Civic Intelligence

Bolton Offutt Donovan Inc.

Plan context: Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust

EIN 52-1231144 • Baltimore, MD • 48 filings • 8 plans

36 S Charles StreetSuite 1000Baltimore, MD 21201
Current Snapshot

Latest Year

2024

2024 Participants

199

2024 Assets

$55,157,966

2024 Contributions

$2,657,769

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$55,157,966$27,578,983$0199920132024YearValue
$55,157,966Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2181090199920122024YearValue
199Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243199$55,157,966$2,657,769$13,356iApproximate average salary by contribution assumption: employee only about $333,891 at 4% or $222,594 at 6%; with 50% employer match about $222,594 at 4% or $148,396 at 6%; with 100% employer match about $166,945 at 4% or $111,297 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-126$55,157,966$2,657,769$21,093iApproximate average salary by contribution assumption: employee only about $527,335 at 4% or $351,557 at 6%; with 50% employer match about $351,557 at 4% or $234,371 at 6%; with 100% employer match about $263,668 at 4% or $175,778 at 6%.
Bolton Partners Inc. Life and Disability Plan-122---
Bolton Partners Inc. Ancillary Benefit Plan-199---
20233218$46,656,279$3,208,330$14,717iApproximate average salary by contribution assumption: employee only about $367,928 at 4% or $245,285 at 6%; with 50% employer match about $245,285 at 4% or $163,523 at 6%; with 100% employer match about $183,964 at 4% or $122,643 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-119$46,656,279$3,208,330$26,961iApproximate average salary by contribution assumption: employee only about $674,019 at 4% or $449,346 at 6%; with 50% employer match about $449,346 at 4% or $299,564 at 6%; with 100% employer match about $337,009 at 4% or $224,673 at 6%.
Bolton Partners Inc. Life and Disability Plan-123---
Bolton Partners Inc. Ancillary Benefit Plan-218---
20223214$38,398,227$2,134,353$9,974iApproximate average salary by contribution assumption: employee only about $249,340 at 4% or $166,227 at 6%; with 50% employer match about $166,227 at 4% or $110,818 at 6%; with 100% employer match about $124,670 at 4% or $83,113 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-111$38,398,227$2,134,353$19,228iApproximate average salary by contribution assumption: employee only about $480,710 at 4% or $320,473 at 6%; with 50% employer match about $320,473 at 4% or $213,649 at 6%; with 100% employer match about $240,355 at 4% or $160,237 at 6%.
Bolton Partners Inc. Life and Disability Plan-104---
Bolton Partners Inc. Ancillary Benefit Plan-214---
20212106$46,523,253$2,173,651$20,506iApproximate average salary by contribution assumption: employee only about $512,654 at 4% or $341,769 at 6%; with 50% employer match about $341,769 at 4% or $227,846 at 6%; with 100% employer match about $256,327 at 4% or $170,885 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-106$46,523,253$2,173,651$20,506iApproximate average salary by contribution assumption: employee only about $512,654 at 4% or $341,769 at 6%; with 50% employer match about $341,769 at 4% or $227,846 at 6%; with 100% employer match about $256,327 at 4% or $170,885 at 6%.
Bolton Partners Inc. Life and Disability Plan-103---
20202107$39,365,340$2,002,315$18,713iApproximate average salary by contribution assumption: employee only about $467,831 at 4% or $311,887 at 6%; with 50% employer match about $311,887 at 4% or $207,925 at 6%; with 100% employer match about $233,915 at 4% or $155,944 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-107$39,365,340$2,002,315$18,713iApproximate average salary by contribution assumption: employee only about $467,831 at 4% or $311,887 at 6%; with 50% employer match about $311,887 at 4% or $207,925 at 6%; with 100% employer match about $233,915 at 4% or $155,944 at 6%.
Bolton Partners Inc. Life and Disability Plan-106---
20192107$33,110,075$2,015,032$18,832iApproximate average salary by contribution assumption: employee only about $470,802 at 4% or $313,868 at 6%; with 50% employer match about $313,868 at 4% or $209,245 at 6%; with 100% employer match about $235,401 at 4% or $156,934 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-105$33,110,075$2,015,032$19,191iApproximate average salary by contribution assumption: employee only about $479,770 at 4% or $319,846 at 6%; with 50% employer match about $319,846 at 4% or $213,231 at 6%; with 100% employer match about $239,885 at 4% or $159,923 at 6%.
Bolton Partners Inc. Life and Disability Plan-107---
20182111$25,794,509$3,454,772$31,124iApproximate average salary by contribution assumption: employee only about $778,102 at 4% or $518,735 at 6%; with 50% employer match about $518,735 at 4% or $345,823 at 6%; with 100% employer match about $389,051 at 4% or $259,367 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-111$25,794,509$3,454,772$31,124iApproximate average salary by contribution assumption: employee only about $778,102 at 4% or $518,735 at 6%; with 50% employer match about $518,735 at 4% or $345,823 at 6%; with 100% employer match about $389,051 at 4% or $259,367 at 6%.
Bolton Partners Inc. Life and Disability Plan-111---
20172113$25,295,621$2,064,697$18,272iApproximate average salary by contribution assumption: employee only about $456,791 at 4% or $304,528 at 6%; with 50% employer match about $304,528 at 4% or $203,018 at 6%; with 100% employer match about $228,396 at 4% or $152,264 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-113$25,295,621$2,064,697$18,272iApproximate average salary by contribution assumption: employee only about $456,791 at 4% or $304,528 at 6%; with 50% employer match about $304,528 at 4% or $203,018 at 6%; with 100% employer match about $228,396 at 4% or $152,264 at 6%.
Bolton Partners Inc. Life and Disability Plan-111---
20162121$19,961,389$1,637,113$13,530iApproximate average salary by contribution assumption: employee only about $338,246 at 4% or $225,498 at 6%; with 50% employer match about $225,498 at 4% or $150,332 at 6%; with 100% employer match about $169,123 at 4% or $112,749 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-121$19,961,389$1,637,113$13,530iApproximate average salary by contribution assumption: employee only about $338,246 at 4% or $225,498 at 6%; with 50% employer match about $225,498 at 4% or $150,332 at 6%; with 100% employer match about $169,123 at 4% or $112,749 at 6%.
Bolton Partners Inc. Life and Disability Plan-113---
20151111$18,129,150$1,531,583$13,798iApproximate average salary by contribution assumption: employee only about $344,951 at 4% or $229,967 at 6%; with 50% employer match about $229,967 at 4% or $153,312 at 6%; with 100% employer match about $172,476 at 4% or $114,984 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-111$18,129,150$1,531,583$13,798iApproximate average salary by contribution assumption: employee only about $344,951 at 4% or $229,967 at 6%; with 50% employer match about $229,967 at 4% or $153,312 at 6%; with 100% employer match about $172,476 at 4% or $114,984 at 6%.
20141104$18,144,280$2,002,370$19,254iApproximate average salary by contribution assumption: employee only about $481,339 at 4% or $320,893 at 6%; with 50% employer match about $320,893 at 4% or $213,928 at 6%; with 100% employer match about $240,669 at 4% or $160,446 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-104$18,144,280$2,002,370$19,254iApproximate average salary by contribution assumption: employee only about $481,339 at 4% or $320,893 at 6%; with 50% employer match about $320,893 at 4% or $213,928 at 6%; with 100% employer match about $240,669 at 4% or $160,446 at 6%.
2013192$15,237,292$1,335,192$14,513iApproximate average salary by contribution assumption: employee only about $362,824 at 4% or $241,883 at 6%; with 50% employer match about $241,883 at 4% or $161,255 at 6%; with 100% employer match about $181,412 at 4% or $120,941 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-92$15,237,292$1,335,192$14,513iApproximate average salary by contribution assumption: employee only about $362,824 at 4% or $241,883 at 6%; with 50% employer match about $241,883 at 4% or $161,255 at 6%; with 100% employer match about $181,412 at 4% or $120,941 at 6%.
