Civic Intelligence
Filing

James M. Walker Money Purchase Plan and Trust

James Monroe Walker • EIN 59-1109859 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 4

-1 • -20.00%

Assets

Up

$1,200,571 → $1,281,795

$81,224 • 6.77%

Investment Management Fee

-

Admin expenses - • Total expenses $39,390

Filing Details

Context
Net investment result
$81,224
Pension payor EIN
37-0533090

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201410$0$0-
James M. Walker Money Purchase Plan and Trust-0---
201313$1,457,057$0-
James M. Walker Money Purchase Plan and Trust-3$1,457,057--
201213$1,410,602$101,204$33,735iApproximate average salary by contribution assumption: employee only about $843,367 at 4% or $562,244 at 6%; with 50% employer match about $562,244 at 4% or $374,830 at 6%; with 100% employer match about $421,683 at 4% or $281,122 at 6%.
James M. Walker Money Purchase Plan and Trust-3$1,410,602$101,204$33,735iApproximate average salary by contribution assumption: employee only about $843,367 at 4% or $562,244 at 6%; with 50% employer match about $562,244 at 4% or $374,830 at 6%; with 100% employer match about $421,683 at 4% or $281,122 at 6%.
201114$2,387,227$103,510$25,878iApproximate average salary by contribution assumption: employee only about $646,938 at 4% or $431,292 at 6%; with 50% employer match about $431,292 at 4% or $287,528 at 6%; with 100% employer match about $323,469 at 4% or $215,646 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,387,227$103,510$25,878iApproximate average salary by contribution assumption: employee only about $646,938 at 4% or $431,292 at 6%; with 50% employer match about $431,292 at 4% or $287,528 at 6%; with 100% employer match about $323,469 at 4% or $215,646 at 6%.
201014$2,266,767$103,694$25,924iApproximate average salary by contribution assumption: employee only about $648,088 at 4% or $432,058 at 6%; with 50% employer match about $432,058 at 4% or $288,039 at 6%; with 100% employer match about $324,044 at 4% or $216,029 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,266,767$103,694$25,924iApproximate average salary by contribution assumption: employee only about $648,088 at 4% or $432,058 at 6%; with 50% employer match about $432,058 at 4% or $288,039 at 6%; with 100% employer match about $324,044 at 4% or $216,029 at 6%.
200914$2,146,664$103,550$25,888iApproximate average salary by contribution assumption: employee only about $647,188 at 4% or $431,458 at 6%; with 50% employer match about $431,458 at 4% or $287,639 at 6%; with 100% employer match about $323,594 at 4% or $215,729 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,146,664$103,550$25,888iApproximate average salary by contribution assumption: employee only about $647,188 at 4% or $431,458 at 6%; with 50% employer match about $431,458 at 4% or $287,639 at 6%; with 100% employer match about $323,594 at 4% or $215,729 at 6%.
200814$2,024,568$98,784$24,696iApproximate average salary by contribution assumption: employee only about $617,400 at 4% or $411,600 at 6%; with 50% employer match about $411,600 at 4% or $274,400 at 6%; with 100% employer match about $308,700 at 4% or $205,800 at 6%.
James M. Walker Money Purchase Plan and Trust-4$2,024,568$98,784$24,696iApproximate average salary by contribution assumption: employee only about $617,400 at 4% or $411,600 at 6%; with 50% employer match about $411,600 at 4% or $274,400 at 6%; with 100% employer match about $308,700 at 4% or $205,800 at 6%.
200714$1,906,967$98,072$24,518iApproximate average salary by contribution assumption: employee only about $612,950 at 4% or $408,633 at 6%; with 50% employer match about $408,633 at 4% or $272,422 at 6%; with 100% employer match about $306,475 at 4% or $204,317 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,906,967$98,072$24,518iApproximate average salary by contribution assumption: employee only about $612,950 at 4% or $408,633 at 6%; with 50% employer match about $408,633 at 4% or $272,422 at 6%; with 100% employer match about $306,475 at 4% or $204,317 at 6%.
200614$1,789,144$93,762$23,441iApproximate average salary by contribution assumption: employee only about $586,013 at 4% or $390,675 at 6%; with 50% employer match about $390,675 at 4% or $260,450 at 6%; with 100% employer match about $293,006 at 4% or $195,338 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,789,144$93,762$23,441iApproximate average salary by contribution assumption: employee only about $586,013 at 4% or $390,675 at 6%; with 50% employer match about $390,675 at 4% or $260,450 at 6%; with 100% employer match about $293,006 at 4% or $195,338 at 6%.
200514$1,676,852$91,181$22,795iApproximate average salary by contribution assumption: employee only about $569,881 at 4% or $379,921 at 6%; with 50% employer match about $379,921 at 4% or $253,281 at 6%; with 100% employer match about $284,941 at 4% or $189,960 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,676,852$91,181$22,795iApproximate average salary by contribution assumption: employee only about $569,881 at 4% or $379,921 at 6%; with 50% employer match about $379,921 at 4% or $253,281 at 6%; with 100% employer match about $284,941 at 4% or $189,960 at 6%.
200414$1,564,829$88,259$22,065iApproximate average salary by contribution assumption: employee only about $551,619 at 4% or $367,746 at 6%; with 50% employer match about $367,746 at 4% or $245,164 at 6%; with 100% employer match about $275,809 at 4% or $183,873 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,564,829$88,259$22,065iApproximate average salary by contribution assumption: employee only about $551,619 at 4% or $367,746 at 6%; with 50% employer match about $367,746 at 4% or $245,164 at 6%; with 100% employer match about $275,809 at 4% or $183,873 at 6%.
200314$1,465,800$86,854$21,714iApproximate average salary by contribution assumption: employee only about $542,838 at 4% or $361,892 at 6%; with 50% employer match about $361,892 at 4% or $241,261 at 6%; with 100% employer match about $271,419 at 4% or $180,946 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,465,800$86,854$21,714iApproximate average salary by contribution assumption: employee only about $542,838 at 4% or $361,892 at 6%; with 50% employer match about $361,892 at 4% or $241,261 at 6%; with 100% employer match about $271,419 at 4% or $180,946 at 6%.
200214$1,357,887$85,762$21,441iApproximate average salary by contribution assumption: employee only about $536,013 at 4% or $357,342 at 6%; with 50% employer match about $357,342 at 4% or $238,228 at 6%; with 100% employer match about $268,006 at 4% or $178,671 at 6%.
James M. Walker Money Purchase Plan and Trust-4$1,357,887$85,762$21,441iApproximate average salary by contribution assumption: employee only about $536,013 at 4% or $357,342 at 6%; with 50% employer match about $357,342 at 4% or $238,228 at 6%; with 100% employer match about $268,006 at 4% or $178,671 at 6%.
200114$1,281,795$51,486$12,872iApproximate average salary by contribution assumption: employee only about $321,788 at 4% or $214,525 at 6%; with 50% employer match about $214,525 at 4% or $143,017 at 6%; with 100% employer match about $160,894 at 4% or $107,263 at 6%.
James M. Walker Money Purchase Plan and TrustCurrent4$1,281,795$51,486$12,872iApproximate average salary by contribution assumption: employee only about $321,788 at 4% or $214,525 at 6%; with 50% employer match about $214,525 at 4% or $143,017 at 6%; with 100% employer match about $160,894 at 4% or $107,263 at 6%.
200010$1,200,571$48,033-
James M. Walker Money Purchase Plan and Trust-0$1,200,571$48,033-
Schedule Details

Schedule A

Row 1
Filing Id
84037347312062
Form Id
23477212
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1010372347312060002
Ins Broker 01 Name
JAMES M WALKER
Ins Broker 01 Street Addr
2507 E. CURRY FORD RD
Ins Broker 01 City
ORLANDO
Ins Broker 01 State
FL
Ins Broker 01 ZIP Code
32806
Ins Broker Comm Pd 01 Amount
$117
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: STATE FARM INSURANCE COMPANIES
Filing Id
84037347312062
Form Id
23477212
Schedule A EIN
59-1109859
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
STATE FARM INSURANCE COMPANIES
Ins Carrier EIN
37-0533090
Ins Carrier Naic Code
69108
Ins Contract Num
493-3654
Ins Prsn Covered End of year Count
5
Ins Policy From Date
2000-04-10
Ins Policy To Date
2001-04-09
Ins Broker Comm Total Amount
$117
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$1,272,512
Pension Basis Rates Text
EXPECTED MORTALITY, INTEREST AND EX
Pension Prem Paid Total Amount
$51,486
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
Yes
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,281,795$81,224 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,200,571$1,281,795Increase +$81,224 (6.77%)
Total liabilities$414$414No change $0 (0.00%)
Net assets$1,200,157$1,281,381Increase +$81,224 (6.77%)

Contributions

Employer contributions$51,486
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$120,614
Total expenses$39,390
Net income$81,224
Source fields
Schedule I source fields
Filing Id
84037347312062
Schedule I EIN
59-1109859
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$1,200,571
Small plan total liabilities at beginning of year
$414
Small plan net assets at beginning of year
$1,200,157
Small plan total assets at end of year
$1,281,795
Small plan total liabilities at end of year
$414
Small plan net assets at end of year
$1,281,381
Small plan employer contributions
$51,486
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$69,128
Small plan total income
$120,614
Small plan total benefit distributions
$39,390
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$39,390
Small plan net income or loss
$81,224
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$125,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
2
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN37-0533090

Transfers

Distributed property value$0
Schedule R source fields
Payor 37-0533090
Filing Id
84037347312062
Schedule R EIN
59-1109859
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
37-0533090
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$51,486
Pension Employer Contribution Paid Amount
$51,486
Pension Funding Deficiency Amount
$0