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, Bolton & Menk, Inc. 401(K) Plan is a benefit plan reported by Bolton & Menk, Inc. under EIN 41-0832249 and plan number 004. The latest loaded filing year is 2023. The filing reports 987 participants and $130,619,681 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,619,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,619,681
- Net assets (BOY)
- $104,272,861
Income & contributions
- Employer contributions
- $3,312,641
- Participant contributions
- $8,444,503
- Total contributions
- $14,120,450
- Total income / additions
- $32,299,511
Expenses & distributions
- Benefits paid
- $7,242,551
- Administrative expenses
- $150,236
- Total expenses
- $7,392,787
- Net increase / (decrease)
- $24,906,724