Bolta Us, Inc. 401(K) Plan — Form 5500 plan (Bolta Us, 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, Bolta Us, Inc. 401(K) Plan is a benefit plan reported by Bolta Us, Inc. under EIN 47-1235583 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $43,400 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.2KPlan net assets, end of year$27,159
Participants597Covered participants reported
Assets / participant$73Computed: assets ÷ participants$73 (computed)
Provider compensation$25K1 Schedule C provider row(s)$25,049
- Plan sponsor
- Bolta Us, Inc.
- EIN
- 47-1235583
- Plan number
- 001
- Plan type
- 2
- Location
- Northport, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 597 | H, C | 20250430222724NAL0002559313001 |
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)$43.4K total assets
Net assets$27.2KLiabilities$16.2K
Full reported line items
Net assets
- Total assets (EOY)
- $43,400
- Total liabilities (EOY)
- $16,241
- Net assets (EOY)
- $27,159
- Net assets (BOY)
- $6,093,486
Income & contributions
- Employer contributions
- $138,379
- Participant contributions
- $193,231
- Total contributions
- $331,610
- Total income / additions
- $687,383
Expenses & distributions
- Benefits paid
- $6,728,661
- Administrative expenses
- $25,049
- Total expenses
- $6,753,710
- Net increase / (decrease)
- -$6,066,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $25,049 | $0 | 2023 |