401k Plan data: WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN plan

WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan Name	WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN
Plan identification number	001

WALKER FINANCIAL ADVISORS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WALKER FINANCIAL ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WALKER FINANCIAL ADVISORS, INC.

Employer identification number (EIN): 330785066

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER FINANCIAL ADVISORS, INC. 401(K) 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 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 SCOTT D. WALKER 2013-02-21 SCOTT D. WALKER 2013-02-21
001 2011-01-01 SCOTT D. WALKER 2012-02-16 SCOTT D. WALKER 2012-02-16
001 2010-01-01 SCOTT D. WALKER 2011-03-01 SCOTT D. WALKER 2011-03-01

Potentially related plans

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Company Name:	WALKER FINANCIAL ADVISORS, INC.
Employer identification number (EIN):	330785066
NAIC Classification:	523900

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	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	SCOTT D. WALKER	2013-02-21	SCOTT D. WALKER	2013-02-21
001	2011-01-01	SCOTT D. WALKER	2012-02-16	SCOTT D. WALKER	2012-02-16
001	2010-01-01	SCOTT D. WALKER	2011-03-01	SCOTT D. WALKER	2011-03-01