Boatner & Pugh, LLC 401(k) Plan

Form 5500 filing data for plan year 2022.

Plan Snapshot

  • Plan Sponsor: Boatner & Pugh, LLC
  • Sponsor EIN: 010732554
  • Sponsor Address: 715 WALNUT ST 2ND FL, GADSDEN, AL, 359014138
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202317$3.1M$50,003$105,005
202216$2.6M$42,016$97,701

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