401k Plan data: BOONE & OAKLEY, LLC 401K PLAN plan

BOONE & OAKLEY, LLC 401K PLAN 401k Plan overview

Plan Name	BOONE & OAKLEY, LLC 401K PLAN
Plan identification number	001

BOONE & OAKLEY, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BOONE & OAKLEY, LLC has sponsored the creation of one or more 401k plans.

Company Name: BOONE & OAKLEY, LLC

Employer identification number (EIN): 562210010

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOONE & OAKLEY, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KATHRYN SPIECHA 2024-06-25
001 2022-01-01 KATHRYN SPIECHA 2023-09-21
001 2021-01-01 KATHRYN SPIECHA 2022-09-20
001 2020-01-01 KATHRYN SPIECHA 2021-07-16
001 2019-01-01 KATHRYN SPIECHA 2020-10-05
001 2018-01-01 KATHRYN SPIECHA 2019-07-18
001 2017-01-01 KATHRYN SPIECHA 2018-07-12
001 2016-01-01 KATHRYN SPIECHA 2017-06-12
001 2015-01-01 EMILY HANEY 2016-07-18
001 2014-01-01 EMILY HANEY 2015-07-27
001 2013-01-01 EMILY HANEY 2014-07-08
001 2012-01-01 EMILY HANEY 2013-08-07 EMILY HANEY 2013-08-07
001 2011-01-01 EMILY HANEY 2012-09-26 DAVID OAKLEY 2012-09-26
001 2010-01-01 PERRIN MORSE 2011-09-14 DAVID OAKLEY 2011-09-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KATHRYN SPIECHA	2024-06-25
001	2022-01-01	KATHRYN SPIECHA	2023-09-21
001	2021-01-01	KATHRYN SPIECHA	2022-09-20
001	2020-01-01	KATHRYN SPIECHA	2021-07-16
001	2019-01-01	KATHRYN SPIECHA	2020-10-05
001	2018-01-01	KATHRYN SPIECHA	2019-07-18
001	2017-01-01	KATHRYN SPIECHA	2018-07-12
001	2016-01-01	KATHRYN SPIECHA	2017-06-12
001	2015-01-01	EMILY HANEY	2016-07-18
001	2014-01-01	EMILY HANEY	2015-07-27
001	2013-01-01	EMILY HANEY	2014-07-08
001	2012-01-01	EMILY HANEY	2013-08-07	EMILY HANEY	2013-08-07
001	2011-01-01	EMILY HANEY	2012-09-26	DAVID OAKLEY	2012-09-26
001	2010-01-01	PERRIN MORSE	2011-09-14	DAVID OAKLEY	2011-09-14

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Company Name:	BOONE & OAKLEY, LLC
Employer identification number (EIN):	562210010
NAIC Classification:	541800