Davis Farms Trust
Plan context: Bolton Orchards 401(K) Profit Sharing Plan
EIN 04-2217004 • Bolton, MA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$678,084
2024 Contributions
$63,786
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 21 | $678,084 | $63,786 | $3,037iApproximate average salary by contribution assumption: employee only about $75,936 at 4% or $50,624 at 6%; with 50% employer match about $50,624 at 4% or $33,749 at 6%; with 100% employer match about $37,968 at 4% or $25,312 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 21 | $678,084 | $63,786 | $3,037iApproximate average salary by contribution assumption: employee only about $75,936 at 4% or $50,624 at 6%; with 50% employer match about $50,624 at 4% or $33,749 at 6%; with 100% employer match about $37,968 at 4% or $25,312 at 6%. |
| 2023 | 1 | 21 | $626,861 | $62,600 | $2,981iApproximate average salary by contribution assumption: employee only about $74,524 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,262 at 4% or $24,841 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 21 | $626,861 | $62,600 | $2,981iApproximate average salary by contribution assumption: employee only about $74,524 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,262 at 4% or $24,841 at 6%. |
| 2022 | 1 | 22 | $484,506 | $62,804 | $2,855iApproximate average salary by contribution assumption: employee only about $71,368 at 4% or $47,579 at 6%; with 50% employer match about $47,579 at 4% or $31,719 at 6%; with 100% employer match about $35,684 at 4% or $23,789 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 22 | $484,506 | $62,804 | $2,855iApproximate average salary by contribution assumption: employee only about $71,368 at 4% or $47,579 at 6%; with 50% employer match about $47,579 at 4% or $31,719 at 6%; with 100% employer match about $35,684 at 4% or $23,789 at 6%. |
| 2021 | 1 | 21 | $588,471 | $67,182 | $3,199iApproximate average salary by contribution assumption: employee only about $79,979 at 4% or $53,319 at 6%; with 50% employer match about $53,319 at 4% or $35,546 at 6%; with 100% employer match about $39,989 at 4% or $26,660 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 21 | $588,471 | $67,182 | $3,199iApproximate average salary by contribution assumption: employee only about $79,979 at 4% or $53,319 at 6%; with 50% employer match about $53,319 at 4% or $35,546 at 6%; with 100% employer match about $39,989 at 4% or $26,660 at 6%. |
| 2020 | 1 | 23 | $499,143 | $49,809 | $2,166iApproximate average salary by contribution assumption: employee only about $54,140 at 4% or $36,093 at 6%; with 50% employer match about $36,093 at 4% or $24,062 at 6%; with 100% employer match about $27,070 at 4% or $18,047 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 23 | $499,143 | $49,809 | $2,166iApproximate average salary by contribution assumption: employee only about $54,140 at 4% or $36,093 at 6%; with 50% employer match about $36,093 at 4% or $24,062 at 6%; with 100% employer match about $27,070 at 4% or $18,047 at 6%. |
| 2019 | 1 | 20 | $508,752 | $48,210 | $2,411iApproximate average salary by contribution assumption: employee only about $60,263 at 4% or $40,175 at 6%; with 50% employer match about $40,175 at 4% or $26,783 at 6%; with 100% employer match about $30,131 at 4% or $20,088 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 20 | $508,752 | $48,210 | $2,411iApproximate average salary by contribution assumption: employee only about $60,263 at 4% or $40,175 at 6%; with 50% employer match about $40,175 at 4% or $26,783 at 6%; with 100% employer match about $30,131 at 4% or $20,088 at 6%. |
| 2018 | 1 | 24 | $377,466 | $48,940 | $2,039iApproximate average salary by contribution assumption: employee only about $50,979 at 4% or $33,986 at 6%; with 50% employer match about $33,986 at 4% or $22,657 at 6%; with 100% employer match about $25,490 at 4% or $16,993 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 24 | $377,466 | $48,940 | $2,039iApproximate average salary by contribution assumption: employee only about $50,979 at 4% or $33,986 at 6%; with 50% employer match about $33,986 at 4% or $22,657 at 6%; with 100% employer match about $25,490 at 4% or $16,993 at 6%. |
| 2017 | 1 | 20 | $419,316 | $41,789 | $2,089iApproximate average salary by contribution assumption: employee only about $52,236 at 4% or $34,824 at 6%; with 50% employer match about $34,824 at 4% or $23,216 at 6%; with 100% employer match about $26,118 at 4% or $17,412 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 20 | $419,316 | $41,789 | $2,089iApproximate average salary by contribution assumption: employee only about $52,236 at 4% or $34,824 at 6%; with 50% employer match about $34,824 at 4% or $23,216 at 6%; with 100% employer match about $26,118 at 4% or $17,412 at 6%. |
| 2016 | 1 | 20 | $347,456 | $39,749 | $1,987iApproximate average salary by contribution assumption: employee only about $49,686 at 4% or $33,124 at 6%; with 50% employer match about $33,124 at 4% or $22,083 at 6%; with 100% employer match about $24,843 at 4% or $16,562 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 20 | $347,456 | $39,749 | $1,987iApproximate average salary by contribution assumption: employee only about $49,686 at 4% or $33,124 at 6%; with 50% employer match about $33,124 at 4% or $22,083 at 6%; with 100% employer match about $24,843 at 4% or $16,562 at 6%. |
| 2015 | 1 | 24 | $293,851 | $36,895 | $1,537iApproximate average salary by contribution assumption: employee only about $38,432 at 4% or $25,622 at 6%; with 50% employer match about $25,622 at 4% or $17,081 at 6%; with 100% employer match about $19,216 at 4% or $12,811 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 24 | $293,851 | $36,895 | $1,537iApproximate average salary by contribution assumption: employee only about $38,432 at 4% or $25,622 at 6%; with 50% employer match about $25,622 at 4% or $17,081 at 6%; with 100% employer match about $19,216 at 4% or $12,811 at 6%. |
| 2014 | 1 | 16 | $259,121 | $35,310 | $2,207iApproximate average salary by contribution assumption: employee only about $55,172 at 4% or $36,781 at 6%; with 50% employer match about $36,781 at 4% or $24,521 at 6%; with 100% employer match about $27,586 at 4% or $18,391 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 16 | $259,121 | $35,310 | $2,207iApproximate average salary by contribution assumption: employee only about $55,172 at 4% or $36,781 at 6%; with 50% employer match about $36,781 at 4% or $24,521 at 6%; with 100% employer match about $27,586 at 4% or $18,391 at 6%. |
| 2013 | 1 | 17 | $226,786 | $22,660 | $1,333iApproximate average salary by contribution assumption: employee only about $33,324 at 4% or $22,216 at 6%; with 50% employer match about $22,216 at 4% or $14,810 at 6%; with 100% employer match about $16,662 at 4% or $11,108 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 17 | $226,786 | $22,660 | $1,333iApproximate average salary by contribution assumption: employee only about $33,324 at 4% or $22,216 at 6%; with 50% employer match about $22,216 at 4% or $14,810 at 6%; with 100% employer match about $16,662 at 4% or $11,108 at 6%. |
| 2012 | 1 | 15 | $261,782 | $26,114 | $1,741iApproximate average salary by contribution assumption: employee only about $43,523 at 4% or $29,016 at 6%; with 50% employer match about $29,016 at 4% or $19,344 at 6%; with 100% employer match about $21,762 at 4% or $14,508 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 15 | $261,782 | $26,114 | $1,741iApproximate average salary by contribution assumption: employee only about $43,523 at 4% or $29,016 at 6%; with 50% employer match about $29,016 at 4% or $19,344 at 6%; with 100% employer match about $21,762 at 4% or $14,508 at 6%. |
