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| Plan Name | JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JEFFREY L. WALKER CPA |
| Employer identification number (EIN): | 611399574 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | ALAN OZANNE | ALAN OZANNE | 2016-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2015: JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 9 |
| Number of participants with account balances | 2015-01-01 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2015 : JEFFREY L. WALKER CPA SAFE-HARBOR 401K PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $12,133 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,918 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $11,300 |
| Total plan assets at end of year | 2015-12-31 | $17,505 |
| Total plan assets at beginning of year | 2015-12-31 | $17,290 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $12,133 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $618 |
| Net income (gross income less expenses) | 2015-12-31 | $215 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $17,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,290 |
| 2015: JEFFREY L. WALKER CPA SAFE-HARBOR 401K 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 |
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