BOLT HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : BOLT EXPRESS, LLC 401(K) PLAN 2022 401k financial data |
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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 incurred | 2022-12-31 | $489,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $1,637,938 |
Value of total assets at beginning of year | 2022-12-31 | $2,205,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,181 |
Total interest from all sources | 2022-12-31 | $2,275 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $203,716 |
Participant contributions at end of year | 2022-12-31 | $43,854 |
Participant contributions at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | 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 |
Investment advisory and management fees | 2022-12-31 | $12,181 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,365,453 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,898,495 |
Interest on participant loans | 2022-12-31 | $2,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $226,948 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $263,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $263,142 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-360,759 |
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 | No |
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 | $20,355 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,683 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $477,407 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : BOLT EXPRESS, LLC 401(K) PLAN 2021 401k financial data |
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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 incurred | 2021-12-31 | $57,061 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $2,205,268 |
Value of total assets at beginning of year | 2021-12-31 | $1,816,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,900 |
Total interest from all sources | 2021-12-31 | $5,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $184,429 |
Participant contributions at end of year | 2021-12-31 | $41,970 |
Participant contributions at beginning of year | 2021-12-31 | $55,045 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $424 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 |
Investment advisory and management fees | 2021-12-31 | $13,900 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,898,495 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,696,469 |
Interest on participant loans | 2021-12-31 | $2,658 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $263,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $64,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $253,076 |
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 | No |
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 | $3,047 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $43,161 |
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 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2021-12-31 | 341827159 |
2020 : BOLT EXPRESS, LLC 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $343,316 |
Total of all expenses incurred | 2020-12-31 | $27,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $1,816,536 |
Value of total assets at beginning of year | 2020-12-31 | $1,501,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,838 |
Total interest from all sources | 2020-12-31 | $4,063 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $119,683 |
Participant contributions at end of year | 2020-12-31 | $55,045 |
Participant contributions at beginning of year | 2020-12-31 | $67,071 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $424 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $10,838 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,696,469 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,380,840 |
Interest on participant loans | 2020-12-31 | $3,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $64,598 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $53,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $219,570 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $17,041 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2020-12-31 | 341827159 |
2019 : BOLT EXPRESS, LLC 401(K) PLAN 2019 401k financial data |
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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 incurred | 2019-12-31 | $56,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $1,501,099 |
Value of total assets at beginning of year | 2019-12-31 | $1,172,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,565 |
Total interest from all sources | 2019-12-31 | $4,010 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $106,386 |
Participant contributions at end of year | 2019-12-31 | $67,071 |
Participant contributions at beginning of year | 2019-12-31 | $64,040 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $9,565 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,380,840 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,059,087 |
Interest on participant loans | 2019-12-31 | $3,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $53,188 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $49,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $279,017 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $47,279 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2019-12-31 | 341827159 |
2018 : BOLT EXPRESS, LLC 401(K) PLAN 2018 401k financial data |
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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 incurred | 2018-12-31 | $51,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $1,172,265 |
Value of total assets at beginning of year | 2018-12-31 | $1,143,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,979 |
Total interest from all sources | 2018-12-31 | $3,184 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $131,555 |
Participant contributions at end of year | 2018-12-31 | $64,040 |
Participant contributions at beginning of year | 2018-12-31 | $38,967 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | 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 |
Investment advisory and management fees | 2018-12-31 | $8,979 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,059,087 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $49,138 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $42,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-82,112 |
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 | Yes |
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 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $42,434 |
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 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2018-12-31 | 341827159 |
2017 : BOLT EXPRESS, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $292,541 |
Total of all expenses incurred | 2017-12-31 | $43,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $1,143,600 |
Value of total assets at beginning of year | 2017-12-31 | $894,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,940 |
Total interest from all sources | 2017-12-31 | $967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $120,243 |
Participant contributions at end of year | 2017-12-31 | $38,967 |
Participant contributions at beginning of year | 2017-12-31 | $1,199 |
Participant contributions at end of year | 2017-12-31 | $168 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 pooled separate accounts at end of year | 2017-12-31 | $1,061,706 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $854,749 |
Interest on participant loans | 2017-12-31 | $587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $42,759 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $37,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 accounts | 2017-12-31 | $171,331 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $34,635 |
Contract administrator fees | 2017-12-31 | $8,940 |
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 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2017-12-31 | 341827159 |
2016 : BOLT EXPRESS, LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $183,291 |
Total of all expenses incurred | 2016-12-31 | $12,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $894,634 |
Value of total assets at beginning of year | 2016-12-31 | $723,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,983 |
Total interest from all sources | 2016-12-31 | $430 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $100,841 |
Participant contributions at end of year | 2016-12-31 | $1,199 |
Participant contributions at beginning of year | 2016-12-31 | $2,649 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 pooled separate accounts at end of year | 2016-12-31 | $854,749 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $688,283 |
Interest on participant loans | 2016-12-31 | $82 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $37,532 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $32,778 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 accounts | 2016-12-31 | $67,630 |
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 | $9,430 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,384 |
Contract administrator fees | 2016-12-31 | $7,983 |
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 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2016-12-31 | 341827159 |
2015 : BOLT EXPRESS, LLC 401(K) PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $86,327 |
Total of all expenses incurred | 2015-12-31 | $14,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $723,710 |
Value of total assets at beginning of year | 2015-12-31 | $652,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,770 |
Total interest from all sources | 2015-12-31 | $490 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $61,486 |
Participant contributions at end of year | 2015-12-31 | $2,649 |
Participant contributions at beginning of year | 2015-12-31 | $3,121 |
Participant contributions at end of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | 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 pooled separate accounts at end of year | 2015-12-31 | $688,283 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $617,214 |
Interest on participant loans | 2015-12-31 | $143 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $32,778 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $31,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 accounts | 2015-12-31 | $-17,110 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,898 |
Contract administrator fees | 2015-12-31 | $8,770 |
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 | GILMORE JASION MAHLER LTD |
Accountancy firm EIN | 2015-12-31 | 341827159 |