401k Plan data: WALKER & COMPANY 401(K) PROFIT SHARING PLAN plan

WALKER & COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALKER & COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number	001

WALKER & COMPANY 401(K) PROFIT SHARING 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.
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

WALKER & COMPANY CONSTRUCTION SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name: WALKER & COMPANY CONSTRUCTION SERVICES, INC

Employer identification number (EIN): 593274917

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER & COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 R. LANCE WALKER JR. 2022-07-06 R. LANCE WALKER JR. 2022-07-06
001 2020-01-01 R. LANCE WALKER JR. 2021-10-10 R. LANCE WALKER JR. 2021-10-10
001 2019-01-01 R. LANCE WALKER JR. 2020-08-12 R. LANCE WALKER JR. 2020-08-12
001 2018-01-01 R. LANCE WALKER JR. 2019-05-15 R. LANCE WALKER JR. 2019-05-15
001 2017-01-01
001 2016-01-01
001 2015-01-01 R. LANCE WALKER JR.
001 2014-01-01 R. LANCE WALKER JR.
001 2013-01-01
001 2012-01-01 R. LANCE WALKER, JR.
001 2011-01-01 R. LANCE WALKER, JR.
001 2010-01-01 RICHARD LANCE WALKER JR
001 2009-01-01 RICHARD LANCE WALKER JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	R. LANCE WALKER JR.	2022-07-06	R. LANCE WALKER JR.	2022-07-06
001	2020-01-01	R. LANCE WALKER JR.	2021-10-10	R. LANCE WALKER JR.	2021-10-10
001	2019-01-01	R. LANCE WALKER JR.	2020-08-12	R. LANCE WALKER JR.	2020-08-12
001	2018-01-01	R. LANCE WALKER JR.	2019-05-15	R. LANCE WALKER JR.	2019-05-15
001	2017-01-01
001	2016-01-01
001	2015-01-01	R. LANCE WALKER JR.
001	2014-01-01	R. LANCE WALKER JR.
001	2013-01-01
001	2012-01-01	R. LANCE WALKER, JR.
001	2011-01-01	R. LANCE WALKER, JR.
001	2010-01-01	RICHARD LANCE WALKER JR
001	2009-01-01	RICHARD LANCE WALKER JR

