401k Plan data: WALZ AND ASSOCIATES P.C. PROFIT SHARING PLAN plan

WALZ AND ASSOCIATES P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALZ AND ASSOCIATES P.C. PROFIT SHARING PLAN
Plan identification number	001

WALZ AND ASSOCIATES P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WALZ & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: WALZ & ASSOCIATES

Employer identification number (EIN): 274704517

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALZ AND ASSOCIATES P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JERRY A. WALZ 2024-07-10
001 2022-01-01 JERRY A. WALZ 2023-10-05
001 2021-01-01 JERRY A. WALZ 2022-10-13
001 2020-01-01 JERRY A. WALZ 2021-10-08
001 2019-01-01 JERRY A. WALZ 2020-06-17
001 2018-01-01 MR. JERRY WALZ 2019-07-30
001 2017-01-01 JERRY A. WALZ 2018-07-25
001 2016-01-01 JERRY A. WALZ 2017-06-09
001 2015-01-01 JERRY A. WALZ 2016-06-07
001 2014-01-01 JERRY A. WALZ 2015-06-08
001 2013-01-01 JERRY A. WALZ 2014-06-19
001 2012-01-01 JERRY A. WALZ 2013-07-08
001 2011-01-01 JERRY A. WALZ 2012-06-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JERRY A. WALZ	2024-07-10
001	2022-01-01	JERRY A. WALZ	2023-10-05
001	2021-01-01	JERRY A. WALZ	2022-10-13
001	2020-01-01	JERRY A. WALZ	2021-10-08
001	2019-01-01	JERRY A. WALZ	2020-06-17
001	2018-01-01	MR. JERRY WALZ	2019-07-30
001	2017-01-01	JERRY A. WALZ	2018-07-25
001	2016-01-01	JERRY A. WALZ	2017-06-09
001	2015-01-01	JERRY A. WALZ	2016-06-07
001	2014-01-01	JERRY A. WALZ	2015-06-08
001	2013-01-01	JERRY A. WALZ	2014-06-19
001	2012-01-01	JERRY A. WALZ	2013-07-08
001	2011-01-01	JERRY A. WALZ	2012-06-12

Potentially related plans

WALZ AND ASSOCIATES PROFIT SHARING PLAN [EIN = 850334446]

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Company Name:	WALZ & ASSOCIATES
Employer identification number (EIN):	274704517
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers