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WALSH & KELLY, INC. 401(K) PLAN 401k Plan overview

Plan NameWALSH & KELLY, INC. 401(K) PLAN
Plan identification number 003

WALSH & KELLY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILESTONE CONTRACTORS NORTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILESTONE CONTRACTORS NORTH, INC.
Employer identification number (EIN):351120685
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH & KELLY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01R. DOUGLAS FELTON2021-11-30
0032020-01-01R. DOUGLAS FELTON2021-08-24
0032019-01-01
0032018-01-01
0032017-01-01J. MICHAEL SCHAUM
0032017-01-01J. MICHAEL SCHAUM
0032016-01-01J. MICHAEL SCHAUM
0032015-01-01J. MICHAEL SCHAUM
0032014-01-01J. MICHAEL SCHAUM
0032013-01-01J. MICHAEL SCHAUM
0032012-01-01J. MICHAEL SCHAUM J. MICHAEL SCHAUM2013-09-27
0032011-01-01J. MICHAEL SCHAUM J. MICHAEL SCHAUM2013-01-07
0032009-01-01J. MICHAEL SCHAUM

Plan Statistics for WALSH & KELLY, INC. 401(K) PLAN

401k plan membership statisitcs for WALSH & KELLY, INC. 401(K) PLAN

Measure Date Value
2021: WALSH & KELLY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0198
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WALSH & KELLY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0185
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0198
Total participants2020-01-0198
Number of participants with account balances2020-01-0193
2019: WALSH & KELLY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0171
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0180
Total participants2019-01-0180
Number of participants with account balances2019-01-0175
2018: WALSH & KELLY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0165
Total number of active participants reported on line 7a of the Form 55002018-01-0165
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0171
Total participants2018-01-0171
Number of participants with account balances2018-01-0170
2017: WALSH & KELLY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0158
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0165
Number of participants with account balances2017-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WALSH & KELLY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0158
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0158
Number of participants with account balances2016-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WALSH & KELLY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0153
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0158
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WALSH & KELLY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0147
Total number of active participants reported on line 7a of the Form 55002014-01-0145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0153
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALSH & KELLY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0140
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0147
Number of participants with account balances2013-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALSH & KELLY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0157
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0151
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WALSH & KELLY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0150
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0157
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WALSH & KELLY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0154
Total number of active participants reported on line 7a of the Form 55002009-01-0143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0149
Number of participants with account balances2009-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WALSH & KELLY, INC. 401(K) PLAN

