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BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BOLTON AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BOLTON AND COMPANY
Employer identification number (EIN):951047540
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JULIE BOWMAN2023-10-16
0022021-01-01JULIE BOWMAN2022-10-13
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULIE BOWMAN
0022016-01-01STEVEN BROCKMEYER
0022015-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2016-10-13
0022014-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2015-10-07
0022013-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2014-10-13
0022012-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2013-10-04
0022011-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2012-09-04
0022010-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2011-09-23
0022009-01-01STEVEN BROCKMEYER STEVEN BROCKMEYER2010-09-17

Plan Statistics for BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01220
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01161
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01220
Number of participants with account balances2022-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01220
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01136
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01220
Number of participants with account balances2021-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01218
Number of participants with account balances2020-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01214
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01217
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01206
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01209
Number of participants with account balances2017-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01192
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01167
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01168
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01161
Total number of active participants reported on line 7a of the Form 55002013-01-0191
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01159
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-0188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01158
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01160
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0161
Total of all active and inactive participants2010-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01156
Number of participants with account balances2010-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01153
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$5,279,990
Total unrealized appreciation/depreciation of assets2022-12-31$5,279,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
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$6,900,323
Total loss/gain on sale of assets2022-12-31$1,611,910
Total of all expenses incurred2022-12-31$11,651,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,603,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$20,485,151
Value of total assets at beginning of year2022-12-31$25,236,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,480
Total interest from all sources2022-12-31$4,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$10,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,751,252
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,485,151
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,236,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,424,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,356,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,356,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$17,060,268
Assets. Invements in employer securities at beginning of year2022-12-31$11,779,709
Income. Dividends from common stock2022-12-31$3,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,603,095
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$100,415
Contract administrator fees2022-12-31$38,330
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,611,910
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2022-12-31954659692
2021 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-21,528,434
Total unrealized appreciation/depreciation of assets2021-12-31$-21,528,434
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$56,487,900
Total loss/gain on sale of assets2021-12-31$75,587,480
Total of all expenses incurred2021-12-31$82,219,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$82,151,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$25,236,403
Value of total assets at beginning of year2021-12-31$50,967,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,623
Total interest from all sources2021-12-31$73,280
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,221,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$76,813
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-25,731,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,236,403
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,967,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,793,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,356,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,013,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,013,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$73,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,134,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$11,779,709
Assets. Invements in employer securities at beginning of year2021-12-31$33,308,143
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$219,781
Income. Dividends from common stock2021-12-31$1,144,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$82,151,644
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$100,415
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,520,018
Contract administrator fees2021-12-31$67,623
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$8,112,875
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$75,587,480
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2021-12-31954659692
2020 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,530,001
Total unrealized appreciation/depreciation of assets2020-12-31$8,530,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$270
Total income from all sources (including contributions)2020-12-31$13,130,221
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,024,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,908,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$219,781
Value of total assets at end of year2020-12-31$50,967,770
Value of total assets at beginning of year2020-12-31$39,861,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$115,903
Total interest from all sources2020-12-31$72,552
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,076,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$236,973
Administrative expenses professional fees incurred2020-12-31$114,759
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$1,219,231
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,106,136
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,967,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,861,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,793,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,504,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,013,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,131,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,131,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$72,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,231,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$33,308,143
Assets. Invements in employer securities at beginning of year2020-12-31$25,997,373
Contributions received in cash from employer2020-12-31$219,781
Employer contributions (assets) at end of year2020-12-31$219,781
Employer contributions (assets) at beginning of year2020-12-31$200,511
Income. Dividends from common stock2020-12-31$2,839,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,908,182
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,520,018
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,244,293
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,112,875
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,782,967
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$270
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2020-12-31954659692
2019 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,571,448
Total unrealized appreciation/depreciation of assets2019-12-31$3,571,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,257
Total income from all sources (including contributions)2019-12-31$7,869,473
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,505,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,401,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$200,511
Value of total assets at end of year2019-12-31$39,861,904
Value of total assets at beginning of year2019-12-31$33,499,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$104,447
Total interest from all sources2019-12-31$100,153
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,281,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$234,608
Administrative expenses professional fees incurred2019-12-31$104,447
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$1,006,971
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,363,679
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,861,634
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,497,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,504,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$668,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,131,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$691,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$691,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$100,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,715,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$25,997,373
Assets. Invements in employer securities at beginning of year2019-12-31$23,432,896
Contributions received in cash from employer2019-12-31$200,511
Employer contributions (assets) at end of year2019-12-31$200,511
Employer contributions (assets) at beginning of year2019-12-31$175,182
Income. Dividends from common stock2019-12-31$2,047,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,400,360
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,244,293
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,270,805
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,782,967
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,260,495
Liabilities. Value of benefit claims payable at end of year2019-12-31$270
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,257
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2019-12-31954659692
2018 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,720,923
Total unrealized appreciation/depreciation of assets2018-12-31$2,720,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,097
Total income from all sources (including contributions)2018-12-31$4,096,770
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,989,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,895,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$175,182
Value of total assets at end of year2018-12-31$33,499,212
Value of total assets at beginning of year2018-12-31$32,401,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,723
Total interest from all sources2018-12-31$79,518
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,075,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$236,206
Administrative expenses professional fees incurred2018-12-31$94,723
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$464,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,106,817
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,497,955
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,391,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$668,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$610,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$691,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,803,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,803,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$79,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-954,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$23,432,896
Assets. Invements in employer securities at beginning of year2018-12-31$20,711,973
Contributions received in cash from employer2018-12-31$175,182
Employer contributions (assets) at end of year2018-12-31$175,182
Employer contributions (assets) at beginning of year2018-12-31$164,257
Income. Dividends from common stock2018-12-31$1,839,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,895,230
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,270,805
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$364,754
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$6,260,495
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,282,677
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,257
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$10,097
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2018-12-31954659692
2017 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,105,295
Total unrealized appreciation/depreciation of assets2017-12-31$2,105,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,000
Total income from all sources (including contributions)2017-12-31$4,984,530
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,337,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,268,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$164,257
Value of total assets at end of year2017-12-31$32,401,235
Value of total assets at beginning of year2017-12-31$30,753,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,592
Total interest from all sources2017-12-31$40,075
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,640,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$192,410
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$1,967,876
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$464,143
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$34,534
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,646,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,391,138
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,744,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$56,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$610,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$176,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,803,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,988,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,988,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40,075
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$55,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$20,711,973
Assets. Invements in employer securities at beginning of year2017-12-31$21,227,945
Contributions received in cash from employer2017-12-31$164,257
Employer contributions (assets) at end of year2017-12-31$164,257
Employer contributions (assets) at beginning of year2017-12-31$138,177
Income. Dividends from common stock2017-12-31$2,447,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,268,374
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$364,754
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$268,298
Contract administrator fees2017-12-31$13,399
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,282,677
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,898,436
Liabilities. Value of benefit claims payable at end of year2017-12-31$10,097
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$9,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2017-12-31954659692
2016 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,319,719
Total unrealized appreciation/depreciation of assets2016-12-31$2,319,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,293,282
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,703,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,665,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$138,177
Value of total assets at end of year2016-12-31$30,753,574
Value of total assets at beginning of year2016-12-31$27,154,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,009
Total interest from all sources2016-12-31$23,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,797,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$126,998
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$102
Administrative expenses (other) incurred2016-12-31$33,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,590,235
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,744,574
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,154,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$176,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$90,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,988,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,653,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,653,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$23,978
Asset value of US Government securities at end of year2016-12-31$55,545
Asset value of US Government securities at beginning of year2016-12-31$108,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$21,227,945
Assets. Invements in employer securities at beginning of year2016-12-31$19,240,126
Contributions received in cash from employer2016-12-31$138,177
Employer contributions (assets) at end of year2016-12-31$138,177
Employer contributions (assets) at beginning of year2016-12-31$166,370
Income. Dividends from common stock2016-12-31$2,670,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,665,038
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$268,298
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$256,028
Contract administrator fees2016-12-31$4,511
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,898,436
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,639,109
Liabilities. Value of benefit claims payable at end of year2016-12-31$9,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2016-12-31954659692
2015 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,645,874
Total unrealized appreciation/depreciation of assets2015-12-31$3,645,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,930,696
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,999,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,955,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$166,370
Value of total assets at end of year2015-12-31$27,154,339
Value of total assets at beginning of year2015-12-31$23,222,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,419
Total interest from all sources2015-12-31$14,193
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,104,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$113,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$1,370,379
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,272
Administrative expenses (other) incurred2015-12-31$30,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,931,606
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,154,339
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,222,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$90,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,653,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,121,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,121,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,193
Asset value of US Government securities at end of year2015-12-31$108,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$19,240,126
Assets. Invements in employer securities at beginning of year2015-12-31$16,895,070
Contributions received in cash from employer2015-12-31$166,370
Employer contributions (assets) at end of year2015-12-31$166,370
Employer contributions (assets) at beginning of year2015-12-31$220,000
Income. Dividends from common stock2015-12-31$1,991,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,955,671
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$256,028
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$216,038
Contract administrator fees2015-12-31$12,601
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,639,109
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,707,661
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2015-12-31954659692
2014 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,088,719
Total unrealized appreciation/depreciation of assets2014-12-31$3,088,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,760,817
