401k Plan data: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST plan

BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST
Plan identification number	001

BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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
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

BOSTON FINANCIAL & EQUITY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BOSTON FINANCIAL & EQUITY CORPORATION

Employer identification number (EIN): 042434157

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Additional information about BOSTON FINANCIAL & EQUITY CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2019-03-08

Company Identification Number: 0803258804

Legal Registered Office Address: 701 BRAZOS ST STE 720

AUSTIN
United States of America (USA)
78701

More information about BOSTON FINANCIAL & EQUITY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID BOYAJIAN 2024-02-08
001 2022-01-01 DAVID BOYAJIAN 2023-05-02
001 2021-01-01 DAVID BOYAJIAN 2022-02-14
001 2020-01-01
001 2019-01-01
001 2018-01-01 DAVID BOYAJIAN
001 2017-01-01 DAVID BOYAJIAN
001 2016-01-01 DAVID BOYAJIAN
001 2015-01-01 DAVID BOYAJIAN
001 2014-01-01 DAVID BOYAJIAN
001 2013-01-01 DAVID BOYAJIAN
001 2012-01-01 DAVID BOYAJIAN
001 2011-01-01 DAVID BOYAJIAN
001 2009-01-01 DAVID BOYAJIAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVID BOYAJIAN	2024-02-08
001	2022-01-01	DAVID BOYAJIAN	2023-05-02
001	2021-01-01	DAVID BOYAJIAN	2022-02-14
001	2020-01-01
001	2019-01-01
001	2018-01-01	DAVID BOYAJIAN
001	2017-01-01	DAVID BOYAJIAN
001	2016-01-01	DAVID BOYAJIAN
001	2015-01-01	DAVID BOYAJIAN
001	2014-01-01	DAVID BOYAJIAN
001	2013-01-01	DAVID BOYAJIAN
001	2012-01-01	DAVID BOYAJIAN
001	2011-01-01	DAVID BOYAJIAN
001	2009-01-01	DAVID BOYAJIAN

Plan Statistics for BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 2
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 3
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 3
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 5
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2020: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	2
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	3
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	3
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	5
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2020 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$365,330
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,873,568
Total plan assets at beginning of year	2020-12-31	$3,508,238
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$365,330
Net income (gross income less expenses)	2020-12-31	$365,330
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,873,568
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,508,238
2019 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$646,706
Expenses. Total of all expenses incurred	2019-12-31	$54,424
Benefits paid (including direct rollovers)	2019-12-31	$54,424
Total plan assets at end of year	2019-12-31	$3,508,238
Total plan assets at beginning of year	2019-12-31	$2,915,956
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$646,706
Net income (gross income less expenses)	2019-12-31	$592,282
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,508,238
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,915,956
2018 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-197,144
Expenses. Total of all expenses incurred	2018-12-31	$60,475
Benefits paid (including direct rollovers)	2018-12-31	$60,475
Total plan assets at end of year	2018-12-31	$2,915,956
Total plan assets at beginning of year	2018-12-31	$3,173,575
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-197,144
Net income (gross income less expenses)	2018-12-31	$-257,619
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,915,956
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,173,575
2017 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$439,277
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,173,575
Total plan assets at beginning of year	2017-12-31	$2,734,298
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$399,277
Net income (gross income less expenses)	2017-12-31	$439,277
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,173,575
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,734,298
Total contributions received or receivable from employer(s)	2017-12-31	$40,000
2016 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$407,690
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,734,298
Total plan assets at beginning of year	2016-12-31	$2,326,608
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$257,690
Net income (gross income less expenses)	2016-12-31	$407,690
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,734,298
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,326,608
Total contributions received or receivable from employer(s)	2016-12-31	$150,000
2015 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$95,542
Expenses. Total of all expenses incurred	2015-12-31	$301,058
Benefits paid (including direct rollovers)	2015-12-31	$301,058
Total plan assets at end of year	2015-12-31	$2,326,608
Total plan assets at beginning of year	2015-12-31	$2,532,124
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-4,458
Net income (gross income less expenses)	2015-12-31	$-205,516
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,326,608
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,532,124
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$350,655
Expenses. Total of all expenses incurred	2014-12-31	$3,830
Benefits paid (including direct rollovers)	2014-12-31	$3,830
Total plan assets at end of year	2014-12-31	$2,532,124
Total plan assets at beginning of year	2014-12-31	$2,185,299
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$200,655
Net income (gross income less expenses)	2014-12-31	$346,825
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,532,124
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,185,299
Total contributions received or receivable from employer(s)	2014-12-31	$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$366,443
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,185,299
Total plan assets at beginning of year	2013-12-31	$1,818,856
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$306,443
Net income (gross income less expenses)	2013-12-31	$366,443
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,185,299
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,818,856
Total contributions received or receivable from employer(s)	2013-12-31	$60,000
2012 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$216,185
Expenses. Total of all expenses incurred	2012-12-31	$4,307
Benefits paid (including direct rollovers)	2012-12-31	$4,307
Total plan assets at end of year	2012-12-31	$1,818,856
Total plan assets at beginning of year	2012-12-31	$1,606,978
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$176,185
Net income (gross income less expenses)	2012-12-31	$211,878
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,818,856
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,606,978
Total contributions received or receivable from employer(s)	2012-12-31	$40,000
2011 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$19,006
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,606,978
Total plan assets at beginning of year	2011-12-31	$1,587,972
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$19,006
Net income (gross income less expenses)	2011-12-31	$19,006
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,606,978
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,587,972
2010 : BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$228,425
Expenses. Total of all expenses incurred	2010-12-31	$142
Benefits paid (including direct rollovers)	2010-12-31	$142
Total plan assets at end of year	2010-12-31	$1,587,972
Total plan assets at beginning of year	2010-12-31	$1,359,689
Value of fidelity bond covering the plan	2010-12-31	$500,000
Contributions received from other sources (not participants or employers)	2010-12-31	$13
Other income received	2010-12-31	$184,412
Net income (gross income less expenses)	2010-12-31	$228,283
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,587,972
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,359,689
Total contributions received or receivable from employer(s)	2010-12-31	$44,000

Form 5500 Responses for BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST

2020: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 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: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 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: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 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
2012: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN & TRUST 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON FINANCIAL & EQUITY CORPORATION
Employer identification number (EIN):	042434157
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2019-03-08
Company Identification Number:	0803258804
Legal Registered Office Address:	701 BRAZOS ST STE 720 AUSTIN United States of America (USA) 78701