginning of year	2010-12-31	$9,770,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,569
Total interest from all sources	2010-12-31	$6,486
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$96,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$96,777
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$803,712
Participant contributions at end of year	2010-12-31	$111,678
Participant contributions at beginning of year	2010-12-31	$28,560
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,259,024
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,038,773
Other income not declared elsewhere	2010-12-31	$208,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,592,367
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,362,486
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,770,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$44,569
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,473,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,371,063
Interest on participant loans	2010-12-31	$3,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,057,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$969,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$969,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$872,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$461,328
Employer contributions (assets) at end of year	2010-12-31	$461,328
Employer contributions (assets) at beginning of year	2010-12-31	$362,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$812,368
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FEELEY AND DRISCOLL, P.C.
Accountancy firm EIN	2010-12-31	042684828
2009 : WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WALSH BROTHERS 401(K)/PROFIT SHARING PLAN

2022: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2010: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WALSH BROTHERS 401(K)/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH1279

Policy instance

Insurance contract or identification number	YH1279
Number of Individuals Covered	219
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH1279

Policy instance

Insurance contract or identification number	YH1279
Number of Individuals Covered	207
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH1279

Policy instance

Insurance contract or identification number	YH1279
Number of Individuals Covered	211
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH1279

Policy instance

Insurance contract or identification number	YH1279
Number of Individuals Covered	231
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH1279

Policy instance

Insurance contract or identification number	YH1279
Number of Individuals Covered	177
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	WALSH BROTHERS, INC.
Employer identification number (EIN):	042171684
NAIC Classification:	236200

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