Bolton Capital Group Inc.
Plan context: Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust
EIN 04-3000437 • Bolton, MA • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$3,864,068
2025 Contributions
$355,648
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 27 | $3,864,068 | $355,648 | $13,172iApproximate average salary by contribution assumption: employee only about $329,304 at 4% or $219,536 at 6%; with 50% employer match about $219,536 at 4% or $146,357 at 6%; with 100% employer match about $164,652 at 4% or $109,768 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 27 | $3,864,068 | $355,648 | $13,172iApproximate average salary by contribution assumption: employee only about $329,304 at 4% or $219,536 at 6%; with 50% employer match about $219,536 at 4% or $146,357 at 6%; with 100% employer match about $164,652 at 4% or $109,768 at 6%. |
| 2024 | 1 | 28 | $3,148,464 | $301,185 | $10,757iApproximate average salary by contribution assumption: employee only about $268,915 at 4% or $179,277 at 6%; with 50% employer match about $179,277 at 4% or $119,518 at 6%; with 100% employer match about $134,458 at 4% or $89,638 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 28 | $3,148,464 | $301,185 | $10,757iApproximate average salary by contribution assumption: employee only about $268,915 at 4% or $179,277 at 6%; with 50% employer match about $179,277 at 4% or $119,518 at 6%; with 100% employer match about $134,458 at 4% or $89,638 at 6%. |
| 2023 | 1 | 25 | $2,618,037 | $330,093 | $13,204iApproximate average salary by contribution assumption: employee only about $330,093 at 4% or $220,062 at 6%; with 50% employer match about $220,062 at 4% or $146,708 at 6%; with 100% employer match about $165,047 at 4% or $110,031 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 25 | $2,618,037 | $330,093 | $13,204iApproximate average salary by contribution assumption: employee only about $330,093 at 4% or $220,062 at 6%; with 50% employer match about $220,062 at 4% or $146,708 at 6%; with 100% employer match about $165,047 at 4% or $110,031 at 6%. |
| 2022 | 1 | 23 | $1,909,956 | $231,602 | $10,070iApproximate average salary by contribution assumption: employee only about $251,741 at 4% or $167,828 at 6%; with 50% employer match about $167,828 at 4% or $111,885 at 6%; with 100% employer match about $125,871 at 4% or $83,914 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 23 | $1,909,956 | $231,602 | $10,070iApproximate average salary by contribution assumption: employee only about $251,741 at 4% or $167,828 at 6%; with 50% employer match about $167,828 at 4% or $111,885 at 6%; with 100% employer match about $125,871 at 4% or $83,914 at 6%. |
| 2021 | 1 | 22 | $2,234,028 | $213,543 | $9,707iApproximate average salary by contribution assumption: employee only about $242,663 at 4% or $161,775 at 6%; with 50% employer match about $161,775 at 4% or $107,850 at 6%; with 100% employer match about $121,331 at 4% or $80,888 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 22 | $2,234,028 | $213,543 | $9,707iApproximate average salary by contribution assumption: employee only about $242,663 at 4% or $161,775 at 6%; with 50% employer match about $161,775 at 4% or $107,850 at 6%; with 100% employer match about $121,331 at 4% or $80,888 at 6%. |
| 2020 | 1 | 23 | $1,996,838 | $281,946 | $12,259iApproximate average salary by contribution assumption: employee only about $306,463 at 4% or $204,309 at 6%; with 50% employer match about $204,309 at 4% or $136,206 at 6%; with 100% employer match about $153,232 at 4% or $102,154 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 23 | $1,996,838 | $281,946 | $12,259iApproximate average salary by contribution assumption: employee only about $306,463 at 4% or $204,309 at 6%; with 50% employer match about $204,309 at 4% or $136,206 at 6%; with 100% employer match about $153,232 at 4% or $102,154 at 6%. |
