401k Plan data: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN plan

WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	002

WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WALKER INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WALKER INSURANCE, INC.

Employer identification number (EIN): 560659749

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about WALKER INSURANCE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2000-06-08

Company Identification Number: P00000055315

Legal Registered Office Address: 2248 NE ROSE WALK TERRACE

STUART

34996

More information about WALKER INSURANCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 WILLIAM WALKER 2021-09-27
002 2020-01-01 BORIS WALKER 2021-04-21
002 2019-01-01 BORIS WALKER 2020-04-14
002 2018-01-01 BORIS WALKER 2019-10-11
002 2017-01-01 BORIS WALKER
002 2016-01-01 BORIS WALKER
002 2015-01-01 BORIS WALKER
002 2014-01-01 CAROLE HENDRIX
002 2013-01-01 BORIS WALKER
002 2012-01-01 BORIS WALKER 2013-05-01
002 2011-01-01 BORIS B. WALKER 2012-07-16 BORIS B. WALKER 2012-07-16
002 2010-01-01 BORIS B. WALKER 2012-03-19 BORIS B. WALKER 2012-03-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	WILLIAM WALKER	2021-09-27
002	2020-01-01	BORIS WALKER	2021-04-21
002	2019-01-01	BORIS WALKER	2020-04-14
002	2018-01-01	BORIS WALKER	2019-10-11
002	2017-01-01	BORIS WALKER
002	2016-01-01	BORIS WALKER
002	2015-01-01	BORIS WALKER
002	2014-01-01	CAROLE HENDRIX
002	2013-01-01	BORIS WALKER
002	2012-01-01	BORIS WALKER	2013-05-01
002	2011-01-01	BORIS B. WALKER	2012-07-16	BORIS B. WALKER	2012-07-16
002	2010-01-01	BORIS B. WALKER	2012-03-19	BORIS B. WALKER	2012-03-19

Plan Statistics for WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2017: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2017 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
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	$250,685
Expenses. Total of all expenses incurred	2017-12-31	$125,926
Benefits paid (including direct rollovers)	2017-12-31	$119,908
Total plan assets at end of year	2017-12-31	$1,412,880
Total plan assets at beginning of year	2017-12-31	$1,288,121
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$26,746
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	$204,522
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$124,759
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,412,880
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,288,121
Total contributions received or receivable from employer(s)	2017-12-31	$19,417
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,018
2016 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
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	$142,638
Expenses. Total of all expenses incurred	2016-12-31	$12,234
Benefits paid (including direct rollovers)	2016-12-31	$6,073
Total plan assets at end of year	2016-12-31	$1,288,121
Total plan assets at beginning of year	2016-12-31	$1,157,717
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$15,024
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$2,998
Other income received	2016-12-31	$104,953
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$130,404
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,288,121
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,157,717
Total contributions received or receivable from employer(s)	2016-12-31	$19,663
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	$6,161
2015 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
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	$18,650
Expenses. Total of all expenses incurred	2015-12-31	$12,120
Benefits paid (including direct rollovers)	2015-12-31	$6,184
Total plan assets at end of year	2015-12-31	$1,157,717
Total plan assets at beginning of year	2015-12-31	$1,151,187
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$16,609
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	$-20,690
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$6,530
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,157,717
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,151,187
Total contributions received or receivable from employer(s)	2015-12-31	$22,731
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,936
2014 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
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	$90,672
Expenses. Total of all expenses incurred	2014-12-31	$12,918
Benefits paid (including direct rollovers)	2014-12-31	$7,173
Total plan assets at end of year	2014-12-31	$1,151,187
Total plan assets at beginning of year	2014-12-31	$1,073,433
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$13,896
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$405
Other income received	2014-12-31	$56,069
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$77,754
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,151,187
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,073,433
Total contributions received or receivable from employer(s)	2014-12-31	$20,302
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,745
2013 : WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$117,070
Expenses. Total of all expenses incurred	2013-12-31	$2,490
Benefits paid (including direct rollovers)	2013-12-31	$2,490
Total plan assets at end of year	2013-12-31	$1,073,433
Total plan assets at beginning of year	2013-12-31	$958,853
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$800
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	$104,029
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$114,580
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,073,433
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$958,853
Total contributions received or receivable from employer(s)	2013-12-31	$12,241
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for WALKER INSURANCE, INC. PROFIT SHARING 401(K) PLAN

2017: WALKER INSURANCE, INC. PROFIT SHARING 401(K) 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: WALKER INSURANCE, INC. PROFIT SHARING 401(K) 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: WALKER INSURANCE, INC. PROFIT SHARING 401(K) 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: WALKER INSURANCE, INC. PROFIT SHARING 401(K) 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: WALKER INSURANCE, INC. PROFIT SHARING 401(K) 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

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Company Name:	WALKER INSURANCE, INC.
Employer identification number (EIN):	560659749
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2000-06-08
Company Identification Number:	P00000055315
Legal Registered Office Address:	2248 NE ROSE WALK TERRACE STUART 34996