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EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A.
Plan identification number 501

EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

DANIEL, COKER, HORTON & BELL, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL, COKER, HORTON & BELL, P.A.
Employer identification number (EIN):640653454
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01
5012021-03-01
5012020-03-01
5012019-03-01
5012018-03-01
5012017-03-01ALFRED E. SMITH ALFRED E. SMITH2018-07-02
5012016-03-01ALFRED E. SMITH ALFRED E. SMITH2017-07-06
5012015-03-01ALFRED E. SMITH ALFRED E. SMITH2016-08-09
5012014-03-01ALFRED E. SMITH ALFRED E. SMITH2015-07-14
5012013-03-01ALFRED E. SMITH ALFRED E. SMITH2014-07-07
5012012-03-01ALFRED E. SMITH ALFRED E. SMITH2013-10-07
5012011-03-01ALFRED E. SMITH ALFRED E. SMITH2012-07-17
5012009-03-01ALFRED E. SMITH ALFRED E. SMITH2010-10-06
5012009-03-01ALFRED E. SMITH ALFRED E. SMITH2010-10-06
5012009-03-01ALFRED E. SMITH ALFRED E. SMITH2010-10-06

Plan Statistics for EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A.

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2022 401k membership
Total participants, beginning-of-year2022-03-0162
Total number of active participants reported on line 7a of the Form 55002022-03-0151
Number of retired or separated participants receiving benefits2022-03-012
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-0153
2021: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2021 401k membership
Total participants, beginning-of-year2021-03-0170
Total number of active participants reported on line 7a of the Form 55002021-03-0159
Number of retired or separated participants receiving benefits2021-03-013
Number of other retired or separated participants entitled to future benefits2021-03-010
Total of all active and inactive participants2021-03-0162
2020: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2020 401k membership
Total participants, beginning-of-year2020-03-0194
Total number of active participants reported on line 7a of the Form 55002020-03-0167
Number of retired or separated participants receiving benefits2020-03-013
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-0170
2019: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2019 401k membership
Total participants, beginning-of-year2019-03-0176
Total number of active participants reported on line 7a of the Form 55002019-03-0191
Number of retired or separated participants receiving benefits2019-03-013
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-0194
2018: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2018 401k membership
Total participants, beginning-of-year2018-03-0180
Total number of active participants reported on line 7a of the Form 55002018-03-0174
Number of retired or separated participants receiving benefits2018-03-012
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-0176
2017: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2017 401k membership
Total participants, beginning-of-year2017-03-0183
Total number of active participants reported on line 7a of the Form 55002017-03-0177
Number of retired or separated participants receiving benefits2017-03-013
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-0180
2016: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2016 401k membership
Total participants, beginning-of-year2016-03-0190
Total number of active participants reported on line 7a of the Form 55002016-03-0181
Number of retired or separated participants receiving benefits2016-03-012
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-0183
2015: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2015 401k membership
Total participants, beginning-of-year2015-03-0189
Total number of active participants reported on line 7a of the Form 55002015-03-0189
Number of retired or separated participants receiving benefits2015-03-011
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-0190
2014: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2014 401k membership
Total participants, beginning-of-year2014-03-0195
Total number of active participants reported on line 7a of the Form 55002014-03-0189
Number of retired or separated participants receiving benefits2014-03-011
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-0190
2013: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2013 401k membership
Total participants, beginning-of-year2013-03-0192
Total number of active participants reported on line 7a of the Form 55002013-03-0195
Number of retired or separated participants receiving benefits2013-03-011
Total of all active and inactive participants2013-03-0196
2012: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2012 401k membership
Total participants, beginning-of-year2012-03-0193
Total number of active participants reported on line 7a of the Form 55002012-03-0192
Number of retired or separated participants receiving benefits2012-03-011
Total of all active and inactive participants2012-03-0193
2011: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2011 401k membership
Total participants, beginning-of-year2011-03-0195
Total number of active participants reported on line 7a of the Form 55002011-03-0193
Total of all active and inactive participants2011-03-0193
2009: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2009 401k membership
Total participants, beginning-of-year2009-03-01102
Total number of active participants reported on line 7a of the Form 55002009-03-01100
Number of retired or separated participants receiving benefits2009-03-011
Total of all active and inactive participants2009-03-01101

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A.

2022: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – General assets of the sponsorYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – General assets of the sponsorYes
2021: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – General assets of the sponsorYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – General assets of the sponsorYes
2020: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – General assets of the sponsorYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – General assets of the sponsorYes
2019: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – General assets of the sponsorYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – General assets of the sponsorYes
2018: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – General assets of the sponsorYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – General assets of the sponsorYes
2017: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – General assets of the sponsorYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – General assets of the sponsorYes
2016: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – General assets of the sponsorYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – General assets of the sponsorYes
2015: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – General assets of the sponsorYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – General assets of the sponsorYes
2014: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – General assets of the sponsorYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – General assets of the sponsorYes
2013: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – General assets of the sponsorYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – General assets of the sponsorYes
2012: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – General assets of the sponsorYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – General assets of the sponsorYes
2011: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – General assets of the sponsorYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – General assets of the sponsorYes
2009: EMPLOYEE BENEFIT PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedYes
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – General assets of the sponsorYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered53
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $41,252
Welfare Benefit Premiums Paid to CarrierUSD $181,371
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,252
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered62
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $40,796
Welfare Benefit Premiums Paid to CarrierUSD $209,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,796
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered70
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $31,705
Welfare Benefit Premiums Paid to CarrierUSD $219,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,705
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $40,000
Welfare Benefit Premiums Paid to CarrierUSD $214,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,000
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $38,318
Welfare Benefit Premiums Paid to CarrierUSD $264,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,318
Insurance broker nameBENEFIT ADMINISTRATION SERVICES
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $38,187
Welfare Benefit Premiums Paid to CarrierUSD $333,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,187
Insurance broker nameBENEFIT ADMINISTRATION SERVICES
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $37,918
Welfare Benefit Premiums Paid to CarrierUSD $239,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,918
Insurance broker nameBENEFIT ADMINISTRATION SERVICES
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $37,235
Welfare Benefit Premiums Paid to CarrierUSD $218,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,235
Insurance broker nameBENEFIT ADMINISTRATION SERVICES
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $36,373
Welfare Benefit Premiums Paid to CarrierUSD $159,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,373
Insurance broker nameBENEFIT ADMINISTRATION SERVICES
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $30,113
Welfare Benefit Premiums Paid to CarrierUSD $217,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-264
Policy instance 1
Insurance contract or identification numberGER-264
Number of Individuals Covered100
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $20,746
Welfare Benefit Premiums Paid to CarrierUSD $211,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,746
Insurance broker nameBENEFIT ADMINISTRATION SERVICES

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