Bolton, CT Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bolton, CT has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $55,288,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $55,288,426
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $55,288,426
Contributions & income
- Employer contributions
- $985,728
- Participant contributions
- $2,536,697
- Total income / additions
- $13,797,624
Expenses & distributions
- Benefits paid / distributions
- $6,733,786
- Total expenses
- $6,817,167
- Net increase / (decrease)
- $6,980,457
Coverage
- Total reported participants
- 1,138
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bolton, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Simoniz Usa, Inc. 401(K) Profit Sharing Plan | Simoniz Usa, Inc. | $38,414,929 | 2023 |
| Bolton Veterinary Hospital, P.C. 401(K) Profit Sharing Plan | Bolton Veterinary Hospital, P.C. | $11,418,583 | 2023 |
| The Carlyle Johnson Machine Company LLC Retirement Plan & Trust | The Carlyle Johnson Machine Company, LLC | $5,454,914 | 2023 |
| Simoniz Usa, Inc. Employee Health And Welfare Plan | Simoniz Usa, Inc. | not reported in the loaded dataset | 2023 |
| Bolton Veterinary Hospital Health And Wellness Plan | Bolton Veterinary Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Bolton → · Bolton plans by participants → · Bolton plans with financial data → · Bolton plans with provider compensation → · $1B+ plans in Bolton →
Related Form 5500 pages
- All CT Form 5500 filings
- Simoniz Usa, Inc. 401(K) Profit Sharing Plan (plan 001)
- Simoniz Usa, Inc. — all reported plans
- Bolton Veterinary Hospital, P.C. 401(K) Profit Sharing Plan (plan 001)
- Bolton Veterinary Hospital, P.C. — all reported plans
- The Carlyle Johnson Machine Company LLC Retirement Plan & Trust (plan 001)
- The Carlyle Johnson Machine Company, LLC — all reported plans
- Simoniz Usa, Inc. Employee Health And Welfare Plan (plan 502)
- Bolton Veterinary Hospital Health And Wellness Plan (plan 501)
- Methodology
- Data sources