401k Plan data: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP plan

BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 401k Plan overview

Plan Name	BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP
Plan identification number	001

BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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.
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

BOSTON, HOLT & SOCKWELL, PLLC has sponsored the creation of one or more 401k plans.

Company Name: BOSTON, HOLT & SOCKWELL, PLLC

Employer identification number (EIN): 621299898

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 BEN BOSTON 2019-10-02 BEN BOSTON 2019-10-02
001 2017-01-01 BEN BOSTON 2018-10-02 BEN BOSTON 2018-10-02
001 2016-01-01 BEN BOSTON 2017-10-11 BEN BOSTON 2017-10-11
001 2015-01-01 BEN BOSTON
001 2014-01-01 BEN BOSTON
001 2013-01-01 BEN BOSTON
001 2012-01-01 GEORGE B. BOSTON
001 2011-01-01 GEORGE B. BOSTON
001 2010-01-01 GEORGE B. BOSTON
001 2009-01-01 GEORGE B. BOSTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	BEN BOSTON	2019-10-02	BEN BOSTON	2019-10-02
001	2017-01-01	BEN BOSTON	2018-10-02	BEN BOSTON	2018-10-02
001	2016-01-01	BEN BOSTON	2017-10-11	BEN BOSTON	2017-10-11
001	2015-01-01	BEN BOSTON
001	2014-01-01	BEN BOSTON
001	2013-01-01	BEN BOSTON
001	2012-01-01	GEORGE B. BOSTON
001	2011-01-01	GEORGE B. BOSTON
001	2010-01-01	GEORGE B. BOSTON
001	2009-01-01	GEORGE B. BOSTON

Plan Statistics for BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP

401k plan membership statisitcs for BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP

Measure Date Value
2015: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 0
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 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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 12
Total of all active and inactive participants 2012-01-01 12
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
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
2010: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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 12
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 0
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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 12
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 0
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
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	0
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	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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	12
Total of all active and inactive participants	2012-01-01	12
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
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
2010: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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	12
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	0
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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	12
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	0
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
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP

Measure	Date	Value
2015 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2015 401k financial data
Total income from all sources	2015-12-31	$9,905
Expenses. Total of all expenses incurred	2015-12-31	$217,678
Benefits paid (including direct rollovers)	2015-12-31	$195,847
Total plan assets at end of year	2015-12-31	$4,219,115
Total plan assets at beginning of year	2015-12-31	$4,426,888
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$5,234
Other income received	2015-12-31	$-72,171
Net income (gross income less expenses)	2015-12-31	$-207,773
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,219,115
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,426,888
Total contributions received or receivable from employer(s)	2015-12-31	$76,842
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$21,831
2014 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2014 401k financial data
Total income from all sources	2014-12-31	$349,070
Expenses. Total of all expenses incurred	2014-12-31	$21,265
Total plan assets at end of year	2014-12-31	$4,426,888
Total plan assets at beginning of year	2014-12-31	$4,099,083
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$232,230
Net income (gross income less expenses)	2014-12-31	$327,805
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,426,888
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,099,083
Total contributions received or receivable from employer(s)	2014-12-31	$116,840
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$21,265
2013 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2013 401k financial data
Total income from all sources	2013-12-31	$706,561
Expenses. Total of all expenses incurred	2013-12-31	$18,019
Total plan assets at end of year	2013-12-31	$4,099,083
Total plan assets at beginning of year	2013-12-31	$3,410,541
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$645,250
Net income (gross income less expenses)	2013-12-31	$688,542
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,099,083
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,410,541
Total contributions received or receivable from employer(s)	2013-12-31	$61,311
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,019
2012 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2012 401k financial data
Total income from all sources	2012-12-31	$479,803
Expenses. Total of all expenses incurred	2012-12-31	$12,829
Total plan assets at end of year	2012-12-31	$3,410,541
Total plan assets at beginning of year	2012-12-31	$2,943,567
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$342,785
Net income (gross income less expenses)	2012-12-31	$466,974
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,410,541
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,943,567
Total contributions received or receivable from employer(s)	2012-12-31	$137,018
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,829
2011 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2011 401k financial data
Total income from all sources	2011-12-31	$5,472
Total plan assets at end of year	2011-12-31	$2,943,567
Total plan assets at beginning of year	2011-12-31	$2,938,095
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-74,889
Net income (gross income less expenses)	2011-12-31	$5,472
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,943,567
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,938,095
Total contributions received or receivable from employer(s)	2011-12-31	$80,361
2010 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2010 401k financial data
Total income from all sources	2010-12-31	$308,395
Total plan assets at end of year	2010-12-31	$2,938,095
Total plan assets at beginning of year	2010-12-31	$2,629,700
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$221,485
Net income (gross income less expenses)	2010-12-31	$308,395
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,938,095
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,629,700
Total contributions received or receivable from employer(s)	2010-12-31	$86,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP

2015: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 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: BOSTON HOLT SOCKWELL & DURHAM PLLC 401K PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON, HOLT & SOCKWELL, PLLC
Employer identification number (EIN):	621299898
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers