Original filing (PDF)20251006180200NAL0004086241001

EDWARD J WALSH JR ETAL

Name: EDWARD J WALSH JR ETAL — EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: EDWARD J WALSH JR ETAL

Form 5500-SF

FILING_RECEIVED

EDWARD J WALSH & ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDWARD J WALSH JR ETAL.

Plan sponsor

Name

EDWARD J WALSH JR ETAL

EIN

76-0266034

Address

P O BOX 538 · GALVESTON, TX · 775530538

Phone

(409) 763-4626

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

EDWARD J WALSH JR ETAL

EIN

76-0266034

City

GALVESTON, TX

Phone

(409) 763-4626

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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