401k Plan data: BOLTON AND MENK, INC. 401(K) PLAN plan

BOLTON AND MENK, INC. 401(K) PLAN 401k Plan overview

Plan Name	BOLTON AND MENK, INC. 401(K) PLAN
Plan identification number	004

BOLTON AND MENK, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOLTON & MENK, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOLTON & MENK, INC.

Employer identification number (EIN): 410832249

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about BOLTON & MENK, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2023-06-28

Company Identification Number: 0805121243

Legal Registered Office Address: 1960 PREMIER DR

MANKATO
United States of America (USA)
56001

More information about BOLTON & MENK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLTON AND MENK, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 BRIAN TOMM
004 2017-01-01 BRIAN TOMM
004 2016-01-01 BRIAN TOMM
004 2015-01-01 BRIAN J TOMM
004 2014-01-01 BRIAN J TOMM
004 2013-01-01 BRIAN J TOMM
004 2012-01-01 BRIAN J TOMM
004 2011-01-01 BRIAN TOMM
004 2009-01-01 BRIAN J TOMM

Plan Statistics for BOLTON AND MENK, INC. 401(K) PLAN

401k plan membership statisitcs for BOLTON AND MENK, INC. 401(K) PLAN

Measure Date Value
2023: BOLTON AND MENK, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 987
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 952
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 124
Total of all active and inactive participants 2023-01-01 1,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,076
Number of participants with account balances 2023-01-01 1,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BOLTON AND MENK, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 825
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 829
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 99
Total of all active and inactive participants 2022-01-01 928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 928
Number of participants with account balances 2022-01-01 898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BOLTON AND MENK, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 651
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 708
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 90
Total of all active and inactive participants 2021-01-01 798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 798
Number of participants with account balances 2021-01-01 779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BOLTON AND MENK, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 611
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 559
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 635
Number of participants with account balances 2020-01-01 626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BOLTON AND MENK, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 533
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 74
Total of all active and inactive participants 2019-01-01 607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 607
Number of participants with account balances 2019-01-01 577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BOLTON AND MENK, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 564
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 507
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 583
Number of participants with account balances 2018-01-01 533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BOLTON AND MENK, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 499
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 64
Total of all active and inactive participants 2017-01-01 563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 564
Number of participants with account balances 2017-01-01 504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOLTON AND MENK, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 463
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 508
Number of participants with account balances 2016-01-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOLTON AND MENK, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 408
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 448
Number of participants with account balances 2015-01-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOLTON AND MENK, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 336
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 45
Total of all active and inactive participants 2014-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 381
Number of participants with account balances 2014-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOLTON AND MENK, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 310
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 41
Total of all active and inactive participants 2013-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 351
Number of participants with account balances 2013-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BOLTON AND MENK, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 288
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 49
Total of all active and inactive participants 2012-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 337
Number of participants with account balances 2012-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: BOLTON AND MENK, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 270
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 47
Total of all active and inactive participants 2011-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 317
Number of participants with account balances 2011-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BOLTON AND MENK, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 252
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 298
Number of participants with account balances 2009-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2023: BOLTON AND MENK, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	987
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	952
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	124
Total of all active and inactive participants	2023-01-01	1,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,076
Number of participants with account balances	2023-01-01	1,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BOLTON AND MENK, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	825
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	829
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	99
Total of all active and inactive participants	2022-01-01	928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	928
Number of participants with account balances	2022-01-01	898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BOLTON AND MENK, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	651
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	708
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	90
Total of all active and inactive participants	2021-01-01	798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	798
Number of participants with account balances	2021-01-01	779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BOLTON AND MENK, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	611
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	559
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	635
Number of participants with account balances	2020-01-01	626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BOLTON AND MENK, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	533
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	74
Total of all active and inactive participants	2019-01-01	607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	607
Number of participants with account balances	2019-01-01	577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BOLTON AND MENK, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	564
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	507
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	583
Number of participants with account balances	2018-01-01	533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BOLTON AND MENK, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	499
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	64
Total of all active and inactive participants	2017-01-01	563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	564
Number of participants with account balances	2017-01-01	504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOLTON AND MENK, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	463
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	508
Number of participants with account balances	2016-01-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOLTON AND MENK, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	408
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	448
Number of participants with account balances	2015-01-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOLTON AND MENK, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	336
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	45
Total of all active and inactive participants	2014-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	381
Number of participants with account balances	2014-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOLTON AND MENK, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	310
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	41
Total of all active and inactive participants	2013-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	351
Number of participants with account balances	2013-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BOLTON AND MENK, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	288
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	49
Total of all active and inactive participants	2012-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	337
Number of participants with account balances	2012-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: BOLTON AND MENK, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	270
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	47
Total of all active and inactive participants	2011-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	317
Number of participants with account balances	2011-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BOLTON AND MENK, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	252
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	298
Number of participants with account balances	2009-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on BOLTON AND MENK, INC. 401(K) PLAN

Measure	Date	Value
2023 : BOLTON AND MENK, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$1,440,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$32,299,511
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$7,392,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$7,242,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$14,120,450
Value of total assets at end of year	2023-12-31	$130,619,681
Value of total assets at beginning of year	2023-12-31	$104,272,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$150,236
Total interest from all sources	2023-12-31	$33,238
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,422,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,422,592
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$8,444,503
Participant contributions at end of year	2023-12-31	$642,468
Participant contributions at beginning of year	2023-12-31	$537,321
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,363,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$24,906,724
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$130,619,681
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$104,272,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$63,505,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$50,254,747
Value of interest in pooled separate accounts at end of year	2023-12-31	$21,724,354
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$19,354,590
Interest on participant loans	2023-12-31	$33,238
Value of interest in common/collective trusts at end of year	2023-12-31	$44,747,425
Value of interest in common/collective trusts at beginning of year	2023-12-31	$34,126,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$7,412,326
Net investment gain/loss from pooled separate accounts	2023-12-31	$755,148
Net investment gain or loss from common/collective trusts	2023-12-31	$8,555,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$3,312,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$7,242,551
Contract administrator fees	2023-12-31	$150,236
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : BOLTON AND MENK, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,657,845
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,779,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,626,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$12,778,834
Value of total assets at end of year	2022-12-31	$104,272,861
Value of total assets at beginning of year	2022-12-31	$113,709,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$152,325
Total interest from all sources	2022-12-31	$25,465
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,112,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,112,147
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,130,248
Participant contributions at end of year	2022-12-31	$537,321
Participant contributions at beginning of year	2022-12-31	$534,926
Participant contributions at beginning of year	2022-12-31	$17,247
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,941,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$922
Other income not declared elsewhere	2022-12-31	$17,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,436,896
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$104,272,861
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$113,709,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$50,254,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$70,291,732
Value of interest in pooled separate accounts at end of year	2022-12-31	$19,354,590
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$18,654,683
Interest on participant loans	2022-12-31	$25,465
Value of interest in common/collective trusts at end of year	2022-12-31	$34,126,203
Value of interest in common/collective trusts at beginning of year	2022-12-31	$24,211,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,682,573
Net investment gain/loss from pooled separate accounts	2022-12-31	$580,132
Net investment gain or loss from common/collective trusts	2022-12-31	$-5,489,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,707,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,625,804
Contract administrator fees	2022-12-31	$152,325
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : BOLTON AND MENK, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$23,861,034
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,758,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,518,858
Value of total corrective distributions	2021-12-31	$84,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,153,955
Value of total assets at end of year	2021-12-31	$113,709,757
Value of total assets at beginning of year	2021-12-31	$95,606,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$154,966
Total interest from all sources	2021-12-31	$25,562
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$997,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$997,998
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,824,401
Participant contributions at end of year	2021-12-31	$534,926
Participant contributions at beginning of year	2021-12-31	$541,722
Participant contributions at end of year	2021-12-31	$17,247
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,055,556
Other income not declared elsewhere	2021-12-31	$21,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$18,102,797
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$113,709,757
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$95,606,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$70,291,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$58,460,962
Value of interest in pooled separate accounts at end of year	2021-12-31	$18,654,683
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$16,601,234
Interest on participant loans	2021-12-31	$25,562
Value of interest in common/collective trusts at end of year	2021-12-31	$24,211,169
Value of interest in common/collective trusts at beginning of year	2021-12-31	$20,003,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,555,623
Net investment gain/loss from pooled separate accounts	2021-12-31	$489,592
Net investment gain or loss from common/collective trusts	2021-12-31	$4,616,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,273,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,518,858
Contract administrator fees	2021-12-31	$154,966
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : BOLTON AND MENK, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$22,211,181
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,757,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,629,727
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,814,885
Value of total assets at end of year	2020-12-31	$95,606,960
Value of total assets at beginning of year	2020-12-31	$76,153,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$127,799
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$27,872
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$699,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$699,904
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$4,744,293
Participant contributions at end of year	2020-12-31	$541,722
Participant contributions at beginning of year	2020-12-31	$531,075
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,043,241
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$15,609
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$19,453,655
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$95,606,960
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$76,153,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$3,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$58,460,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$47,339,257
Value of interest in pooled separate accounts at end of year	2020-12-31	$16,601,234
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$10,341,574
Interest on participant loans	2020-12-31	$27,872
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$20,003,042
Value of interest in common/collective trusts at beginning of year	2020-12-31	$17,940,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,812,782
Net investment gain/loss from pooled separate accounts	2020-12-31	$437,742
Net investment gain or loss from common/collective trusts	2020-12-31	$3,402,387
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,027,351
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,629,727
Contract administrator fees	2020-12-31	$124,138
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : BOLTON AND MENK, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$21,930,295
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,599,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,483,261
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,957,276
Value of total assets at end of year	2019-12-31	$76,153,305
Value of total assets at beginning of year	2019-12-31	$58,822,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$116,245
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$26,223
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$589,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$589,372
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$4,037,607
Participant contributions at end of year	2019-12-31	$531,075
Participant contributions at beginning of year	2019-12-31	$484,496
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,185,758
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$998
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$17,330,789
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$76,153,305
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$58,822,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$47,339,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,697,516
Value of interest in pooled separate accounts at end of year	2019-12-31	$10,341,574
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$26,223
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$17,940,401
Value of interest in common/collective trusts at beginning of year	2019-12-31	$22,640,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,117,164
Net investment gain/loss from pooled separate accounts	2019-12-31	$113,529
Net investment gain or loss from common/collective trusts	2019-12-31	$5,126,731
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,733,911
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,483,261
Contract administrator fees	2019-12-31	$116,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : BOLTON AND MENK, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,151,109
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,752,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,648,106
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-17,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,251,702
Value of total assets at end of year	2018-12-31	$58,822,516
Value of total assets at beginning of year	2018-12-31	$58,423,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$121,393
Total interest from all sources	2018-12-31	$21,818
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$448,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$448,396
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,580,643
Participant contributions at end of year	2018-12-31	$484,496
Participant contributions at beginning of year	2018-12-31	$424,436
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,084,032
Other income not declared elsewhere	2018-12-31	$638
Administrative expenses (other) incurred	2018-12-31	$121,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$398,844
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$58,822,516
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$58,423,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$35,697,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$37,662,127
Interest on participant loans	2018-12-31	$21,818
Value of interest in common/collective trusts at end of year	2018-12-31	$22,640,504
Value of interest in common/collective trusts at beginning of year	2018-12-31	$20,337,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,382,896
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,188,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,587,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,648,106
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : BOLTON AND MENK, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,553,571
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,188,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,081,483
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,037,586
Value of total assets at end of year	2017-12-31	$58,423,672
Value of total assets at beginning of year	2017-12-31	$47,058,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$103,945
Total interest from all sources	2017-12-31	$19,543
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$349,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$349,698
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,313,095
Participant contributions at end of year	2017-12-31	$424,436
Participant contributions at beginning of year	2017-12-31	$544,352
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$298,184
Other income not declared elsewhere	2017-12-31	$-37
Administrative expenses (other) incurred	2017-12-31	$103,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,365,058
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$58,423,672
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$47,058,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$37,662,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$30,876,590
Interest on participant loans	2017-12-31	$19,543
Value of interest in common/collective trusts at end of year	2017-12-31	$20,337,109
Value of interest in common/collective trusts at beginning of year	2017-12-31	$15,637,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,815,276
Net investment gain or loss from common/collective trusts	2017-12-31	$2,331,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,426,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,081,483
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : BOLTON AND MENK, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,825,911
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,091,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,000,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,340,081
Value of total assets at end of year	2016-12-31	$47,058,614
Value of total assets at beginning of year	2016-12-31	$41,323,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$90,353
Total interest from all sources	2016-12-31	$17,488
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$338,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$338,999
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,027,538
Participant contributions at end of year	2016-12-31	$544,352
Participant contributions at beginning of year	2016-12-31	$302,467
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$86,090
Other income not declared elsewhere	2016-12-31	$280
Administrative expenses (other) incurred	2016-12-31	$90,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$5,734,840
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$47,058,614
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$41,323,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$30,876,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$34,414,099
Interest on participant loans	2016-12-31	$17,488
Value of interest in common/collective trusts at end of year	2016-12-31	$15,637,672
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,607,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,031,819
Net investment gain or loss from common/collective trusts	2016-12-31	$1,097,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,226,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,000,718
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN,LLP
Accountancy firm EIN	2016-12-31	410749749
2015 : BOLTON AND MENK, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,279,447
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,661,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,573,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,790,410
Value of total assets at end of year	2015-12-31	$41,323,774
Value of total assets at beginning of year	2015-12-31	$39,705,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$87,574
Total interest from all sources	2015-12-31	$13,686
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$344,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$344,689
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,597,212
Participant contributions at end of year	2015-12-31	$302,467
Participant contributions at beginning of year	2015-12-31	$369,193
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$158,191
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$87,574
Total non interest bearing cash at beginning of year	2015-12-31	$459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,618,115
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$41,323,774
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$39,705,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$34,414,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$33,168,898
Interest on participant loans	2015-12-31	$13,686
Value of interest in common/collective trusts at end of year	2015-12-31	$6,607,208
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,167,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$87,821
Net investment gain or loss from common/collective trusts	2015-12-31	$42,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,035,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,573,758
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : BOLTON AND MENK, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,431,387
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,922,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,838,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,726,179
Value of total assets at end of year	2014-12-31	$39,705,659
Value of total assets at beginning of year	2014-12-31	$35,197,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$84,002
Total interest from all sources	2014-12-31	$16,545
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$352,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$352,066
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,192,374
Participant contributions at end of year	2014-12-31	$369,193
Participant contributions at beginning of year	2014-12-31	$427,589
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$591,921
Administrative expenses (other) incurred	2014-12-31	$84,002
Total non interest bearing cash at end of year	2014-12-31	$459
Total non interest bearing cash at beginning of year	2014-12-31	$5,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,508,658
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$39,705,659
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$35,197,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$33,168,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,167,773
Interest on participant loans	2014-12-31	$16,545
Value of interest in common/collective trusts at end of year	2014-12-31	$6,167,109
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,595,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,148,512
Net investment gain or loss from common/collective trusts	2014-12-31	$1,188,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$941,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,838,727
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : BOLTON AND MENK, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$10,195,385
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,044,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,932,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,406,781
Value of total assets at end of year	2013-12-31	$35,197,001
Value of total assets at beginning of year	2013-12-31	$27,045,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$111,309
Total interest from all sources	2013-12-31	$17,853
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$257,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$257,110
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,958,772
Participant contributions at end of year	2013-12-31	$427,589
Participant contributions at beginning of year	2013-12-31	$382,241
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$181,835
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$111,309
Total non interest bearing cash at end of year	2013-12-31	$5,847
Total non interest bearing cash at beginning of year	2013-12-31	$2,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,151,346
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$35,197,001
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,045,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$29,167,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$22,442,035
Interest on participant loans	2013-12-31	$17,853
Value of interest in common/collective trusts at end of year	2013-12-31	$5,595,792
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,218,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,713,554
Net investment gain or loss from common/collective trusts	2013-12-31	$800,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,266,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,932,730
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : BOLTON AND MENK, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,761,480
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$825,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$808,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,783,146
Value of total assets at end of year	2012-12-31	$27,045,655
Value of total assets at beginning of year	2012-12-31	$22,109,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,302
Total interest from all sources	2012-12-31	$15,402
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$283,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$283,537
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,643,011
Participant contributions at end of year	2012-12-31	$382,241
Participant contributions at beginning of year	2012-12-31	$327,801
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,492
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$16,302
Total non interest bearing cash at end of year	2012-12-31	$2,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,936,188
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,045,655
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,109,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$22,442,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$19,140,358
Interest on participant loans	2012-12-31	$15,402
Value of interest in common/collective trusts at end of year	2012-12-31	$4,218,750
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,641,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,536,155
Net investment gain or loss from common/collective trusts	2012-12-31	$143,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,134,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$808,990
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : BOLTON AND MENK, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,182,992
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,169,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,150,424
Expenses. Certain deemed distributions of participant loans	2011-12-31	$16,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,637,064
Value of total assets at end of year	2011-12-31	$22,109,467
Value of total assets at beginning of year	2011-12-31	$21,096,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,616
Total interest from all sources	2011-12-31	$7,949
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$249,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$249,696
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,476,317
Participant contributions at end of year	2011-12-31	$327,801
Participant contributions at beginning of year	2011-12-31	$159,912
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$98,335
Administrative expenses (other) incurred	2011-12-31	$2,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,013,368
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,109,467
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,096,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$19,140,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$18,618,158
Interest on participant loans	2011-12-31	$7,949
Value of interest in common/collective trusts at end of year	2011-12-31	$2,641,308
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,318,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-729,801
Net investment gain or loss from common/collective trusts	2011-12-31	$18,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,062,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,150,424
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : BOLTON AND MENK, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,819,563
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$404,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$399,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,427,453
Value of total assets at end of year	2010-12-31	$21,096,099
Value of total assets at beginning of year	2010-12-31	$17,680,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,763
Total interest from all sources	2010-12-31	$11,852
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$206,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$206,908
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,419,935
Participant contributions at end of year	2010-12-31	$159,912
Participant contributions at beginning of year	2010-12-31	$98,651
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,518
Administrative expenses (other) incurred	2010-12-31	$4,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,415,511
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,096,099
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,680,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$18,618,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,580,427
Interest on participant loans	2010-12-31	$11,852
Value of interest in common/collective trusts at end of year	2010-12-31	$2,318,029
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,082,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,046,595
Net investment gain or loss from common/collective trusts	2010-12-31	$126,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$919,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$399,289
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749
2009 : BOLTON AND MENK, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOLTON AND MENK, INC. 401(K) PLAN

2023: BOLTON AND MENK, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BOLTON AND MENK, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOLTON AND MENK, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOLTON AND MENK, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOLTON AND MENK, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOLTON AND MENK, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOLTON AND MENK, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOLTON AND MENK, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOLTON AND MENK, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOLTON AND MENK, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOLTON AND MENK, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOLTON AND MENK, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOLTON AND MENK, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BOLTON AND MENK, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21112

Policy instance

Insurance contract or identification number	21112
Number of Individuals Covered	1025
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21112

Policy instance

Insurance contract or identification number	21112
Number of Individuals Covered	898
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21112

Policy instance

Insurance contract or identification number	21112
Number of Individuals Covered	779
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21112

Policy instance

Insurance contract or identification number	SGIC 21112
Number of Individuals Covered	635
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21112

Policy instance

Insurance contract or identification number	SGIC 21112
Number of Individuals Covered	607
Insurance policy start date	2019-09-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOLTON & MENK, INC.
Employer identification number (EIN):	410832249
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2023-06-28
Company Identification Number:	0805121243
Legal Registered Office Address:	1960 PREMIER DR MANKATO United States of America (USA) 56001