| 2019 | 1 | 19 | $1,465,883 | $186,304 | $9,805iApproximate average salary by contribution assumption: employee only about $245,137 at 4% or $163,425 at 6%; with 50% employer match about $163,425 at 4% or $108,950 at 6%; with 100% employer match about $122,568 at 4% or $81,712 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 19 | $1,465,883 | $186,304 | $9,805iApproximate average salary by contribution assumption: employee only about $245,137 at 4% or $163,425 at 6%; with 50% employer match about $163,425 at 4% or $108,950 at 6%; with 100% employer match about $122,568 at 4% or $81,712 at 6%. |
| 2018 | 1 | 21 | $1,099,941 | $189,954 | $9,045iApproximate average salary by contribution assumption: employee only about $226,136 at 4% or $150,757 at 6%; with 50% employer match about $150,757 at 4% or $100,505 at 6%; with 100% employer match about $113,068 at 4% or $75,379 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 21 | $1,099,941 | $189,954 | $9,045iApproximate average salary by contribution assumption: employee only about $226,136 at 4% or $150,757 at 6%; with 50% employer match about $150,757 at 4% or $100,505 at 6%; with 100% employer match about $113,068 at 4% or $75,379 at 6%. |
| 2017 | 1 | 24 | $1,070,599 | $180,941 | $7,539iApproximate average salary by contribution assumption: employee only about $188,480 at 4% or $125,653 at 6%; with 50% employer match about $125,653 at 4% or $83,769 at 6%; with 100% employer match about $94,240 at 4% or $62,827 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 24 | $1,070,599 | $180,941 | $7,539iApproximate average salary by contribution assumption: employee only about $188,480 at 4% or $125,653 at 6%; with 50% employer match about $125,653 at 4% or $83,769 at 6%; with 100% employer match about $94,240 at 4% or $62,827 at 6%. |
| 2016 | 1 | 22 | $1,500,069 | $209,414 | $9,519iApproximate average salary by contribution assumption: employee only about $237,970 at 4% or $158,647 at 6%; with 50% employer match about $158,647 at 4% or $105,765 at 6%; with 100% employer match about $118,985 at 4% or $79,323 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 22 | $1,500,069 | $209,414 | $9,519iApproximate average salary by contribution assumption: employee only about $237,970 at 4% or $158,647 at 6%; with 50% employer match about $158,647 at 4% or $105,765 at 6%; with 100% employer match about $118,985 at 4% or $79,323 at 6%. |
| 2015 | 1 | 18 | $1,194,574 | $103,291 | $5,738iApproximate average salary by contribution assumption: employee only about $143,460 at 4% or $95,640 at 6%; with 50% employer match about $95,640 at 4% or $63,760 at 6%; with 100% employer match about $71,730 at 4% or $47,820 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 18 | $1,194,574 | $103,291 | $5,738iApproximate average salary by contribution assumption: employee only about $143,460 at 4% or $95,640 at 6%; with 50% employer match about $95,640 at 4% or $63,760 at 6%; with 100% employer match about $71,730 at 4% or $47,820 at 6%. |
| 2014 | 1 | 14 | $1,118,070 | $92,325 | $6,595iApproximate average salary by contribution assumption: employee only about $164,866 at 4% or $109,911 at 6%; with 50% employer match about $109,911 at 4% or $73,274 at 6%; with 100% employer match about $82,433 at 4% or $54,955 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 14 | $1,118,070 | $92,325 | $6,595iApproximate average salary by contribution assumption: employee only about $164,866 at 4% or $109,911 at 6%; with 50% employer match about $109,911 at 4% or $73,274 at 6%; with 100% employer match about $82,433 at 4% or $54,955 at 6%. |
| 2013 | 1 | 15 | $984,863 | $103,987 | $6,932iApproximate average salary by contribution assumption: employee only about $173,312 at 4% or $115,541 at 6%; with 50% employer match about $115,541 at 4% or $77,027 at 6%; with 100% employer match about $86,656 at 4% or $57,771 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 15 | $984,863 | $103,987 | $6,932iApproximate average salary by contribution assumption: employee only about $173,312 at 4% or $115,541 at 6%; with 50% employer match about $115,541 at 4% or $77,027 at 6%; with 100% employer match about $86,656 at 4% or $57,771 at 6%. |
| 2012 | 1 | 16 | $786,116 | $121,352 | $7,585iApproximate average salary by contribution assumption: employee only about $189,613 at 4% or $126,408 at 6%; with 50% employer match about $126,408 at 4% or $84,272 at 6%; with 100% employer match about $94,806 at 4% or $63,204 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 16 | $786,116 | $121,352 | $7,585iApproximate average salary by contribution assumption: employee only about $189,613 at 4% or $126,408 at 6%; with 50% employer match about $126,408 at 4% or $84,272 at 6%; with 100% employer match about $94,806 at 4% or $63,204 at 6%. |
| 2011 | 1 | 14 | $585,885 | $91,083 | $6,506iApproximate average salary by contribution assumption: employee only about $162,648 at 4% or $108,432 at 6%; with 50% employer match about $108,432 at 4% or $72,288 at 6%; with 100% employer match about $81,324 at 4% or $54,216 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 14 | $585,885 | $91,083 | $6,506iApproximate average salary by contribution assumption: employee only about $162,648 at 4% or $108,432 at 6%; with 50% employer match about $108,432 at 4% or $72,288 at 6%; with 100% employer match about $81,324 at 4% or $54,216 at 6%. |
| 2010 | 1 | 12 | $593,629 | $79,236 | $6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,538 at 4% or $55,025 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 12 | $593,629 | $79,236 | $6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,538 at 4% or $55,025 at 6%. |
| 2009 | 1 | 12 | $437,745 | $74,570 | $6,214iApproximate average salary by contribution assumption: employee only about $155,354 at 4% or $103,569 at 6%; with 50% employer match about $103,569 at 4% or $69,046 at 6%; with 100% employer match about $77,677 at 4% or $51,785 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 12 | $437,745 | $74,570 | $6,214iApproximate average salary by contribution assumption: employee only about $155,354 at 4% or $103,569 at 6%; with 50% employer match about $103,569 at 4% or $69,046 at 6%; with 100% employer match about $77,677 at 4% or $51,785 at 6%. |
| 2008 | 1 | 14 | $343,682 | $63,731 | $4,552iApproximate average salary by contribution assumption: employee only about $113,805 at 4% or $75,870 at 6%; with 50% employer match about $75,870 at 4% or $50,580 at 6%; with 100% employer match about $56,903 at 4% or $37,935 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 14 | $343,682 | $63,731 | $4,552iApproximate average salary by contribution assumption: employee only about $113,805 at 4% or $75,870 at 6%; with 50% employer match about $75,870 at 4% or $50,580 at 6%; with 100% employer match about $56,903 at 4% or $37,935 at 6%. |
| 2007 | 1 | 14 | $467,478 | $82,973 | $5,927iApproximate average salary by contribution assumption: employee only about $148,166 at 4% or $98,777 at 6%; with 50% employer match about $98,777 at 4% or $65,852 at 6%; with 100% employer match about $74,083 at 4% or $49,389 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 14 | $467,478 | $82,973 | $5,927iApproximate average salary by contribution assumption: employee only about $148,166 at 4% or $98,777 at 6%; with 50% employer match about $98,777 at 4% or $65,852 at 6%; with 100% employer match about $74,083 at 4% or $49,389 at 6%. |
| 2006 | 1 | 16 | $368,002 | $69,787 | $4,362iApproximate average salary by contribution assumption: employee only about $109,042 at 4% or $72,695 at 6%; with 50% employer match about $72,695 at 4% or $48,463 at 6%; with 100% employer match about $54,521 at 4% or $36,347 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 16 | $368,002 | $69,787 | $4,362iApproximate average salary by contribution assumption: employee only about $109,042 at 4% or $72,695 at 6%; with 50% employer match about $72,695 at 4% or $48,463 at 6%; with 100% employer match about $54,521 at 4% or $36,347 at 6%. |
| 2005 | 1 | 11 | $261,967 | $61,548 | $5,595iApproximate average salary by contribution assumption: employee only about $139,882 at 4% or $93,255 at 6%; with 50% employer match about $93,255 at 4% or $62,170 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 11 | $261,967 | $61,548 | $5,595iApproximate average salary by contribution assumption: employee only about $139,882 at 4% or $93,255 at 6%; with 50% employer match about $93,255 at 4% or $62,170 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%. |
| 2004 | 1 | 12 | $228,015 | $52,848 | $4,404iApproximate average salary by contribution assumption: employee only about $110,100 at 4% or $73,400 at 6%; with 50% employer match about $73,400 at 4% or $48,933 at 6%; with 100% employer match about $55,050 at 4% or $36,700 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 12 | $228,015 | $52,848 | $4,404iApproximate average salary by contribution assumption: employee only about $110,100 at 4% or $73,400 at 6%; with 50% employer match about $73,400 at 4% or $48,933 at 6%; with 100% employer match about $55,050 at 4% or $36,700 at 6%. |
| 2003 | 1 | 13 | $188,344 | $37,056 | $2,850iApproximate average salary by contribution assumption: employee only about $71,262 at 4% or $47,508 at 6%; with 50% employer match about $47,508 at 4% or $31,672 at 6%; with 100% employer match about $35,631 at 4% or $23,754 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 13 | $188,344 | $37,056 | $2,850iApproximate average salary by contribution assumption: employee only about $71,262 at 4% or $47,508 at 6%; with 50% employer match about $47,508 at 4% or $31,672 at 6%; with 100% employer match about $35,631 at 4% or $23,754 at 6%. |
| 2002 | 1 | 15 | $81,324 | $30,688 | $2,046iApproximate average salary by contribution assumption: employee only about $51,147 at 4% or $34,098 at 6%; with 50% employer match about $34,098 at 4% or $22,732 at 6%; with 100% employer match about $25,573 at 4% or $17,049 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 15 | $81,324 | $30,688 | $2,046iApproximate average salary by contribution assumption: employee only about $51,147 at 4% or $34,098 at 6%; with 50% employer match about $34,098 at 4% or $22,732 at 6%; with 100% employer match about $25,573 at 4% or $17,049 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 14 | - | - | - |
| 2000 | 1 | 15 | $64,079 | $49,048 | $3,270iApproximate average salary by contribution assumption: employee only about $81,747 at 4% or $54,498 at 6%; with 50% employer match about $54,498 at 4% or $36,332 at 6%; with 100% employer match about $40,873 at 4% or $27,249 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 15 | $64,079 | $49,048 | $3,270iApproximate average salary by contribution assumption: employee only about $81,747 at 4% or $54,498 at 6%; with 50% employer match about $54,498 at 4% or $36,332 at 6%; with 100% employer match about $40,873 at 4% or $27,249 at 6%. |
| 1999 | 1 | 15 | $143,525 | $34,156 | $2,277iApproximate average salary by contribution assumption: employee only about $56,927 at 4% or $37,951 at 6%; with 50% employer match about $37,951 at 4% or $25,301 at 6%; with 100% employer match about $28,463 at 4% or $18,976 at 6%. |
| Bolton Capital Group Inc. 401(K) Profit Sharing Plan & Trust | - | 15 | $143,525 | $34,156 | $2,277iApproximate average salary by contribution assumption: employee only about $56,927 at 4% or $37,951 at 6%; with 50% employer match about $37,951 at 4% or $25,301 at 6%; with 100% employer match about $28,463 at 4% or $18,976 at 6%. |