401k Plan data: WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN plan

WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WALTER & JACKSON, INC. 401(K) PROFIT SHARING 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.
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.
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

WALTER & JACKSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: WALTER & JACKSON, INC.

Employer identification number (EIN): 231191800

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRIS MILLER 2024-07-12
001 2022-01-01 CHRIS MILLER 2023-10-04
001 2021-01-01 WAYNE MARTIN 2022-05-16
001 2020-01-01 WAYNE MARTIN 2021-07-14
001 2019-01-01 WAYNE MARTIN 2020-05-29
001 2018-01-01 WAYNE MARTIN 2019-05-28
001 2017-01-01 WAYNE MARTIN
001 2016-01-01 WAYNE MARTIN
001 2015-01-01 WAYNE MARTIN
001 2014-01-01 WAYNE MARTIN
001 2013-01-01 WAYNE MARTIN
001 2012-01-01 WAYNE MARTIN
001 2011-01-01 ADA O CONNOR ROBERT WALTER II 2012-07-16
001 2009-01-01 ADA O'CONNOR ROBERT WALTER II 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRIS MILLER	2024-07-12
001	2022-01-01	CHRIS MILLER	2023-10-04
001	2021-01-01	WAYNE MARTIN	2022-05-16
001	2020-01-01	WAYNE MARTIN	2021-07-14
001	2019-01-01	WAYNE MARTIN	2020-05-29
001	2018-01-01	WAYNE MARTIN	2019-05-28
001	2017-01-01	WAYNE MARTIN
001	2016-01-01	WAYNE MARTIN
001	2015-01-01	WAYNE MARTIN
001	2014-01-01	WAYNE MARTIN
001	2013-01-01	WAYNE MARTIN
001	2012-01-01	WAYNE MARTIN
001	2011-01-01	ADA O CONNOR		ROBERT WALTER II	2012-07-16
001	2009-01-01	ADA O'CONNOR		ROBERT WALTER II	2010-07-23

