WALSH AND HACKER AND ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 9 |
| Total of all active and inactive participants | 2023-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 18 |
| Number of participants with account balances | 2023-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 18 |
| Number of participants with account balances | 2022-01-01 | 18 |
| Measure | Date | Value |
|---|
| 2023 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,101,245 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $333,447 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $332,697 |
| Total plan assets at end of year | 2023-12-31 | $8,041,232 |
| Total plan assets at beginning of year | 2023-12-31 | $7,273,434 |
| Value of fidelity bond covering the plan | 2023-12-31 | $650,000 |
| Other income received | 2023-12-31 | $996,938 |
| Net income (gross income less expenses) | 2023-12-31 | $767,798 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $8,041,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,273,434 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $104,307 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $750 |
| 2022 : WALSH & HACKER SELF-EMPLOYED RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,038,735 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $860,140 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $858,918 |
| Total plan assets at end of year | 2022-12-31 | $7,273,434 |
| Total plan assets at beginning of year | 2022-12-31 | $9,172,309 |
| Value of fidelity bond covering the plan | 2022-12-31 | $650,000 |
| Other income received | 2022-12-31 | $-1,175,912 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,898,875 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,273,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,172,309 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $137,177 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,222 |
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