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, Bolton & Menk, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bolton & Menk, Inc. under EIN 41-0832249 and plan number 003. The latest loaded filing year is 2023. The filing reports 907 participants and $60,240,124 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,240,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,240,124
- Net assets (BOY)
- $57,731,770
Income & contributions
- Employer contributions
- $4,233,229
- Total contributions
- $4,233,229
- Total income / additions
- $10,107,333
Expenses & distributions
- Benefits paid
- $6,110,969
- Administrative expenses
- $47,914
- Total expenses
- $6,158,883
- Net increase / (decrease)
- $3,948,450