401k Plan data: BOLTON FORD, LLC 401(K) PLAN plan

BOLTON FORD, LLC 401(K) PLAN 401k Plan overview

Plan Name	BOLTON FORD, LLC 401(K) PLAN
Plan identification number	001

BOLTON FORD, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BOLTON FORD, LLC has sponsored the creation of one or more 401k plans.

Company Name: BOLTON FORD, LLC

Employer identification number (EIN): 720796878

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLTON FORD, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRISTOPHER HULSE 2024-07-24
001 2022-01-01 CHRISTOPHER HULSE 2023-07-06
001 2021-01-01 CHRISTOPHER HULSE 2022-06-02
001 2020-01-01 CHRISTOPHER HULSE 2021-09-30
001 2019-01-01 CHRISTOPHER HULSE 2020-09-01
001 2018-01-01
001 2017-01-01 JORDAN LELEUX
001 2016-01-01 JORDAN LELEUX JORDAN LELEUX 2017-10-09
001 2015-01-01 JORDAN LELEUX
001 2014-01-01 ALAN B SVEDLOW 2015-06-26
001 2013-01-01 ALAN B SVEDLOW 2014-07-11
001 2012-01-01 ALAN B SVEDLOW 2013-07-26
001 2011-01-01 ALAN B. SVEDLOW 2012-07-27
001 2010-01-01 ALAN B. SVEDLOW
001 2009-01-01 ALAN B. SVEDLOW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRISTOPHER HULSE	2024-07-24
001	2022-01-01	CHRISTOPHER HULSE	2023-07-06
001	2021-01-01	CHRISTOPHER HULSE	2022-06-02
001	2020-01-01	CHRISTOPHER HULSE	2021-09-30
001	2019-01-01	CHRISTOPHER HULSE	2020-09-01
001	2018-01-01
001	2017-01-01	JORDAN LELEUX
001	2016-01-01	JORDAN LELEUX		JORDAN LELEUX	2017-10-09
001	2015-01-01	JORDAN LELEUX
001	2014-01-01	ALAN B SVEDLOW	2015-06-26
001	2013-01-01	ALAN B SVEDLOW	2014-07-11
001	2012-01-01	ALAN B SVEDLOW	2013-07-26
001	2011-01-01	ALAN B. SVEDLOW	2012-07-27
001	2010-01-01	ALAN B. SVEDLOW
001	2009-01-01	ALAN B. SVEDLOW

Plan Statistics for BOLTON FORD, LLC 401(K) PLAN

401k plan membership statisitcs for BOLTON FORD, LLC 401(K) PLAN

Measure Date Value
2018: BOLTON FORD, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
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 3
Total of all active and inactive participants 2018-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 100
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: BOLTON FORD, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 82
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 3
Total of all active and inactive participants 2017-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 85
Number of participants with account balances 2017-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: BOLTON FORD, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 85
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 4
Total of all active and inactive participants 2016-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 89
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BOLTON FORD, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 79
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 9
Total of all active and inactive participants 2015-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 88
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2010: BOLTON FORD, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 54
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 64
Number of participants with account balances 2010-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: BOLTON FORD, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 57
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 63
Number of participants with account balances 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2018: BOLTON FORD, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
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	3
Total of all active and inactive participants	2018-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	100
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: BOLTON FORD, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	82
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	3
Total of all active and inactive participants	2017-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	85
Number of participants with account balances	2017-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: BOLTON FORD, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	85
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	4
Total of all active and inactive participants	2016-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	89
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BOLTON FORD, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	79
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	9
Total of all active and inactive participants	2015-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	88
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2010: BOLTON FORD, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	54
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	64
Number of participants with account balances	2010-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: BOLTON FORD, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	57
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	63
Number of participants with account balances	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on BOLTON FORD, LLC 401(K) PLAN

Measure	Date	Value
2018 : BOLTON FORD, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$106,050
Expenses. Total of all expenses incurred	2018-12-31	$401,719
Benefits paid (including direct rollovers)	2018-12-31	$380,297
Total plan assets at end of year	2018-12-31	$4,824,254
Total plan assets at beginning of year	2018-12-31	$5,119,923
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$348,690
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-324,488
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-295,669
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,824,254
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,119,923
Assets. Value of participant loans	2018-12-31	$96,628
Total contributions received or receivable from employer(s)	2018-12-31	$81,848
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$21,422
2017 : BOLTON FORD, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,125,713
Expenses. Total of all expenses incurred	2017-12-31	$449,199
Benefits paid (including direct rollovers)	2017-12-31	$366,609
Total plan assets at end of year	2017-12-31	$5,119,923
Total plan assets at beginning of year	2017-12-31	$4,443,409
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$332,756
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$718,922
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$676,514
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,119,923
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,443,409
Assets. Value of participant loans	2017-12-31	$42,474
Total contributions received or receivable from employer(s)	2017-12-31	$74,035
Value of certain deemed distributions of participant loans	2017-12-31	$145
Value of corrective distributions	2017-12-31	$65,021
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$17,424
2016 : BOLTON FORD, LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$780,539
Expenses. Total of all expenses incurred	2016-12-31	$523,979
Benefits paid (including direct rollovers)	2016-12-31	$507,326
Total plan assets at end of year	2016-12-31	$4,443,409
Total plan assets at beginning of year	2016-12-31	$4,186,849
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$381,699
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$306,117
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$256,560
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,443,409
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,186,849
Assets. Value of participant loans	2016-12-31	$78,216
Total contributions received or receivable from employer(s)	2016-12-31	$92,723
Value of certain deemed distributions of participant loans	2016-12-31	$1,529
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,124
2015 : BOLTON FORD, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$386,347
Expenses. Total of all expenses incurred	2015-12-31	$234,014
Benefits paid (including direct rollovers)	2015-12-31	$227,497
Total plan assets at end of year	2015-12-31	$4,186,849
Total plan assets at beginning of year	2015-12-31	$4,034,516
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$327,355
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-10,170
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$152,333
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,186,849
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,034,516
Assets. Value of participant loans	2015-12-31	$37,555
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$28,865
Total contributions received or receivable from employer(s)	2015-12-31	$69,162
Value of certain deemed distributions of participant loans	2015-12-31	$2,013
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,504
2010 : BOLTON FORD, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$526,271
Expenses. Total of all expenses incurred	2010-12-31	$41,542
Benefits paid (including direct rollovers)	2010-12-31	$35,652
Total plan assets at end of year	2010-12-31	$2,553,874
Total plan assets at beginning of year	2010-12-31	$2,069,145
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$46,538
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$469,128
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$484,729
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,553,874
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,069,145
Assets. Value of participant loans	2010-12-31	$48,337
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$16,371
Total contributions received or receivable from employer(s)	2010-12-31	$10,605
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : BOLTON FORD, LLC 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for BOLTON FORD, LLC 401(K) PLAN

2018: BOLTON FORD, LLC 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 FORD, LLC 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 FORD, LLC 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 FORD, LLC 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
2010: BOLTON FORD, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOLTON FORD, LLC 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

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Company Name:	BOLTON FORD, LLC
Employer identification number (EIN):	720796878
NAIC Classification:	441110
NAIC Description:	New Car Dealers