401k Plan data: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN plan

DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN
Plan identification number	002

DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

DOSHIER, PICKENS & FRANCIS, LLC has sponsored the creation of one or more 401k plans.

Company Name: DOSHIER, PICKENS & FRANCIS, LLC

Employer identification number (EIN): 263902769

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

Additional information about DOSHIER, PICKENS & FRANCIS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-12-19

Company Identification Number: 0801065076

Legal Registered Office Address: 301 S POLK ST STE 800

AMARILLO
United States of America (USA)
79101

More information about DOSHIER, PICKENS & FRANCIS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL YOUNG 2024-04-29 MICHAEL YOUNG 2024-04-29
002 2022-01-01 MICHAEL YOUNG 2023-05-23 MICHAEL YOUNG 2023-05-23
002 2021-01-01 MICHAEL YOUNG 2022-07-08 MICHAEL YOUNG 2022-07-08
002 2020-01-01 MICHAEL YOUNG 2021-05-24 MICHAEL YOUNG 2021-05-24
002 2019-01-01 MICHAEL YOUNG 2020-05-26 MICHAEL YOUNG 2020-05-26
002 2018-01-01 MICHAEL YOUNG 2019-07-24 MICHAEL YOUNG 2019-07-24
002 2017-01-01 MICHAEL YOUNG 2018-06-19 MICHAEL YOUNG 2018-06-19
002 2016-01-01 MICHAEL YOUNG 2017-06-07 MICHAEL YOUNG 2017-06-07
002 2015-01-01 MICHAEL YOUNG 2016-05-26 MICHAEL YOUNG 2016-05-26
002 2014-01-01 MICHAEL YOUNG 2015-05-13 MICHAEL YOUNG 2015-05-13
002 2013-01-01 MICHAEL YOUNG 2014-06-04 MICHAEL YOUNG 2014-06-04
002 2012-01-01 MICHAEL YOUNG MICHAEL YOUNG 2013-05-15
002 2011-01-01 MICHAEL YOUNG MICHAEL YOUNG 2012-07-25
002 2010-01-01 MICHAEL YOUNG MICHAEL YOUNG 2011-06-20
002 2009-01-01 MICHAEL YOUNG MICHAEL YOUNG 2010-08-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MICHAEL YOUNG	2024-04-29	MICHAEL YOUNG	2024-04-29
002	2022-01-01	MICHAEL YOUNG	2023-05-23	MICHAEL YOUNG	2023-05-23
002	2021-01-01	MICHAEL YOUNG	2022-07-08	MICHAEL YOUNG	2022-07-08
002	2020-01-01	MICHAEL YOUNG	2021-05-24	MICHAEL YOUNG	2021-05-24
002	2019-01-01	MICHAEL YOUNG	2020-05-26	MICHAEL YOUNG	2020-05-26
002	2018-01-01	MICHAEL YOUNG	2019-07-24	MICHAEL YOUNG	2019-07-24
002	2017-01-01	MICHAEL YOUNG	2018-06-19	MICHAEL YOUNG	2018-06-19
002	2016-01-01	MICHAEL YOUNG	2017-06-07	MICHAEL YOUNG	2017-06-07
002	2015-01-01	MICHAEL YOUNG	2016-05-26	MICHAEL YOUNG	2016-05-26
002	2014-01-01	MICHAEL YOUNG	2015-05-13	MICHAEL YOUNG	2015-05-13
002	2013-01-01	MICHAEL YOUNG	2014-06-04	MICHAEL YOUNG	2014-06-04
002	2012-01-01	MICHAEL YOUNG		MICHAEL YOUNG	2013-05-15
002	2011-01-01	MICHAEL YOUNG		MICHAEL YOUNG	2012-07-25
002	2010-01-01	MICHAEL YOUNG		MICHAEL YOUNG	2011-06-20
002	2009-01-01	MICHAEL YOUNG		MICHAEL YOUNG	2010-08-04

Plan Statistics for DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2012: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 2
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
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 2
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 3
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2012: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	2
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
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	2
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	3
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2012 : DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$362,654
Expenses. Total of all expenses incurred	2012-12-31	$276,014
Benefits paid (including direct rollovers)	2012-12-31	$250,604
Total plan assets at end of year	2012-12-31	$1,851,781
Total plan assets at beginning of year	2012-12-31	$1,765,141
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$99,715
Other income received	2012-12-31	$167,075
Net income (gross income less expenses)	2012-12-31	$86,640
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,851,781
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,765,141
Assets. Value of participant loans	2012-12-31	$74,721
Total contributions received or receivable from employer(s)	2012-12-31	$95,864
Value of certain deemed distributions of participant loans	2012-12-31	$25,410
2011 : DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,440
Expenses. Total of all expenses incurred	2011-12-31	$130,353
Benefits paid (including direct rollovers)	2011-12-31	$129,530
Total plan assets at end of year	2011-12-31	$1,765,141
Total plan assets at beginning of year	2011-12-31	$1,863,054
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$84,908
Other income received	2011-12-31	$-140,914
Net income (gross income less expenses)	2011-12-31	$-97,913
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,765,141
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,863,054
Assets. Value of participant loans	2011-12-31	$117,962
Total contributions received or receivable from employer(s)	2011-12-31	$88,446
Value of certain deemed distributions of participant loans	2011-12-31	$823
2010 : DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$430,669
Expenses. Total of all expenses incurred	2010-12-31	$36,244
Benefits paid (including direct rollovers)	2010-12-31	$36,244
Total plan assets at end of year	2010-12-31	$1,863,054
Total plan assets at beginning of year	2010-12-31	$1,468,629
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$78,685
Contributions received from other sources (not participants or employers)	2010-12-31	$66,314
Other income received	2010-12-31	$198,740
Net income (gross income less expenses)	2010-12-31	$394,425
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,863,054
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,468,629
Assets. Value of participant loans	2010-12-31	$57,347
Total contributions received or receivable from employer(s)	2010-12-31	$86,930

Form 5500 Responses for DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN

2012: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 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: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 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
2010: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan 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:	DOSHIER, PICKENS & FRANCIS, LLC
Employer identification number (EIN):	263902769
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-12-19
Company Identification Number:	0801065076
Legal Registered Office Address:	301 S POLK ST STE 800 AMARILLO United States of America (USA) 79101