Original filing (PDF)20250812134633NAL0018340898001

BOLTON, SULLIVAN, TAYLOR & WEBER, LLP

Name: BOLTON, SULLIVAN, TAYLOR & WEBER, LLP — BOLTON, SULLIVAN, TAYLOR & WEBER LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOLTON, SULLIVAN, TAYLOR & WEBER, LLP

Form 5500-SF

FILING_RECEIVED

BOLTON, SULLIVAN, TAYLOR & WEBER LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLTON, SULLIVAN, TAYLOR & WEBER, LLP.

Plan sponsor

Name

BOLTON, SULLIVAN, TAYLOR & WEBER, LLP

EIN

75-1188801

Address

1023 N MALLARD · PALESTINE, TX · 75801

Phone

(903) 729-2229

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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