401k Plan data: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN plan

WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN
Plan identification number	001

WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 LUMBER HARDWARE INC has sponsored the creation of one or more 401k plans.

Company Name: WALKER LUMBER HARDWARE INC

Employer identification number (EIN): 620927931

NAIC Classification: 444130
NAIC Description: Hardware Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHIRLEY HORNER 2023-06-24
001 2021-01-01 SHIRLEY HORNER 2022-09-09
001 2020-01-01
001 2019-01-01
001 2018-01-01 SCOTT MCMILLAN
001 2017-01-01 SCOTT MCMILLAN 2018-06-06
001 2016-01-01 SCOTT MCMILLAN 2017-07-22
001 2015-01-01 ROBERT C. HARWELL 2016-03-14
001 2014-01-01 ROBERT C. HARWELL 2015-06-08
001 2013-01-01 ROBERT C. HARWELL 2014-06-03
001 2012-01-01 ROBERT C. HARWELL 2013-04-17
001 2011-01-01 ROBERT C. HARWELL 2012-06-27
001 2010-01-01 ROBERT C. HARWELL 2011-07-22
001 2009-01-01 ROBERT C HARWELL ROBERT C. HARWELL 2010-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SHIRLEY HORNER	2023-06-24
001	2021-01-01	SHIRLEY HORNER	2022-09-09
001	2020-01-01
001	2019-01-01
001	2018-01-01	SCOTT MCMILLAN
001	2017-01-01	SCOTT MCMILLAN	2018-06-06
001	2016-01-01	SCOTT MCMILLAN	2017-07-22
001	2015-01-01	ROBERT C. HARWELL	2016-03-14
001	2014-01-01	ROBERT C. HARWELL	2015-06-08
001	2013-01-01	ROBERT C. HARWELL	2014-06-03
001	2012-01-01	ROBERT C. HARWELL	2013-04-17
001	2011-01-01	ROBERT C. HARWELL	2012-06-27
001	2010-01-01	ROBERT C. HARWELL	2011-07-22
001	2009-01-01	ROBERT C HARWELL		ROBERT C. HARWELL	2010-06-30

Plan Statistics for WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN

Measure Date Value
2020: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 33
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 41
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 33
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 38
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 44
Number of participants with account balances 2018-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
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 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	33
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	41
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	33
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	38
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	44
Number of participants with account balances	2018-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
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	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2020 : WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$723,772
Expenses. Total of all expenses incurred	2020-12-31	$265,263
Benefits paid (including direct rollovers)	2020-12-31	$247,432
Total plan assets at end of year	2020-12-31	$3,446,285
Total plan assets at beginning of year	2020-12-31	$2,987,776
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$233,688
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$458,916
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$458,509
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,446,285
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,987,776
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$31,168
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$17,831
2019 : WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$489
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$808,774
Expenses. Total of all expenses incurred	2019-12-31	$189,176
Benefits paid (including direct rollovers)	2019-12-31	$173,536
Total plan assets at end of year	2019-12-31	$2,987,776
Total plan assets at beginning of year	2019-12-31	$2,367,689
Value of fidelity bond covering the plan	2019-12-31	$282,000
Total contributions received or receivable from participants	2019-12-31	$202,686
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$519,381
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$619,598
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,987,776
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,367,689
Total contributions received or receivable from employer(s)	2019-12-31	$86,707
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,640
2018 : WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$990
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$76,467
Expenses. Total of all expenses incurred	2018-12-31	$129,005
Benefits paid (including direct rollovers)	2018-12-31	$121,859
Total plan assets at end of year	2018-12-31	$2,367,689
Total plan assets at beginning of year	2018-12-31	$2,419,237
Value of fidelity bond covering the plan	2018-12-31	$282,000
Total contributions received or receivable from participants	2018-12-31	$171,878
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-161,403
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-52,538
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,367,689
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,419,237
Total contributions received or receivable from employer(s)	2018-12-31	$65,992
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,146

Form 5500 Responses for WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN

2020: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING 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: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING 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
2009: WALKER LUMBER HARDWARE INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601999-000

Policy instance

Insurance contract or identification number	601999-000
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $3,127
Total amount of fees paid to insurance company	USD $517
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,815
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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Company Name:	WALKER LUMBER HARDWARE INC
Employer identification number (EIN):	620927931
NAIC Classification:	444130
NAIC Description:	Hardware Stores