Plan Name | WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | R. WALT & CO. COMMUNICATIONS, INC. |
Employer identification number (EIN): | 770334547 |
NAIC Classification: | 541800 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | 2013-09-24 | |||
001 | 2012-01-01 | ROBERT WALT | |||
001 | 2011-01-01 | ROBERT WALT | ROBERT WALT | 2012-07-24 | |
001 | 2009-01-01 | ROBERT WALT |
Measure | Date | Value |
---|---|---|
2012: WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
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 | 5 |
Total of all active and inactive participants | 2012-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 18 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 22 |
Number of participants with account balances | 2011-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 19 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2012 : WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $399,274 |
Expenses. Total of all expenses incurred | 2012-12-31 | $60,499 |
Benefits paid (including direct rollovers) | 2012-12-31 | $59,974 |
Total plan assets at end of year | 2012-12-31 | $2,049,047 |
Total plan assets at beginning of year | 2012-12-31 | $1,710,272 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $89,287 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $15,192 |
Other income received | 2012-12-31 | $270,186 |
Net income (gross income less expenses) | 2012-12-31 | $338,775 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,049,047 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,710,272 |
Assets. Value of participant loans | 2012-12-31 | $29,497 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $24,609 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $525 |
2011 : WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $45,660 |
Expenses. Total of all expenses incurred | 2011-12-31 | $50 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,710,272 |
Total plan assets at beginning of year | 2011-12-31 | $1,664,662 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $75,945 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $16,555 |
Other income received | 2011-12-31 | $-50,403 |
Net income (gross income less expenses) | 2011-12-31 | $45,610 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,710,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,664,662 |
Assets. Value of participant loans | 2011-12-31 | $23,945 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $3,563 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
2012: WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WALT & CO. COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |