How big is David Bolton P.C.'s plan?

David Bolton P.C.'s plan reported $2.7M in assets and 2 participants for 2024.

Original filing (PDF)20250925112451NAL0010421059001

David Bolton P.C.

Name: David Bolton P.C. — David Bolton P.C. Retirement, Form 5500 (2024)
Creator: David Bolton P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Bolton P.C. Retirement Plan

Defined-contribution retirement plan · David Bolton P.C.'s David Bolton P.C. Retirement Plan held $2.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

David Bolton signed David Bolton P.C.'s 2024 Form 5500 as plan administrator.

David Bolton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Bolton P.C.'s EIN is 11-3556686.

EIN 11-3556686

Plan number 001

Plan year 2024

ACK ID 20250925112451NAL0010421059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Bolton P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Bolton P.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID BOLTON P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score