BOYD & JENERETTE, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN
401k plan membership statisitcs for BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-15 | 125 |
| Total number of particpants at end of year | 2025-10-15 | 135 |
| Number of Participants With Account Balances | 2025-10-15 | 108 |
| 2024: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-03 | 103 |
| Total number of particpants at end of year | 2024-09-03 | 125 |
| Number of Participants With Account Balances | 2024-09-03 | 107 |
| 2022: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-12-16 | 99 |
| Total number of particpants at end of year | 2022-12-16 | 110 |
| Number of Participants With Account Balances | 2022-12-16 | 100 |
| 2015: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 83 |
| Number of participants with account balances | 2015-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
| 2014: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 65 |
| Number of participants with account balances | 2014-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
| Total of all active and inactive participants | 2013-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 67 |
| Number of participants with account balances | 2013-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
| 2010: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
| Total of all active and inactive participants | 2010-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 66 |
| Number of participants with account balances | 2010-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
| 2009: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 74 |
| Number of participants with account balances | 2009-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2025 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 1241158 |
| Net assets as of the end of the plan year | 2025-10-15 | 15882577 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 14180723 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 635539 |
| Value of participant loans at end of plan year | 2025-10-15 | 120470 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 169236 |
| Other income to plan in this plan year | 2025-10-15 | 1502283 |
| Plan net income in this plan year | 2025-10-15 | 1701854 |
| Net assets as of the end of the plan year | 2025-10-15 | 15882577 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 14180723 |
| Employer contributions to plan in this plan year | 2025-10-15 | 635954 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 35357 |
| 2024 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-03 | 140134 |
| Net assets as of the end of the plan year | 2024-09-03 | 14180723 |
| Total assets as of the beginning of the plan year | 2024-09-03 | 11228233 |
| Value of plan covered by a fidelity bond | 2024-09-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-03 | 515652 |
| Value of participant loans at end of plan year | 2024-09-03 | 91707 |
| Other expenses paid from plan in this plan year | 2024-09-03 | 0 |
| Other contributions to plan in this plan year | 2024-09-03 | 203732 |
| Other income to plan in this plan year | 2024-09-03 | 1652240 |
| Plan net income in this plan year | 2024-09-03 | 2952490 |
| Net assets as of the end of the plan year | 2024-09-03 | 14180723 |
| Net assets as of the beginning of the plan year | 2024-09-03 | 11228233 |
| Employer contributions to plan in this plan year | 2024-09-03 | 721000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-03 | 37455 |
| 2022 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-12-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-12-16 | 536690 |
| Net assets as of the end of the plan year | 2022-12-16 | 13216488 |
| Total assets as of the beginning of the plan year | 2022-12-16 | 10970688 |
| Value of plan covered by a fidelity bond | 2022-12-16 | 500000 |
| Participant contributions to plan in this plan year | 2022-12-16 | 475739 |
| Value of participant loans at end of plan year | 2022-12-16 | 112180 |
| Other expenses paid from plan in this plan year | 2022-12-16 | 0 |
| Other contributions to plan in this plan year | 2022-12-16 | 102619 |
| Other income to plan in this plan year | 2022-12-16 | 1706365 |
| Plan net income in this plan year | 2022-12-16 | 2245800 |
| Net assets as of the end of the plan year | 2022-12-16 | 13216488 |
| Net assets as of the beginning of the plan year | 2022-12-16 | 10970688 |
| Employer contributions to plan in this plan year | 2022-12-16 | 497767 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-12-16 | 2911 |
| 2015 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $597,165 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50,530 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $47,394 |
| Total plan assets at end of year | 2015-12-31 | $5,438,911 |
| Total plan assets at beginning of year | 2015-12-31 | $4,892,276 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $330,628 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-23,463 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $546,635 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,438,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,892,276 |
| Assets. Value of participant loans | 2015-12-31 | $52,617 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $290,000 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,136 |
| 2014 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $676,048 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $360,463 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $354,495 |
| Total plan assets at end of year | 2014-12-31 | $4,892,276 |
| Total plan assets at beginning of year | 2014-12-31 | $4,576,691 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $307,315 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $11,630 |
| Other income received | 2014-12-31 | $143,702 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $315,585 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,892,276 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,576,691 |
| Assets. Value of participant loans | 2014-12-31 | $29,229 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $213,401 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,968 |
| 2013 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,069,219 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $310,957 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $305,819 |
| Total plan assets at end of year | 2013-12-31 | $4,576,691 |
| Total plan assets at beginning of year | 2013-12-31 | $3,818,429 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $312,279 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $37,683 |
| Other income received | 2013-12-31 | $484,022 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $758,262 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,576,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,818,429 |
| Assets. Value of participant loans | 2013-12-31 | $19,330 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $235,235 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,138 |
| 2010 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $691,587 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $138,158 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $135,752 |
| Total plan assets at end of year | 2010-12-31 | $3,011,672 |
| Total plan assets at beginning of year | 2010-12-31 | $2,458,243 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $331,156 |
| Other income received | 2010-12-31 | $182,345 |
| Net income (gross income less expenses) | 2010-12-31 | $553,429 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,011,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,458,243 |
| Assets. Value of participant loans | 2010-12-31 | $17,997 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $178,086 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,406 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BOYD & JENERETTE 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |