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| Plan Name | BOSTON TRUST PROFIT SHARING & 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BOSTON TRUST WALDEN COMPANY |
| Employer identification number (EIN): | 042273811 |
| NAIC Classification: | 541310 |
| NAIC Description: | Architectural Services |
Additional information about BOSTON TRUST WALDEN COMPANY
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2012-08-07 |
| Company Identification Number: | 0801636711 |
| Legal Registered Office Address: |
1 BEACON ST FL 34 800 BRAZOS, SUITE 400 BOSTON United States of America (USA) 02108 |
More information about BOSTON TRUST WALDEN COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ANN WARD | 2024-08-15 | ANN WARD | 2024-08-15 |
| 002 | 2022-01-01 | ANN WARD | 2023-07-03 | ANN WARD | 2023-07-03 |
| 002 | 2021-01-01 | ANN WARD | 2022-06-15 | ||
| 002 | 2021-01-01 | ANN WARD | 2022-06-16 | ||
| 002 | 2020-01-01 | ANN WARD | 2021-07-29 | JENNIFER ELLIS | 2021-07-29 |
| 002 | 2019-01-01 | ANN WARD | 2020-05-27 | JENNIFER ELLIS | 2020-05-28 |
| 002 | 2018-01-01 | ANN WARD | 2019-08-28 | ||
| 002 | 2017-01-01 | ANN WARD | 2018-06-11 | ||
| 002 | 2016-01-01 | ANN WARD | 2017-07-05 | ANN WARD | 2017-07-05 |
| 002 | 2015-01-01 | ANN WARD | 2016-06-16 | ANN WARD | 2016-06-16 |
| 002 | 2014-01-01 | ANN WARD | 2015-06-17 | ||
| 002 | 2014-01-01 | ANN WARD | 2015-07-29 | ||
| 002 | 2013-01-01 | ANN WARD | 2014-06-10 | ANN WARD | 2014-06-10 |
| 002 | 2012-01-01 | ANN WARD | 2013-07-17 | ANN WARD | 2013-07-17 |
| 002 | 2011-01-01 | ANN WARD | 2012-07-30 | ANN WARD | 2012-07-30 |
| 002 | 2010-01-01 | ANN WARD | 2011-07-01 | ANN WARD | 2011-07-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BOSTON TRUST PROFIT SHARING & 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-03 | 806516 |
| Net assets as of the end of the plan year | 2025-09-03 | 62293185 |
| Total assets as of the beginning of the plan year | 2025-09-03 | 49992446 |
| Value of plan covered by a fidelity bond | 2025-09-03 | 10000000 |
| Participant contributions to plan in this plan year | 2025-09-03 | 1432118 |
| Other contributions to plan in this plan year | 2025-09-03 | 102953 |
| Other income to plan in this plan year | 2025-09-03 | 9408326 |
| Plan net income in this plan year | 2025-09-03 | 12300739 |
| Net assets as of the end of the plan year | 2025-09-03 | 62293185 |
| Net assets as of the beginning of the plan year | 2025-09-03 | 49992446 |
| Employer contributions to plan in this plan year | 2025-09-03 | 2163858 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-03 | 3458 |
| 2024 : BOSTON TRUST PROFIT SHARING & 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-08-15 | 2423107 |
| Net assets as of the end of the plan year | 2024-08-15 | 49992446 |
| Total assets as of the beginning of the plan year | 2024-08-15 | 40189529 |
| Value of plan covered by a fidelity bond | 2024-08-15 | 10000000 |
| Participant contributions to plan in this plan year | 2024-08-15 | 1280545 |
| Other contributions to plan in this plan year | 2024-08-15 | 47231 |
| Other income to plan in this plan year | 2024-08-15 | 8821803 |
| Plan net income in this plan year | 2024-08-15 | 9802917 |
| Net assets as of the end of the plan year | 2024-08-15 | 49992446 |
| Net assets as of the beginning of the plan year | 2024-08-15 | 40189529 |
| Employer contributions to plan in this plan year | 2024-08-15 | 2076445 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-15 | 3559 |
| 2022 : BOSTON TRUST PROFIT SHARING & 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-16 | 2524788 |
| Net assets as of the end of the plan year | 2022-06-16 | 47224150 |
| Total assets as of the beginning of the plan year | 2022-06-16 | 39626288 |
| Value of plan covered by a fidelity bond | 2022-06-16 | 10000000 |
| Participant contributions to plan in this plan year | 2022-06-16 | 1050312 |
| Other contributions to plan in this plan year | 2022-06-16 | 129648 |
| Other income to plan in this plan year | 2022-06-16 | 7317125 |
| Plan net income in this plan year | 2022-06-16 | 7597862 |
| Net assets as of the end of the plan year | 2022-06-16 | 47224150 |
| Net assets as of the beginning of the plan year | 2022-06-16 | 39626288 |
| Employer contributions to plan in this plan year | 2022-06-16 | 1625565 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-16 | 3143 |
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