Measure Date Value
2021 : WALSH & KELLY, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-04-30$-21,332,408
Total income from all sources2021-04-30$1,980,001
Expenses. Total of all expenses incurred2021-04-30$3,827,344
Benefits paid (including direct rollovers)2021-04-30$3,816,768
Total plan assets at end of year2021-04-30$0
Total plan assets at beginning of year2021-04-30$23,179,751
Value of fidelity bond covering the plan2021-04-30$500,000
Total contributions received or receivable from participants2021-04-30$7,666
Other income received2021-04-30$1,328,110
Net income (gross income less expenses)2021-04-30$-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 loans2021-04-30$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
Total income from all sources2020-12-31$4,360,312
Expenses. Total of all expenses incurred2020-12-31$1,795,373
Benefits paid (including direct rollovers)2020-12-31$1,782,364
Total plan assets at end of year2020-12-31$23,179,751
Total plan assets at beginning of year2020-12-31$20,614,812
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$776,110
Contributions received from other sources (not participants or employers)2020-12-31$18,636
Other income received2020-12-31$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 loans2020-12-31$21,881
Total contributions received or receivable from employer(s)2020-12-31$728,129
Value of corrective distributions2020-12-31$-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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$5,051,922
Expenses. Total of all expenses incurred2019-12-31$210,354
Benefits paid (including direct rollovers)2019-12-31$183,532
Total plan assets at end of year2019-12-31$20,614,812
Total plan assets at beginning of year2019-12-31$15,773,244
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$690,736
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$57,286
Other income received2019-12-31$3,673,289
Noncash contributions received2019-12-31$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 loans2019-12-31$18,869
Total contributions received or receivable from employer(s)2019-12-31$630,611
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-48,380
Expenses. Total of all expenses incurred2018-12-31$564,008
Benefits paid (including direct rollovers)2018-12-31$536,184
Total plan assets at end of year2018-12-31$15,773,244
Total plan assets at beginning of year2018-12-31$16,385,632
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$662,447
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,225,343
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$23,491
Total contributions received or receivable from employer(s)2018-12-31$514,516
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,484,571
Expenses. Total of all expenses incurred2017-12-31$33,834
Benefits paid (including direct rollovers)2017-12-31$8,087
Total plan assets at end of year2017-12-31$16,385,632
Total plan assets at beginning of year2017-12-31$12,934,895
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$530,582
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,471,142
Noncash contributions received2017-12-31$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 loans2017-12-31$8,263
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$482,847
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,972,729
Expenses. Total of all expenses incurred2016-12-31$255,934
Benefits paid (including direct rollovers)2016-12-31$226,861
Total plan assets at end of year2016-12-31$12,934,895
Total plan assets at beginning of year2016-12-31$11,218,100
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$520,933
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$998,484
Noncash contributions received2016-12-31$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 loans2016-12-31$23,736
Total contributions received or receivable from employer(s)2016-12-31$453,312
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$749,104
Expenses. Total of all expenses incurred2015-12-31$1,454,550
Benefits paid (including direct rollovers)2015-12-31$1,424,737
Total plan assets at end of year2015-12-31$11,218,100
Total plan assets at beginning of year2015-12-31$11,923,546
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$500,274
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-114,635
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$42,311
Total contributions received or receivable from employer(s)2015-12-31$363,465
Value of certain deemed distributions of participant loans2015-12-31$663
Value of corrective distributions2015-12-31$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
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,270,864
Expenses. Total of all expenses incurred2014-12-31$520,849
Benefits paid (including direct rollovers)2014-12-31$490,924
Total plan assets at end of year2014-12-31$11,923,546
Total plan assets at beginning of year2014-12-31$11,173,531
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$363,726
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$25,241
Other income received2014-12-31$539,808
Noncash contributions received2014-12-31$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 loans2014-12-31$89,773
Total contributions received or receivable from employer(s)2014-12-31$342,089
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,635,784
Expenses. Total of all expenses incurred2013-12-31$1,023,511
Benefits paid (including direct rollovers)2013-12-31$990,122
Total plan assets at end of year2013-12-31$11,173,531
Total plan assets at beginning of year2013-12-31$9,561,258
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$354,477
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,965,157
Noncash contributions received2013-12-31$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 loans2013-12-31$77,635
Total contributions received or receivable from employer(s)2013-12-31$316,150
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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
Total income from all sources2012-12-31$1,876,828
Expenses. Total of all expenses incurred2012-12-31$542,970
Benefits paid (including direct rollovers)2012-12-31$513,958
Total plan assets at end of year2012-12-31$9,561,258
Total plan assets at beginning of year2012-12-31$8,227,400
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$325,906
Other income received2012-12-31$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 loans2012-12-31$104,971
Total contributions received or receivable from employer(s)2012-12-31$375,239
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : WALSH & KELLY, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$817,543
Expenses. Total of all expenses incurred2011-12-31$297,261
Benefits paid (including direct rollovers)2011-12-31$262,004
Total plan assets at end of year2011-12-31$8,227,400
Total plan assets at beginning of year2011-12-31$7,707,118
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$374,854
Contributions received from other sources (not participants or employers)2011-12-31$362,982
Other income received2011-12-31$-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 loans2011-12-31$46,406
Total contributions received or receivable from employer(s)2011-12-31$369,825
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : WALSH & KELLY, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,664,823
Expenses. Total of all expenses incurred2010-12-31$1,095,499
Benefits paid (including direct rollovers)2010-12-31$1,069,539
Total plan assets at end of year2010-12-31$7,707,118
Total plan assets at beginning of year2010-12-31$7,137,794
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$381,668
Contributions received from other sources (not participants or employers)2010-12-31$28,723
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$0
2009 : WALSH & KELLY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WALSH & KELLY, INC. 401(K) PLAN

2021: WALSH & KELLY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALSH & KELLY, INC. 401(K) 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 & KELLY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALSH & KELLY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALSH & KELLY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALSH & KELLY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALSH & KELLY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALSH & KELLY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALSH & KELLY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALSH & KELLY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALSH & KELLY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALSH & KELLY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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