DOYLE & DOYLE, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-28 | 10 |
| Total number of particpants at end of year | 2025-10-28 | 0 |
| Number of Participants With Account Balances | 2025-10-28 | 0 |
| Total number of particpants at beginning of year | 2025-05-15 | 12 |
| Total number of particpants at end of year | 2025-05-15 | 10 |
| Number of Participants With Account Balances | 2025-05-15 | 10 |
| 2024: DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-14 | 12 |
| Total number of particpants at end of year | 2024-05-14 | 12 |
| Number of Participants With Account Balances | 2024-05-14 | 12 |
| 2010: DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 9 |
| Number of participants with account balances | 2010-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-28 | 4456069 |
| Net assets as of the end of the plan year | 2025-10-28 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-28 | 4010272 |
| Value of plan covered by a fidelity bond | 2025-10-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-28 | 30691 |
| Other income to plan in this plan year | 2025-10-28 | 387067 |
| Plan net income in this plan year | 2025-10-28 | -4010272 |
| Net assets as of the end of the plan year | 2025-10-28 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-28 | 4010272 |
| Employer contributions to plan in this plan year | 2025-10-28 | 28039 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-28 | 1000 |
| Total expenses incurred by plan in this plan year | 2025-05-15 | 86442 |
| Net assets as of the end of the plan year | 2025-05-15 | 4010272 |
| Total assets as of the beginning of the plan year | 2025-05-15 | 3561913 |
| Value of plan covered by a fidelity bond | 2025-05-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-15 | 63556 |
| Other income to plan in this plan year | 2025-05-15 | 439542 |
| Plan net income in this plan year | 2025-05-15 | 448359 |
| Net assets as of the end of the plan year | 2025-05-15 | 4010272 |
| Net assets as of the beginning of the plan year | 2025-05-15 | 3561913 |
| Value of contributions failed to transmitted timely | 2025-05-15 | 2472 |
| Employer contributions to plan in this plan year | 2025-05-15 | 31703 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-15 | 200 |
| 2024 : DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-14 | 0 |
| Net assets as of the end of the plan year | 2024-05-14 | 3561913 |
| Total assets as of the beginning of the plan year | 2024-05-14 | 3001116 |
| Value of plan covered by a fidelity bond | 2024-05-14 | 325040 |
| Participant contributions to plan in this plan year | 2024-05-14 | 100820 |
| Other income to plan in this plan year | 2024-05-14 | 418743 |
| Plan net income in this plan year | 2024-05-14 | 560797 |
| Net assets as of the end of the plan year | 2024-05-14 | 3561913 |
| Net assets as of the beginning of the plan year | 2024-05-14 | 3001116 |
| Employer contributions to plan in this plan year | 2024-05-14 | 41234 |
| 2010 : DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $163,550 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,223,410 |
| Total plan assets at beginning of year | 2010-12-31 | $1,059,860 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,119 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $103,478 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $163,550 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,223,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,059,860 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,953 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2010: DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DOYLE & DOYLE SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