Plan Statistics for WALKER & COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WALKER & COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 68
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 23
Total of all active and inactive participants 2021-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 91
Number of participants with account balances 2021-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 78
Number of other retired or separated participants entitled to future benefits 2020-01-01 40
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 118
Number of participants with account balances 2020-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 83
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 113
Number of participants with account balances 2019-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 71
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 91
Number of participants with account balances 2018-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 76
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 14
Total of all active and inactive participants 2017-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 90
Number of participants with account balances 2017-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 73
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 12
Total of all active and inactive participants 2016-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 85
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 58
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 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 67
Number of participants with account balances 2015-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 85
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 52
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 63
Total participants 2013-01-01 63
Number of participants with account balances 2013-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
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 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 55
Total participants 2012-01-01 55
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 48
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 45
Total participants 2010-01-01 45
Number of participants with account balances 2010-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
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 47
Total participants 2009-01-01 47
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	68
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	23
Total of all active and inactive participants	2021-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	91
Number of participants with account balances	2021-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	78
Number of other retired or separated participants entitled to future benefits	2020-01-01	40
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	118
Number of participants with account balances	2020-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	83
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	113
Number of participants with account balances	2019-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	71
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	91
Number of participants with account balances	2018-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	76
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	14
Total of all active and inactive participants	2017-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	90
Number of participants with account balances	2017-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	73
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	12
Total of all active and inactive participants	2016-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	85
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	58
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	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	67
Number of participants with account balances	2015-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	85
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	52
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	63
Total participants	2013-01-01	63
Number of participants with account balances	2013-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
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	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	55
Total participants	2012-01-01	55
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	48
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	45
Total participants	2010-01-01	45
Number of participants with account balances	2010-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
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	47
Total participants	2009-01-01	47
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALKER & COMPANY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,006,735
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$655,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$584,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,163,947
Value of total assets at end of year	2021-12-31	$17,228,476
Value of total assets at beginning of year	2021-12-31	$14,876,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$70,567
Total interest from all sources	2021-12-31	$30,569
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$70,567
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$480,503
Participant contributions at end of year	2021-12-31	$73,271
Participant contributions at beginning of year	2021-12-31	$59,572
Participant contributions at end of year	2021-12-31	$80
Participant contributions at beginning of year	2021-12-31	$2
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,351,693
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,228,476
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,876,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,842,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,988,221
Interest on participant loans	2021-12-31	$2,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$247,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$292,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$292,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$28,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,812,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$670,746
Employer contributions (assets) at end of year	2021-12-31	$670,746
Employer contributions (assets) at beginning of year	2021-12-31	$1,170,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$584,475
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$393,662
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$366,286
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ASSURANCE DIMENDSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,498,344
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,820,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,775,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,631,846
Value of total assets at end of year	2020-12-31	$14,876,783
Value of total assets at beginning of year	2020-12-31	$13,199,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,858
Total interest from all sources	2020-12-31	$23,864
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$44,858
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$430,959
Participant contributions at end of year	2020-12-31	$59,572
Participant contributions at beginning of year	2020-12-31	$73,465
Participant contributions at end of year	2020-12-31	$2
Participant contributions at beginning of year	2020-12-31	$92
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$30,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,677,637
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,876,783
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,199,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,988,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,759,846
Interest on participant loans	2020-12-31	$2,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$292,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$189,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$189,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$20,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,842,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,170,168
Employer contributions (assets) at end of year	2020-12-31	$1,170,168
Employer contributions (assets) at beginning of year	2020-12-31	$834,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,775,849
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$366,286
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$341,648
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,447,219
Expenses. Total of all expenses incurred	2019-12-31	$1,472,744
Benefits paid (including direct rollovers)	2019-12-31	$1,417,482
Total plan assets at end of year	2019-12-31	$13,199,146
Total plan assets at beginning of year	2019-12-31	$11,224,671
