Bollman Hat Company Employee Stock Ownership Plan — Form 5500 plan (Bollman Hat Company)

Plain-English plan 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, Bollman Hat Company Employee Stock Ownership Plan is a benefit plan reported by Bollman Hat Company under EIN 23-1922616 and plan number 002. The latest loaded filing year is 2023. The filing reports 427 participants and $21,957,743 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.7MPlan net assets, end of year$17,734,015
Participants427Covered participants reported
Assets / participant$51.4KComputed: assets ÷ participants$51,423 (computed)
Provider compensationNone reported
Plan sponsor
Bollman Hat Company
EIN
23-1922616
Plan number
002
Plan type
2
Location
Adamstown, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H20241015121932NAL0049338704001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22M total assets
Net assets$17.7MLiabilities$4.2M
Money in vs. money out
Total income / additions-$1.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$21,957,743
Total liabilities (EOY)
$4,223,728
Net assets (EOY)
$17,734,015
Net assets (BOY)
$21,109,752

Income & contributions

Employer contributions
$1,725,001
Total contributions
$1,725,349
Total income / additions
-$1,438,614

Expenses & distributions

Benefits paid
$1,360,970
Administrative expenses
$575
Total expenses
$1,445,507
Net increase / (decrease)
-$2,884,121
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages