The Boldt Company'S Retirement Plan — Form 5500 plan (The Boldt Group Inc)
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, The Boldt Company'S Retirement Plan is a benefit plan reported by The Boldt Group Inc under EIN 39-1481879 and plan number 001. The latest loaded filing year is 2023. The filing reports 943 participants and $134,485,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Boldt Group Inc
- EIN
- 39-1481879
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 943
- End-of-year plan assets
- $134,485,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 943 | H, C | 20240807175742NAL0004011873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,485,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,485,828
- Net assets (BOY)
- $110,752,386
Income & contributions
- Employer contributions
- $3,087,335
- Participant contributions
- $7,940,615
- Total contributions
- $12,811,332
- Total income / additions
- $32,886,040
Expenses & distributions
- Benefits paid
- $8,978,495
- Administrative expenses
- $174,103
- Total expenses
- $9,152,598
- Net increase / (decrease)
- $23,733,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $101,778 | not reported in the loaded dataset | 2023 |
| Francis Investment Counsel LLC | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $17,325 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Boldt Group Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Francis Investment Counsel LLC — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation