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DOUGLAS ALLRED COMPANY 401(K) PLAN 401k Plan overview

Plan NameDOUGLAS ALLRED COMPANY 401(K) PLAN
Plan identification number 001

DOUGLAS ALLRED COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DOUGLAS ALLRED COMPANY has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS ALLRED COMPANY
Employer identification number (EIN):464255268
NAIC Classification:531310

Additional information about DOUGLAS ALLRED COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-05-22
Company Identification Number: 0802221139
Legal Registered Office Address: 11452 EL CAMINO REAL STE 200

SAN DIEGO
United States of America (USA)
92130

More information about DOUGLAS ALLRED COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS ALLRED COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRYAN PUTNAM2024-10-09
0012022-01-01BRYAN PUTNAM2023-10-02
0012021-01-01BRYAN PUTNAM2022-10-07
0012020-01-01BRYAN PUTNAM2021-06-02
0012019-01-01BRYAN PUTNAM2020-09-17
0012018-01-01BRYAN PUTNAM2019-08-29
0012017-01-01BRYAN PUTNAM2018-07-17

Financial Data on DOUGLAS ALLRED COMPANY 401(K) PLAN

Measure Date Value
2025 : DOUGLAS ALLRED COMPANY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-0515164
Net assets as of the end of the plan year2025-09-053535036
Total assets as of the beginning of the plan year2025-09-052776317
Value of plan covered by a fidelity bond2025-09-05500000
Participant contributions to plan in this plan year2025-09-05319489
Value of participant loans at end of plan year2025-09-0538868
Other expenses paid from plan in this plan year2025-09-050
Other contributions to plan in this plan year2025-09-050
Other income to plan in this plan year2025-09-05344529
Plan net income in this plan year2025-09-05758719
Net assets as of the end of the plan year2025-09-053535036
Net assets as of the beginning of the plan year2025-09-052776317
Employer contributions to plan in this plan year2025-09-05109865
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-05600
2024 : DOUGLAS ALLRED COMPANY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0953002
Net assets as of the end of the plan year2024-10-092776317
Total assets as of the beginning of the plan year2024-10-092100241
Value of plan covered by a fidelity bond2024-10-09500000
Participant contributions to plan in this plan year2024-10-09292088
Value of participant loans at end of plan year2024-10-093231
Other income to plan in this plan year2024-10-09334866
Plan net income in this plan year2024-10-09676076
Net assets as of the end of the plan year2024-10-092776317
Net assets as of the beginning of the plan year2024-10-092100241
Employer contributions to plan in this plan year2024-10-09102124
2022 : DOUGLAS ALLRED COMPANY 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-07214227
Net assets as of the end of the plan year2022-10-072163695
Total assets as of the beginning of the plan year2022-10-071746076
Value of plan covered by a fidelity bond2022-10-071000000
Participant contributions to plan in this plan year2022-10-07235988
Value of participant loans at end of plan year2022-10-076835
Other contributions to plan in this plan year2022-10-0765479
Other income to plan in this plan year2022-10-07230842
Plan net income in this plan year2022-10-07417619
Net assets as of the end of the plan year2022-10-072163695
Net assets as of the beginning of the plan year2022-10-071746076
Employer contributions to plan in this plan year2022-10-0799537
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-07300

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