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 Partners, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bolton Partners, Inc. under EIN 52-1231144 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $46,656,279 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,656,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,656,279
- Net assets (BOY)
- $38,398,227
Income & contributions
- Employer contributions
- $829,170
- Participant contributions
- $1,534,973
- Total contributions
- $3,208,330
- Total income / additions
- $10,394,590
Expenses & distributions
- Benefits paid
- $2,129,159
- Administrative expenses
- $7,379
- Total expenses
- $2,136,538
- Net increase / (decrease)
- $8,258,052