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$262,291
Expenses. Other expenses not covered elsewhere	2019-12-31	$55,262
Contributions received from other sources (not participants or employers)	2019-12-31	$120,724
Other income received	2019-12-31	$2,229,769
Net income (gross income less expenses)	2019-12-31	$1,974,475
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,199,146
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,224,671
Assets. Value of participant loans	2019-12-31	$73,465
Total contributions received or receivable from employer(s)	2019-12-31	$834,435
2018 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$745,655
Expenses. Total of all expenses incurred	2018-12-31	$269,017
Benefits paid (including direct rollovers)	2018-12-31	$216,941
Total plan assets at end of year	2018-12-31	$11,224,671
Total plan assets at beginning of year	2018-12-31	$10,748,033
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$300,543
Expenses. Other expenses not covered elsewhere	2018-12-31	$52,076
Other income received	2018-12-31	$-563,875
Net income (gross income less expenses)	2018-12-31	$476,638
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,224,671
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,748,033
Assets. Value of participant loans	2018-12-31	$105,303
Total contributions received or receivable from employer(s)	2018-12-31	$1,008,987
2017 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,463,673
Expenses. Total of all expenses incurred	2017-12-31	$172,766
Benefits paid (including direct rollovers)	2017-12-31	$138,714
Total plan assets at end of year	2017-12-31	$10,748,033
Total plan assets at beginning of year	2017-12-31	$8,457,126
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$262,077
Expenses. Other expenses not covered elsewhere	2017-12-31	$34,052
Other income received	2017-12-31	$1,437,990
Net income (gross income less expenses)	2017-12-31	$2,290,907
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,748,033
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,457,126
Assets. Value of participant loans	2017-12-31	$103,906
Total contributions received or receivable from employer(s)	2017-12-31	$763,606
2016 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,582,357
Expenses. Total of all expenses incurred	2016-12-31	$586,192
Benefits paid (including direct rollovers)	2016-12-31	$558,983
Total plan assets at end of year	2016-12-31	$8,457,126
Total plan assets at beginning of year	2016-12-31	$7,460,961
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$225,524
Expenses. Other expenses not covered elsewhere	2016-12-31	$27,209
Contributions received from other sources (not participants or employers)	2016-12-31	$10,323
Other income received	2016-12-31	$658,365
Net income (gross income less expenses)	2016-12-31	$996,165
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,457,126
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,460,961
Assets. Value of participant loans	2016-12-31	$110,798
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$185,521
Total contributions received or receivable from employer(s)	2016-12-31	$688,145
2015 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$792,461
Expenses. Total of all expenses incurred	2015-12-31	$1,675,209
Benefits paid (including direct rollovers)	2015-12-31	$1,649,514
Total plan assets at end of year	2015-12-31	$7,460,961
Total plan assets at beginning of year	2015-12-31	$8,343,709
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$187,462
Assets. Value of loans (other than to participants)	2015-12-31	$29,999
Expenses. Other expenses not covered elsewhere	2015-12-31	$25,695
Contributions received from other sources (not participants or employers)	2015-12-31	$19,398
Other income received	2015-12-31	$1,748
Net income (gross income less expenses)	2015-12-31	$-882,748
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,460,961
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,343,709
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$165,753
Total contributions received or receivable from employer(s)	2015-12-31	$583,853
2014 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,118,867
Expenses. Total of all expenses incurred	2014-12-31	$251,047
Benefits paid (including direct rollovers)	2014-12-31	$224,994
Total plan assets at end of year	2014-12-31	$8,343,709
Total plan assets at beginning of year	2014-12-31	$7,475,889
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$167,982
Assets. Value of loans (other than to participants)	2014-12-31	$74,382
Contributions received from other sources (not participants or employers)	2014-12-31	$473,421
Net income (gross income less expenses)	2014-12-31	$867,820
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,343,709
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,475,889
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$165,753
Total contributions received or receivable from employer(s)	2014-12-31	$477,464
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$26,053
2013 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,395,985
Expenses. Total of all expenses incurred	2013-12-31	$556,712
Benefits paid (including direct rollovers)	2013-12-31	$537,380
Total plan assets at end of year	2013-12-31	$7,475,889
Total plan assets at beginning of year	2013-12-31	$6,636,616
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$135,077
Other income received	2013-12-31	$716,207
Net income (gross income less expenses)	2013-12-31	$839,273
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,475,889
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,636,616
Assets. Value of participant loans	2013-12-31	$48,528
Total contributions received or receivable from employer(s)	2013-12-31	$544,701
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$19,332
2012 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,245,296
Expenses. Total of all expenses incurred	2012-12-31	$248,073
Benefits paid (including direct rollovers)	2012-12-31	$241,746
Total plan assets at end of year	2012-12-31	$6,636,566
Total plan assets at beginning of year	2012-12-31	$5,639,343
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$133,952
Other income received	2012-12-31	$609,739
Net income (gross income less expenses)	2012-12-31	$997,223
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,636,566
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,639,343
Assets. Value of participant loans	2012-12-31	$44,432
Total contributions received or receivable from employer(s)	2012-12-31	$501,605
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,327
2011 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$494,708
Expenses. Total of all expenses incurred	2011-12-31	$423,550
Benefits paid (including direct rollovers)	2011-12-31	$417,389
Total plan assets at end of year	2011-12-31	$5,639,343
Total plan assets at beginning of year	2011-12-31	$5,568,185
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$117,930
Other income received	2011-12-31	$208,792
Net income (gross income less expenses)	2011-12-31	$71,158
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,639,343
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,568,185
Assets. Value of participant loans	2011-12-31	$61,975
Total contributions received or receivable from employer(s)	2011-12-31	$167,986
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,161
2010 : WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$791,362
Expenses. Total of all expenses incurred	2010-12-31	$1,640,934
Benefits paid (including direct rollovers)	2010-12-31	$1,624,360
Total plan assets at end of year	2010-12-31	$5,568,185
Total plan assets at beginning of year	2010-12-31	$6,417,757
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$136,837
Other income received	2010-12-31	$589,452
Net income (gross income less expenses)	2010-12-31	$-849,572
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,568,185
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,417,757
Assets. Value of participant loans	2010-12-31	$81,456
Total contributions received or receivable from employer(s)	2010-12-31	$65,073
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$16,574

Form 5500 Responses for WALKER & COMPANY 401(K) PROFIT SHARING PLAN

2021: WALKER & COMPANY 401(K) PROFIT SHARING 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: WALKER & COMPANY 401(K) PROFIT SHARING 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: WALKER & COMPANY 401(K) PROFIT SHARING 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: WALKER & COMPANY 401(K) PROFIT SHARING 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: WALKER & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING 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 & COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WALKER & COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALKER & COMPANY CONSTRUCTION SERVICES, INC
Employer identification number (EIN):	593274917
NAIC Classification:	236200