Financial Data on WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-08-05	0
Total liabilities as of the beginning of the plan year	2025-08-05	0
Total expenses incurred by plan in this plan year	2025-08-05	501903
Net assets as of the end of the plan year	2025-08-05	2267755
Total assets as of the beginning of the plan year	2025-08-05	2237406
Value of plan covered by a fidelity bond	2025-08-05	250000
Participant contributions to plan in this plan year	2025-08-05	223979
Value of participant loans at end of plan year	2025-08-05	8484
Other expenses paid from plan in this plan year	2025-08-05	0
Other contributions to plan in this plan year	2025-08-05	13140
Other income to plan in this plan year	2025-08-05	237074
Plan net income in this plan year	2025-08-05	30349
Net assets as of the end of the plan year	2025-08-05	2267755
Net assets as of the beginning of the plan year	2025-08-05	2237406
Employer contributions to plan in this plan year	2025-08-05	58059
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-05	19098
2024 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-12	462447
Net assets as of the end of the plan year	2024-07-12	2237406
Total assets as of the beginning of the plan year	2024-07-12	2134637
Value of plan covered by a fidelity bond	2024-07-12	250000
Participant contributions to plan in this plan year	2024-07-12	173980
Value of participant loans at end of plan year	2024-07-12	8552
Other contributions to plan in this plan year	2024-07-12	22915
Other income to plan in this plan year	2024-07-12	283298
Plan net income in this plan year	2024-07-12	102769
Net assets as of the end of the plan year	2024-07-12	2237406
Net assets as of the beginning of the plan year	2024-07-12	2134637
Employer contributions to plan in this plan year	2024-07-12	85023
Fees paid to broker by Benefit Provider	2024-07-12	80
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-12	18600
2022 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-16	0
Total liabilities as of the end of the plan year	2022-05-16	0
Total liabilities as of the beginning of the plan year	2022-05-16	0
Total expenses incurred by plan in this plan year	2022-05-16	363984
Net assets as of the end of the plan year	2022-05-16	2314887
Total assets as of the beginning of the plan year	2022-05-16	2313460
Value of plan covered by a fidelity bond	2022-05-16	200000
Participant contributions to plan in this plan year	2022-05-16	90706
Value of participant loans at end of plan year	2022-05-16	25673
Other expenses paid from plan in this plan year	2022-05-16	0
Other contributions to plan in this plan year	2022-05-16	0
Other income to plan in this plan year	2022-05-16	274705
Plan net income in this plan year	2022-05-16	1427
Net assets as of the end of the plan year	2022-05-16	2314887
Net assets as of the beginning of the plan year	2022-05-16	2313460
Employer contributions to plan in this plan year	2022-05-16	0
Fees paid to broker by Benefit Provider	2022-05-16	109
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-16	18847
2017 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$247,127
Expenses. Total of all expenses incurred	2017-12-31	$76,264
Benefits paid (including direct rollovers)	2017-12-31	$76,188
Total plan assets at end of year	2017-12-31	$1,703,860
Total plan assets at beginning of year	2017-12-31	$1,532,997
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$55,007
Contributions received from other sources (not participants or employers)	2017-12-31	$173
Other income received	2017-12-31	$191,947
Net income (gross income less expenses)	2017-12-31	$170,863
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,703,860
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,532,997
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$76
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$146,241
Expenses. Total of all expenses incurred	2016-12-31	$76,621
Benefits paid (including direct rollovers)	2016-12-31	$76,319
Total plan assets at end of year	2016-12-31	$1,532,997
Total plan assets at beginning of year	2016-12-31	$1,463,377
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$55,815
Expenses. Other expenses not covered elsewhere	2016-12-31	$302
Other income received	2016-12-31	$90,426
Net income (gross income less expenses)	2016-12-31	$69,620
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,532,997
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,463,377
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$52,254
Expenses. Total of all expenses incurred	2015-12-31	$12,700
Benefits paid (including direct rollovers)	2015-12-31	$12,500
Total plan assets at end of year	2015-12-31	$1,463,377
Total plan assets at beginning of year	2015-12-31	$1,423,823
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$65,082
Other income received	2015-12-31	$-12,828
Net income (gross income less expenses)	2015-12-31	$39,554
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,463,377
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,423,823
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$131,100
Expenses. Total of all expenses incurred	2014-12-31	$31,894
Benefits paid (including direct rollovers)	2014-12-31	$31,870
Total plan assets at end of year	2014-12-31	$1,423,823
Total plan assets at beginning of year	2014-12-31	$1,324,617
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$61,552
Other income received	2014-12-31	$69,548
Net income (gross income less expenses)	2014-12-31	$99,206
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,423,823
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,324,617
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$24
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$250,229
Expenses. Total of all expenses incurred	2013-12-31	$815,116
Benefits paid (including direct rollovers)	2013-12-31	$815,060
Total plan assets at end of year	2013-12-31	$1,324,617
Total plan assets at beginning of year	2013-12-31	$1,889,504
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$56,782
Expenses. Other expenses not covered elsewhere	2013-12-31	$56
Other income received	2013-12-31	$193,447
Net income (gross income less expenses)	2013-12-31	$-564,887
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,324,617
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,889,504
Assets. Value of participant loans	2013-12-31	$2,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$269,770
Expenses. Total of all expenses incurred	2012-12-31	$447,845
Benefits paid (including direct rollovers)	2012-12-31	$447,206
Total plan assets at end of year	2012-12-31	$1,889,504
Total plan assets at beginning of year	2012-12-31	$2,067,579
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$47,358
Contributions received from other sources (not participants or employers)	2012-12-31	$49,414
Other income received	2012-12-31	$172,998
Net income (gross income less expenses)	2012-12-31	$-178,075
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,889,504
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,067,579
Assets. Value of participant loans	2012-12-31	$15,105
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,951
Expenses. Total of all expenses incurred	2011-12-31	$285,278
Benefits paid (including direct rollovers)	2011-12-31	$284,423
Total plan assets at end of year	2011-12-31	$2,067,579
Total plan assets at beginning of year	2011-12-31	$2,290,906
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$39,607
Expenses. Other expenses not covered elsewhere	2011-12-31	$855
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$22,344
Net income (gross income less expenses)	2011-12-31	$-223,327
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,067,579
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,290,906
Assets. Value of participant loans	2011-12-31	$49,327
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$301,948
Expenses. Total of all expenses incurred	2010-12-31	$444,035
Benefits paid (including direct rollovers)	2010-12-31	$443,385
Total plan assets at end of year	2010-12-31	$2,290,906
Total plan assets at beginning of year	2010-12-31	$2,432,993
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$46,061
Expenses. Other expenses not covered elsewhere	2010-12-31	$650
Other income received	2010-12-31	$255,887
Net income (gross income less expenses)	2010-12-31	$-142,087
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,290,906
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,432,993
Assets. Value of participant loans	2010-12-31	$93,754
Total contributions received or receivable from employer(s)	2010-12-31	$0
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 WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN

2017: WALTER & JACKSON, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALTER & JACKSON, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALTER & JACKSON, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALTER & JACKSON, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALTER & JACKSON, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WALTER & JACKSON, INC. 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618449
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618449
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618449
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618449
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	618449
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1

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Company Name:	WALTER & JACKSON, INC.
Employer identification number (EIN):	231191800
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers