401k Plan data: DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN plan

DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

DAVID WM. BOONE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID WM. BOONE, P.C.

Employer identification number (EIN): 592280853

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 SIMONE SIEX 2020-10-21
001 2019-01-01 SIMONE SIEX 2020-08-19
001 2018-01-17 JAY MARTIN 2019-10-08
001 2009-01-01 PAULINE MILLER DAVID BOONE 2010-06-30
001 2009-01-01 PAULINE S. MILLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	SIMONE SIEX	2020-10-21
001	2019-01-01	SIMONE SIEX	2020-08-19
001	2018-01-17	JAY MARTIN	2019-10-08
001	2009-01-01	PAULINE MILLER		DAVID BOONE	2010-06-30
001	2009-01-01	PAULINE S. MILLER

Financial Data on DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$9,109
Expenses. Total of all expenses incurred	2010-12-31	$537,764
Benefits paid (including direct rollovers)	2010-12-31	$536,427
Total plan assets at end of year	2010-12-31	$0
Total plan assets at beginning of year	2010-12-31	$528,655
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$4,035
Net income (gross income less expenses)	2010-12-31	$-528,655
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$528,655
Total contributions received or receivable from employer(s)	2010-12-31	$5,074
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	$1,337

Form 5500 Responses for DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN

2009: DAVID WM. BOONE, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	DAVID WM. BOONE, P.C.
Employer identification number (EIN):	592280853
NAIC Classification:	561300