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BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 401k Plan overview

Plan NameBOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN
Plan identification number 001

BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOLTHOUSE PROPERTIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:BOLTHOUSE PROPERTIES, LLC
Employer identification number (EIN):364571034
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about BOLTHOUSE PROPERTIES, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200507710003

More information about BOLTHOUSE PROPERTIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BRIAN CONNER
0012023-01-01
0012023-01-01BRIAN CONNER
0012022-01-01
0012022-01-01BRIAN CONNER
0012021-01-01
0012021-01-01BRIAN CONNER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN CONNER2018-04-11 BRIAN CONNER2018-04-11
0012016-01-01MARION ARNOLD2017-03-22 MARION ARNOLD2017-03-22
0012015-01-01JOHN BIANCHI2016-05-20 JOHN BIANCHI2016-05-20
0012014-01-01STEWART FLEEMAN2015-02-25 STEWART FLEEMAN2015-02-25
0012013-01-01STEWART FLEEMAN2014-02-18 STEWART FLEEMAN2014-02-18
0012012-01-01STEWART FLEEMAN2013-04-22 STEWART FLEEMAN2013-04-22
0012011-01-01STEWART FLEEMAN2012-06-22 STEWART FLEEMAN2012-06-22
0012010-01-01STEWART FLEEMAN2011-02-10 STEWART FLEEMAN2011-02-10

Financial Data on BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN

Measure Date Value
2024 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$1,118,214
Expenses. Total of all expenses incurred2024-01-01$52,325
Benefits paid (including direct rollovers)2024-01-01$30,417
Total plan assets at end of year2024-01-01$5,109,558
Total plan assets at beginning of year2024-01-01$4,043,669
Value of fidelity bond covering the plan2024-01-01$50,000
Assets. Value of tangible personal property2024-01-01$0
Total contributions received or receivable from participants2024-01-01$412,525
Assets. Value of loans (other than to participants)2024-01-01$0
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$536,979
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$1,065,889
Net plan assets at end of year (total assets less liabilities)2024-01-01$5,109,558
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$4,043,669
Assets. Value of participant loans2024-01-01$0
Assets. Value of assets in partnership/joint-venture interests2024-01-01$0
Assets. Value of real-estate (other than employer real property)2024-01-01$0
Assets. Value of employer securities2024-01-01$0
Assets. Value of employer real property2024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$168,710
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$21,908
2023 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,120,370
Expenses. Total of all expenses incurred2023-12-31$155,316
Benefits paid (including direct rollovers)2023-12-31$138,392
Total plan assets at end of year2023-12-31$4,043,669
Total plan assets at beginning of year2023-12-31$3,078,615
Value of fidelity bond covering the plan2023-12-31$50,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$384,096
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$46,003
Other income received2023-12-31$540,093
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$965,054
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,043,669
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,078,615
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$150,178
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$16,924
2022 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-105,788
Expenses. Total of all expenses incurred2022-12-31$185,257
Benefits paid (including direct rollovers)2022-12-31$170,212
Total plan assets at end of year2022-12-31$3,078,615
Total plan assets at beginning of year2022-12-31$3,369,660
Value of fidelity bond covering the plan2022-12-31$50,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$324,116
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-564,539
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-291,045
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,078,615
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,369,660
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$134,635
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$15,045
2021 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$862,014
Expenses. Total of all expenses incurred2021-12-31$82,808
Benefits paid (including direct rollovers)2021-12-31$68,435
Total plan assets at end of year2021-12-31$3,369,660
Total plan assets at beginning of year2021-12-31$2,590,454
Value of fidelity bond covering the plan2021-12-31$50,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$298,873
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$100,804
Other income received2021-12-31$337,976
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$779,206
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,369,660
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,590,454
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$124,361
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,373
2020 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$762,277
Expenses. Total of all expenses incurred2020-12-31$370,469
Benefits paid (including direct rollovers)2020-12-31$360,361
Total plan assets at end of year2020-12-31$2,590,454
Total plan assets at beginning of year2020-12-31$2,198,646
Value of fidelity bond covering the plan2020-12-31$50,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$294,444
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$352,862
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$391,808
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,590,454
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,198,646
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$114,971
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,108
2019 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$752,816
Expenses. Total of all expenses incurred2019-12-31$53,459
Benefits paid (including direct rollovers)2019-12-31$44,422
Total plan assets at end of year2019-12-31$2,198,646
Total plan assets at beginning of year2019-12-31$1,499,289
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$291,779
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$358,380
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$699,357
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,198,646
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,499,289
Total contributions received or receivable from employer(s)2019-12-31$102,657
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$516
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,521
2018 : BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$219,843
Expenses. Total of all expenses incurred2018-12-31$71,422
Benefits paid (including direct rollovers)2018-12-31$54,980
Total plan assets at end of year2018-12-31$1,499,289
Total plan assets at beginning of year2018-12-31$1,350,868
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$230,342
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-107,697
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$148,421
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,499,289
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,350,868
Total contributions received or receivable from employer(s)2018-12-31$97,198
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$16,442

Form 5500 Responses for BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN

2023: BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOLTHOUSE PROPERTIES, LLC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOLTHOUSE PROPERTIES, LLC. RETIREMENT 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: BOLTHOUSE PROPERTIES, LLC. RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807115
Policy instance 1

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