Bollman Hat Company 401(K) Plan — Form 5500 plan (Bollman Hat Company)
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, Bollman Hat Company 401(K) Plan is a benefit plan reported by Bollman Hat Company under EIN 23-1922616 and plan number 003. The latest loaded filing year is 2023. The filing reports 329 participants and $9,743,234 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.7MPlan net assets, end of year$9,743,234
Participants329Covered participants reported
Assets / participant$29.6KComputed: assets ÷ participants$29,615 (computed)
Provider compensation$35.7K2 Schedule C provider row(s)$35,664
- Plan sponsor
- Bollman Hat Company
- EIN
- 23-1922616
- Plan number
- 003
- Plan type
- 2
- Location
- Adamstown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241014082953NAL0026817857001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,743,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,743,234
- Net assets (BOY)
- $8,288,920
Income & contributions
- Employer contributions
- $37,765
- Participant contributions
- $564,796
- Total contributions
- $618,732
- Total income / additions
- $2,153,159
Expenses & distributions
- Benefits paid
- $1,154,812
- Administrative expenses
- $35,649
- Total expenses
- $1,190,461
- Net increase / (decrease)
- $962,698
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
94%
Employer 6%Participant 94%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,649 | $0 | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $15 | $0 | 2023 |