401k Plan data: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN plan

WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN
Plan identification number	001

WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING 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.
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.
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

WOOD, BOYKIN & WOLTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WOOD, BOYKIN & WOLTER, P.C.

Employer identification number (EIN): 742553476

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN BELL 2023-04-20
001 2021-01-01 JOHN BELL 2022-07-29
001 2020-01-01 JOHN BELL 2021-05-07
001 2019-01-01 JOHN BELL 2020-06-10
001 2018-01-01 JOHN D. BELL 2019-05-06
001 2017-01-01 JOHN D. BELL 2018-10-04
001 2016-01-01 JOHN D. BELL 2017-10-13
001 2015-01-01 JOHN D. BELL 2016-10-03
001 2014-01-01 JOHN BELL JOHN BELL 2015-08-11
001 2013-01-01 KAREN TUCKER
001 2012-01-01 JOHN BELL JOHN BELL 2013-06-25
001 2011-01-01 JOHN BELL
001 2010-01-01 JOHN BELL
001 2009-01-01 JOHN BELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN BELL	2023-04-20
001	2021-01-01	JOHN BELL	2022-07-29
001	2020-01-01	JOHN BELL	2021-05-07
001	2019-01-01	JOHN BELL	2020-06-10
001	2018-01-01	JOHN D. BELL	2019-05-06
001	2017-01-01	JOHN D. BELL	2018-10-04
001	2016-01-01	JOHN D. BELL	2017-10-13
001	2015-01-01	JOHN D. BELL	2016-10-03
001	2014-01-01	JOHN BELL		JOHN BELL	2015-08-11
001	2013-01-01	KAREN TUCKER
001	2012-01-01	JOHN BELL		JOHN BELL	2013-06-25
001	2011-01-01	JOHN BELL
001	2010-01-01	JOHN BELL
001	2009-01-01	JOHN BELL

Plan Statistics for WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
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 6
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
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 6
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
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 5
Total of all active and inactive participants 2012-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
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 6
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
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 5
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 27
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: WOOD, BOYKIN & WOLTER 401(K) 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 21
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 4
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
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	6
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
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	6
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
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	5
Total of all active and inactive participants	2012-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
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	6
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
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	5
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	27
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: WOOD, BOYKIN & WOLTER 401(K) 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	21
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	4
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$356,593
Expenses. Total of all expenses incurred	2014-12-31	$92,957
Benefits paid (including direct rollovers)	2014-12-31	$92,357
Total plan assets at end of year	2014-12-31	$4,222,805
Total plan assets at beginning of year	2014-12-31	$3,959,169
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$147,243
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$2,944
Other income received	2014-12-31	$117,985
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$263,636
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,222,805
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,959,169
Assets. Value of participant loans	2014-12-31	$99,347
Total contributions received or receivable from employer(s)	2014-12-31	$88,421
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$600
2013 : WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$780,908
Expenses. Total of all expenses incurred	2013-12-31	$102,112
Benefits paid (including direct rollovers)	2013-12-31	$101,612
Total plan assets at end of year	2013-12-31	$3,959,169
Total plan assets at beginning of year	2013-12-31	$3,280,373
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$130,994
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$563,935
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$678,796
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,959,169
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,280,373
Assets. Value of participant loans	2013-12-31	$102,437
Total contributions received or receivable from employer(s)	2013-12-31	$85,979
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$500
2012 : WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$564,416
Expenses. Total of all expenses incurred	2012-12-31	$101,242
Benefits paid (including direct rollovers)	2012-12-31	$100,967
Total plan assets at end of year	2012-12-31	$3,280,373
Total plan assets at beginning of year	2012-12-31	$2,817,199
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$132,933
Other income received	2012-12-31	$350,491
Net income (gross income less expenses)	2012-12-31	$463,174
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,280,373
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,817,199
Assets. Value of participant loans	2012-12-31	$36,343
Total contributions received or receivable from employer(s)	2012-12-31	$80,992
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$153,404
Expenses. Total of all expenses incurred	2011-12-31	$76,154
Benefits paid (including direct rollovers)	2011-12-31	$75,551
Total plan assets at end of year	2011-12-31	$2,817,199
Total plan assets at beginning of year	2011-12-31	$2,739,949
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$111,513
Other income received	2011-12-31	$-35,496
Net income (gross income less expenses)	2011-12-31	$77,250
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,817,199
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,739,949
Assets. Value of participant loans	2011-12-31	$53,645
Total contributions received or receivable from employer(s)	2011-12-31	$77,387
Value of certain deemed distributions of participant loans	2011-12-31	$28
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$510,709
Expenses. Total of all expenses incurred	2010-12-31	$95,589
Benefits paid (including direct rollovers)	2010-12-31	$94,814
Total plan assets at end of year	2010-12-31	$2,739,949
Total plan assets at beginning of year	2010-12-31	$2,324,829
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$118,126
Other income received	2010-12-31	$320,016
Net income (gross income less expenses)	2010-12-31	$415,120
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,739,949
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,324,829
Assets. Value of participant loans	2010-12-31	$71,415
Total contributions received or receivable from employer(s)	2010-12-31	$72,567
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources	2009-12-31	$675,265
Expenses. Total of all expenses incurred	2009-12-31	$35,460
Benefits paid (including direct rollovers)	2009-12-31	$35,185
Total plan assets at end of year	2009-12-31	$2,324,829
Total plan assets at beginning of year	2009-12-31	$1,685,024
Total contributions received or receivable from participants	2009-12-31	$122,282
Other income received	2009-12-31	$481,704
Net income (gross income less expenses)	2009-12-31	$639,805
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$2,324,829
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$1,685,024
Assets. Value of participant loans	2009-12-31	$77,418
Total contributions received or receivable from employer(s)	2009-12-31	$71,279
Expenses. Administrative service providers (salaries,fees and commissions)	2009-12-31	$275
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 WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN

2014: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WOOD, BOYKIN & WOLTER 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WOOD, BOYKIN & WOLTER 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WOOD, BOYKIN & WOLTER 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WOOD, BOYKIN & WOLTER 401(K) 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: WOOD, BOYKIN & WOLTER 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WOOD, BOYKIN & WOLTER, P.C.
Employer identification number (EIN):	742553476
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers