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NAN B. BOLZ, PA 401(K) PLAN 401k Plan overview

Plan NameNAN B. BOLZ, PA 401(K) PLAN
Plan identification number 001

NAN B. BOLZ, PA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NAN B. BOLZ, PA has sponsored the creation of one or more 401k plans.

Company Name:NAN B. BOLZ, PA
Employer identification number (EIN):597231940
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAN B. BOLZ, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES BOLZ2024-06-04
0012022-01-01NAN B. BOLZ2023-05-03 CHARLES BOLZ2023-05-03
0012021-01-01NAN B. BOLZ2022-04-18 CHARLES BOLZ2022-04-18
0012020-01-01NAN B. BOLZ2021-04-15 CHARLES BOLZ2021-04-15
0012019-01-01NAN B. BOLZ2020-03-18 CHARLES BOLZ2020-03-18
0012018-01-01NAN B. BOLZ2019-04-16 CHARLES BOLZ2019-04-16
0012017-01-01NAN B. BOLZ2018-07-02 CHARLES BOLZ2018-07-02
0012016-01-01NAN B. BOLZ2017-02-13 CHARLES BOLZ2017-02-28
0012014-01-01NAN B. BOLZ2015-07-10
0012013-01-01NAN B. BOLZ2014-07-03 NAN B. BOLZ2014-07-03
0012012-01-01NAN B. BOLZ2013-04-22 NAN B. BOLZ2013-04-22
0012011-01-01NAN B. BOLZ2012-05-15 NAN B. BOLZ2012-05-15
0012010-01-01NAN B. BOLZ2011-06-13 NAN B. BOLZ2011-06-13

Plan Statistics for NAN B. BOLZ, PA 401(K) PLAN

401k plan membership statisitcs for NAN B. BOLZ, PA 401(K) PLAN

Measure Date Value
2025: NAN B. BOLZ, PA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-063
Total number of particpants at end of year2025-06-060
Number of Participants With Account Balances2025-06-060
Total number of particpants at beginning of year2025-06-054
Total number of particpants at end of year2025-06-053
Number of Participants With Account Balances2025-06-052
2024: NAN B. BOLZ, PA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-045
Total number of particpants at end of year2024-06-045
Number of Participants With Account Balances2024-06-043

Financial Data on NAN B. BOLZ, PA 401(K) PLAN

Measure Date Value
2025 : NAN B. BOLZ, PA 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-06313950
Net assets as of the end of the plan year2025-06-060
Total assets as of the beginning of the plan year2025-06-06305692
Value of plan covered by a fidelity bond2025-06-0670000
Other income to plan in this plan year2025-06-068258
Plan net income in this plan year2025-06-06-305692
Net assets as of the end of the plan year2025-06-060
Net assets as of the beginning of the plan year2025-06-06305692
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-06155
Total expenses incurred by plan in this plan year2025-06-05192320
Net assets as of the end of the plan year2025-06-05305692
Total assets as of the beginning of the plan year2025-06-05455123
Value of plan covered by a fidelity bond2025-06-0570000
Participant contributions to plan in this plan year2025-06-051800
Value of participant loans at end of plan year2025-06-050
Other income to plan in this plan year2025-06-0541089
Plan net income in this plan year2025-06-05-149431
Net assets as of the end of the plan year2025-06-05305692
Net assets as of the beginning of the plan year2025-06-05455123
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-05175
2024 : NAN B. BOLZ, PA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-04237522
Net assets as of the end of the plan year2024-06-04455123
Total assets as of the beginning of the plan year2024-06-04630727
Value of plan covered by a fidelity bond2024-06-0470000
Participant contributions to plan in this plan year2024-06-043600
Value of participant loans at end of plan year2024-06-043377
Other income to plan in this plan year2024-06-0458318
Plan net income in this plan year2024-06-04-175604
Net assets as of the end of the plan year2024-06-04455123
Net assets as of the beginning of the plan year2024-06-04630727
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-04110

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