BOSTON TRUST WALDEN COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOSTON TRUST WALDEN LARGE CAP IMPACT CIT
| Measure | Date | Value |
|---|
| 2023 : BOSTON TRUST WALDEN LARGE CAP IMPACT CIT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $11,060,192 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $11,060,192 |
| Total transfer of assets to this plan | 2023-12-31 | $12,486,135 |
| Total transfer of assets from this plan | 2023-12-31 | $835,370 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $61,220 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $84,453 |
| Total income from all sources (including contributions) | 2023-12-31 | $10,637,106 |
| Total loss/gain on sale of assets | 2023-12-31 | $-1,535,360 |
| Total of all expenses incurred | 2023-12-31 | $256,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $68,488,344 |
| Value of total assets at beginning of year | 2023-12-31 | $46,480,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $256,802 |
| Total interest from all sources | 2023-12-31 | $26,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,085,783 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $113,765 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $84,919 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $61,220 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $84,453 |
| Administrative expenses (other) incurred | 2023-12-31 | $34,286 |
| Value of net income/loss | 2023-12-31 | $10,380,304 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $68,427,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $46,396,055 |
| Investment advisory and management fees | 2023-12-31 | $203,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $504,676 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $203,444 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $203,444 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $26,491 |
| Income. Dividends from common stock | 2023-12-31 | $1,085,783 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $67,869,903 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $46,192,145 |
| Aggregate proceeds on sale of assets | 2023-12-31 | $14,747,821 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $16,283,181 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $11,060,192 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $11,060,192 |
| Total transfer of assets to this plan | 2023-01-01 | $12,486,135 |
| Total transfer of assets from this plan | 2023-01-01 | $835,370 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $61,220 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $84,453 |
| Total income from all sources (including contributions) | 2023-01-01 | $10,637,106 |
| Total loss/gain on sale of assets | 2023-01-01 | $-1,535,360 |
| Total of all expenses incurred | 2023-01-01 | $256,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $68,488,344 |
| Value of total assets at beginning of year | 2023-01-01 | $46,480,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $256,802 |
| Total interest from all sources | 2023-01-01 | $26,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,085,783 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $113,765 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $84,919 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $61,220 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $84,453 |
| Administrative expenses (other) incurred | 2023-01-01 | $34,286 |
| Value of net income/loss | 2023-01-01 | $10,380,304 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $68,427,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $46,396,055 |
| Investment advisory and management fees | 2023-01-01 | $203,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $504,676 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $26,491 |
| Income. Dividends from common stock | 2023-01-01 | $1,085,783 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $67,869,903 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $46,192,145 |
| Aggregate proceeds on sale of assets | 2023-01-01 | $14,747,821 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $16,283,181 |
| 2022 : BOSTON TRUST WALDEN LARGE CAP IMPACT CIT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-3,743,027 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-3,743,027 |
| Total transfer of assets to this plan | 2022-12-31 | $50,586,122 |
| Total transfer of assets from this plan | 2022-12-31 | $520,482 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $84,453 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-3,501,594 |
| Total loss/gain on sale of assets | 2022-12-31 | $-494,546 |
| Total of all expenses incurred | 2022-12-31 | $167,991 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $46,480,508 |
| Value of total assets at beginning of year | 2022-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $167,991 |
| Total interest from all sources | 2022-12-31 | $6,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $729,946 |
| Administrative expenses professional fees incurred | 2022-12-31 | $24,543 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $84,919 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $84,453 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $12,918 |
| Value of net income/loss | 2022-12-31 | $-3,669,585 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $46,396,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Investment advisory and management fees | 2022-12-31 | $130,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $203,444 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,033 |
| Income. Dividends from common stock | 2022-12-31 | $729,946 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $46,192,145 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
| Aggregate proceeds on sale of assets | 2022-12-31 | $37,161,814 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $37,656,360 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-02-25 | $-3,743,027 |
| Total unrealized appreciation/depreciation of assets | 2022-02-25 | $-3,743,027 |
| Total transfer of assets to this plan | 2022-02-25 | $50,586,122 |
| Total transfer of assets from this plan | 2022-02-25 | $520,482 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-25 | $84,453 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-25 | $0 |
| Total income from all sources (including contributions) | 2022-02-25 | $-3,501,594 |
| Total loss/gain on sale of assets | 2022-02-25 | $-494,546 |
| Total of all expenses incurred | 2022-02-25 | $167,991 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-25 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-02-25 | $0 |
| Value of total assets at end of year | 2022-02-25 | $46,480,508 |
| Value of total assets at beginning of year | 2022-02-25 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-02-25 | $167,991 |
| Total interest from all sources | 2022-02-25 | $6,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-02-25 | $729,946 |
| Administrative expenses professional fees incurred | 2022-02-25 | $24,543 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-02-25 | $84,919 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-02-25 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-02-25 | $84,453 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-02-25 | $0 |
| Administrative expenses (other) incurred | 2022-02-25 | $12,918 |
| Value of net income/loss | 2022-02-25 | $-3,669,585 |
| Value of net assets at end of year (total assets less liabilities) | 2022-02-25 | $46,396,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-02-25 | $0 |
| Investment advisory and management fees | 2022-02-25 | $130,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-02-25 | $203,444 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-02-25 | $6,033 |
| Income. Dividends from common stock | 2022-02-25 | $729,946 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-02-25 | $46,192,145 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-02-25 | $0 |
| Aggregate proceeds on sale of assets | 2022-02-25 | $37,161,814 |
| Aggregate carrying amount (costs) on sale of assets | 2022-02-25 | $37,656,360 |
