Plan5500

Bollman Hat Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 23-1922616) is a plan sponsor located in Adamstown, PA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1922616
Location
Adamstown, PA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.5MSummed across loaded plans$27,477,249
Total reported assets$31.7M$31,700,977
Total reported participants986
Total reported liabilities$4.2M$4,223,728

Reported net position

Reported assets = net assets + liabilities (summed)$31.7M total assets
Net assets$27.5MLiabilities$4.2M
Contributions & income
Employer contributions$1.8M
Participant contributions$564.8K
Total income / additions$714.5K
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)-$1.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets69%Bollman Hat Company Employee Stock Ownership Plan
Participants per plan329Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bollman Hat Company Employee Stock Ownership Plan$22M
    Plan #002 · 427 participants · 2023
  2. 2
    Bollman Hat Company 401(K) Plan$9.7M
    Plan #003 · 329 participants · 2023
  3. 3
    Health, Welfare And Flexible Benefits Plan For Bollman Hat Companynot reported in the loaded dataset
    Plan #502 · 230 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bollman Hat Company
YearPlanParticipantsSchedulesFiling
2023Health, Welfare And Flexible Benefits Plan For Bollman Hat Company230—20240719085251NAL0006948369001
2023Bollman Hat Company 401(K) Plan329H, C20241014082953NAL0026817857001
2023Bollman Hat Company Employee Stock Ownership Plan427H20241015121932NAL0049338704001

Related Form 5500 pages