Bollman Hat Company 401(K) 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 401(K) Plan is a benefit plan reported by Bollman Hat Company under EIN 23-1922616 and plan number 003. The latest loaded filing year is 2023. The filing reports 329 participants and $9,743,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bollman Hat Company
- EIN
- 23-1922616
- Plan number
- 003
- Plan type
- 2
- Location
- Adamstown, PA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $9,743,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241014082953NAL0026817857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,743,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,743,234
- Net assets (BOY)
- $8,288,920
Income & contributions
- Employer contributions
- $37,765
- Participant contributions
- $564,796
- Total contributions
- $618,732
- Total income / additions
- $2,153,159
Expenses & distributions
- Benefits paid
- $1,154,812
- Administrative expenses
- $35,649
- Total expenses
- $1,190,461
- Net increase / (decrease)
- $962,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,649 | $0 | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $15 | $0 | 2023 |