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L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameL.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

L.J. WALCH CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:L.J. WALCH CO., INC.
Employer identification number (EIN):941342085
NAIC Classification:488100
NAIC Description: Support Activities for Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01RONALD W LUTY2023-11-09
0012021-07-01RONALD W LUTY2023-01-17 RONALD W LUTY2023-01-17
0012020-07-01RONALD W LUTY2021-11-15 RONALD W LUTY2021-11-15
0012019-07-01RONALD W LUTY2020-08-20 RONALD W LUTY2020-08-20
0012018-07-01RONALD W LUTY2019-09-19 RONALD W LUTY2019-09-19
0012017-07-01RONALD W LUTY2018-09-18 RONALD W LUTY2018-09-18
0012016-07-01RONALD W LUTY2017-08-04 RONALD W LUTY2017-08-04
0012015-07-01RONALD LUTY RONALD LUTY2017-01-25
0012014-07-01RONALD LUTY RONALD LUTY2016-01-21
0012013-07-01RONALD LUTY RONALD LUTY2015-02-26
0012012-07-01RONALD LUTY RONALD LUTY2014-02-24
0012011-07-01RONALD LUTY
0012010-07-01RONALD LUTY
0012009-07-01VERONICA LIOU

Plan Statistics for L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0165
Total number of active participants reported on line 7a of the Form 55002015-07-0156
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0111
Total of all active and inactive participants2015-07-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0167
Number of participants with account balances2015-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0159
Total number of active participants reported on line 7a of the Form 55002014-07-0154
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-017
Total of all active and inactive participants2014-07-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0161
Number of participants with account balances2014-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0162
Total number of active participants reported on line 7a of the Form 55002013-07-0158
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-018
Total of all active and inactive participants2013-07-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0166
Number of participants with account balances2013-07-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0164
Total number of active participants reported on line 7a of the Form 55002012-07-0158
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-019
Total of all active and inactive participants2012-07-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-0168
Number of participants with account balances2012-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0160
Total number of active participants reported on line 7a of the Form 55002011-07-0157
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-0165
Number of participants with account balances2011-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0163
Total number of active participants reported on line 7a of the Form 55002010-07-0156
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-015
Total of all active and inactive participants2010-07-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0161
Number of participants with account balances2010-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0163
Total number of active participants reported on line 7a of the Form 55002009-07-0157
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0163
Number of participants with account balances2009-07-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$334,507
Expenses. Total of all expenses incurred2016-06-30$163,935
Benefits paid (including direct rollovers)2016-06-30$161,958
Total plan assets at end of year2016-06-30$6,109,746
Total plan assets at beginning of year2016-06-30$5,939,174
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$207,721
Contributions received from other sources (not participants or employers)2016-06-30$7,654
Other income received2016-06-30$59,132
Net income (gross income less expenses)2016-06-30$170,572
Net plan assets at end of year (total assets less liabilities)2016-06-30$6,109,746
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$5,939,174
Assets. Value of participant loans2016-06-30$144,822
Total contributions received or receivable from employer(s)2016-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$1,977
2015 : L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$350,390
Expenses. Total of all expenses incurred2015-06-30$315,618
Benefits paid (including direct rollovers)2015-06-30$314,068
Total plan assets at end of year2015-06-30$5,939,174
Total plan assets at beginning of year2015-06-30$5,904,402
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$216,739
Other income received2015-06-30$73,651
Net income (gross income less expenses)2015-06-30$34,772
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,939,174
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$5,904,402
Assets. Value of participant loans2015-06-30$186,140
Total contributions received or receivable from employer(s)2015-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$1,550
2014 : L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,006,773
Expenses. Total of all expenses incurred2014-06-30$1,209,919
Benefits paid (including direct rollovers)2014-06-30$1,207,827
Total plan assets at end of year2014-06-30$5,904,402
Total plan assets at beginning of year2014-06-30$6,107,548
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$185,184
Contributions received from other sources (not participants or employers)2014-06-30$17,689
Other income received2014-06-30$743,900
Net income (gross income less expenses)2014-06-30$-203,146
Net plan assets at end of year (total assets less liabilities)2014-06-30$5,904,402
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$6,107,548
Assets. Value of participant loans2014-06-30$202,964
Total contributions received or receivable from employer(s)2014-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$2,092
2013 : L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$783,940
Expenses. Total of all expenses incurred2013-06-30$553,540
Benefits paid (including direct rollovers)2013-06-30$551,465
Total plan assets at end of year2013-06-30$6,107,548
Total plan assets at beginning of year2013-06-30$5,877,148
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$203,468
Other income received2013-06-30$580,472
Net income (gross income less expenses)2013-06-30$230,400
Net plan assets at end of year (total assets less liabilities)2013-06-30$6,107,548
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$5,877,148
Assets. Value of participant loans2013-06-30$231,432
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$2,075
2012 : L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$287,277
Expenses. Total of all expenses incurred2012-06-30$339,632
Benefits paid (including direct rollovers)2012-06-30$337,447
Total plan assets at end of year2012-06-30$5,877,148
Total plan assets at beginning of year2012-06-30$5,929,503
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$228,757
Other income received2012-06-30$-21,480
Net income (gross income less expenses)2012-06-30$-52,355
Net plan assets at end of year (total assets less liabilities)2012-06-30$5,877,148
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$5,929,503
Assets. Value of participant loans2012-06-30$273,682
Total contributions received or receivable from employer(s)2012-06-30$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$2,185
2011 : L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$1,297,239
Expenses. Total of all expenses incurred2011-06-30$241,796
Benefits paid (including direct rollovers)2011-06-30$239,089
Total plan assets at end of year2011-06-30$5,929,503
Total plan assets at beginning of year2011-06-30$4,934,278
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$222,318
Other income received2011-06-30$1,014,921
Net income (gross income less expenses)2011-06-30$1,055,443
Net plan assets at end of year (total assets less liabilities)2011-06-30$5,929,503
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$4,934,278
Assets. Value of participant loans2011-06-30$287,660
Total contributions received or receivable from employer(s)2011-06-30$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$2,707

Form 5500 Responses for L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN

2015: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: L.J. WALCH CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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