401k Plan data: J WALLER 71 INC. RETIREMENT PLAN plan

J WALLER 71 INC. RETIREMENT PLAN 401k Plan overview

Plan Name	J WALLER 71 INC. RETIREMENT PLAN
Plan identification number	001

J WALLER 71 INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J WALLER 71 INC. has sponsored the creation of one or more 401k plans.

Company Name: J WALLER 71 INC.

Employer identification number (EIN): 843434591

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J WALLER 71 INC. RETIREMENT 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
001 2020-01-14

Plan Statistics for J WALLER 71 INC. RETIREMENT PLAN

401k plan membership statisitcs for J WALLER 71 INC. RETIREMENT PLAN

Measure Date Value
2023: J WALLER 71 INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: J WALLER 71 INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J WALLER 71 INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J WALLER 71 INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-14 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-14 1
Number of retired or separated participants receiving benefits 2020-01-14 0
Number of other retired or separated participants entitled to future benefits 2020-01-14 0
Total of all active and inactive participants 2020-01-14 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-14 0
Total participants 2020-01-14 1
Number of participants with account balances 2020-01-14 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-14 0

Measure	Date	Value
2023: J WALLER 71 INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: J WALLER 71 INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J WALLER 71 INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J WALLER 71 INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-14	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-14	1
Number of retired or separated participants receiving benefits	2020-01-14	0
Number of other retired or separated participants entitled to future benefits	2020-01-14	0
Total of all active and inactive participants	2020-01-14	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-14	0
Total participants	2020-01-14	1
Number of participants with account balances	2020-01-14	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-14	0

Financial Data on J WALLER 71 INC. RETIREMENT PLAN

Measure	Date	Value
2023 : J WALLER 71 INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$129,965
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$324,882
Total plan assets at beginning of year	2023-12-31	$194,917
Other income received	2023-12-31	$129,965
Net income (gross income less expenses)	2023-12-31	$129,965
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$324,882
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$194,917
Assets. Value of employer securities	2023-12-31	$324,882
2022 : J WALLER 71 INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$92,841
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$194,917
Total plan assets at beginning of year	2022-12-31	$102,076
Other income received	2022-12-31	$92,841
Net income (gross income less expenses)	2022-12-31	$92,841
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$194,917
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$102,076
Assets. Value of employer securities	2022-12-31	$194,917
2021 : J WALLER 71 INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$52,076
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$102,076
Total plan assets at beginning of year	2021-12-31	$50,000
Other income received	2021-12-31	$52,076
Net income (gross income less expenses)	2021-12-31	$52,076
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$102,076
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$50,000
Assets. Value of employer securities	2021-12-31	$102,076
2020 : J WALLER 71 INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$50,000
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$50,000
Contributions received from other sources (not participants or employers)	2020-12-31	$36,000
Other income received	2020-12-31	$14,000
Net income (gross income less expenses)	2020-12-31	$50,000
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$50,000
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$50,000

Form 5500 Responses for J WALLER 71 INC. RETIREMENT PLAN

2023: J WALLER 71 INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: J WALLER 71 INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J WALLER 71 INC. RETIREMENT 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: J WALLER 71 INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-14	Type of plan entity	Single employer plan
2020-01-14	First time form 5500 has been submitted	Yes
2020-01-14	Submission has been amended	No
2020-01-14	This submission is the final filing	No
2020-01-14	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-14	Plan is a collectively bargained plan	No
2020-01-14	Plan funding arrangement – Trust	Yes
2020-01-14	Plan benefit arrangement - Trust	Yes

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Company Name:	J WALLER 71 INC.
Employer identification number (EIN):	843434591
NAIC Classification:	621610
NAIC Description:	Home Health Care Services