2023 Form 5500 filing — Bollman Hat Company 401(K) 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 20241014082953NAL0026817857001) for Bollman Hat Company 401(K) Plan, reported by Bollman Hat Company under EIN 23-1922616 and plan number 003. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.7MReported net assets$9,743,234
Participants329
Provider compensation$35.7K2 Schedule C row(s)$35,664
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014082953NAL0026817857001
- Plan sponsor
- Bollman Hat Company
- EIN
- 23-1922616
- Plan number
- 003
- Location
- Adamstown, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,743,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,743,234
- Employer contributions
- $37,765
- Participant contributions
- $564,796
- Total income / additions
- $2,153,159
- Benefits paid
- $1,154,812
- Administrative expenses
- $35,649
- Total expenses
- $1,190,461
- Net increase / (decrease)
- $962,698
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,649 | $0 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $15 | $0 |