Plan5500

Bold Holdings LLC — 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, Bold Holdings LLC (EIN 66-0839149) is a plan sponsor located in Guaynabo, PR with 2 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
66-0839149
Location
Guaynabo, PR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bold Holdings LLC

  • 2 loaded plans hold $3.1M in reported assets.
  • The largest, Bold Holdings LLC Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 230 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,130,348
Total reported assets$3.1M$3,130,348
Total reported participants230
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities—
Contributions & income
Employer contributions$180.1K
Participant contributions$480.9K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$141.7K
Total expenses$188.7K
Net increase / (decrease)$920.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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 assets100%Bold Holdings LLC Retirement Plan
Participants per plan115Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bold Holdings LLC Retirement Plan$3.1M
    Plan #001 · 118 participants · 2023
  2. 2
    Bold Health & Dentalnot reported in the loaded dataset
    Plan #501 · 112 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bold Holdings LLC. Open one for its full reported snapshot.

  1. 2023
    Bold Holdings LLC Retirement Plan118 participants · 2Sch I
    View filing →
  2. 2023
    Bold Health & Dental112 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bold Holdings LLC report on Form 5500?
Bold Holdings LLC (EIN 66-0839149) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bold Holdings LLC?
The Employer Identification Number (EIN) reported for Bold Holdings LLC is 66-0839149.
What is the latest Form 5500 filing year for Bold Holdings LLC?
The latest loaded Form 5500 filing year for Bold Holdings LLC is 2023.

Related Form 5500 pages