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| Plan Name | JARRETT WALKER & ASSOCIATES 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JARRETT WALKER & ASSOCIATES, LLC |
| Employer identification number (EIN): | 454021425 |
| NAIC Classification: | 541600 |
Additional information about JARRETT WALKER & ASSOCIATES, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2011-12-16 |
| Company Identification Number: | 82014698 |
| Legal Registered Office Address: |
5307 SE MITCHELL ST PORTLAND United States of America (USA) 97206 |
More information about JARRETT WALKER & ASSOCIATES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JARRETT WALKER | 2024-07-15 | ||
| 001 | 2022-01-01 | JARRETT WALKER | 2023-09-25 | ||
| 001 | 2021-01-01 | JARRETT WALKER | 2022-09-13 | ||
| 001 | 2020-01-01 | JARRETT WALKER | 2021-07-08 | ||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | JARRETT WALKER | 2016-03-29 | ||
| 001 | 2014-01-01 | JARRETT WALKER | 2015-02-25 | ||
| 001 | 2013-01-01 | JARRETT WALKER | 2014-07-02 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JARRETT WALKER & ASSOCIATES 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-10 | 22083 |
| Net assets as of the end of the plan year | 2025-06-10 | 1507396 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 1158049 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 115805 |
| Participant contributions to plan in this plan year | 2025-06-10 | 143298 |
| Other income to plan in this plan year | 2025-06-10 | 183436 |
| Plan net income in this plan year | 2025-06-10 | 349347 |
| Net assets as of the end of the plan year | 2025-06-10 | 1507396 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 1158049 |
| Employer contributions to plan in this plan year | 2025-06-10 | 44696 |
| Fees paid to broker by Benefit Provider | 2025-06-10 | 6546 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 13843 |
| 2024 : JARRETT WALKER & ASSOCIATES 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-15 | 9545 |
| Net assets as of the end of the plan year | 2024-07-15 | 1158049 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 839449 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 83945 |
| Participant contributions to plan in this plan year | 2024-07-15 | 133754 |
| Other contributions to plan in this plan year | 2024-07-15 | 852 |
| Other income to plan in this plan year | 2024-07-15 | 154666 |
| Plan net income in this plan year | 2024-07-15 | 318600 |
| Net assets as of the end of the plan year | 2024-07-15 | 1158049 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 839449 |
| Employer contributions to plan in this plan year | 2024-07-15 | 38873 |
| Fees paid to broker by Benefit Provider | 2024-07-15 | 4685 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 9545 |
| 2022 : JARRETT WALKER & ASSOCIATES 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-13 | 7001 |
| Net assets as of the end of the plan year | 2022-09-13 | 845925 |
| Total assets as of the beginning of the plan year | 2022-09-13 | 613391 |
| Value of plan covered by a fidelity bond | 2022-09-13 | 61340 |
| Participant contributions to plan in this plan year | 2022-09-13 | 106043 |
| Other income to plan in this plan year | 2022-09-13 | 90875 |
| Plan net income in this plan year | 2022-09-13 | 232534 |
| Net assets as of the end of the plan year | 2022-09-13 | 845925 |
| Net assets as of the beginning of the plan year | 2022-09-13 | 613391 |
| Employer contributions to plan in this plan year | 2022-09-13 | 42617 |
| Fees paid to broker by Benefit Provider | 2022-09-13 | 3448 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-13 | 7001 |
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