2012189$12,238,440$1,212,568$13,624iApproximate average salary by contribution assumption: employee only about $340,609 at 4% or $227,073 at 6%; with 50% employer match about $227,073 at 4% or $151,382 at 6%; with 100% employer match about $170,304 at 4% or $113,536 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-89$12,238,440$1,212,568$13,624iApproximate average salary by contribution assumption: employee only about $340,609 at 4% or $227,073 at 6%; with 50% employer match about $227,073 at 4% or $151,382 at 6%; with 100% employer match about $170,304 at 4% or $113,536 at 6%.
2011177$10,100,185$1,105,794$14,361iApproximate average salary by contribution assumption: employee only about $359,024 at 4% or $239,349 at 6%; with 50% employer match about $239,349 at 4% or $159,566 at 6%; with 100% employer match about $179,512 at 4% or $119,675 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-77$10,100,185$1,105,794$14,361iApproximate average salary by contribution assumption: employee only about $359,024 at 4% or $239,349 at 6%; with 50% employer match about $239,349 at 4% or $159,566 at 6%; with 100% employer match about $179,512 at 4% or $119,675 at 6%.
2010277$9,299,711$1,412,045$18,338iApproximate average salary by contribution assumption: employee only about $458,456 at 4% or $305,637 at 6%; with 50% employer match about $305,637 at 4% or $203,758 at 6%; with 100% employer match about $229,228 at 4% or $152,819 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-77$9,299,711$1,412,045$18,338iApproximate average salary by contribution assumption: employee only about $458,456 at 4% or $305,637 at 6%; with 50% employer match about $305,637 at 4% or $203,758 at 6%; with 100% employer match about $229,228 at 4% or $152,819 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-0---
2009268$7,407,010$890,675$13,098iApproximate average salary by contribution assumption: employee only about $327,454 at 4% or $218,303 at 6%; with 50% employer match about $218,303 at 4% or $145,535 at 6%; with 100% employer match about $163,727 at 4% or $109,151 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-68$6,796,128$890,675$13,098iApproximate average salary by contribution assumption: employee only about $327,454 at 4% or $218,303 at 6%; with 50% employer match about $218,303 at 4% or $145,535 at 6%; with 100% employer match about $163,727 at 4% or $109,151 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-18$610,882--
2008257$5,157,131$795,298$13,953iApproximate average salary by contribution assumption: employee only about $348,815 at 4% or $232,543 at 6%; with 50% employer match about $232,543 at 4% or $155,029 at 6%; with 100% employer match about $174,407 at 4% or $116,272 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-57$4,567,884$795,298$13,953iApproximate average salary by contribution assumption: employee only about $348,815 at 4% or $232,543 at 6%; with 50% employer match about $232,543 at 4% or $155,029 at 6%; with 100% employer match about $174,407 at 4% or $116,272 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-17$589,247--
2007245$0$0-
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-45---
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-20---
2006249$5,685,534$772,209$15,759iApproximate average salary by contribution assumption: employee only about $393,984 at 4% or $262,656 at 6%; with 50% employer match about $262,656 at 4% or $175,104 at 6%; with 100% employer match about $196,992 at 4% or $131,328 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-49$5,061,733$772,209$15,759iApproximate average salary by contribution assumption: employee only about $393,984 at 4% or $262,656 at 6%; with 50% employer match about $262,656 at 4% or $175,104 at 6%; with 100% employer match about $196,992 at 4% or $131,328 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-16$623,801--
2005244$637,444$12,000$273iApproximate average salary by contribution assumption: employee only about $6,818 at 4% or $4,545 at 6%; with 50% employer match about $4,545 at 4% or $3,030 at 6%; with 100% employer match about $3,409 at 4% or $2,273 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-18$637,444$12,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-44---
2004243$4,051,649$507,132$11,794iApproximate average salary by contribution assumption: employee only about $294,844 at 4% or $196,563 at 6%; with 50% employer match about $196,563 at 4% or $131,042 at 6%; with 100% employer match about $147,422 at 4% or $98,281 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-43$3,503,966$372,599$8,665iApproximate average salary by contribution assumption: employee only about $216,627 at 4% or $144,418 at 6%; with 50% employer match about $144,418 at 4% or $96,279 at 6%; with 100% employer match about $108,314 at 4% or $72,209 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-18$547,683$134,533$7,474iApproximate average salary by contribution assumption: employee only about $186,851 at 4% or $124,568 at 6%; with 50% employer match about $124,568 at 4% or $83,045 at 6%; with 100% employer match about $93,426 at 4% or $62,284 at 6%.
2003241$3,140,331$489,735$11,945iApproximate average salary by contribution assumption: employee only about $298,619 at 4% or $199,079 at 6%; with 50% employer match about $199,079 at 4% or $132,720 at 6%; with 100% employer match about $149,309 at 4% or $99,540 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-41$2,780,767$348,319$8,496iApproximate average salary by contribution assumption: employee only about $212,390 at 4% or $141,593 at 6%; with 50% employer match about $141,593 at 4% or $94,395 at 6%; with 100% employer match about $106,195 at 4% or $70,797 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-20$359,564$141,416$7,071iApproximate average salary by contribution assumption: employee only about $176,770 at 4% or $117,847 at 6%; with 50% employer match about $117,847 at 4% or $78,564 at 6%; with 100% employer match about $88,385 at 4% or $58,923 at 6%.
2002234$2,310,921$374,687$11,020iApproximate average salary by contribution assumption: employee only about $275,505 at 4% or $183,670 at 6%; with 50% employer match about $183,670 at 4% or $122,447 at 6%; with 100% employer match about $137,753 at 4% or $91,835 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-34$2,093,657$274,511$8,074iApproximate average salary by contribution assumption: employee only about $201,846 at 4% or $134,564 at 6%; with 50% employer match about $134,564 at 4% or $89,709 at 6%; with 100% employer match about $100,923 at 4% or $67,282 at 6%.
BOLTON PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-17$217,264$100,176$5,893iApproximate average salary by contribution assumption: employee only about $147,318 at 4% or $98,212 at 6%; with 50% employer match about $98,212 at 4% or $65,475 at 6%; with 100% employer match about $73,659 at 4% or $49,106 at 6%.
2001229$0$0-
BOLTON OFFUTT DONOVAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-15---
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-29---
2000119$2,056,540$224,090$11,794iApproximate average salary by contribution assumption: employee only about $294,855 at 4% or $196,570 at 6%; with 50% employer match about $196,570 at 4% or $131,047 at 6%; with 100% employer match about $147,428 at 4% or $98,285 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-19$2,056,540$224,090$11,794iApproximate average salary by contribution assumption: employee only about $294,855 at 4% or $196,570 at 6%; with 50% employer match about $196,570 at 4% or $131,047 at 6%; with 100% employer match about $147,428 at 4% or $98,285 at 6%.
1999137$3,360,268$302,951$8,188iApproximate average salary by contribution assumption: employee only about $204,697 at 4% or $136,464 at 6%; with 50% employer match about $136,464 at 4% or $90,976 at 6%; with 100% employer match about $102,348 at 4% or $68,232 at 6%.
Bolton Offutt Donovan Inc. 401K/Profit Sharing Plan and Trust-37$3,360,268$302,951$8,188iApproximate average salary by contribution assumption: employee only about $204,697 at 4% or $136,464 at 6%; with 50% employer match about $136,464 at 4% or $90,976 at 6%; with 100% employer match about $102,348 at 4% or $68,232 at 6%.