401k Plan data: J.K. BOATWRIGHT & CO., P.C. 401K PROFIT SHARING PLAN plan

J.K. BOATWRIGHT & CO., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	J.K. BOATWRIGHT & CO., P.C. 401K PROFIT SHARING PLAN
Plan identification number	001

J.K. BOATWRIGHT & CO., P.C. 401K 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
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

J.K. BOATWRIGHT & CO., P.C. has sponsored the creation of one or more 401k plans.

Company Name: J.K. BOATWRIGHT & CO., P.C.

Employer identification number (EIN): 581361259

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.K. BOATWRIGHT & CO., P.C. 401K 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 KENNETH EDWARDS 2024-09-07 KENNETH EDWARDS 2024-09-07
001 2022-01-01 KENNETH EDWARDS 2023-06-19 KENNETH EDWARDS 2023-06-19
001 2021-01-01 KENNETH EDWARDS 2022-08-11 KENNETH EDWARDS 2022-08-11
001 2020-01-01 SUSAN K BLACK 2021-08-18 SUSAN K BLACK 2021-08-18
001 2019-01-01 SUSAN BLACK 2020-04-16 SUSAN BLACK 2020-04-16
001 2018-01-01 SUSAN BLACK 2019-08-08 SUSAN BLACK 2019-08-08
001 2017-01-01 SUSAN BLACK 2018-08-14 SUSAN BLACK 2018-08-14
001 2016-01-01 SUSAN BLACK 2017-09-13 SUSAN BLACK 2017-09-13
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 J FASSE, TPA 2013-05-08
001 2011-01-01 SUSAN BLACK 2012-07-06 SUSAN BLACK 2012-07-06
001 2010-01-01 SUSAN BLACK 2011-06-28 SUSAN BLACK 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KENNETH EDWARDS	2024-09-07	KENNETH EDWARDS	2024-09-07
001	2022-01-01	KENNETH EDWARDS	2023-06-19	KENNETH EDWARDS	2023-06-19
001	2021-01-01	KENNETH EDWARDS	2022-08-11	KENNETH EDWARDS	2022-08-11
001	2020-01-01	SUSAN K BLACK	2021-08-18	SUSAN K BLACK	2021-08-18
001	2019-01-01	SUSAN BLACK	2020-04-16	SUSAN BLACK	2020-04-16
001	2018-01-01	SUSAN BLACK	2019-08-08	SUSAN BLACK	2019-08-08
001	2017-01-01	SUSAN BLACK	2018-08-14	SUSAN BLACK	2018-08-14
001	2016-01-01	SUSAN BLACK	2017-09-13	SUSAN BLACK	2017-09-13
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	J FASSE, TPA	2013-05-08
001	2011-01-01	SUSAN BLACK	2012-07-06	SUSAN BLACK	2012-07-06
001	2010-01-01	SUSAN BLACK	2011-06-28	SUSAN BLACK	2011-06-28

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Company Name:	J.K. BOATWRIGHT & CO., P.C.
Employer identification number (EIN):	581361259
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants