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WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameWALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

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

Company Name:WALKER WHITE, INC.
Employer identification number (EIN):570872066
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01KAITLYN SCHILLING2023-05-14 KAITLYN SCHILLING2023-05-14
0012021-01-01KAITLYN SCHILLING2022-07-11 KAITLYN SCHILLING2022-07-11
0012020-01-01KAITLYN SCHILLING2021-09-13 KAITLYN SCHILLING2021-09-13
0012019-01-01KAITLYN SCHILLING2020-08-23 KAITLYN SCHILLING2020-08-23
0012018-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01J. ROBERT WHITE
0012017-01-01
0012016-01-01ROCKY CORRELL ROCKY CORRELL2017-10-16
0012015-01-01JOHN WHITE JOHN WHITE2016-12-01
0012015-01-01JOHN WHITE JOHN WHITE2016-10-17
0012014-01-01JOHN WHITE2015-10-13 JOHN WHITE2015-10-13
0012013-01-01
0012012-01-01ROBERT WHITE2013-10-04 ROBERT WHITE2013-10-04
0012011-01-01ROBERT WHITE2012-10-10 ROBERT WHITE2012-10-10
0012010-01-01ROBERT WHITE2011-09-26 ROBERT WHITE2011-09-26

Plan Statistics for WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01127
Number of participants with account balances2022-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01133
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01123
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01146
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01133
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
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
2017: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01128
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01139
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2022 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-441,198
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$864,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$864,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$527,795
Value of total assets at end of year2022-12-31$4,117,185
Value of total assets at beginning of year2022-12-31$5,422,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$347,646
Participant contributions at end of year2022-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,305,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,117,185
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,422,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,096,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,401,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-968,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$180,149
Employer contributions (assets) at end of year2022-12-31$20,567
Employer contributions (assets) at beginning of year2022-12-31$20,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$864,187
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
2021 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,141,113
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$104,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$104,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$542,797
Value of total assets at end of year2021-12-31$5,422,570
Value of total assets at beginning of year2021-12-31$4,386,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$213
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$358,293
Participant contributions at beginning of year2021-12-31$3,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,036,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,422,570
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,386,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,401,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,367,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$598,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$184,504
Employer contributions (assets) at end of year2021-12-31$20,686
Employer contributions (assets) at beginning of year2021-12-31$15,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$104,601
Contract administrator fees2021-12-31$213
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOORE BEAUSTON & WOODHAM, L.L.P.
Accountancy firm EIN2021-12-31570966291
2020 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,060,634
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,966,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,965,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$506,645
Value of total assets at end of year2020-12-31$4,386,271
Value of total assets at beginning of year2020-12-31$6,291,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$652
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$348,535
Participant contributions at end of year2020-12-31$3,930
Participant contributions at beginning of year2020-12-31$3,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,905,643
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,386,271
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,291,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,367,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,276,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$553,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$158,110
Employer contributions (assets) at end of year2020-12-31$15,279
Employer contributions (assets) at beginning of year2020-12-31$12,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,965,625
Contract administrator fees2020-12-31$652
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HUGHES, SEALY, GRANT & ASSOCIATES
Accountancy firm EIN2020-12-31570512452
2019 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,634,124
Total income from all sources (including contributions)2019-12-31$1,634,124
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$372,076
Total of all expenses incurred2019-12-31$372,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$371,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$371,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$483,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$483,493
Value of total assets at end of year2019-12-31$6,291,914
Value of total assets at end of year2019-12-31$6,291,914
Value of total assets at beginning of year2019-12-31$5,029,866
Value of total assets at beginning of year2019-12-31$5,029,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$551
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$551
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$330,959
Contributions received from participants2019-12-31$330,959
Participant contributions at end of year2019-12-31$3,284
Participant contributions at end of year2019-12-31$3,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,262,048
Value of net income/loss2019-12-31$1,262,048
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,291,914
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,291,914
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,029,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,029,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,276,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,276,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,029,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,029,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,150,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,150,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,534
Contributions received in cash from employer2019-12-31$152,534
Employer contributions (assets) at end of year2019-12-31$12,561
Employer contributions (assets) at end of year2019-12-31$12,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$371,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$371,525
Contract administrator fees2019-12-31$551
Contract administrator fees2019-12-31$551
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUGHES, SEALEY, GRANT & ASSOCIATES
Accountancy firm name2019-12-31HUGHES, SEALEY, GRANT & ASSOCIATES
Accountancy firm EIN2019-12-31570512452
Accountancy firm EIN2019-12-31570512452
2018 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-10,651
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$364,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$361,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$444,715
Value of total assets at end of year2018-12-31$5,029,866
Value of total assets at beginning of year2018-12-31$5,404,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,921
Total interest from all sources2018-12-31$149
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$310,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-374,835
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,029,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,404,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,029,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,404,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-455,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$133,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$361,263
Contract administrator fees2018-12-31$2,921
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HUGHES, SEALEY, GRANT & ASSOCIATES
Accountancy firm EIN2018-12-31570512452
2017 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,130,558
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$173,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$164,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$472,509
Value of total assets at end of year2017-12-31$5,404,701
Value of total assets at beginning of year2017-12-31$4,447,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,128
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,008
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$306,663
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,322
Total non interest bearing cash at end of year2017-12-31$1,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$957,231
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,404,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,447,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,404,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,447,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$658,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$143,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$164,199
Contract administrator fees2017-12-31$120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HUGHES, SEALEY, GRANT & ASSOCIATES
Accountancy firm EIN2017-12-31570512452
2016 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$786,309
Total of all expenses incurred2016-12-31$117,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$104,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$439,225
Value of total assets at end of year2016-12-31$4,447,470
Value of total assets at beginning of year2016-12-31$3,779,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$301,928
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,376,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$668,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,447,470
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,779,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,447,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,402,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$347,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$137,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$104,233
Contract administrator fees2016-12-31$9,934
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUGHES, SEALEY, GRANT & ASSOCIATES
Accountancy firm EIN2016-12-31570512452
2015 : WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$323,440
Total of all expenses incurred2015-12-31$285,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$262,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$393,081
Value of total assets at end of year2015-12-31$3,779,107
Value of total assets at beginning of year2015-12-31$3,741,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$23,215
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$266,570
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,376,818
Other income not declared elsewhere2015-12-31$-75,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$37,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,779,107
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,741,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,402,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,741,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$6,158
Net investment gain/loss from pooled separate accounts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$126,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$262,344
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUGHES, SEALEY, GRANT & ASSOCIATES
Accountancy firm EIN2015-12-31570512452

Form 5500 Responses for WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN

2022: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALKER WHITE, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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