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BOLT EXPRESS, LLC 401(K) PLAN 401k Plan overview

Plan NameBOLT EXPRESS, LLC 401(K) PLAN
Plan identification number 001

BOLT EXPRESS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

BOLT HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:BOLT HOLDINGS, LLC
Employer identification number (EIN):452609495
NAIC Classification:492110
NAIC Description:Couriers and Express Delivery Services

Additional information about BOLT HOLDINGS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2011-05-18
Company Identification Number: 2022490
Legal Registered Office Address: 405 N. HURON STREET, STE 300
-
TOLEDO
United States of America (USA)
43604

More information about BOLT HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLT EXPRESS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JEFF WEIS2023-10-09 JEFF WEIS2023-10-09
0012021-01-01JEFF WEIS2022-10-11 JEFF WEIS2022-10-11
0012020-01-01JEFF WEIS2021-10-11 JEFF WEIS2021-10-11
0012019-01-01JEFF WEIS2020-10-09 JEFF WEIS2020-10-09
0012018-01-01JEFF WEIS2019-10-11 JEFF WEIS2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for BOLT EXPRESS, LLC 401(K) PLAN

401k plan membership statisitcs for BOLT EXPRESS, LLC 401(K) PLAN

Measure Date Value
2022: BOLT EXPRESS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01153
Number of participants with account balances2022-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BOLT EXPRESS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01178
Number of participants with account balances2021-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOLT EXPRESS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01216
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01172
Number of participants with account balances2020-01-0152
2019: BOLT EXPRESS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01216
Number of participants with account balances2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: BOLT EXPRESS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01255
Total participants2018-01-01255
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BOLT EXPRESS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01232
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01242
Total participants2017-01-01242
Number of participants with account balances2017-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BOLT EXPRESS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01218
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01232
Total participants2016-01-01232
Number of participants with account balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: BOLT EXPRESS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01206
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01215
Total participants2015-01-01215
Number of participants with account balances2015-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on BOLT EXPRESS, LLC 401(K) PLAN

Measure Date Value
2022 : BOLT EXPRESS, LLC 401(K) PLAN 2022 401k financial data
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$0
Total income from all sources (including contributions)2022-12-31$-77,742
Total of all expenses incurred2022-12-31$489,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$477,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$280,742
Value of total assets at end of year2022-12-31$1,637,938
Value of total assets at beginning of year2022-12-31$2,205,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,181
Total interest from all sources2022-12-31$2,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$203,716
Participant contributions at end of year2022-12-31$43,854
Participant contributions at beginning of year2022-12-31$41,970
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-567,330
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,637,938
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,205,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,181
Value of interest in pooled separate accounts at end of year2022-12-31$1,365,453
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,898,495
Interest on participant loans2022-12-31$2,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$226,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$263,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$263,142
Net investment gain or loss from common/collective trusts2022-12-31$-360,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$20,355
Employer contributions (assets) at end of year2022-12-31$1,683
Employer contributions (assets) at beginning of year2022-12-31$1,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$477,407
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BOLT EXPRESS, LLC 401(K) PLAN 2021 401k financial data
Total liabilities at end 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$445,793
Total of all expenses incurred2021-12-31$57,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$43,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$187,476
Value of total assets at end of year2021-12-31$2,205,268
Value of total assets at beginning of year2021-12-31$1,816,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,900
Total interest from all sources2021-12-31$5,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$184,429
Participant contributions at end of year2021-12-31$41,970
Participant contributions at beginning of year2021-12-31$55,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$388,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,205,268
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,816,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$13,900
Value of interest in pooled separate accounts at end of year2021-12-31$1,898,495
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,696,469
Interest on participant loans2021-12-31$2,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$263,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$64,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$64,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,583
Net investment gain or loss from common/collective trusts2021-12-31$253,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,047
Employer contributions (assets) at end of year2021-12-31$1,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$43,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2021-12-31341827159
2020 : BOLT EXPRESS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$343,316
Total of all expenses incurred2020-12-31$27,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$119,683
Value of total assets at end of year2020-12-31$1,816,536
Value of total assets at beginning of year2020-12-31$1,501,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,838
Total interest from all sources2020-12-31$4,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$119,683
Participant contributions at end of year2020-12-31$55,045
Participant contributions at beginning of year2020-12-31$67,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$315,437
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,816,536
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,501,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,838
Value of interest in pooled separate accounts at end of year2020-12-31$1,696,469
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,380,840
Interest on participant loans2020-12-31$3,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$64,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$53,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$53,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$689
Net investment gain or loss from common/collective trusts2020-12-31$219,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,041
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2020-12-31341827159
2019 : BOLT EXPRESS, LLC 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,735
Total income from all sources (including contributions)2019-12-31$389,413
Total of all expenses incurred2019-12-31$56,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$106,386
Value of total assets at end of year2019-12-31$1,501,099
Value of total assets at beginning of year2019-12-31$1,172,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,565
Total interest from all sources2019-12-31$4,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$106,386
Participant contributions at end of year2019-12-31$67,071
Participant contributions at beginning of year2019-12-31$64,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$332,569
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,501,099
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,168,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,565
Value of interest in pooled separate accounts at end of year2019-12-31$1,380,840
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,059,087
Interest on participant loans2019-12-31$3,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$53,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$49,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$636
Net investment gain or loss from common/collective trusts2019-12-31$279,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,279
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2019-12-31341827159
2018 : BOLT EXPRESS, LLC 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,735
Total income from all sources (including contributions)2018-12-31$76,343
Total of all expenses incurred2018-12-31$51,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$42,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$155,271
Value of total assets at end of year2018-12-31$1,172,265
Value of total assets at beginning of year2018-12-31$1,143,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,979
Total interest from all sources2018-12-31$3,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$131,555
Participant contributions at end of year2018-12-31$64,040
Participant contributions at beginning of year2018-12-31$38,967
Participant contributions at beginning of year2018-12-31$168
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$24,930
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,168,530
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,143,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,979
Value of interest in pooled separate accounts at end of year2018-12-31$1,059,087
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,061,706
Income. Interest from loans (other than to participants)2018-12-31$2,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$49,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$42,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$42,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$467
Net investment gain or loss from common/collective trusts2018-12-31$-82,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$42,434
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2018-12-31341827159
2017 : BOLT EXPRESS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$292,541
Total of all expenses incurred2017-12-31$43,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$120,243
Value of total assets at end of year2017-12-31$1,143,600
Value of total assets at beginning of year2017-12-31$894,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,940
Total interest from all sources2017-12-31$967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$120,243
Participant contributions at end of year2017-12-31$38,967
Participant contributions at beginning of year2017-12-31$1,199
Participant contributions at end of year2017-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$248,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,143,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$894,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,061,706
Value of interest in pooled separate accounts at beginning of year2017-12-31$854,749
Interest on participant loans2017-12-31$587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$42,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$37,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$37,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$380
Net investment gain/loss from pooled separate accounts2017-12-31$171,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,635
Contract administrator fees2017-12-31$8,940
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2017-12-31341827159
2016 : BOLT EXPRESS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$183,291
Total of all expenses incurred2016-12-31$12,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$115,231
Value of total assets at end of year2016-12-31$894,634
Value of total assets at beginning of year2016-12-31$723,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,983
Total interest from all sources2016-12-31$430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$100,841
Participant contributions at end of year2016-12-31$1,199
Participant contributions at beginning of year2016-12-31$2,649
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$170,924
Value of net assets at end of year (total assets less liabilities)2016-12-31$894,634
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$723,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$854,749
Value of interest in pooled separate accounts at beginning of year2016-12-31$688,283
Interest on participant loans2016-12-31$82
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$37,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$32,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$32,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$348
Net investment gain/loss from pooled separate accounts2016-12-31$67,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,430
Employer contributions (assets) at end of year2016-12-31$1,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,384
Contract administrator fees2016-12-31$7,983
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2016-12-31341827159
2015 : BOLT EXPRESS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$86,327
Total of all expenses incurred2015-12-31$14,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$102,947
Value of total assets at end of year2015-12-31$723,710
Value of total assets at beginning of year2015-12-31$652,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,770
Total interest from all sources2015-12-31$490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$61,486
Participant contributions at end of year2015-12-31$2,649
Participant contributions at beginning of year2015-12-31$3,121
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$71,659
Value of net assets at end of year (total assets less liabilities)2015-12-31$723,710
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$652,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$688,283
Value of interest in pooled separate accounts at beginning of year2015-12-31$617,214
Interest on participant loans2015-12-31$143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$32,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$347
Net investment gain/loss from pooled separate accounts2015-12-31$-17,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,898
Contract administrator fees2015-12-31$8,770
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2015-12-31341827159

Form 5500 Responses for BOLT EXPRESS, LLC 401(K) PLAN

2022: BOLT EXPRESS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOLT EXPRESS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOLT EXPRESS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOLT EXPRESS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOLT EXPRESS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOLT EXPRESS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOLT EXPRESS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOLT EXPRESS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805424
Policy instance 1
Insurance contract or identification number805424
Number of Individuals Covered57
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,980
Total amount of fees paid to insurance companyUSD $823
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees823
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,038
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805424
Policy instance 1
Insurance contract or identification number805424
Number of Individuals Covered62
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,772
Total amount of fees paid to insurance companyUSD $986
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees986
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,665
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805424
Policy instance 1
Insurance contract or identification number805424
Number of Individuals Covered46
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,267
Total amount of fees paid to insurance companyUSD $731
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees731
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,267
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805424
Policy instance 1
Insurance contract or identification number805424
Number of Individuals Covered53
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,438
Total amount of fees paid to insurance companyUSD $650
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees650
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,438
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805424
Policy instance 1
Insurance contract or identification number805424
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,853
Total amount of fees paid to insurance companyUSD $586
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees586
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805424
Policy instance 1
Insurance contract or identification number805424
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,970
Total amount of fees paid to insurance companyUSD $499
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees499
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,970
Insurance broker nameVOYA FINANCIAL ADVISORS

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