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WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

WALTON COMMUNITIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:WALTON COMMUNITIES, LLC
Employer identification number (EIN):582437674
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about WALTON COMMUNITIES, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1102768

More information about WALTON COMMUNITIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KEITH DAVIDSON KEITH DAVIDSON2018-10-11
0022016-01-01KEITH DAVIDSON KEITH DAVIDSON2017-10-12
0022015-01-01KEITH DA KEITH DA2016-10-12
0022014-01-01KEITH A DAVIDSON KEITH A DAVIDSON2015-10-14
0022013-01-01KEITH DAVIDSON KEITH DAVIDSON2014-10-14
0022012-01-01KEITH DAVIDSON KEITH DAVIDSON2013-10-15
0022011-01-01KEITH A DAVIDSON KEITH A DAVIDSON2012-10-12
0022009-01-01KEITH A DAVIDSON

Plan Statistics for WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-01304
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01448
Number of participants with account balances2022-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01410
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01431
Number of participants with account balances2021-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01398
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01407
Number of participants with account balances2020-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01375
Total number of active participants reported on line 7a of the Form 55002019-01-01302
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01385
Number of participants with account balances2019-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01349
Number of participants with account balances2018-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01286
Total number of active participants reported on line 7a of the Form 55002017-01-01226
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01304
Number of participants with account balances2017-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01252
Total number of active participants reported on line 7a of the Form 55002016-01-01221
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01278
Number of participants with account balances2016-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01247
Total participants2015-01-01247
Number of participants with account balances2015-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01211
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01222
Total participants2014-01-01222
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01178
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01162
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01181
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01186
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,596,678
Total of all expenses incurred2022-12-31$3,500,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,446,437
Expenses. Certain deemed distributions of participant loans2022-12-31$41,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,910,647
Value of total assets at end of year2022-12-31$30,541,808
Value of total assets at beginning of year2022-12-31$36,638,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,400
Total interest from all sources2022-12-31$55,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,511,682
Participant contributions at end of year2022-12-31$420,052
Participant contributions at beginning of year2022-12-31$370,894
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,268
Other income not declared elsewhere2022-12-31$-593,668
Liabilities. Value of operating payables at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,097,116
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,541,808
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,638,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$25,118,527
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,562,101
Interest on participant loans2022-12-31$19,275
Interest earned on other investments2022-12-31$36,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,304,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,084,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,969,294
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,396,697
Employer contributions (assets) at end of year2022-12-31$1,698,652
Employer contributions (assets) at beginning of year2022-12-31$1,621,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,446,437
Contract administrator fees2022-12-31$12,400
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2022-12-31582085823
2021 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$481
Total income from all sources (including contributions)2021-12-31$8,255,779
Total of all expenses incurred2021-12-31$1,470,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,456,586
Expenses. Certain deemed distributions of participant loans2021-12-31$3,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,093,604
Value of total assets at end of year2021-12-31$36,638,924
Value of total assets at beginning of year2021-12-31$29,854,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,175
Total interest from all sources2021-12-31$53,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,403,740
Participant contributions at end of year2021-12-31$370,894
Participant contributions at beginning of year2021-12-31$300,854
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$375,908
Other income not declared elsewhere2021-12-31$-78,111
Liabilities. Value of operating payables at beginning of year2021-12-31$481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,785,192
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,638,924
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,853,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$30,562,101
Value of interest in pooled separate accounts at beginning of year2021-12-31$25,229,487
Interest on participant loans2021-12-31$15,274
Interest earned on other investments2021-12-31$38,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,084,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,827,842
Net investment gain/loss from pooled separate accounts2021-12-31$4,186,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,313,956
Employer contributions (assets) at end of year2021-12-31$1,621,466
Employer contributions (assets) at beginning of year2021-12-31$1,496,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,456,586
Contract administrator fees2021-12-31$10,175
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2021-12-31582085823
2020 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$481
Total income from all sources (including contributions)2020-12-31$7,976,405
Total of all expenses incurred2020-12-31$567,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,065
Expenses. Certain deemed distributions of participant loans2020-12-31$21,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,968,716
Value of total assets at end of year2020-12-31$29,854,213
Value of total assets at beginning of year2020-12-31$22,445,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,531
Total interest from all sources2020-12-31$35,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,187,466
Participant contributions at end of year2020-12-31$300,854
Participant contributions at beginning of year2020-12-31$160,258
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$663,661
Other income not declared elsewhere2020-12-31$182,923
Liabilities. Value of operating payables at end of year2020-12-31$481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,408,447
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,853,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,445,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$25,229,487
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,736,085
Interest on participant loans2020-12-31$10,377
Interest earned on other investments2020-12-31$24,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$32,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$32,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,827,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,287,719
Net investment gain/loss from pooled separate accounts2020-12-31$3,789,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,117,589
Employer contributions (assets) at end of year2020-12-31$1,496,030
Employer contributions (assets) at beginning of year2020-12-31$1,228,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,065
Contract administrator fees2020-12-31$5,531
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2020-12-31582085823
2019 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,416,029
Total of all expenses incurred2019-12-31$1,039,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,010,593
Expenses. Certain deemed distributions of participant loans2019-12-31$18,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,892,709
Value of total assets at end of year2019-12-31$22,445,285
Value of total assets at beginning of year2019-12-31$17,068,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,525
Total interest from all sources2019-12-31$34,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,008,853
Participant contributions at end of year2019-12-31$160,258
Participant contributions at beginning of year2019-12-31$159,302
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,135
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,376,391
