401k Plan data: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN plan

WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 401k Plan overview

Plan Name	WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN
Plan identification number	001

WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Life insurance

401k Sponsoring company profile

WALTERS BENDER STROHBEHN & VAUGHAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WALTERS BENDER STROHBEHN & VAUGHAN, P.C.

Employer identification number (EIN): 431578801

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 R. FREDERICK WALTERS 2024-10-07
001 2022-01-01 R. FREDERICK WALTERS 2023-09-01
001 2021-01-01 R. FREDERICK WALTERS 2022-09-01
001 2020-01-01 R. FREDERICK WALTERS 2021-07-02
001 2019-01-01
001 2018-01-01
001 2017-01-01 R. FREDERICK WALTERS
001 2016-01-01 R. FREDERICK WALTERS
001 2015-01-01 R. FREDERICK WALTERS
001 2014-01-01 R. FREDERICK WALTERS
001 2013-01-01 R. FREDERICK WALTERS
001 2012-01-01 R. FREDERICK WALTERS
001 2011-01-01 R. FREDERICK WALTERS
001 2009-01-01 ROY FREDERICK WALTERS ROY FREDERICK WALTERS 2010-08-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	R. FREDERICK WALTERS	2024-10-07
001	2022-01-01	R. FREDERICK WALTERS	2023-09-01
001	2021-01-01	R. FREDERICK WALTERS	2022-09-01
001	2020-01-01	R. FREDERICK WALTERS	2021-07-02
001	2019-01-01
001	2018-01-01
001	2017-01-01	R. FREDERICK WALTERS
001	2016-01-01	R. FREDERICK WALTERS
001	2015-01-01	R. FREDERICK WALTERS
001	2014-01-01	R. FREDERICK WALTERS
001	2013-01-01	R. FREDERICK WALTERS
001	2012-01-01	R. FREDERICK WALTERS
001	2011-01-01	R. FREDERICK WALTERS
001	2009-01-01	ROY FREDERICK WALTERS		ROY FREDERICK WALTERS	2010-08-11

Plan Statistics for WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN

401k plan membership statisitcs for WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN

Measure Date Value
2025: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-02 17
Total number of particpants at end of year 2025-05-02 15
Number of Participants With Account Balances 2025-05-02 15
2024: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-07 17
Total number of particpants at end of year 2024-10-07 17
Number of Participants With Account Balances 2024-10-07 17
2019: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
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 2
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-02	17
Total number of particpants at end of year	2025-05-02	15
Number of Participants With Account Balances	2025-05-02	15
2024: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-07	17
Total number of particpants at end of year	2024-10-07	17
Number of Participants With Account Balances	2024-10-07	17
2019: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
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	2
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN

Measure	Date	Value
2025 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-05-02	154
Total expenses incurred by plan in this plan year	2025-05-02	2964575
Net assets as of the end of the plan year	2025-05-02	11424952
Total assets as of the beginning of the plan year	2025-05-02	12150548
Value of plan covered by a fidelity bond	2025-05-02	500000
Participant contributions to plan in this plan year	2025-05-02	51855
Value of participant loans at end of plan year	2025-05-02	4187
Other income to plan in this plan year	2025-05-02	2158798
Plan net income in this plan year	2025-05-02	-725750
Net assets as of the end of the plan year	2025-05-02	11424798
Net assets as of the beginning of the plan year	2025-05-02	12150548
Employer contributions to plan in this plan year	2025-05-02	28172
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-02	49834
2024 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-07	0
Total liabilities as of the beginning of the plan year	2024-10-07	0
Total expenses incurred by plan in this plan year	2024-10-07	187311
Net assets as of the end of the plan year	2024-10-07	12150548
Total assets as of the beginning of the plan year	2024-10-07	10554605
Value of plan covered by a fidelity bond	2024-10-07	500000
Participant contributions to plan in this plan year	2024-10-07	53069
Value of participant loans at end of plan year	2024-10-07	9932
Other expenses paid from plan in this plan year	2024-10-07	0
Other contributions to plan in this plan year	2024-10-07	0
Other income to plan in this plan year	2024-10-07	1699462
Plan net income in this plan year	2024-10-07	1595943
Net assets as of the end of the plan year	2024-10-07	12150548
Net assets as of the beginning of the plan year	2024-10-07	10554605
Employer contributions to plan in this plan year	2024-10-07	30723
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	42426
2019 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$17
Total plan liabilities at beginning of year	2019-12-31	$9
Total income from all sources	2019-12-31	$1,983,429
Expenses. Total of all expenses incurred	2019-12-31	$750,880
Benefits paid (including direct rollovers)	2019-12-31	$715,559
Total plan assets at end of year	2019-12-31	$9,802,843
Total plan assets at beginning of year	2019-12-31	$8,570,286
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$132,777
Assets. Value of loans (other than to participants)	2019-12-31	$0
Other income received	2019-12-31	$1,798,940
Net income (gross income less expenses)	2019-12-31	$1,232,549
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,802,826
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,570,277
Assets. Value of participant loans	2019-12-31	$7,147
Total contributions received or receivable from employer(s)	2019-12-31	$51,712
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$35,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$9
Total plan liabilities at beginning of year	2018-12-31	$21
Total income from all sources	2018-12-31	$-220,710
Expenses. Total of all expenses incurred	2018-12-31	$2,735,579
Benefits paid (including direct rollovers)	2018-12-31	$2,691,258
Total plan assets at end of year	2018-12-31	$8,570,286
Total plan assets at beginning of year	2018-12-31	$11,526,587
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$204,273
Assets. Value of loans (other than to participants)	2018-12-31	$500,000
Other income received	2018-12-31	$-583,512
Net income (gross income less expenses)	2018-12-31	$-2,956,289
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,570,277
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,526,566
Assets. Value of participant loans	2018-12-31	$19,565
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$158,529
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$44,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$21
Total plan liabilities at beginning of year	2017-12-31	$5
Total income from all sources	2017-12-31	$1,872,640
Expenses. Total of all expenses incurred	2017-12-31	$114,891
Benefits paid (including direct rollovers)	2017-12-31	$76,883
Total plan assets at end of year	2017-12-31	$11,526,587
Total plan assets at beginning of year	2017-12-31	$9,768,822
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$215,956
Other income received	2017-12-31	$1,463,066
Net income (gross income less expenses)	2017-12-31	$1,757,749
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,526,566
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,768,817
Assets. Value of participant loans	2017-12-31	$17,793
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$369,128
Total contributions received or receivable from employer(s)	2017-12-31	$193,618
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$38,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$5
Total plan liabilities at beginning of year	2016-12-31	$11
Total income from all sources	2016-12-31	$1,223,418
Expenses. Total of all expenses incurred	2016-12-31	$130,358
Benefits paid (including direct rollovers)	2016-12-31	$98,494
Total plan assets at end of year	2016-12-31	$9,768,822
Total plan assets at beginning of year	2016-12-31	$8,675,768
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$266,314
Expenses. Other expenses not covered elsewhere	2016-12-31	$31,601
Other income received	2016-12-31	$734,165
Net income (gross income less expenses)	2016-12-31	$1,093,060
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,768,817
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,675,757
Assets. Value of participant loans	2016-12-31	$32,651
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$256,771
Total contributions received or receivable from employer(s)	2016-12-31	$222,939
Value of corrective distributions	2016-12-31	$263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$11
Total plan liabilities at beginning of year	2015-12-31	$1,941
Total income from all sources	2015-12-31	$387,217
Expenses. Total of all expenses incurred	2015-12-31	$52,766
Benefits paid (including direct rollovers)	2015-12-31	$22,951
Total plan assets at end of year	2015-12-31	$8,675,768
Total plan assets at beginning of year	2015-12-31	$8,343,247
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$268,308
Other income received	2015-12-31	$-73,478
Net income (gross income less expenses)	2015-12-31	$334,451
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,675,757
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,341,306
Assets. Value of participant loans	2015-12-31	$33,343
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$183,705
Total contributions received or receivable from employer(s)	2015-12-31	$192,387
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$29,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,941
Total plan liabilities at beginning of year	2014-12-31	$11,960
Total income from all sources	2014-12-31	$418,274
Expenses. Total of all expenses incurred	2014-12-31	$168,242
Benefits paid (including direct rollovers)	2014-12-31	$139,875
Total plan assets at end of year	2014-12-31	$8,343,247
Total plan assets at beginning of year	2014-12-31	$8,103,234
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$264,994
Assets. Value of loans (other than to participants)	2014-12-31	$0
Other income received	2014-12-31	$46,581
Net income (gross income less expenses)	2014-12-31	$250,032
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,341,306
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,091,274
Assets. Value of participant loans	2014-12-31	$12,338
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$118,258
Total contributions received or receivable from employer(s)	2014-12-31	$106,699
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$28,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$11,960
Total plan liabilities at beginning of year	2013-12-31	$1,255
Total income from all sources	2013-12-31	$1,391,439
Expenses. Total of all expenses incurred	2013-12-31	$78,831
Benefits paid (including direct rollovers)	2013-12-31	$56,279
Total plan assets at end of year	2013-12-31	$8,103,234
Total plan assets at beginning of year	2013-12-31	$6,779,921
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$322,390
Assets. Value of loans (other than to participants)	2013-12-31	$5,000
Other income received	2013-12-31	$694,605
Net income (gross income less expenses)	2013-12-31	$1,312,608
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,091,274
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,778,666
Assets. Value of participant loans	2013-12-31	$11,603
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$250,000
Total contributions received or receivable from employer(s)	2013-12-31	$374,444
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$22,552
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,255
Total plan liabilities at beginning of year	2012-12-31	$546
Total income from all sources	2012-12-31	$1,214,896
Expenses. Total of all expenses incurred	2012-12-31	$502,137
Benefits paid (including direct rollovers)	2012-12-31	$476,317
Total plan assets at end of year	2012-12-31	$6,779,921
Total plan assets at beginning of year	2012-12-31	$6,066,453
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$364,971
Assets. Value of loans (other than to participants)	2012-12-31	$25,000
Other income received	2012-12-31	$450,557
Net income (gross income less expenses)	2012-12-31	$712,759
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,778,666
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,065,907
Assets. Value of participant loans	2012-12-31	$22,913
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$175,000
Total contributions received or receivable from employer(s)	2012-12-31	$399,368
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$546
Total plan liabilities at beginning of year	2011-12-31	$26
Total income from all sources	2011-12-31	$465,238
Expenses. Total of all expenses incurred	2011-12-31	$62,055
Benefits paid (including direct rollovers)	2011-12-31	$37,468
Total plan assets at end of year	2011-12-31	$6,066,453
Total plan assets at beginning of year	2011-12-31	$5,662,750
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$253,580
Assets. Value of loans (other than to participants)	2011-12-31	$28,000
Contributions received from other sources (not participants or employers)	2011-12-31	$33,129
Other income received	2011-12-31	$-150,456
Net income (gross income less expenses)	2011-12-31	$403,183
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,065,907
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,662,724
Assets. Value of participant loans	2011-12-31	$34,883
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$100,000
Total contributions received or receivable from employer(s)	2011-12-31	$328,985
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$26
Total plan liabilities at beginning of year	2010-12-31	$21
Total income from all sources	2010-12-31	$571,393
Expenses. Total of all expenses incurred	2010-12-31	$86,467
Benefits paid (including direct rollovers)	2010-12-31	$65,482
Total plan assets at end of year	2010-12-31	$5,662,750
Total plan assets at beginning of year	2010-12-31	$5,177,819
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$163,844
Assets. Value of loans (other than to participants)	2010-12-31	$28,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$750
Other income received	2010-12-31	$326,972
Net income (gross income less expenses)	2010-12-31	$484,926
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,662,724
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,177,798
Assets. Value of participant loans	2010-12-31	$86,736
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$100,000
Total contributions received or receivable from employer(s)	2010-12-31	$80,577
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN

2019: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WALTERS BENDER STROHBEHN & VAUGHAN, P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	37229
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	37229
Policy instance	2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	37229
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	37229
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	37229
Policy instance	2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	37229
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	8923081
Policy instance	1

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Company Name:	WALTERS BENDER STROHBEHN & VAUGHAN, P.C.
Employer identification number (EIN):	431578801
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers