401k Plan data: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN plan

D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number	001

D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

DAVID A. WALTZ has sponsored the creation of one or more 401k plans.

Company Name: DAVID A. WALTZ

Employer identification number (EIN): 351844976

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D.A. WALTZ & ASSOCIATES 401K 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
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID A. WALTZ
001 2017-01-01 DAVID A. WALTZ DAVID A. WALTZ
001 2017-01-01 DAVID A. WALTZ DAVID A. WALTZ
001 2017-01-01 DAVID A. WALTZ DAVID A. WALTZ
001 2016-01-01 DAVID WALTZ
001 2015-01-01 DAVID WALTZ
001 2014-01-01 DAVID WALTZ
001 2013-01-01 DAVID WALTZ
001 2012-01-01 DAVID WALTZ
001 2011-01-01 DAVID WALTZ
001 2010-01-01 DAVID WALTZ
001 2009-01-01 DAVID A. WALTZ 2010-10-14
001 2009-01-01 DAVID WALTZ
001 2009-01-01 DAVID A. WALTZ 2010-10-14

Plan Statistics for D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN

Measure Date Value
2023: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
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 1
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2023: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
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	1
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$157,897
Expenses. Total of all expenses incurred	2023-12-31	$15
Benefits paid (including direct rollovers)	2023-12-31	$15
Total plan assets at end of year	2023-12-31	$1,277,142
Total plan assets at beginning of year	2023-12-31	$1,119,260
Total contributions received or receivable from participants	2023-12-31	$34,030
Other income received	2023-12-31	$77,937
Net income (gross income less expenses)	2023-12-31	$157,882
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,277,142
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,119,260
Total contributions received or receivable from employer(s)	2023-12-31	$45,930
2022 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-133,871
Expenses. Total of all expenses incurred	2022-12-31	$5,055
Benefits paid (including direct rollovers)	2022-12-31	$5,055
Total plan assets at end of year	2022-12-31	$1,119,260
Total plan assets at beginning of year	2022-12-31	$1,258,186
Total contributions received or receivable from participants	2022-12-31	$27,876
Other income received	2022-12-31	$-205,719
Net income (gross income less expenses)	2022-12-31	$-138,926
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,119,260
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,258,186
Total contributions received or receivable from employer(s)	2022-12-31	$43,972
2021 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$203,274
Total plan assets at end of year	2021-12-31	$1,258,186
Total plan assets at beginning of year	2021-12-31	$1,054,912
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$134,695
Net income (gross income less expenses)	2021-12-31	$203,274
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,258,186
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,054,912
Total contributions received or receivable from employer(s)	2021-12-31	$42,579
2020 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$183,389
Total plan assets at end of year	2020-12-31	$1,054,912
Total plan assets at beginning of year	2020-12-31	$871,523
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$115,551
Net income (gross income less expenses)	2020-12-31	$183,389
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,054,912
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$871,523
Total contributions received or receivable from employer(s)	2020-12-31	$41,838
2019 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$206,389
Total plan assets at end of year	2019-12-31	$871,523
Total plan assets at beginning of year	2019-12-31	$665,134
Total contributions received or receivable from participants	2019-12-31	$49,500
Other income received	2019-12-31	$115,551
Net income (gross income less expenses)	2019-12-31	$206,389
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$871,523
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$665,134
Total contributions received or receivable from employer(s)	2019-12-31	$41,338
2018 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-39,000
Total income from all sources	2018-12-31	$28,275
Total plan assets at end of year	2018-12-31	$665,134
Total plan assets at beginning of year	2018-12-31	$675,859
Total contributions received or receivable from participants	2018-12-31	$24,000
Other income received	2018-12-31	$-29,734
Net income (gross income less expenses)	2018-12-31	$28,275
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$665,134
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$675,859
Total contributions received or receivable from employer(s)	2018-12-31	$34,009
2017 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$137,512
Total plan assets at end of year	2017-12-31	$675,859
Total plan assets at beginning of year	2017-12-31	$538,347
Total contributions received or receivable from participants	2017-12-31	$24,020
Other income received	2017-12-31	$74,830
Net income (gross income less expenses)	2017-12-31	$137,512
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$675,859
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$538,347
Total contributions received or receivable from employer(s)	2017-12-31	$38,662
2016 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$63,751
Expenses. Total of all expenses incurred	2016-12-31	$16
Total plan assets at end of year	2016-12-31	$538,347
Total plan assets at beginning of year	2016-12-31	$474,612
Total contributions received or receivable from participants	2016-12-31	$25,080
Other income received	2016-12-31	$-372
Net income (gross income less expenses)	2016-12-31	$63,735
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$538,347
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$474,612
Total contributions received or receivable from employer(s)	2016-12-31	$39,043
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16
2015 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-1,447
Total plan assets at end of year	2015-12-31	$474,612
Total plan assets at beginning of year	2015-12-31	$476,059
Total contributions received or receivable from participants	2015-12-31	$1,210
Other income received	2015-12-31	$-37,149
Net income (gross income less expenses)	2015-12-31	$-1,447
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$474,612
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$476,059
Total contributions received or receivable from employer(s)	2015-12-31	$34,492
2014 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$63,569
Total plan assets at end of year	2014-12-31	$476,059
Total plan assets at beginning of year	2014-12-31	$412,490
Total contributions received or receivable from participants	2014-12-31	$30,530
Other income received	2014-12-31	$-8,653
Net income (gross income less expenses)	2014-12-31	$63,569
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$476,059
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$412,490
Total contributions received or receivable from employer(s)	2014-12-31	$41,692
2013 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$103,522
Total plan assets at end of year	2013-12-31	$412,490
Total plan assets at beginning of year	2013-12-31	$308,968
Total contributions received or receivable from participants	2013-12-31	$18,715
Other income received	2013-12-31	$49,634
Net income (gross income less expenses)	2013-12-31	$103,522
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$412,490
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$308,968
Total contributions received or receivable from employer(s)	2013-12-31	$35,173
2012 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$50,602
Total plan assets at end of year	2012-12-31	$308,968
Total plan assets at beginning of year	2012-12-31	$258,366
Total contributions received or receivable from participants	2012-12-31	$26,426
Other income received	2012-12-31	$-14,114
Net income (gross income less expenses)	2012-12-31	$50,602
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$308,968
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$258,366
Total contributions received or receivable from employer(s)	2012-12-31	$38,290
2011 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$55,834
Total plan assets at end of year	2011-12-31	$258,366
Total plan assets at beginning of year	2011-12-31	$202,532
Total contributions received or receivable from participants	2011-12-31	$24,777
Other income received	2011-12-31	$3,247
Net income (gross income less expenses)	2011-12-31	$55,834
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$258,366
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$202,532
Total contributions received or receivable from employer(s)	2011-12-31	$27,810
2010 : D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$68,597
Total plan assets at end of year	2010-12-31	$202,532
Total plan assets at beginning of year	2010-12-31	$133,935
Total contributions received or receivable from participants	2010-12-31	$24,775
Other income received	2010-12-31	$5,071
Net income (gross income less expenses)	2010-12-31	$68,597
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$202,532
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$133,935
Total contributions received or receivable from employer(s)	2010-12-31	$38,751

Form 5500 Responses for D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN

2023: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: D.A. WALTZ & ASSOCIATES 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID A. WALTZ
Employer identification number (EIN):	351844976
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages