401k Plan data: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN plan

WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 401k Plan overview

Plan Name	WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN
Plan identification number	001

WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BOATNER & PUGH, LLC has sponsored the creation of one or more 401k plans.

Company Name: BOATNER & PUGH, LLC

Employer identification number (EIN): 010732554

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROGER C. BOATNER
001 2017-01-01 ROGER C. BOATNER
001 2016-01-01 ROGER C. BOATNER
001 2015-01-01 ROGER C. BOATNER
001 2014-01-01 ROGER C. BOATNER
001 2013-01-01 ROGER C. BOATNER
001 2012-01-01 SANFORD A. WILLIS
001 2011-01-01 SANFORD A. WILLIS
001 2010-01-01 SANFORD A. WILLIS
001 2009-01-01 SANFORD A. WILLIS

Plan Statistics for WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN

401k plan membership statisitcs for WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN

Measure Date Value
2023: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 17
Number of retired or separated participants receiving benefits 2023-01-01 11
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 28
Number of participants with account balances 2023-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 30
Total participants 2022-01-01 30
Number of participants with account balances 2022-01-01 30
2021: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of retired or separated participants receiving benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 28
Total participants 2021-01-01 28
Number of participants with account balances 2021-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 23
Total participants 2020-01-01 23
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 18
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
2018: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
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 3
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
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 1
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 1
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 1
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 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 12
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 1
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
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: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
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 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
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 1
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
2009: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 2
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 0
Total participants 2009-01-01 12

Measure	Date	Value
2023: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	17
Number of retired or separated participants receiving benefits	2023-01-01	11
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	28
Number of participants with account balances	2023-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	30
Total participants	2022-01-01	30
Number of participants with account balances	2022-01-01	30
2021: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of retired or separated participants receiving benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	28
Total participants	2021-01-01	28
Number of participants with account balances	2021-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	23
Total participants	2020-01-01	23
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	18
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
2018: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
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	3
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
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	1
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	1
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	1
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 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	12
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	1
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
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: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
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	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
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	1
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
2009: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	2
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	0
Total participants	2009-01-01	12

Financial Data on WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN

Measure	Date	Value
2023 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$650,551
Expenses. Total of all expenses incurred	2023-12-31	$161,629
Benefits paid (including direct rollovers)	2023-12-31	$161,629
Total plan assets at end of year	2023-12-31	$3,067,268
Total plan assets at beginning of year	2023-12-31	$2,578,346
Total contributions received or receivable from participants	2023-12-31	$105,005
Contributions received from other sources (not participants or employers)	2023-12-31	$6,964
Other income received	2023-12-31	$488,579
Net income (gross income less expenses)	2023-12-31	$488,922
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,067,268
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,578,346
Total contributions received or receivable from employer(s)	2023-12-31	$50,003
2022 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-421,406
Expenses. Total of all expenses incurred	2022-12-31	$1,336
Benefits paid (including direct rollovers)	2022-12-31	$1,336
Total plan assets at end of year	2022-12-31	$2,578,346
Total plan assets at beginning of year	2022-12-31	$3,001,088
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$97,701
Other income received	2022-12-31	$-561,123
Net income (gross income less expenses)	2022-12-31	$-422,742
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,578,346
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,001,088
Total contributions received or receivable from employer(s)	2022-12-31	$42,016
2021 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$526,990
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$3,001,088
Total plan assets at beginning of year	2021-12-31	$2,474,098
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$90,657
Other income received	2021-12-31	$395,349
Net income (gross income less expenses)	2021-12-31	$526,990
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,001,088
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,474,098
Total contributions received or receivable from employer(s)	2021-12-31	$40,984
2020 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$503,333
Expenses. Total of all expenses incurred	2020-12-31	$127,980
Benefits paid (including direct rollovers)	2020-12-31	$127,980
Total plan assets at end of year	2020-12-31	$2,474,098
Total plan assets at beginning of year	2020-12-31	$2,098,745
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$79,247
Contributions received from other sources (not participants or employers)	2020-12-31	$1,182
Other income received	2020-12-31	$383,556
Net income (gross income less expenses)	2020-12-31	$375,353
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,474,098
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,098,745
Total contributions received or receivable from employer(s)	2020-12-31	$39,348
2019 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$472,422
Expenses. Total of all expenses incurred	2019-12-31	$24,352
Benefits paid (including direct rollovers)	2019-12-31	$24,352
Total plan assets at end of year	2019-12-31	$2,098,745
Total plan assets at beginning of year	2019-12-31	$1,650,675
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$84,368
Other income received	2019-12-31	$360,229
Net income (gross income less expenses)	2019-12-31	$448,070
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,098,745
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,650,675
Total contributions received or receivable from employer(s)	2019-12-31	$27,825
2018 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-19,855
Expenses. Total of all expenses incurred	2018-12-31	$10,700
Benefits paid (including direct rollovers)	2018-12-31	$10,700
Total plan assets at end of year	2018-12-31	$1,650,675
Total plan assets at beginning of year	2018-12-31	$1,681,230
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$87,162
Other income received	2018-12-31	$-144,925
Net income (gross income less expenses)	2018-12-31	$-30,555
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,650,675
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,681,230
Total contributions received or receivable from employer(s)	2018-12-31	$37,908
2017 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$307,207
Expenses. Total of all expenses incurred	2017-12-31	$1,050,000
Benefits paid (including direct rollovers)	2017-12-31	$1,050,000
Total plan assets at end of year	2017-12-31	$1,681,230
Total plan assets at beginning of year	2017-12-31	$2,424,023
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$80,405
Other income received	2017-12-31	$166,802
Net income (gross income less expenses)	2017-12-31	$-742,793
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,681,230
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,424,023
Total contributions received or receivable from employer(s)	2017-12-31	$60,000
2016 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$220,699
Expenses. Total of all expenses incurred	2016-12-31	$1,535
Benefits paid (including direct rollovers)	2016-12-31	$1,535
Total plan assets at end of year	2016-12-31	$2,424,023
Total plan assets at beginning of year	2016-12-31	$2,204,859
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$66,443
Other income received	2016-12-31	$91,250
Net income (gross income less expenses)	2016-12-31	$219,164
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,424,023
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,204,859
Total contributions received or receivable from employer(s)	2016-12-31	$63,006
2015 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$125,845
Total plan assets at end of year	2015-12-31	$2,204,859
Total plan assets at beginning of year	2015-12-31	$2,079,014
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$82,552
Other income received	2015-12-31	$-20,107
Net income (gross income less expenses)	2015-12-31	$125,845
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,204,859
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,079,014
Total contributions received or receivable from employer(s)	2015-12-31	$63,400
2014 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$163,225
Expenses. Total of all expenses incurred	2014-12-31	$45,545
Benefits paid (including direct rollovers)	2014-12-31	$45,545
Total plan assets at end of year	2014-12-31	$2,079,014
Total plan assets at beginning of year	2014-12-31	$1,961,334
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$65,424
Other income received	2014-12-31	$34,893
Net income (gross income less expenses)	2014-12-31	$117,680
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,079,014
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,961,334
Total contributions received or receivable from employer(s)	2014-12-31	$62,908
2013 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$226,544
Total plan assets at end of year	2013-12-31	$1,961,334
Total plan assets at beginning of year	2013-12-31	$1,734,790
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$68,757
Other income received	2013-12-31	$92,787
Net income (gross income less expenses)	2013-12-31	$226,544
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,961,334
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,734,790
Total contributions received or receivable from employer(s)	2013-12-31	$65,000
2012 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$200,879
Expenses. Total of all expenses incurred	2012-12-31	$9,325
Benefits paid (including direct rollovers)	2012-12-31	$9,325
Total plan assets at end of year	2012-12-31	$1,734,790
Total plan assets at beginning of year	2012-12-31	$1,543,236
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$54,783
Other income received	2012-12-31	$80,012
Net income (gross income less expenses)	2012-12-31	$191,554
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,734,790
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,543,236
Total contributions received or receivable from employer(s)	2012-12-31	$66,084
2011 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$111,685
Expenses. Total of all expenses incurred	2011-12-31	$63,908
Benefits paid (including direct rollovers)	2011-12-31	$63,908
Total plan assets at end of year	2011-12-31	$1,543,236
Total plan assets at beginning of year	2011-12-31	$1,495,459
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$51,729
Other income received	2011-12-31	$-1,149
Net income (gross income less expenses)	2011-12-31	$47,777
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,543,236
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,495,459
Total contributions received or receivable from employer(s)	2011-12-31	$61,105
2010 : WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$190,297
Expenses. Total of all expenses incurred	2010-12-31	$41,558
Benefits paid (including direct rollovers)	2010-12-31	$41,348
Total plan assets at end of year	2010-12-31	$1,495,459
Total plan assets at beginning of year	2010-12-31	$1,346,720
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$62,016
Expenses. Other expenses not covered elsewhere	2010-12-31	$210
Other income received	2010-12-31	$70,084
Net income (gross income less expenses)	2010-12-31	$148,739
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,495,459
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,346,720
Total contributions received or receivable from employer(s)	2010-12-31	$58,197

Form 5500 Responses for WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN

2023: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 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: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 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: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIS BOATNER PUGH, LLC 401(K) AND PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOATNER & PUGH, LLC
Employer identification number (EIN):	010732554
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants