401k Plan data: WALKERS SHORTBREAD, INC. RETIREMENT PLAN plan

WALKERS SHORTBREAD, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	WALKERS SHORTBREAD, INC. RETIREMENT PLAN
Plan identification number	001

WALKERS SHORTBREAD, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALKERS SHORTBREAD, INC. has sponsored the creation of one or more 401k plans.

Company Name: WALKERS SHORTBREAD, INC.

Employer identification number (EIN): 133836419

NAIC Classification: 311800
NAIC Description: Bakeries and Tortilla Manufacturing

Additional information about WALKERS SHORTBREAD, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-06-08

Company Identification Number: 1929047

Legal Registered Office Address: 170 Commerce Drive
New York
HAUPPAUGE
United States of America (USA)
11788

More information about WALKERS SHORTBREAD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKERS SHORTBREAD, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOSEPH GADALETA
001 2016-01-01 JOSEPH GADALETA
001 2015-01-01 JOSEPH GADALETA
001 2014-01-01 JOSEPH GADALETA
001 2013-01-01
001 2012-01-01 JOSEPH GADALETA 2013-07-24 JOSEPH GADALETA 2013-07-24
001 2011-01-01 JOSEPH GADALETA 2012-05-18 JOSEPH GADALETA 2012-05-18
001 2010-01-01 JOSEPH GADALETA JOSEPH GADALETA 2011-06-23
001 2009-01-01 JOSEPH GADALETA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOSEPH GADALETA
001	2016-01-01	JOSEPH GADALETA
001	2015-01-01	JOSEPH GADALETA
001	2014-01-01	JOSEPH GADALETA
001	2013-01-01
001	2012-01-01	JOSEPH GADALETA	2013-07-24	JOSEPH GADALETA	2013-07-24
001	2011-01-01	JOSEPH GADALETA	2012-05-18	JOSEPH GADALETA	2012-05-18
001	2010-01-01	JOSEPH GADALETA		JOSEPH GADALETA	2011-06-23
001	2009-01-01	JOSEPH GADALETA

Plan Statistics for WALKERS SHORTBREAD, INC. RETIREMENT PLAN

401k plan membership statisitcs for WALKERS SHORTBREAD, INC. RETIREMENT PLAN

Measure Date Value
2022: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 30
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 3
Total of all active and inactive participants 2022-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 34
Number of participants with account balances 2022-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 24
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 2
Total of all active and inactive participants 2021-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 27
Number of participants with account balances 2021-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
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 2
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
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 1
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
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 1
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2010: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
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 0
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
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 0
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	30
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	3
Total of all active and inactive participants	2022-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	34
Number of participants with account balances	2022-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	24
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	2
Total of all active and inactive participants	2021-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	27
Number of participants with account balances	2021-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
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	2
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
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	1
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
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	1
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2010: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
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	0
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
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	0
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALKERS SHORTBREAD, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,592,067
Expenses. Total of all expenses incurred	2022-12-31	$344,529
Benefits paid (including direct rollovers)	2022-12-31	$343,904
Total plan assets at end of year	2022-12-31	$6,437,210
Total plan assets at beginning of year	2022-12-31	$8,373,806
Value of fidelity bond covering the plan	2022-12-31	$650,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$258,244
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,975,241
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,936,596
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,437,210
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,373,806
Assets. Value of participant loans	2022-12-31	$61,185
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$124,930
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$625
2021 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,574,958
Expenses. Total of all expenses incurred	2021-12-31	$2,055,298
Benefits paid (including direct rollovers)	2021-12-31	$2,051,684
Total plan assets at end of year	2021-12-31	$8,373,806
Total plan assets at beginning of year	2021-12-31	$8,854,146
Value of fidelity bond covering the plan	2021-12-31	$890,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$283,668
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,164,916
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-480,340
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,373,806
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,854,146
Assets. Value of participant loans	2021-12-31	$55,163
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$126,374
Value of certain deemed distributions of participant loans	2021-12-31	$3,179
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$435
2020 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,656,958
Expenses. Total of all expenses incurred	2020-12-31	$27,184
Benefits paid (including direct rollovers)	2020-12-31	$26,590
Total plan assets at end of year	2020-12-31	$8,854,146
Total plan assets at beginning of year	2020-12-31	$7,224,372
Value of fidelity bond covering the plan	2020-12-31	$890,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$271,621
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,263,124
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,629,774
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,854,146
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,224,372
Assets. Value of participant loans	2020-12-31	$48,906
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$122,213
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$594
2019 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,736,585
Expenses. Total of all expenses incurred	2019-12-31	$23,856
Benefits paid (including direct rollovers)	2019-12-31	$23,200
Total plan assets at end of year	2019-12-31	$7,224,372
Total plan assets at beginning of year	2019-12-31	$5,511,643
Value of fidelity bond covering the plan	2019-12-31	$725,000
Total contributions received or receivable from participants	2019-12-31	$269,154
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,349,571
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,712,729
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,224,372
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,511,643
Assets. Value of participant loans	2019-12-31	$57,438
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$117,860
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$656
2018 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$80,718
Expenses. Total of all expenses incurred	2018-12-31	$858,407
Benefits paid (including direct rollovers)	2018-12-31	$857,851
Total plan assets at end of year	2018-12-31	$5,511,643
Total plan assets at beginning of year	2018-12-31	$6,289,332
Value of fidelity bond covering the plan	2018-12-31	$560,000
Total contributions received or receivable from participants	2018-12-31	$237,664
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-268,650
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-777,689
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,511,643
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,289,332
Assets. Value of participant loans	2018-12-31	$41,750
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$111,704
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$556
2017 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,298,947
Expenses. Total of all expenses incurred	2017-12-31	$13,617
Benefits paid (including direct rollovers)	2017-12-31	$12,817
Total plan assets at end of year	2017-12-31	$6,289,332
Total plan assets at beginning of year	2017-12-31	$5,004,002
Value of fidelity bond covering the plan	2017-12-31	$635,000
Total contributions received or receivable from participants	2017-12-31	$226,181
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$953,813
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,285,330
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,289,332
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,004,002
Assets. Value of participant loans	2017-12-31	$63,893
Total contributions received or receivable from employer(s)	2017-12-31	$118,953
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$800
2016 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$454,574
Expenses. Total of all expenses incurred	2016-12-31	$95,966
Benefits paid (including direct rollovers)	2016-12-31	$95,453
Total plan assets at end of year	2016-12-31	$5,004,002
Total plan assets at beginning of year	2016-12-31	$4,645,394
Value of fidelity bond covering the plan	2016-12-31	$505,000
Total contributions received or receivable from participants	2016-12-31	$199,069
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$143,351
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$358,608
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,004,002
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,645,394
Assets. Value of participant loans	2016-12-31	$56,501
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$112,154
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$513
2015 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$303,575
Expenses. Total of all expenses incurred	2015-12-31	$62,886
Benefits paid (including direct rollovers)	2015-12-31	$62,355
Total plan assets at end of year	2015-12-31	$4,645,394
Total plan assets at beginning of year	2015-12-31	$4,404,705
Value of fidelity bond covering the plan	2015-12-31	$465,000
Total contributions received or receivable from participants	2015-12-31	$178,920
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$124,655
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$240,689
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,645,394
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,404,705
Assets. Value of participant loans	2015-12-31	$58,617
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$531
2014 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$705,221
Expenses. Total of all expenses incurred	2014-12-31	$16,076
Benefits paid (including direct rollovers)	2014-12-31	$14,033
Total plan assets at end of year	2014-12-31	$4,404,705
Total plan assets at beginning of year	2014-12-31	$3,715,560
Value of fidelity bond covering the plan	2014-12-31	$441,000
Total contributions received or receivable from participants	2014-12-31	$191,760
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$166
Other income received	2014-12-31	$397,088
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$689,145
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,404,705
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,715,560
Assets. Value of participant loans	2014-12-31	$50,932
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$116,207
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$1,687
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$356
2010 : WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$598,878
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,300,591
Total plan assets at beginning of year	2010-12-31	$1,701,713
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$162,473
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$346,457
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$598,878
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,300,591
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,701,713
Assets. Value of participant loans	2010-12-31	$16,883
Total contributions received or receivable from employer(s)	2010-12-31	$89,948
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WALKERS SHORTBREAD, INC. RETIREMENT PLAN

2022: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALKERS SHORTBREAD, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: WALKERS SHORTBREAD, INC. RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-64-CG89

Policy instance

Insurance contract or identification number	GAP-64-CG89
Number of Individuals Covered	23
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $687
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $687
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOC. INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-60-CG88

Policy instance

Insurance contract or identification number	GAP-60-CG88
Number of Individuals Covered	23
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9
Total amount of fees paid to insurance company	USD $174
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9
Amount paid for insurance broker fees	174
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOC., INC.

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Company Name:	WALKERS SHORTBREAD, INC.
Employer identification number (EIN):	133836419
NAIC Classification:	311800
NAIC Description:	Bakeries and Tortilla Manufacturing

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-06-08
Company Identification Number:	1929047
Legal Registered Office Address:	170 Commerce Drive New York HAUPPAUGE United States of America (USA) 11788