WALTON CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM
| Measure | Date | Value |
|---|
| 2023 : WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $179,170 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $166,755 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $144,378 |
| Total plan assets at end of year | 2023-12-31 | $193,082 |
| Total plan assets at beginning of year | 2023-12-31 | $180,667 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $0 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $12,415 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $193,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $180,667 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $179,170 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $22,377 |
| 2022 : WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $166,217 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $140,873 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $139,011 |
| Total plan assets at end of year | 2022-12-31 | $180,667 |
| Total plan assets at beginning of year | 2022-12-31 | $155,323 |
| Net income (gross income less expenses) | 2022-12-31 | $25,344 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $180,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $155,323 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $166,217 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,862 |
| 2020 : WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $119,787 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $52,604 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $56,806 |
| Total plan assets at end of year | 2020-12-31 | $98,734 |
| Total plan assets at beginning of year | 2020-12-31 | $31,551 |
| Net income (gross income less expenses) | 2020-12-31 | $67,183 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $98,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $31,551 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $119,787 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $-4,202 |
| 2019 : WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $67,667 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $46,457 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $52,676 |
| Total plan assets at end of year | 2019-12-31 | $31,551 |
| Total plan assets at beginning of year | 2019-12-31 | $10,341 |
| Net income (gross income less expenses) | 2019-12-31 | $21,210 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $31,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,341 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $67,667 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $-6,219 |
| 2018 : WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $30,523 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $20,182 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $17,497 |
| Total plan assets at end of year | 2018-12-31 | $10,341 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $10,341 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $30,523 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,685 |
| 2023: WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WALTON CONSTRUCTION, INC. HEALTH & WELFARE PROGRAM 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 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | KM055867280001 |
| Policy instance | 2 |
| Insurance contract or identification number | KM055867280001 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $4,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000101105-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000101105-0000 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $127,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | KM05586728 0001 |
| Policy instance | 2 |
| Insurance contract or identification number | KM05586728 0001 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $4,699 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000101105-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000101105-0000 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $115,005 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | KM05586728 0001 |
| Policy instance | 2 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000101105-0000 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | KM05586728 0001 |
| Policy instance | 2 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000101105-0000 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | KM05586728 0001 |
| Policy instance | 2 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 000101105-0000 |
| Policy instance | 1 |
