2023 Form 5500 filing — The Boldt Company'S Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807175742NAL0004011873001) for The Boldt Company'S Retirement Plan, reported by The Boldt Group Inc under EIN 39-1481879 and plan number 001. It reports 943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807175742NAL0004011873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boldt Group Inc
- EIN
- 39-1481879
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,485,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,485,828
- Employer contributions
- $3,087,335
- Participant contributions
- $7,940,615
- Total income / additions
- $32,886,040
- Benefits paid
- $8,978,495
- Administrative expenses
- $174,103
- Total expenses
- $9,152,598
- Net increase / (decrease)
- $23,733,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $101,778 | not reported in the loaded dataset |
| Francis Investment Counsel LLC | NONE | $55,000 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $17,325 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |