JOSEPH A. WALHEIM & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN
401k plan membership statisitcs for JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| 2022: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 2 |
| 2021: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| 2020: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| 2019: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| 2018: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| 2017: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| 2012: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2010: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-777,874 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $389,330 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $366,095 |
| Total plan assets at end of year | 2022-12-31 | $3,290,309 |
| Total plan assets at beginning of year | 2022-12-31 | $4,457,513 |
| Value of fidelity bond covering the plan | 2022-12-31 | $260,000 |
| Other income received | 2022-12-31 | $-797,874 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,167,204 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,290,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,457,513 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $23,235 |
| 2021 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $686,402 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $227,453 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $202,349 |
| Total plan assets at end of year | 2021-12-31 | $4,457,513 |
| Total plan assets at beginning of year | 2021-12-31 | $3,998,564 |
| Value of fidelity bond covering the plan | 2021-12-31 | $260,000 |
| Other income received | 2021-12-31 | $666,402 |
| Net income (gross income less expenses) | 2021-12-31 | $458,949 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,457,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,998,564 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $25,104 |
| 2020 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $533,131 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $21,704 |
| Total plan assets at end of year | 2020-12-31 | $3,998,564 |
| Total plan assets at beginning of year | 2020-12-31 | $3,487,137 |
| Value of fidelity bond covering the plan | 2020-12-31 | $260,000 |
| Other income received | 2020-12-31 | $520,631 |
| Net income (gross income less expenses) | 2020-12-31 | $511,427 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,998,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,487,137 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $12,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $21,704 |
| 2019 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $716,819 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $157,109 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $136,343 |
| Total plan assets at end of year | 2019-12-31 | $3,487,138 |
| Total plan assets at beginning of year | 2019-12-31 | $2,927,428 |
| Value of fidelity bond covering the plan | 2019-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $20,766 |
| Other income received | 2019-12-31 | $704,319 |
| Net income (gross income less expenses) | 2019-12-31 | $559,710 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,487,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,927,428 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,500 |
| 2018 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-83,512 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $163,779 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $143,147 |
| Total plan assets at end of year | 2018-12-31 | $2,927,427 |
| Total plan assets at beginning of year | 2018-12-31 | $3,174,718 |
| Value of fidelity bond covering the plan | 2018-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $20,632 |
| Other income received | 2018-12-31 | $-96,012 |
| Net income (gross income less expenses) | 2018-12-31 | $-247,291 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,927,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,174,718 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,500 |
| 2017 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $615,706 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $137,018 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $117,774 |
| Total plan assets at end of year | 2017-12-31 | $3,174,718 |
| Total plan assets at beginning of year | 2017-12-31 | $2,696,030 |
| Value of fidelity bond covering the plan | 2017-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $19,244 |
| Other income received | 2017-12-31 | $603,206 |
| Net income (gross income less expenses) | 2017-12-31 | $478,688 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,174,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,696,030 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $12,500 |
| 2016 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $91,203 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $134,083 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $115,955 |
| Total plan assets at end of year | 2016-12-31 | $2,696,030 |
| Total plan assets at beginning of year | 2016-12-31 | $2,738,910 |
| Value of fidelity bond covering the plan | 2016-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $18,128 |
| Other income received | 2016-12-31 | $83,303 |
| Net income (gross income less expenses) | 2016-12-31 | $-42,880 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,696,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,738,910 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,900 |
| 2015 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $27,909 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $135,917 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $117,111 |
| Total plan assets at end of year | 2015-12-31 | $2,738,910 |
| Total plan assets at beginning of year | 2015-12-31 | $2,846,918 |
| Value of fidelity bond covering the plan | 2015-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $18,806 |
| Other income received | 2015-12-31 | $2,909 |
| Net income (gross income less expenses) | 2015-12-31 | $-108,008 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,738,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,846,918 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $25,000 |
| 2014 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $199,421 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $129,183 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $110,560 |
| Total plan assets at end of year | 2014-12-31 | $2,846,918 |
| Total plan assets at beginning of year | 2014-12-31 | $2,776,680 |
| Value of fidelity bond covering the plan | 2014-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $18,623 |
| Other income received | 2014-12-31 | $174,421 |
| Net income (gross income less expenses) | 2014-12-31 | $70,238 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,846,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,776,680 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,000 |
| 2013 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $519,635 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $109,139 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $91,761 |
| Total plan assets at end of year | 2013-12-31 | $2,776,680 |
| Total plan assets at beginning of year | 2013-12-31 | $2,366,184 |
| Value of fidelity bond covering the plan | 2013-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $17,378 |
| Other income received | 2013-12-31 | $484,135 |
| Net income (gross income less expenses) | 2013-12-31 | $410,496 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,776,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,366,184 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $35,500 |
| 2012 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $295,933 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $100,758 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $81,753 |
| Total plan assets at end of year | 2012-12-31 | $2,366,184 |
| Total plan assets at beginning of year | 2012-12-31 | $2,171,009 |
| Value of fidelity bond covering the plan | 2012-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $19,005 |
| Other income received | 2012-12-31 | $265,933 |
| Net income (gross income less expenses) | 2012-12-31 | $195,175 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,366,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,171,009 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,000 |
| 2011 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $113,150 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $94,486 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $78,847 |
| Total plan assets at end of year | 2011-12-31 | $2,171,009 |
| Total plan assets at beginning of year | 2011-12-31 | $2,152,345 |
| Value of fidelity bond covering the plan | 2011-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $15,639 |
| Other income received | 2011-12-31 | $74,150 |
| Net income (gross income less expenses) | 2011-12-31 | $18,664 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,171,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,152,345 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,000 |
| 2010 : JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $244,869 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $85,938 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $71,093 |
| Total plan assets at end of year | 2010-12-31 | $2,152,345 |
| Total plan assets at beginning of year | 2010-12-31 | $1,993,414 |
| Value of fidelity bond covering the plan | 2010-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $14,845 |
| Other income received | 2010-12-31 | $208,869 |
| Net income (gross income less expenses) | 2010-12-31 | $158,931 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,152,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,993,414 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $36,000 |
| 2023: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOSEPH A. WALHEIM & ASSOCIATES PROFIT SHARING & RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
