Original filing (PDF)20230804100525NAL0021981297001

BOLTON & COMPANY

Name: BOLTON & COMPANY — BOLTON & COMPANY 401(K) PROFIT SHARING & TRUST, Form 5500 (2022)
Creator: BOLTON & COMPANY

Form 5500-SF

FILING_RECEIVED

BOLTON & COMPANY 401(K) PROFIT SHARING & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BOLTON & COMPANY

EIN

61-0999072

Address

325 W MAIN ST STE 2400 · LOUISVILLE, KY · 402024257

Phone

(502) 583-8361

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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