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WALKER WILCOX MATOUSEK LLP 401(K) PLAN 401k Plan overview

Plan NameWALKER WILCOX MATOUSEK LLP 401(K) PLAN
Plan identification number 001

WALKER WILCOX MATOUSEK LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WALKER WILCOX MATOUSEK LLP has sponsored the creation of one or more 401k plans.

Company Name:WALKER WILCOX MATOUSEK LLP
Employer identification number (EIN):202504747
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER WILCOX MATOUSEK LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM BILA2023-06-30
0012021-01-01WILLIAM BILA2022-05-31
0012020-01-01WILLIAM BILA2021-07-23
0012019-01-01WILLIAM BILA2020-09-28
0012018-01-01WILLIAM BILA
0012017-01-01WILLIAM BILA2018-05-15
0012016-01-01WILLIAM BILA2017-07-25
0012015-01-01WILLIAM BILA2016-09-08
0012014-01-01WILLIAM BILA2015-03-25 WILLIAM BILA2015-03-25
0012013-01-01WILLIAM BILLA2014-04-21 WILLIAM BILLA2014-04-21
0012012-01-01WILLIAM P. BILA2013-06-14 WILLIAM P. BILA2013-06-14
0012011-01-01WILLIAM BILA2012-07-03 WILLIAM BILA2012-07-03
0012010-01-01WILLIAM P. BILA2011-09-30 WILLIAM P. BILA2011-09-30

Plan Statistics for WALKER WILCOX MATOUSEK LLP 401(K) PLAN

401k plan membership statisitcs for WALKER WILCOX MATOUSEK LLP 401(K) PLAN

Measure Date Value
2018: WALKER WILCOX MATOUSEK LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0183
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0187
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on WALKER WILCOX MATOUSEK LLP 401(K) PLAN

Measure Date Value
2018 : WALKER WILCOX MATOUSEK LLP 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$401,220
Expenses. Total of all expenses incurred2018-12-31$1,111,560
Benefits paid (including direct rollovers)2018-12-31$1,110,335
Total plan assets at end of year2018-12-31$14,403,154
Total plan assets at beginning of year2018-12-31$15,113,494
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$716,349
Contributions received from other sources (not participants or employers)2018-12-31$33,270
Other income received2018-12-31$-771,128
Net income (gross income less expenses)2018-12-31$-710,340
Net plan assets at end of year (total assets less liabilities)2018-12-31$14,403,154
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$15,113,494
Assets. Value of participant loans2018-12-31$180,642
Total contributions received or receivable from employer(s)2018-12-31$422,729
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for WALKER WILCOX MATOUSEK LLP 401(K) PLAN

2018: WALKER WILCOX MATOUSEK LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0067802
Policy instance 1
Insurance contract or identification number0067802
Number of Individuals Covered83
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $38,540
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,540
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4

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