Daniel Coker Horton & Bell P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Daniel Coker Horton & Bell P.A.
  • Sponsor EIN: 640653454
  • Sponsor Address: 214 KEY DR., SUITE 2000, MADISON, MS, 39110
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 42
  • Total Assets: $39.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202442$39.0M$387,469$349,811
202354$37.0M$486,977$383,489
202250$32.4M$448,811$380,858

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