MILESTONE CONTRACTORS NORTH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALSH & KELLY, INC. 401(K) PLAN
401k plan membership statisitcs for WALSH & KELLY, INC. 401(K) PLAN
Measure | Date | Value |
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2021: WALSH & KELLY, INC. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WALSH & KELLY, INC. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 98 |
Total participants | 2020-01-01 | 98 |
Number of participants with account balances | 2020-01-01 | 93 |
2019: WALSH & KELLY, INC. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 80 |
Total participants | 2019-01-01 | 80 |
Number of participants with account balances | 2019-01-01 | 75 |
2018: WALSH & KELLY, INC. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 71 |
Total participants | 2018-01-01 | 71 |
Number of participants with account balances | 2018-01-01 | 70 |
2017: WALSH & KELLY, INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 65 |
Number of participants with account balances | 2017-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WALSH & KELLY, INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 58 |
Number of participants with account balances | 2016-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WALSH & KELLY, INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 58 |
Number of participants with account balances | 2015-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: WALSH & KELLY, INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 53 |
Number of participants with account balances | 2014-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WALSH & KELLY, INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 47 |
Number of participants with account balances | 2013-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WALSH & KELLY, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 51 |
Number of participants with account balances | 2012-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: WALSH & KELLY, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 57 |
Number of participants with account balances | 2011-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: WALSH & KELLY, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 49 |
Number of participants with account balances | 2009-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2021 : WALSH & KELLY, INC. 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-04-30 | $-21,332,408 |
Total income from all sources | 2021-04-30 | $1,980,001 |
Expenses. Total of all expenses incurred | 2021-04-30 | $3,827,344 |
Benefits paid (including direct rollovers) | 2021-04-30 | $3,816,768 |
Total plan assets at end of year | 2021-04-30 | $0 |
Total plan assets at beginning of year | 2021-04-30 | $23,179,751 |
Value of fidelity bond covering the plan | 2021-04-30 | $500,000 |
Total contributions received or receivable from participants | 2021-04-30 | $7,666 |
Other income received | 2021-04-30 | $1,328,110 |
Net income (gross income less expenses) | 2021-04-30 | $-1,847,343 |
Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $23,179,751 |
Assets. Value of participant loans | 2021-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-04-30 | $644,225 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-04-30 | $10,576 |
2020 : WALSH & KELLY, INC. 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $4,360,312 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,795,373 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,782,364 |
Total plan assets at end of year | 2020-12-31 | $23,179,751 |
Total plan assets at beginning of year | 2020-12-31 | $20,614,812 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $776,110 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $18,636 |
Other income received | 2020-12-31 | $2,837,437 |
Net income (gross income less expenses) | 2020-12-31 | $2,564,939 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $23,179,751 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,614,812 |
Assets. Value of participant loans | 2020-12-31 | $21,881 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $728,129 |
Value of corrective distributions | 2020-12-31 | $-175 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $13,184 |
2019 : WALSH & KELLY, INC. 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $5,051,922 |
Expenses. Total of all expenses incurred | 2019-12-31 | $210,354 |
Benefits paid (including direct rollovers) | 2019-12-31 | $183,532 |
Total plan assets at end of year | 2019-12-31 | $20,614,812 |
Total plan assets at beginning of year | 2019-12-31 | $15,773,244 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $690,736 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $57,286 |
Other income received | 2019-12-31 | $3,673,289 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $4,841,568 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $20,614,812 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,773,244 |
Assets. Value of participant loans | 2019-12-31 | $18,869 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $630,611 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $26,822 |
2018 : WALSH & KELLY, INC. 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-48,380 |
Expenses. Total of all expenses incurred | 2018-12-31 | $564,008 |
Benefits paid (including direct rollovers) | 2018-12-31 | $536,184 |
Total plan assets at end of year | 2018-12-31 | $15,773,244 |
Total plan assets at beginning of year | 2018-12-31 | $16,385,632 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $662,447 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-1,225,343 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-612,388 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,773,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,385,632 |
Assets. Value of participant loans | 2018-12-31 | $23,491 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $514,516 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $2,052 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25,772 |
2017 : WALSH & KELLY, INC. 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $3,484,571 |
Expenses. Total of all expenses incurred | 2017-12-31 | $33,834 |
Benefits paid (including direct rollovers) | 2017-12-31 | $8,087 |
Total plan assets at end of year | 2017-12-31 | $16,385,632 |
Total plan assets at beginning of year | 2017-12-31 | $12,934,895 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $530,582 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,471,142 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $3,450,737 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,385,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,934,895 |
Assets. Value of participant loans | 2017-12-31 | $8,263 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $482,847 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $138 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25,609 |
2016 : WALSH & KELLY, INC. 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,972,729 |
Expenses. Total of all expenses incurred | 2016-12-31 | $255,934 |
Benefits paid (including direct rollovers) | 2016-12-31 | $226,861 |
Total plan assets at end of year | 2016-12-31 | $12,934,895 |
Total plan assets at beginning of year | 2016-12-31 | $11,218,100 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $520,933 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $998,484 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,716,795 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,934,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,218,100 |
Assets. Value of participant loans | 2016-12-31 | $23,736 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $453,312 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $29,073 |
2015 : WALSH & KELLY, INC. 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $749,104 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,454,550 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,424,737 |
Total plan assets at end of year | 2015-12-31 | $11,218,100 |
Total plan assets at beginning of year | 2015-12-31 | $11,923,546 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $500,274 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-114,635 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-705,446 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,218,100 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,923,546 |
Assets. Value of participant loans | 2015-12-31 | $42,311 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $363,465 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $663 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $29,150 |
2014 : WALSH & KELLY, INC. 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,270,864 |
Expenses. Total of all expenses incurred | 2014-12-31 | $520,849 |
Benefits paid (including direct rollovers) | 2014-12-31 | $490,924 |
Total plan assets at end of year | 2014-12-31 | $11,923,546 |
Total plan assets at beginning of year | 2014-12-31 | $11,173,531 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $363,726 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $25,241 |
Other income received | 2014-12-31 | $539,808 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $750,015 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,923,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,173,531 |
Assets. Value of participant loans | 2014-12-31 | $89,773 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $342,089 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $555 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $29,370 |
2013 : WALSH & KELLY, INC. 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,635,784 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,023,511 |
Benefits paid (including direct rollovers) | 2013-12-31 | $990,122 |
Total plan assets at end of year | 2013-12-31 | $11,173,531 |
Total plan assets at beginning of year | 2013-12-31 | $9,561,258 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $354,477 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,965,157 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,612,273 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,173,531 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,561,258 |
Assets. Value of participant loans | 2013-12-31 | $77,635 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $316,150 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $4,312 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $29,077 |
2012 : WALSH & KELLY, INC. 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,876,828 |
Expenses. Total of all expenses incurred | 2012-12-31 | $542,970 |
Benefits paid (including direct rollovers) | 2012-12-31 | $513,958 |
Total plan assets at end of year | 2012-12-31 | $9,561,258 |
Total plan assets at beginning of year | 2012-12-31 | $8,227,400 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $325,906 |
Other income received | 2012-12-31 | $1,175,683 |
Net income (gross income less expenses) | 2012-12-31 | $1,333,858 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,561,258 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,227,400 |
Assets. Value of participant loans | 2012-12-31 | $104,971 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $375,239 |
Value of corrective distributions | 2012-12-31 | $17 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $28,995 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WALSH & KELLY, INC. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $817,543 |
Expenses. Total of all expenses incurred | 2011-12-31 | $297,261 |
Benefits paid (including direct rollovers) | 2011-12-31 | $262,004 |
Total plan assets at end of year | 2011-12-31 | $8,227,400 |
Total plan assets at beginning of year | 2011-12-31 | $7,707,118 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $374,854 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $362,982 |
Other income received | 2011-12-31 | $-290,118 |
Net income (gross income less expenses) | 2011-12-31 | $520,282 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,227,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,707,118 |
Assets. Value of participant loans | 2011-12-31 | $46,406 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $369,825 |
Value of corrective distributions | 2011-12-31 | $7,398 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $27,859 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WALSH & KELLY, INC. 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,664,823 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,095,499 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,069,539 |
Total plan assets at end of year | 2010-12-31 | $7,707,118 |
Total plan assets at beginning of year | 2010-12-31 | $7,137,794 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $381,668 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $28,723 |
Other income received | 2010-12-31 | $905,364 |
Net income (gross income less expenses) | 2010-12-31 | $569,324 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,707,118 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,137,794 |
Assets. Value of participant loans | 2010-12-31 | $42,467 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $349,068 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25,960 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WALSH & KELLY, INC. 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: WALSH & KELLY, INC. 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WALSH & KELLY, INC. 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WALSH & KELLY, INC. 401(K) PLAN 2019 form 5500 responses |
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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: WALSH & KELLY, INC. 401(K) PLAN 2018 form 5500 responses |
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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: WALSH & KELLY, INC. 401(K) PLAN 2017 form 5500 responses |
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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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WALSH & KELLY, INC. 401(K) PLAN 2016 form 5500 responses |
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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: WALSH & KELLY, INC. 401(K) PLAN 2015 form 5500 responses |
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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: WALSH & KELLY, INC. 401(K) PLAN 2014 form 5500 responses |
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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: WALSH & KELLY, INC. 401(K) PLAN 2013 form 5500 responses |
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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: WALSH & KELLY, INC. 401(K) PLAN 2012 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WALSH & KELLY, INC. 401(K) PLAN 2011 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WALSH & KELLY, INC. 401(K) PLAN 2009 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |