Big Bolt 401(K) Plan — Form 5500 plan (Big Bolt, LLC)

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, Big Bolt 401(K) Plan is a benefit plan reported by Big Bolt, LLC under EIN 84-2623992 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $8,769,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Big Bolt, LLC
EIN
84-2623992
Plan number
001
Plan type
2
Location
Bloomingdale, IL
Latest filing year
2023
Participants
180
End-of-year plan assets
$8,769,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20240916094654NAL0000963091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,769,935
Total liabilities (EOY)
$0
Net assets (EOY)
$8,769,935
Net assets (BOY)
$7,108,879

Income & contributions

Employer contributions
$174,966
Participant contributions
$460,138
Total contributions
$689,220
Total income / additions
$1,912,373

Expenses & distributions

Benefits paid
$669,678
Administrative expenses
$21,049
Total expenses
$699,479
Net increase / (decrease)
$1,212,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$21,049$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$11,2492023

Related Form 5500 pages