RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2023
|
592760678
|
2024-04-12
|
WALER & WALER CPAS PA
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Signature of
Role |
Plan administrator |
Date |
2024-04-12 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-04-12 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2022
|
592760678
|
2023-03-28
|
WALER & WALER CPAS PA
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Retired or separated participants receiving
benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Signature of
Role |
Plan administrator |
Date |
2023-03-28 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-03-28 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2021
|
592760678
|
2022-04-06
|
WALER & WALER CPAS PA
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
4 |
Other
retired or separated participants entitled to future benefits |
2 |
Number of
participants
with
account balances as of the end of the plan year |
6 |
Signature of
Role |
Plan administrator |
Date |
2022-04-06 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-04-06 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2020
|
592760678
|
2021-04-22
|
WALER & WALER CPAS PA
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Other
retired or separated participants entitled to future benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
6 |
Signature of
Role |
Plan administrator |
Date |
2021-04-22 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-04-22 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2019
|
592760678
|
2020-04-29
|
WALER & WALER CPAS PA
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Signature of
Role |
Plan administrator |
Date |
2020-04-29 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-04-29 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2018
|
592760678
|
2019-05-08
|
WALER & WALER CPAS PA
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Signature of
Role |
Plan administrator |
Date |
2019-05-08 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-05-08 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2017
|
592760678
|
2018-04-19
|
WALER & WALER CPAS PA
|
4
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Signature of
Role |
Plan administrator |
Date |
2018-04-19 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-04-19 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2016
|
592760678
|
2017-04-25
|
WALER & WALER CPAS PA
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
4 |
Number of
participants
with
account balances as of the end of the plan year |
4 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2017-04-25 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-04-25 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
RICHARD L WALER JR CPA PA PROFIT SHARING PLAN AND TRUST
|
2015
|
592760678
|
2016-04-25
|
WALER & WALER CPAS PA
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1989-01-01
|
Business code |
541211
|
Sponsor’s telephone number |
9048245412
|
Plan sponsor’s mailing address |
PO BOX 4497, ST AUGUSTINE, FL, 320854497
|
Plan sponsor’s
address |
100 WALER WAY, SUITE 100, ST AUGUSTINE, FL, 32086
|
Number of participants as of the end of the plan year
Active participants |
5 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2016-04-25 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-04-25 |
Name of individual signing |
RICHARD L WALER JR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|