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WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameWALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 002

WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

WALSH & HACKER has sponsored the creation of one or more 401k plans.

Company Name:WALSH & HACKER
Employer identification number (EIN):141605143
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01PETER WALSH2022-09-27 PETER WALSH2022-09-27
0022020-01-01PETER WALSH2021-10-13 PETER WALSH2021-10-13
0022019-01-01PETER WALSH2020-09-30 PETER WALSH2020-10-13
0022018-01-01PETER WALSH2019-08-06 PETER WALSH2019-08-06
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01THOMAS J WALSH
0022011-01-01THOMAS J WALSH
0022009-01-01THOMAS J WALSH

Plan Statistics for WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2021: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0120
Number of participants with account balances2021-01-0119
2020: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0118
Number of participants with account balances2020-01-0118
2019: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
2018: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0117
Number of participants with account balances2018-01-0116
2017: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0117
Number of participants with account balances2017-01-0117
2016: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Total of all active and inactive participants2016-01-0115
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
2015: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Total of all active and inactive participants2015-01-0115
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
2014: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Total of all active and inactive participants2014-01-0114
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
2013: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Total of all active and inactive participants2013-01-0116
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
2012: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Total of all active and inactive participants2012-01-0115
Total participants2012-01-0115
Number of participants with account balances2012-01-0114
2011: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
2009: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0115

Financial Data on WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2021 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,280,414
Expenses. Total of all expenses incurred2021-12-31$284,310
Benefits paid (including direct rollovers)2021-12-31$278,894
Total plan assets at end of year2021-12-31$9,172,309
Total plan assets at beginning of year2021-12-31$8,176,205
Value of fidelity bond covering the plan2021-12-31$650,000
Other income received2021-12-31$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
Total income from all sources2020-12-31$1,161,758
Expenses. Total of all expenses incurred2020-12-31$208,525
Benefits paid (including direct rollovers)2020-12-31$205,615
Total plan assets at end of year2020-12-31$8,176,205
Total plan assets at beginning of year2020-12-31$7,222,972
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$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
Total income from all sources2019-12-31$1,297,707
Expenses. Total of all expenses incurred2019-12-31$229,610
Benefits paid (including direct rollovers)2019-12-31$228,338
Total plan assets at end of year2019-12-31$7,222,972
Total plan assets at beginning of year2019-12-31$6,154,875
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$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$1,272
2018 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-158,803
Expenses. Total of all expenses incurred2018-12-31$272,504
Benefits paid (including direct rollovers)2018-12-31$271,407
Total plan assets at end of year2018-12-31$6,154,875
Total plan assets at beginning of year2018-12-31$6,586,182
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-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
Total income from all sources2017-12-31$997,324
Expenses. Total of all expenses incurred2017-12-31$153,702
Benefits paid (including direct rollovers)2017-12-31$151,030
Total plan assets at end of year2017-12-31$6,586,182
Total plan assets at beginning of year2017-12-31$5,742,560
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$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
Total income from all sources2016-12-31$476,820
Expenses. Total of all expenses incurred2016-12-31$142,469
Benefits paid (including direct rollovers)2016-12-31$140,771
Total plan assets at end of year2016-12-31$5,742,560
Total plan assets at beginning of year2016-12-31$5,408,209
Other income received2016-12-31$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
Total income from all sources2015-12-31$30,959
Expenses. Total of all expenses incurred2015-12-31$141,841
Benefits paid (including direct rollovers)2015-12-31$141,841
Total plan assets at end of year2015-12-31$5,408,209
Total plan assets at beginning of year2015-12-31$5,519,091
Other income received2015-12-31$-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
Total income from all sources2014-12-31$444,624
Expenses. Total of all expenses incurred2014-12-31$152,197
Benefits paid (including direct rollovers)2014-12-31$151,375
Total plan assets at end of year2014-12-31$5,519,091
Total plan assets at beginning of year2014-12-31$5,226,664
Other income received2014-12-31$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
Total income from all sources2013-12-31$739,250
Expenses. Total of all expenses incurred2013-12-31$118,362
Benefits paid (including direct rollovers)2013-12-31$117,812
Total plan assets at end of year2013-12-31$5,226,664
Total plan assets at beginning of year2013-12-31$4,605,776
Other income received2013-12-31$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
Total income from all sources2012-12-31$587,409
Expenses. Total of all expenses incurred2012-12-31$146,911
Benefits paid (including direct rollovers)2012-12-31$114,952
Total plan assets at end of year2012-12-31$4,605,776
Total plan assets at beginning of year2012-12-31$4,165,278
Other income received2012-12-31$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
Total income from all sources2011-12-31$101,278
Expenses. Total of all expenses incurred2011-12-31$187,441
Benefits paid (including direct rollovers)2011-12-31$187,164
Total plan assets at end of year2011-12-31$4,165,278
Total plan assets at beginning of year2011-12-31$4,251,441
Other income received2011-12-31$-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
Total income from all sources2010-12-31$495,367
Expenses. Total of all expenses incurred2010-12-31$235,626
Benefits paid (including direct rollovers)2010-12-31$233,780
Total plan assets at end of year2010-12-31$4,251,441
Total plan assets at beginning of year2010-12-31$3,991,700
Other income received2010-12-31$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

Form 5500 Responses for WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN

2021: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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