401k Plan data: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN plan

JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN
Plan identification number	002

JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

JAMES E. BOYD DBA BOYD FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name: JAMES E. BOYD DBA BOYD FINANCIAL

Employer identification number (EIN): 954643731

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JAMES BOYD 2024-10-07
002 2022-01-01 JAMES BOYD 2023-10-09
002 2021-01-01 JAMES BOYD 2022-08-11
002 2020-01-01 JAMES BOYD 2021-10-13
002 2019-01-01 JAMES BOYD 2020-10-14
002 2018-01-01 JAMES BOYD 2019-10-14
002 2017-01-01 JAMES BOYD 2018-10-10
002 2016-01-01 JAMES BOYD 2017-10-12
002 2015-01-01 JAMES BOYD 2016-10-06
002 2014-01-01 JAMES BOYD 2015-10-14
002 2013-01-01 JAMES BOYD 2014-10-15
002 2012-01-01 JAMES E. BOYD 2013-10-08 JAMES E. BOYD 2013-10-08
002 2011-01-01 JAMES E. BOYD 2012-10-11 JAMES E. BOYD 2012-10-11
002 2010-01-01 JAMES E. BOYD 2011-10-17 JAMES E. BOYD 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAMES BOYD	2024-10-07
002	2022-01-01	JAMES BOYD	2023-10-09
002	2021-01-01	JAMES BOYD	2022-08-11
002	2020-01-01	JAMES BOYD	2021-10-13
002	2019-01-01	JAMES BOYD	2020-10-14
002	2018-01-01	JAMES BOYD	2019-10-14
002	2017-01-01	JAMES BOYD	2018-10-10
002	2016-01-01	JAMES BOYD	2017-10-12
002	2015-01-01	JAMES BOYD	2016-10-06
002	2014-01-01	JAMES BOYD	2015-10-14
002	2013-01-01	JAMES BOYD	2014-10-15
002	2012-01-01	JAMES E. BOYD	2013-10-08	JAMES E. BOYD	2013-10-08
002	2011-01-01	JAMES E. BOYD	2012-10-11	JAMES E. BOYD	2012-10-11
002	2010-01-01	JAMES E. BOYD	2011-10-17	JAMES E. BOYD	2011-10-17

Plan Statistics for JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN

401k plan membership statisitcs for JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN

Measure Date Value
2025: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-12 3
Total number of particpants at end of year 2025-09-12 3
2024: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-07 3
Total number of particpants at end of year 2024-10-07 3
2022: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,601,071
Acturial value of plan assets 2022-12-31 4,601,071
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,863,428
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 2,022,599
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 2,022,599
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 132,213
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 132,213
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 145,818
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 65,275
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-08-11 3
Total number of particpants at end of year 2022-08-11 3
2021: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,284,718
Acturial value of plan assets 2021-12-31 4,284,718
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,837,647
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 1,984,137
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 1,984,137
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 94,035
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 94,035
Present value of excess contributions 2021-12-31 475,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 501,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 132,213
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 122,075
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,908,547
Acturial value of plan assets 2020-12-31 2,908,547
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,940,856
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 2,034,934
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 2,034,934
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 78,128
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 78,128
Present value of excess contributions 2020-12-31 489,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 517,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 94,035
Total employer contributions 2020-12-31 514,559
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 475,735
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 117,598
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 475,735
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,069,565
Acturial value of plan assets 2019-12-31 2,069,565
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,900,710
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,900,710
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 1,900,710
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 85,638
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 85,638
Present value of excess contributions 2019-12-31 417,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 441,063
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 78,128
Total employer contributions 2019-12-31 574,145
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 539,193
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 140,091
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 49,364
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 49,364
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 539,193
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,876,354
Acturial value of plan assets 2018-12-31 1,876,354
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,876,971
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,876,971
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,876,971
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 83,419
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 83,419
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 85,638
Total employer contributions 2018-12-31 463,013
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 431,280
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 86,255
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 14,081
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 14,081
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 431,280
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,942,100
Acturial value of plan assets 2017-12-31 1,942,100
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,825,482
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,825,482
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,825,482
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 74,183
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 74,183
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 83,419
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,838,276
Acturial value of plan assets 2016-12-31 1,838,276
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,797,988
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,797,988
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,797,988
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 82,674
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 82,674
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 74,183
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-12	3
Total number of particpants at end of year	2025-09-12	3
2024: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-07	3
Total number of particpants at end of year	2024-10-07	3
2022: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,601,071
Acturial value of plan assets	2022-12-31	4,601,071
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,863,428
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	2,022,599
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	2,022,599
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	132,213
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	132,213
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	145,818
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	65,275
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-08-11	3
Total number of particpants at end of year	2022-08-11	3
2021: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,284,718
Acturial value of plan assets	2021-12-31	4,284,718
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,837,647
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	1,984,137
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	1,984,137
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	94,035
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	94,035
Present value of excess contributions	2021-12-31	475,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	501,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	132,213
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	122,075
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,908,547
Acturial value of plan assets	2020-12-31	2,908,547
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,940,856
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	2,034,934
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	2,034,934
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	78,128
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	78,128
Present value of excess contributions	2020-12-31	489,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	517,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	94,035
Total employer contributions	2020-12-31	514,559
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	475,735
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	117,598
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	475,735
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,069,565
Acturial value of plan assets	2019-12-31	2,069,565
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,900,710
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,900,710
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	1,900,710
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	85,638
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	85,638
Present value of excess contributions	2019-12-31	417,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	441,063
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	78,128
Total employer contributions	2019-12-31	574,145
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	539,193
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	140,091
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	49,364
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	49,364
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	539,193
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,876,354
Acturial value of plan assets	2018-12-31	1,876,354
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,876,971
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,876,971
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,876,971
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	83,419
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	83,419
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	85,638
Total employer contributions	2018-12-31	463,013
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	431,280
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	86,255
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	14,081
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	14,081
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	431,280
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,942,100
Acturial value of plan assets	2017-12-31	1,942,100
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,825,482
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,825,482
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,825,482
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	74,183
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	74,183
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	83,419
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,838,276
Acturial value of plan assets	2016-12-31	1,838,276
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,797,988
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,797,988
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,797,988
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	82,674
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	82,674
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	74,183
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-12	0
Total liabilities as of the end of the plan year	2025-09-12	0
Total liabilities as of the beginning of the plan year	2025-09-12	0
Total expenses incurred by plan in this plan year	2025-09-12	127751
Net assets as of the end of the plan year	2025-09-12	4413769
Total assets as of the beginning of the plan year	2025-09-12	3893756
Value of plan covered by a fidelity bond	2025-09-12	500000
Participant contributions to plan in this plan year	2025-09-12	0
Other expenses paid from plan in this plan year	2025-09-12	0
Other contributions to plan in this plan year	2025-09-12	0
Other income to plan in this plan year	2025-09-12	647764
Plan net income in this plan year	2025-09-12	520013
Net assets as of the end of the plan year	2025-09-12	4413769
Net assets as of the beginning of the plan year	2025-09-12	3893756
Employer contributions to plan in this plan year	2025-09-12	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-12	0
2024 : JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-07	0
Total liabilities as of the end of the plan year	2024-10-07	0
Total liabilities as of the beginning of the plan year	2024-10-07	0
Total expenses incurred by plan in this plan year	2024-10-07	117380
Net assets as of the end of the plan year	2024-10-07	3893756
Total assets as of the beginning of the plan year	2024-10-07	2902547
Value of plan covered by a fidelity bond	2024-10-07	500000
Participant contributions to plan in this plan year	2024-10-07	0
Other expenses paid from plan in this plan year	2024-10-07	0
Other contributions to plan in this plan year	2024-10-07	0
Other income to plan in this plan year	2024-10-07	1108589
Plan net income in this plan year	2024-10-07	991209
Net assets as of the end of the plan year	2024-10-07	3893756
Net assets as of the beginning of the plan year	2024-10-07	2902547
Employer contributions to plan in this plan year	2024-10-07	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	141
2022 : JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-11	0
Total liabilities as of the end of the plan year	2022-08-11	0
Total liabilities as of the beginning of the plan year	2022-08-11	0
Total expenses incurred by plan in this plan year	2022-08-11	111938
Net assets as of the end of the plan year	2022-08-11	4601071
Total assets as of the beginning of the plan year	2022-08-11	4298891
Value of plan covered by a fidelity bond	2022-08-11	500000
Participant contributions to plan in this plan year	2022-08-11	0
Other contributions to plan in this plan year	2022-08-11	0
Other income to plan in this plan year	2022-08-11	414118
Plan net income in this plan year	2022-08-11	302180
Net assets as of the end of the plan year	2022-08-11	4601071
Net assets as of the beginning of the plan year	2022-08-11	4298891
Employer contributions to plan in this plan year	2022-08-11	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-11	0

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Company Name:	JAMES E. BOYD DBA BOYD FINANCIAL
Employer identification number (EIN):	954643731
NAIC Classification:	523900