| 2011 | 1 | 17 | $392,347 | $27,551 | $1,621iApproximate average salary by contribution assumption: employee only about $40,516 at 4% or $27,011 at 6%; with 50% employer match about $27,011 at 4% or $18,007 at 6%; with 100% employer match about $20,258 at 4% or $13,505 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 17 | $392,347 | $27,551 | $1,621iApproximate average salary by contribution assumption: employee only about $40,516 at 4% or $27,011 at 6%; with 50% employer match about $27,011 at 4% or $18,007 at 6%; with 100% employer match about $20,258 at 4% or $13,505 at 6%. |
| 2010 | 1 | 14 | $357,700 | $21,613 | $1,544iApproximate average salary by contribution assumption: employee only about $38,595 at 4% or $25,730 at 6%; with 50% employer match about $25,730 at 4% or $17,153 at 6%; with 100% employer match about $19,297 at 4% or $12,865 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 14 | $357,700 | $21,613 | $1,544iApproximate average salary by contribution assumption: employee only about $38,595 at 4% or $25,730 at 6%; with 50% employer match about $25,730 at 4% or $17,153 at 6%; with 100% employer match about $19,297 at 4% or $12,865 at 6%. |
| 2009 | 1 | 17 | $404,037 | $28,462 | $1,674iApproximate average salary by contribution assumption: employee only about $41,856 at 4% or $27,904 at 6%; with 50% employer match about $27,904 at 4% or $18,603 at 6%; with 100% employer match about $20,928 at 4% or $13,952 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 17 | $404,037 | $28,462 | $1,674iApproximate average salary by contribution assumption: employee only about $41,856 at 4% or $27,904 at 6%; with 50% employer match about $27,904 at 4% or $18,603 at 6%; with 100% employer match about $20,928 at 4% or $13,952 at 6%. |
| 2008 | 1 | 16 | $370,470 | $22,002 | $1,375iApproximate average salary by contribution assumption: employee only about $34,378 at 4% or $22,919 at 6%; with 50% employer match about $22,919 at 4% or $15,279 at 6%; with 100% employer match about $17,189 at 4% or $11,459 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 16 | $370,470 | $22,002 | $1,375iApproximate average salary by contribution assumption: employee only about $34,378 at 4% or $22,919 at 6%; with 50% employer match about $22,919 at 4% or $15,279 at 6%; with 100% employer match about $17,189 at 4% or $11,459 at 6%. |
| 2007 | 1 | 14 | $748,047 | $64,425 | $4,602iApproximate average salary by contribution assumption: employee only about $115,045 at 4% or $76,696 at 6%; with 50% employer match about $76,696 at 4% or $51,131 at 6%; with 100% employer match about $57,522 at 4% or $38,348 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 14 | $748,047 | $64,425 | $4,602iApproximate average salary by contribution assumption: employee only about $115,045 at 4% or $76,696 at 6%; with 50% employer match about $76,696 at 4% or $51,131 at 6%; with 100% employer match about $57,522 at 4% or $38,348 at 6%. |
| 2006 | 1 | 15 | $744,562 | $66,692 | $4,446iApproximate average salary by contribution assumption: employee only about $111,153 at 4% or $74,102 at 6%; with 50% employer match about $74,102 at 4% or $49,401 at 6%; with 100% employer match about $55,577 at 4% or $37,051 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 15 | $744,562 | $66,692 | $4,446iApproximate average salary by contribution assumption: employee only about $111,153 at 4% or $74,102 at 6%; with 50% employer match about $74,102 at 4% or $49,401 at 6%; with 100% employer match about $55,577 at 4% or $37,051 at 6%. |
