401k Plan data: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN plan

THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 401k Plan overview

Plan Name	THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN
Plan identification number	002

THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC

Employer identification number (EIN): 640715313

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 DONALD WALKER 2014-09-23
002 2012-01-01 ELIZABETH GOULD 2013-09-28
002 2011-01-01 LIZZIE PULLEN 2012-09-11
002 2010-01-01 LIZZIE PULLEN 2011-10-03

Plan Statistics for THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN

401k plan membership statisitcs for THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN

Measure Date Value
2021: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,956,135
Acturial value of plan assets 2021-12-31 1,956,135
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 34,630
Active participant vested funding target 2021-12-31 1,927,305
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 1,927,799
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 1,962,429
Balance at beginning of prior year after applicable adjustments 2021-12-31 2,759
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 2,759
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 105,969
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 112,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 3,117
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 195,200
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 183,790
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 15,492
Net shortfall amortization installment of oustanding balance 2021-12-31 9,411
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 16,369
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 16,369
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 183,790
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,874,135
Acturial value of plan assets 2020-12-31 1,874,135
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 16,641
Active participant vested funding target 2020-12-31 1,844,696
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 1,845,832
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 1,862,473
Balance at beginning of prior year after applicable adjustments 2020-12-31 2,841
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 2,841
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 2,759
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 125,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 113,602
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 16,536
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 7,633
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 7,633
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 113,602
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,615,322
Acturial value of plan assets 2019-12-31 1,615,322
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 15,845
Active participant vested funding target 2019-12-31 1,730,449
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 1,730,449
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 1,746,294
Balance at beginning of prior year after applicable adjustments 2019-12-31 2,558
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 2,558
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 12,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 13,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 2,841
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 52,650
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 47,118
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 14,619
Net shortfall amortization installment of oustanding balance 2019-12-31 133,813
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 46,725
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 46,725
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 47,118
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,631,147
Acturial value of plan assets 2018-12-31 1,631,147
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 69,912
Active participant vested funding target 2018-12-31 1,634,665
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,636,882
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 1,706,794
Balance at beginning of prior year after applicable adjustments 2018-12-31 2,533
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 2,533
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 10,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 11,152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 2,558
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 38,240
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 33,361
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 9,622
Net shortfall amortization installment of oustanding balance 2018-12-31 78,205
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 30,856
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 30,856
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 33,361
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,442,343
Acturial value of plan assets 2017-12-31 1,442,434
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 9,436
Active participant vested funding target 2017-12-31 1,614,905
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,614,905
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,624,341
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,508
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 2,508
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 381
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 2,533
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 46,494
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 41,980
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 7,426
Net shortfall amortization installment of oustanding balance 2017-12-31 184,440
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 41,816
Additional cash requirement 2017-12-31 41,816
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 41,980
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,507,307
Acturial value of plan assets 2016-12-31 1,507,307
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 16,871
Active participant vested funding target 2016-12-31 1,548,093
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 1,548,093
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 1,564,964
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,483
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,483
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 68,557
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 73,157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,508
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 14,280
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 12,443
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 58,177
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 12,086
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 12,086
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 12,443
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,956,135
Acturial value of plan assets	2021-12-31	1,956,135
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	34,630
Active participant vested funding target	2021-12-31	1,927,305
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	1,927,799
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	1,962,429
Balance at beginning of prior year after applicable adjustments	2021-12-31	2,759
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	2,759
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	105,969
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	112,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	3,117
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	195,200
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	183,790
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	15,492
Net shortfall amortization installment of oustanding balance	2021-12-31	9,411
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	16,369
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	16,369
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	183,790
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,874,135
Acturial value of plan assets	2020-12-31	1,874,135
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	16,641
Active participant vested funding target	2020-12-31	1,844,696
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	1,845,832
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	1,862,473
Balance at beginning of prior year after applicable adjustments	2020-12-31	2,841
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	2,841
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	2,759
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	125,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	113,602
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	16,536
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	7,633
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	7,633
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	113,602
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,615,322
Acturial value of plan assets	2019-12-31	1,615,322
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	15,845
Active participant vested funding target	2019-12-31	1,730,449
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	1,730,449
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	1,746,294
Balance at beginning of prior year after applicable adjustments	2019-12-31	2,558
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	2,558
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	12,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	13,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	2,841
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	52,650
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	47,118
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	14,619
Net shortfall amortization installment of oustanding balance	2019-12-31	133,813
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	46,725
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	46,725
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	47,118
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,631,147
Acturial value of plan assets	2018-12-31	1,631,147
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	69,912
Active participant vested funding target	2018-12-31	1,634,665
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,636,882
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	1,706,794
Balance at beginning of prior year after applicable adjustments	2018-12-31	2,533
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	2,533
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	10,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	11,152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	2,558
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	38,240
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	33,361
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	9,622
Net shortfall amortization installment of oustanding balance	2018-12-31	78,205
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	30,856
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	30,856
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	33,361
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,442,343
Acturial value of plan assets	2017-12-31	1,442,434
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	9,436
Active participant vested funding target	2017-12-31	1,614,905
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,614,905
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,624,341
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,508
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	2,508
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	381
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	2,533
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	46,494
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	41,980
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	7,426
Net shortfall amortization installment of oustanding balance	2017-12-31	184,440
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	41,816
Additional cash requirement	2017-12-31	41,816
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	41,980
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,507,307
Acturial value of plan assets	2016-12-31	1,507,307
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	16,871
Active participant vested funding target	2016-12-31	1,548,093
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,548,093
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	1,564,964
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,483
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,483
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	68,557
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	73,157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,508
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	14,280
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	12,443
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	58,177
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	12,086
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	12,086
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	12,443
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THE WALKER ASSOCIATES - ENGINEERS, PLANNERS, DESIGNERS, PLLC
Employer identification number (EIN):	640715313
NAIC Classification:	541330
NAIC Description:	Engineering Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	DONALD WALKER	2014-09-23
002	2012-01-01	ELIZABETH GOULD	2013-09-28
002	2011-01-01	LIZZIE PULLEN	2012-09-11
002	2010-01-01	LIZZIE PULLEN	2011-10-03