401k Plan data: THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN plan

THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN
Plan identification number	002

THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT 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.
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 AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WALKER AND ASSOCIATES, INC.

Employer identification number (EIN): 620730469

NAIC Classification: 541800

Additional information about WALKER AND ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1979-01-16

Company Identification Number: 606684

Legal Registered Office Address: 1650 MCKAY COURT

DUNEDIN

More information about WALKER AND ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 CEIL WALKER 2020-12-04
002 2019-01-01 CEIL WALKER 2020-08-13
002 2018-01-01 CEIL WALKER 2019-06-21
002 2017-01-01 CEIL WALKER 2018-06-20
002 2016-01-01 CEIL WALKER 2017-07-10
002 2015-01-01 CEIL WALKER 2016-07-14
002 2014-01-01 CEIL WALKER 2015-07-28
002 2013-01-01 CEIL WALKER-NORRIS 2014-06-20
002 2012-01-01 CEIL WALKER-NORRIS 2013-06-14
002 2011-01-01 CEIL WALKER-NORRIS 2012-06-05
002 2010-01-01 CEIL WALKER-NORRIS 2011-05-17
002 2009-01-01 CEIL WALKER NORRIS CEIL WALKER NORRIS 2010-07-22
002 2009-01-01 CEIL WALKER NORRIS CEIL WALKER NORRIS 2010-06-11
002 2009-01-01 CEIL WALKER NORRIS CEIL WALKER NORRIS 2010-06-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	CEIL WALKER	2020-12-04
002	2019-01-01	CEIL WALKER	2020-08-13
002	2018-01-01	CEIL WALKER	2019-06-21
002	2017-01-01	CEIL WALKER	2018-06-20
002	2016-01-01	CEIL WALKER	2017-07-10
002	2015-01-01	CEIL WALKER	2016-07-14
002	2014-01-01	CEIL WALKER	2015-07-28
002	2013-01-01	CEIL WALKER-NORRIS	2014-06-20
002	2012-01-01	CEIL WALKER-NORRIS	2013-06-14
002	2011-01-01	CEIL WALKER-NORRIS	2012-06-05
002	2010-01-01	CEIL WALKER-NORRIS	2011-05-17
002	2009-01-01	CEIL WALKER NORRIS		CEIL WALKER NORRIS	2010-07-22
002	2009-01-01	CEIL WALKER NORRIS		CEIL WALKER NORRIS	2010-06-11
002	2009-01-01	CEIL WALKER NORRIS		CEIL WALKER NORRIS	2010-06-11

Plan Statistics for THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2009: THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Form 5500 Responses for THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN

2009: THE WALKER AND ASSOCIATES, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	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 AND ASSOCIATES, INC.
Employer identification number (EIN):	620730469
NAIC Classification:	541800

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1979-01-16
Company Identification Number:	606684
Legal Registered Office Address:	1650 MCKAY COURT DUNEDIN