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,887,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,863,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$486,667
Value of total assets at end of year2014-12-31$23,222,733
Value of total assets at beginning of year2014-12-31$18,349,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,703
Total interest from all sources2014-12-31$22,873
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,162,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$36,762
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$1,863,481
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,272
Administrative expenses (other) incurred2014-12-31$19,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,873,633
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,222,733
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,349,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,121,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,557,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,557,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$22,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$16,895,070
Assets. Invements in employer securities at beginning of year2014-12-31$15,740,632
Contributions received in cash from employer2014-12-31$486,667
Employer contributions (assets) at end of year2014-12-31$220,000
Income. Dividends from common stock2014-12-31$3,125,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,863,481
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$216,038
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$312,199
Contract administrator fees2014-12-31$4,149
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,707,661
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$678,352
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2014-12-31954659692
2013 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,735,954
Total unrealized appreciation/depreciation of assets2013-12-31$3,735,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$71,678
Expenses. Interest paid2013-12-31$1,433
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$1,433
Total income from all sources (including contributions)2013-12-31$6,076,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$979,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$968,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$800,000
Value of total assets at end of year2013-12-31$18,349,100
Value of total assets at beginning of year2013-12-31$13,323,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,092
Total interest from all sources2013-12-31$16,140
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,524,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,994
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$372,758
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,097,581
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,349,100
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,251,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,557,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$490,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$490,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$15,740,632
Assets. Invements in employer securities at beginning of year2013-12-31$12,453,906
Contributions received in cash from employer2013-12-31$800,000
Income. Dividends from common stock2013-12-31$1,514,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$968,567
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$312,199
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$279,933
Contract administrator fees2013-12-31$4,092
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$678,352
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$98,879
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$71,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2013-12-31954659692
2012 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,798,759
Total unrealized appreciation/depreciation of assets2012-12-31$1,798,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$71,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$344,603
Expenses. Interest paid2012-12-31$19,517
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$19,517
Total income from all sources (including contributions)2012-12-31$3,168,498
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$846,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$813,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$775,000
Value of total assets at end of year2012-12-31$13,323,197
Value of total assets at beginning of year2012-12-31$11,273,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,885
Total interest from all sources2012-12-31$23,391
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$571,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$4,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,322,305
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,251,519
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,929,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$490,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$23,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$12,453,906
Assets. Invements in employer securities at beginning of year2012-12-31$10,655,147
Contributions received in cash from employer2012-12-31$775,000
Income. Dividends from common stock2012-12-31$566,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$813,791
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$279,933
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$455,271
Contract administrator fees2012-12-31$8,494
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$98,879
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$150,575
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$71,678
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$344,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2012-12-31954659692
2011 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$899,379
Total unrealized appreciation/depreciation of assets2011-12-31$899,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$344,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$596,745
Expenses. Interest paid2011-12-31$40,300
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$40,300
Total income from all sources (including contributions)2011-12-31$1,691,626
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,068,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,011,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$400,000
Value of total assets at end of year2011-12-31$11,273,817
Value of total assets at beginning of year2011-12-31$10,902,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,586
Total interest from all sources2011-12-31$46,129
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$346,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,976
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$78,100
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$8,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$622,987
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,929,214
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,306,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$468,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$806,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$806,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$46,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$10,655,147
Assets. Invements in employer securities at beginning of year2011-12-31$9,833,867
Contributions received in cash from employer2011-12-31$400,000
Income. Dividends from common stock2011-12-31$332,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,011,753
Contract administrator fees2011-12-31$8,578
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$150,575
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$262,197
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$344,603
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$596,745
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2011-12-31954659692
2010 : BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$321,080
Total unrealized appreciation/depreciation of assets2010-12-31$321,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$596,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$887,329
Expenses. Interest paid2010-12-31$60,331
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$60,331
Total income from all sources (including contributions)2010-12-31$960,995
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$565,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$488,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$400,183
Value of total assets at end of year2010-12-31$10,902,972
Value of total assets at beginning of year2010-12-31$10,797,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,431
Total interest from all sources2010-12-31$70,273
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$169,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,386
Administrative expenses professional fees incurred2010-12-31$16,408
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$395,651
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,306,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,910,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$806,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$774,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$774,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$70,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$9,833,867
Assets. Invements in employer securities at beginning of year2010-12-31$9,512,788
Contributions received in cash from employer2010-12-31$400,183
Income. Dividends from common stock2010-12-31$151,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$488,582
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$262,197
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$510,901
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$596,745
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$887,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN2010-12-31954659692

Form 5500 Responses for BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2022: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOLTON AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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