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,445,285
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,068,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$18,736,085
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,724,167
Interest on participant loans2019-12-31$9,031
Interest earned on other investments2019-12-31$25,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$32,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,287,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,078,715
Net investment gain/loss from pooled separate accounts2019-12-31$3,488,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,802,721
Employer contributions (assets) at end of year2019-12-31$1,228,373
Employer contributions (assets) at beginning of year2019-12-31$1,089,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,010,593
Contract administrator fees2019-12-31$10,525
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2019-12-31582085823
2018 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,551,109
Total of all expenses incurred2018-12-31$642,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$607,320
Expenses. Certain deemed distributions of participant loans2018-12-31$27,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,447,247
Value of total assets at end of year2018-12-31$17,068,894
Value of total assets at beginning of year2018-12-31$16,160,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,450
Total interest from all sources2018-12-31$29,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$869,150
Participant contributions at end of year2018-12-31$159,302
Participant contributions at beginning of year2018-12-31$102,722
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$908,620
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,068,894
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,160,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$13,724,167
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,471,622
Interest on participant loans2018-12-31$5,283
Interest earned on other investments2018-12-31$24,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,078,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,811,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-925,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,577,697
Employer contributions (assets) at end of year2018-12-31$1,089,912
Employer contributions (assets) at beginning of year2018-12-31$749,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$607,320
Contract administrator fees2018-12-31$7,450
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2018-12-31582085823
2017 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,068,154
Total of all expenses incurred2017-12-31$512,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$505,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,913,567
Value of total assets at end of year2017-12-31$16,160,274
Value of total assets at beginning of year2017-12-31$12,604,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,950
Total interest from all sources2017-12-31$24,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$753,500
Participant contributions at end of year2017-12-31$102,722
Participant contributions at beginning of year2017-12-31$92,432
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,555,488
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,160,274
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,604,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$13,471,622
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,911,956
Interest on participant loans2017-12-31$4,410
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$20,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$38,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$38,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,811,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,845,340
Net investment gain/loss from pooled separate accounts2017-12-31$2,129,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,158,515
Employer contributions (assets) at end of year2017-12-31$749,634
Employer contributions (assets) at beginning of year2017-12-31$716,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$505,716
Contract administrator fees2017-12-31$6,950
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2017-12-31582085823
2016 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,481,619
Total of all expenses incurred2016-12-31$324,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$306,158
Expenses. Certain deemed distributions of participant loans2016-12-31$13,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,892,675
Value of total assets at end of year2016-12-31$12,604,786
Value of total assets at beginning of year2016-12-31$10,448,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,675
Total interest from all sources2016-12-31$24,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$719,973
Participant contributions at end of year2016-12-31$92,432
Participant contributions at beginning of year2016-12-31$105,473
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,156,774
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,604,786
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,448,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$9,911,956
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,133,843
Interest on participant loans2016-12-31$3,587
Interest earned on other investments2016-12-31$21,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$38,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,845,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,391,217
Net investment gain/loss from pooled separate accounts2016-12-31$564,310
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,140,470
Employer contributions (assets) at end of year2016-12-31$716,077
Employer contributions (assets) at beginning of year2016-12-31$817,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$306,158
Contract administrator fees2016-12-31$5,675
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2016-12-31582085823
2015 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$664
Total income from all sources (including contributions)2015-12-31$1,905,476
Total of all expenses incurred2015-12-31$97,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$88,574
Expenses. Certain deemed distributions of participant loans2015-12-31$4,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,923,347
Value of total assets at end of year2015-12-31$10,448,012
Value of total assets at beginning of year2015-12-31$8,640,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,225
Total interest from all sources2015-12-31$18,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$707,158
Participant contributions at end of year2015-12-31$105,473
Participant contributions at beginning of year2015-12-31$87,094
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,808,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,448,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,639,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,133,843
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,052,114
Interest on participant loans2015-12-31$4,527
Interest earned on other investments2015-12-31$14,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,391,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$948,066
Net investment gain/loss from pooled separate accounts2015-12-31$-36,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,216,189
Employer contributions (assets) at end of year2015-12-31$817,479
Employer contributions (assets) at beginning of year2015-12-31$553,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$88,574
Contract administrator fees2015-12-31$4,225
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2015-12-31582085823
2014 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$664
Total income from all sources (including contributions)2014-12-31$1,795,762
Total of all expenses incurred2014-12-31$488,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$485,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,395,580
Value of total assets at end of year2014-12-31$8,640,603
Value of total assets at beginning of year2014-12-31$7,333,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,700
Total interest from all sources2014-12-31$15,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$545,052
Participant contributions at end of year2014-12-31$87,094
Participant contributions at beginning of year2014-12-31$86,419
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$366
Liabilities. Value of operating payables at end of year2014-12-31$664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,306,873
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,639,939
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,333,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,068,154
Value of interest in pooled separate accounts at end of year2014-12-31$7,052,114
Interest on participant loans2014-12-31$3,272
Interest earned on other investments2014-12-31$12,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$41,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$41,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$948,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,136,540
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$384,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$850,528
Employer contributions (assets) at end of year2014-12-31$553,329
