BOYD & JENERETTE, P.A. has sponsored the creation of one or more 401k plans.
Additional information about BOYD & JENERETTE, P.A.
Submission information for form 5500 for 401k plan BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN
401k plan membership statisitcs for BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 81 |
| 2021: BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 81 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 81 |
| 2020: BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 86 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 89 |
| Measure | Date | Value |
|---|
| 2022 : BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $102,378 |
| Total plan liabilities at beginning of year | 2022-12-31 | $130,482 |
| Total income from all sources | 2022-12-31 | $956,528 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $916,613 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $549,234 |
| Total plan assets at end of year | 2022-12-31 | $11,811 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $404,413 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $330,738 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $16,977 |
| Other income received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $39,915 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-90,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-130,482 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $535,138 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $36,641 |
| 2021 : BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $130,482 |
| Total plan liabilities at beginning of year | 2021-12-31 | $55,381 |
| Total income from all sources | 2021-12-31 | $180,069 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $257,140 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $190,000 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $1,970 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $153,785 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $67,140 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $26,284 |
| Net income (gross income less expenses) | 2021-12-31 | $-77,071 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-130,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-53,411 |
| Total plan liabilities at end of year | 2021-09-30 | $55,381 |
| Total income from all sources | 2021-09-30 | $730,431 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $783,842 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $502,280 |
| Total plan assets at end of year | 2021-09-30 | $1,970 |
| Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $262,641 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $273,939 |
| Contributions received from other sources (not participants or employers) | 2021-09-30 | $2,512 |
| Net income (gross income less expenses) | 2021-09-30 | $-53,411 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $-53,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $465,278 |
| Value of corrective distributions | 2021-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $7,623 |
| 2022: BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BOYD & JENERETTE, P.A. WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | First time form 5500 has been submitted | Yes |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500607 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500607 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $270,578 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500607 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500607 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $52,834 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500607 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500607 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $215,452 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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