How big is Bolton, Inc.'s plan?

Bolton, Inc.'s plan reported $3.0M in assets and 57 participants for 2023.

Original filing (PDF)20240318134509NAL0006849568001

Bolton, Inc.

Name: Bolton, Inc. — Bolton, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Bolton, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bolton, Inc. 401(k) Plan

401(k) retirement plan · Bolton, Inc.'s Bolton, Inc. 401(k) Plan held $3.0M in plan assets for 57 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Bolton, Inc.'s EIN is 99-0254572.

EIN 99-0254572

Plan number 002

Plan year 2023

ACK ID 20240318134509NAL0006849568001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bolton, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bolton, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

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

Plan sponsor

Name

BOLTON, INC.

EIN

all filings

Address

73-4174 HULIKOA DRIVE · PO BOX 909 · KAILUA KONA, HI · 967450909

Phone

(808) 329-8240

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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