Employer contributions (assets) at beginning of year2014-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$485,189
Contract administrator fees2014-12-31$3,700
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2014-12-31582085823
2013 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,812,243
Total of all expenses incurred2013-12-31$201,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$199,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$730,795
Value of total assets at end of year2013-12-31$7,333,066
Value of total assets at beginning of year2013-12-31$5,722,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,400
Total interest from all sources2013-12-31$21,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$458,047
Participant contributions at end of year2013-12-31$86,419
Participant contributions at beginning of year2013-12-31$40,077
Participant contributions at end of year2013-12-31$366
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,610,260
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,333,066
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,722,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,068,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,751,182
Interest on participant loans2013-12-31$2,609
Interest earned on other investments2013-12-31$18,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$41,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$26,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$26,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,136,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$904,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,060,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$254,376
Employer contributions (assets) at end of year2013-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$199,583
Contract administrator fees2013-12-31$2,400
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2013-12-31582085823
2012 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,077
Total income from all sources (including contributions)2012-12-31$1,194,360
Total of all expenses incurred2012-12-31$74,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$73,397
Expenses. Certain deemed distributions of participant loans2012-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$639,258
Value of total assets at end of year2012-12-31$5,722,806
Value of total assets at beginning of year2012-12-31$4,606,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$950
Total interest from all sources2012-12-31$19,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$410,818
Participant contributions at end of year2012-12-31$40,077
Participant contributions at beginning of year2012-12-31$40,854
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$209
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,119,913
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,722,806
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,602,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,751,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,673,435
Interest on participant loans2012-12-31$1,790
Interest earned on other investments2012-12-31$17,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$26,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$904,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$887,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$535,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$228,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$73,397
Contract administrator fees2012-12-31$950
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2012-12-31582085823
2011 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,428
Total income from all sources (including contributions)2011-12-31$499,070
Total of all expenses incurred2011-12-31$22,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$590,383
Value of total assets at end of year2011-12-31$4,606,970
Value of total assets at beginning of year2011-12-31$4,132,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$500
Total interest from all sources2011-12-31$18,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$360,921
Participant contributions at end of year2011-12-31$40,854
Participant contributions at beginning of year2011-12-31$41,716
Participant contributions at end of year2011-12-31$209
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$476,269
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,602,893
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,126,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,673,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,294,490
Interest on participant loans2011-12-31$1,743
Interest earned on other investments2011-12-31$16,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$887,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$795,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-109,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$186,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,301
Contract administrator fees2011-12-31$500
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2011-12-31582085823
2010 : WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,428
Total income from all sources (including contributions)2010-12-31$825,651
Total of all expenses incurred2010-12-31$302,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$215,298
Value of total corrective distributions2010-12-31$68,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$400,814
Value of total assets at end of year2010-12-31$4,132,052
Value of total assets at beginning of year2010-12-31$3,603,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,684
Total interest from all sources2010-12-31$16,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$281,375
Participant contributions at end of year2010-12-31$41,716
Participant contributions at beginning of year2010-12-31$4,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$522,756
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,126,624
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,603,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,294,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,622,110
Interest on participant loans2010-12-31$831
Interest earned on other investments2010-12-31$15,903
Value of interest in common/collective trusts at beginning of year2010-12-31$695,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$281,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$281,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$795,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$408,044
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$119,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$215,298
Contract administrator fees2010-12-31$1,375
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRIDGES AND DUNN-RANKIN, LLP
Accountancy firm EIN2010-12-31582085823
2009 : WALTON COMMUNITIES, LLC 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 securities2009-12-31$0

Form 5500 Responses for WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN

2022: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered393
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered379
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,700
Amount paid for insurance broker fees10700
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered326
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,975
Amount paid for insurance broker fees8975
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered295
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,025
Amount paid for insurance broker fees8025
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered258
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,486
Amount paid for insurance broker fees6486
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker namePENSION FINANCIAL SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered225
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $36,961
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $36,961
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810552
Policy instance 1
Insurance contract or identification number810552
Number of Individuals Covered185
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,305
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $33,305
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877335
Policy instance 1
Insurance contract or identification number877335
Number of Individuals Covered122
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $33,695
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $33,695
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877335
Policy instance 1
Insurance contract or identification number877335
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,359
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $27,359
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/AF
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877335
Policy instance 1
Insurance contract or identification number877335
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,091
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877335
Policy instance 1
Insurance contract or identification number877335
Number of Individuals Covered75
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $43,962
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $43,962
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.

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