2023 Form 5500 filing — The Boldt Group, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916114451NAL0001418657001) for The Boldt Group, Inc. Employee Stock Ownership Plan, reported by The Boldt Group, Inc. under EIN 39-1481879 and plan number 002. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240916114451NAL0001418657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boldt Group, Inc.
- EIN
- 39-1481879
- Plan number
- 002
- Location
- Appleton, WI
- Participants
- 760
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,631,075
- Total liabilities (EOY)
- $33,985,351
- Net assets (EOY)
- $50,645,724
- Employer contributions
- $3,043
- Total income / additions
- $27,979,899
- Benefits paid
- $961,515
- Administrative expenses
- $0
- Total expenses
- $2,674,720
- Net increase / (decrease)
- $25,305,179
- Schedule source
- Schedule H