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DOUGLAS & BOYKIN 401(K) PLAN 401k Plan overview

Plan NameDOUGLAS & BOYKIN 401(K) PLAN
Plan identification number 001

DOUGLAS & BOYKIN 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.
  • 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

DOUGLAS & BOYKIN, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS & BOYKIN, PLLC
Employer identification number (EIN):200141519
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS & BOYKIN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FREDERICK DOUGLAS2024-08-26
0012022-01-01FREDERICK DOUGLAS2023-09-25
0012021-01-01FREDERICK DOUGLAS2022-10-07
0012020-01-01FREDERICK DOUGLAS2021-10-06
0012019-01-01FREDERICK DOUGLAS2020-09-29
0012018-01-01FREDERICK DOUGLAS2019-04-12
0012017-01-01FREDERICK DOUGLAS2018-04-17
0012016-01-01FREDERICK DOUGLAS2017-07-07
0012015-01-01FREDERICK DOUGLAS2016-07-19
0012014-01-01FREDERICK DOUGLAS2015-04-22
0012013-01-01FREDERICK DOUGLAS2014-07-23
0012012-01-01FREDERICK DOUGLAS2013-10-08
0012011-01-01FREDERICK DOUGLAS2012-05-08
0012010-01-01FREDERICK DOUGLAS2016-07-19

Financial Data on DOUGLAS & BOYKIN 401(K) PLAN

Measure Date Value
2025 : DOUGLAS & BOYKIN 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-25134228
Net assets as of the end of the plan year2025-09-251752897
Total assets as of the beginning of the plan year2025-09-251514957
Value of plan covered by a fidelity bond2025-09-25350000
Participant contributions to plan in this plan year2025-09-25104424
Value of participant loans at end of plan year2025-09-2552220
Other income to plan in this plan year2025-09-25243248
Plan net income in this plan year2025-09-25237940
Net assets as of the end of the plan year2025-09-251752897
Net assets as of the beginning of the plan year2025-09-251514957
Employer contributions to plan in this plan year2025-09-2524496
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-25125
2024 : DOUGLAS & BOYKIN 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-260
Total liabilities as of the end of the plan year2024-08-260
Total liabilities as of the beginning of the plan year2024-08-260
Total expenses incurred by plan in this plan year2024-08-2649100
Net assets as of the end of the plan year2024-08-261514957
Total assets as of the beginning of the plan year2024-08-261247793
Value of plan covered by a fidelity bond2024-08-26350000
Participant contributions to plan in this plan year2024-08-2670000
Value of participant loans at end of plan year2024-08-2688176
Other expenses paid from plan in this plan year2024-08-260
Other contributions to plan in this plan year2024-08-260
Other income to plan in this plan year2024-08-26222437
Plan net income in this plan year2024-08-26267164
Net assets as of the end of the plan year2024-08-261514957
Net assets as of the beginning of the plan year2024-08-261247793
Employer contributions to plan in this plan year2024-08-2623827
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-26100
2022 : DOUGLAS & BOYKIN 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0720356
Net assets as of the end of the plan year2022-10-071449226
Total assets as of the beginning of the plan year2022-10-071248014
Value of plan covered by a fidelity bond2022-10-07350000
Participant contributions to plan in this plan year2022-10-0731749
Value of participant loans at end of plan year2022-10-07158320
Other income to plan in this plan year2022-10-07168479
Plan net income in this plan year2022-10-07201212
Net assets as of the end of the plan year2022-10-071449226
Net assets as of the beginning of the plan year2022-10-071248014
Employer contributions to plan in this plan year2022-10-0721340
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-07155

Potentially related plans

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