The Boldt Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (The Boldt Group, Inc.)
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, The Boldt Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by The Boldt Group, Inc. under EIN 39-1481879 and plan number 002. The latest loaded filing year is 2023. The filing reports 760 participants and $84,631,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Boldt Group, Inc.
- EIN
- 39-1481879
- Plan number
- 002
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 760
- End-of-year plan assets
- $84,631,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 760 | H | 20240916114451NAL0001418657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,631,075
- Total liabilities (EOY)
- $33,985,351
- Net assets (EOY)
- $50,645,724
- Net assets (BOY)
- $25,340,545
Income & contributions
- Employer contributions
- $3,043
- Total contributions
- $3,043
- Total income / additions
- $27,979,899
Expenses & distributions
- Benefits paid
- $961,515
- Administrative expenses
- $0
- Total expenses
- $2,674,720
- Net increase / (decrease)
- $25,305,179
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.