| 2005 | 1 | 17 | $624,233 | $65,607 | $3,859iApproximate average salary by contribution assumption: employee only about $96,481 at 4% or $64,321 at 6%; with 50% employer match about $64,321 at 4% or $42,880 at 6%; with 100% employer match about $48,240 at 4% or $32,160 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 17 | $624,233 | $65,607 | $3,859iApproximate average salary by contribution assumption: employee only about $96,481 at 4% or $64,321 at 6%; with 50% employer match about $64,321 at 4% or $42,880 at 6%; with 100% employer match about $48,240 at 4% or $32,160 at 6%. |
| 2004 | 1 | 16 | $540,720 | $68,266 | $4,267iApproximate average salary by contribution assumption: employee only about $106,666 at 4% or $71,110 at 6%; with 50% employer match about $71,110 at 4% or $47,407 at 6%; with 100% employer match about $53,333 at 4% or $35,555 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 16 | $540,720 | $68,266 | $4,267iApproximate average salary by contribution assumption: employee only about $106,666 at 4% or $71,110 at 6%; with 50% employer match about $71,110 at 4% or $47,407 at 6%; with 100% employer match about $53,333 at 4% or $35,555 at 6%. |
| 2003 | 1 | 14 | $442,448 | $72,519 | $5,180iApproximate average salary by contribution assumption: employee only about $129,498 at 4% or $86,332 at 6%; with 50% employer match about $86,332 at 4% or $57,555 at 6%; with 100% employer match about $64,749 at 4% or $43,166 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 14 | $442,448 | $72,519 | $5,180iApproximate average salary by contribution assumption: employee only about $129,498 at 4% or $86,332 at 6%; with 50% employer match about $86,332 at 4% or $57,555 at 6%; with 100% employer match about $64,749 at 4% or $43,166 at 6%. |
| 2002 | 1 | 14 | $312,453 | $76,473 | $5,462iApproximate average salary by contribution assumption: employee only about $136,559 at 4% or $91,039 at 6%; with 50% employer match about $91,039 at 4% or $60,693 at 6%; with 100% employer match about $68,279 at 4% or $45,520 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 14 | $312,453 | $76,473 | $5,462iApproximate average salary by contribution assumption: employee only about $136,559 at 4% or $91,039 at 6%; with 50% employer match about $91,039 at 4% or $60,693 at 6%; with 100% employer match about $68,279 at 4% or $45,520 at 6%. |
| 2001 | 1 | 12 | $284,400 | $64,624 | $5,385iApproximate average salary by contribution assumption: employee only about $134,633 at 4% or $89,756 at 6%; with 50% employer match about $89,756 at 4% or $59,837 at 6%; with 100% employer match about $67,317 at 4% or $44,878 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 12 | $284,400 | $64,624 | $5,385iApproximate average salary by contribution assumption: employee only about $134,633 at 4% or $89,756 at 6%; with 50% employer match about $89,756 at 4% or $59,837 at 6%; with 100% employer match about $67,317 at 4% or $44,878 at 6%. |
| 2000 | 1 | 13 | $281,312 | $68,021 | $5,232iApproximate average salary by contribution assumption: employee only about $130,810 at 4% or $87,206 at 6%; with 50% employer match about $87,206 at 4% or $58,138 at 6%; with 100% employer match about $65,405 at 4% or $43,603 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 13 | $281,312 | $68,021 | $5,232iApproximate average salary by contribution assumption: employee only about $130,810 at 4% or $87,206 at 6%; with 50% employer match about $87,206 at 4% or $58,138 at 6%; with 100% employer match about $65,405 at 4% or $43,603 at 6%. |
| 1999 | 1 | 13 | $264,751 | $65,272 | $5,021iApproximate average salary by contribution assumption: employee only about $125,523 at 4% or $83,682 at 6%; with 50% employer match about $83,682 at 4% or $55,788 at 6%; with 100% employer match about $62,762 at 4% or $41,841 at 6%. |
| Bolton Orchards 401(K) Profit Sharing Plan | - | 13 | $264,751 | $65,272 | $5,021iApproximate average salary by contribution assumption: employee only about $125,523 at 4% or $83,682 at 6%; with 50% employer match about $83,682 at 4% or $55,788 at 6%; with 100% employer match about $62,762 at 4% or $41,841 at 6%. |