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WALER & WALER CPAS PA

Company Details

Entity Name: WALER & WALER CPAS PA
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 31 Dec 1986 (38 years ago)
Document Number: J49925
FEI/EIN Number 592760678
Address: 100 WALER WAY, ST. AUGUSTINE, FL, 32086
Mail Address: PO BOX 4497, ST. AUGUSTINE, FL, 32085-4497, US
ZIP code: 32086
County: St. Johns
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
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

Agent

Name Role Address
Waler III Richard L Agent 100 WALER WAY, ST. AUGUSTINE, FL, 32086

President

Name Role Address
WALER, JR. RICHARD L President 100 WALER WAY, ST. AUGUSTINE, FL, 32086

Treasurer

Name Role Address
WALER, JR. RICHARD L Treasurer 100 WALER WAY, ST. AUGUSTINE, FL, 32086

Secretary

Name Role Address
WALER, III RICHARD L Secretary 100 WALER WAY, ST. AUGUSTINE, FL, 32086

Vice President

Name Role Address
WALER, III RICHARD L Vice President 100 WALER WAY, ST. AUGUSTINE, FL, 32086
JONES EDITH Vice President 100 WALER WAY, ST. AUGUSTINE, FL, 32086

Events

Event Type Filed Date Value Description
AMENDMENT AND NAME CHANGE 2012-12-07 WALER & WALER CPAS PA No data

Date of last update: 02 Jan 2025

Sources: Florida Department of State