WALSH & HACKER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN
Measure | Date | Value |
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2021: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 20 |
Number of participants with account balances | 2021-01-01 | 19 |
2020: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 18 |
2019: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 18 |
2018: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 17 |
Number of participants with account balances | 2018-01-01 | 16 |
2017: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 17 |
Number of participants with account balances | 2017-01-01 | 17 |
2016: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 15 |
2015: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 15 |
Total participants | 2015-01-01 | 15 |
Number of participants with account balances | 2015-01-01 | 15 |
2014: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Total participants | 2014-01-01 | 14 |
Number of participants with account balances | 2014-01-01 | 14 |
2013: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
Total of all active and inactive participants | 2013-01-01 | 16 |
Total participants | 2013-01-01 | 16 |
Number of participants with account balances | 2013-01-01 | 16 |
2012: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 15 |
Total participants | 2012-01-01 | 15 |
Number of participants with account balances | 2012-01-01 | 14 |
2011: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
2009: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Total of all active and inactive participants | 2009-01-01 | 16 |
Total participants | 2009-01-01 | 16 |
Number of participants with account balances | 2009-01-01 | 15 |
Measure | Date | Value |
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2021 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,280,414 |
Expenses. Total of all expenses incurred | 2021-12-31 | $284,310 |
Benefits paid (including direct rollovers) | 2021-12-31 | $278,894 |
Total plan assets at end of year | 2021-12-31 | $9,172,309 |
Total plan assets at beginning of year | 2021-12-31 | $8,176,205 |
Value of fidelity bond covering the plan | 2021-12-31 | $650,000 |
Other income received | 2021-12-31 | $1,093,517 |
Net income (gross income less expenses) | 2021-12-31 | $996,104 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,172,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,176,205 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $186,897 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,416 |
2020 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,161,758 |
Expenses. Total of all expenses incurred | 2020-12-31 | $208,525 |
Benefits paid (including direct rollovers) | 2020-12-31 | $205,615 |
Total plan assets at end of year | 2020-12-31 | $8,176,205 |
Total plan assets at beginning of year | 2020-12-31 | $7,222,972 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $1,024,724 |
Net income (gross income less expenses) | 2020-12-31 | $953,233 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,176,205 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,222,972 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $137,034 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,910 |
2019 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,297,707 |
Expenses. Total of all expenses incurred | 2019-12-31 | $229,610 |
Benefits paid (including direct rollovers) | 2019-12-31 | $228,338 |
Total plan assets at end of year | 2019-12-31 | $7,222,972 |
Total plan assets at beginning of year | 2019-12-31 | $6,154,875 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $1,152,354 |
Net income (gross income less expenses) | 2019-12-31 | $1,068,097 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,222,972 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,154,875 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $145,353 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,272 |
2018 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-158,803 |
Expenses. Total of all expenses incurred | 2018-12-31 | $272,504 |
Benefits paid (including direct rollovers) | 2018-12-31 | $271,407 |
Total plan assets at end of year | 2018-12-31 | $6,154,875 |
Total plan assets at beginning of year | 2018-12-31 | $6,586,182 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-269,766 |
Net income (gross income less expenses) | 2018-12-31 | $-431,307 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,154,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,586,182 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $110,963 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,097 |
2017 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $997,324 |
Expenses. Total of all expenses incurred | 2017-12-31 | $153,702 |
Benefits paid (including direct rollovers) | 2017-12-31 | $151,030 |
Total plan assets at end of year | 2017-12-31 | $6,586,182 |
Total plan assets at beginning of year | 2017-12-31 | $5,742,560 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Other income received | 2017-12-31 | $892,072 |
Net income (gross income less expenses) | 2017-12-31 | $843,622 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,586,182 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,742,560 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $105,252 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,672 |
2016 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $476,820 |
Expenses. Total of all expenses incurred | 2016-12-31 | $142,469 |
Benefits paid (including direct rollovers) | 2016-12-31 | $140,771 |
Total plan assets at end of year | 2016-12-31 | $5,742,560 |
Total plan assets at beginning of year | 2016-12-31 | $5,408,209 |
Other income received | 2016-12-31 | $369,486 |
Net income (gross income less expenses) | 2016-12-31 | $334,351 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,742,560 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,408,209 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $107,334 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,698 |
2015 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $30,959 |
Expenses. Total of all expenses incurred | 2015-12-31 | $141,841 |
Benefits paid (including direct rollovers) | 2015-12-31 | $141,841 |
Total plan assets at end of year | 2015-12-31 | $5,408,209 |
Total plan assets at beginning of year | 2015-12-31 | $5,519,091 |
Other income received | 2015-12-31 | $-74,497 |
Net income (gross income less expenses) | 2015-12-31 | $-110,882 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,408,209 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,519,091 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $105,456 |
2014 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $444,624 |
Expenses. Total of all expenses incurred | 2014-12-31 | $152,197 |
Benefits paid (including direct rollovers) | 2014-12-31 | $151,375 |
Total plan assets at end of year | 2014-12-31 | $5,519,091 |
Total plan assets at beginning of year | 2014-12-31 | $5,226,664 |
Other income received | 2014-12-31 | $338,863 |
Net income (gross income less expenses) | 2014-12-31 | $292,427 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,519,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,226,664 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $105,761 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $822 |
2013 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $739,250 |
Expenses. Total of all expenses incurred | 2013-12-31 | $118,362 |
Benefits paid (including direct rollovers) | 2013-12-31 | $117,812 |
Total plan assets at end of year | 2013-12-31 | $5,226,664 |
Total plan assets at beginning of year | 2013-12-31 | $4,605,776 |
Other income received | 2013-12-31 | $637,438 |
Net income (gross income less expenses) | 2013-12-31 | $620,888 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,226,664 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,605,776 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $101,812 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $550 |
2012 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $587,409 |
Expenses. Total of all expenses incurred | 2012-12-31 | $146,911 |
Benefits paid (including direct rollovers) | 2012-12-31 | $114,952 |
Total plan assets at end of year | 2012-12-31 | $4,605,776 |
Total plan assets at beginning of year | 2012-12-31 | $4,165,278 |
Other income received | 2012-12-31 | $491,302 |
Net income (gross income less expenses) | 2012-12-31 | $440,498 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,605,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,165,278 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $96,107 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $31,959 |
2011 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $101,278 |
Expenses. Total of all expenses incurred | 2011-12-31 | $187,441 |
Benefits paid (including direct rollovers) | 2011-12-31 | $187,164 |
Total plan assets at end of year | 2011-12-31 | $4,165,278 |
Total plan assets at beginning of year | 2011-12-31 | $4,251,441 |
Other income received | 2011-12-31 | $-1,168 |
Net income (gross income less expenses) | 2011-12-31 | $-86,163 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,165,278 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,251,441 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $102,446 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $277 |
2010 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $495,367 |
Expenses. Total of all expenses incurred | 2010-12-31 | $235,626 |
Benefits paid (including direct rollovers) | 2010-12-31 | $233,780 |
Total plan assets at end of year | 2010-12-31 | $4,251,441 |
Total plan assets at beginning of year | 2010-12-31 | $3,991,700 |
Other income received | 2010-12-31 | $380,660 |
Net income (gross income less expenses) | 2010-12-31 | $259,741 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,251,441 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,991,700 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $114,707 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,846 |