BOLTON & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOLTON & COMPANY 401(K) PROFIT SHARING & TRUST
| Measure | Date | Value |
|---|
| 2022 : BOLTON & COMPANY 401(K) PROFIT SHARING & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-15 | 9319 |
| Net assets as of the end of the plan year | 2022-07-15 | 7011823 |
| Total assets as of the beginning of the plan year | 2022-07-15 | 5884619 |
| Value of plan covered by a fidelity bond | 2022-07-15 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-15 | 77739 |
| Value of participant loans at end of plan year | 2022-07-15 | 17394 |
| Other expenses paid from plan in this plan year | 2022-07-15 | 0 |
| Other contributions to plan in this plan year | 2022-07-15 | 0 |
| Other income to plan in this plan year | 2022-07-15 | 989224 |
| Plan net income in this plan year | 2022-07-15 | 1127204 |
| Net assets as of the end of the plan year | 2022-07-15 | 7011823 |
| Net assets as of the beginning of the plan year | 2022-07-15 | 5884619 |
| Employer contributions to plan in this plan year | 2022-07-15 | 69560 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-15 | 569 |
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