Bolles School
Plan context: The Bolles School Retirement Plan
EIN 59-0637814 • Jacksonville, FL • 54 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
286
2024 Assets
$68,875,261
2024 Contributions
$4,147,957
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 | 2 | 286 | $68,875,261 | $4,147,957 | $14,503iApproximate average salary by contribution assumption: employee only about $362,584 at 4% or $241,722 at 6%; with 50% employer match about $241,722 at 4% or $161,148 at 6%; with 100% employer match about $181,292 at 4% or $120,861 at 6%. |
| The Bolles School Retirement Plan | - | 286 | $68,875,261 | $4,147,957 | $14,503iApproximate average salary by contribution assumption: employee only about $362,584 at 4% or $241,722 at 6%; with 50% employer match about $241,722 at 4% or $161,148 at 6%; with 100% employer match about $181,292 at 4% or $120,861 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 278 | - | - | - |
| 2023 | 2 | 281 | $64,511,705 | $4,464,863 | $15,889iApproximate average salary by contribution assumption: employee only about $397,230 at 4% or $264,820 at 6%; with 50% employer match about $264,820 at 4% or $176,547 at 6%; with 100% employer match about $198,615 at 4% or $132,410 at 6%. |
| The Bolles School Retirement Plan | - | 281 | $64,511,705 | $4,464,863 | $15,889iApproximate average salary by contribution assumption: employee only about $397,230 at 4% or $264,820 at 6%; with 50% employer match about $264,820 at 4% or $176,547 at 6%; with 100% employer match about $198,615 at 4% or $132,410 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 277 | - | - | - |
| 2022 | 2 | 278 | $58,432,934 | $3,650,356 | $13,131iApproximate average salary by contribution assumption: employee only about $328,269 at 4% or $218,846 at 6%; with 50% employer match about $218,846 at 4% or $145,898 at 6%; with 100% employer match about $164,135 at 4% or $109,423 at 6%. |
| The Bolles School Retirement Plan | - | 273 | $58,432,934 | $3,650,356 | $13,371iApproximate average salary by contribution assumption: employee only about $334,282 at 4% or $222,854 at 6%; with 50% employer match about $222,854 at 4% or $148,570 at 6%; with 100% employer match about $167,141 at 4% or $111,427 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 278 | - | - | - |
| 2021 | 2 | 267 | $56,296,780 | $3,255,037 | $12,191iApproximate average salary by contribution assumption: employee only about $304,779 at 4% or $203,186 at 6%; with 50% employer match about $203,186 at 4% or $135,457 at 6%; with 100% employer match about $152,389 at 4% or $101,593 at 6%. |
| The Bolles School Retirement Plan | - | 266 | $56,296,780 | $3,255,037 | $12,237iApproximate average salary by contribution assumption: employee only about $305,925 at 4% or $203,950 at 6%; with 50% employer match about $203,950 at 4% or $135,966 at 6%; with 100% employer match about $152,962 at 4% or $101,975 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 267 | - | - | - |
| 2020 | 2 | 259 | $65,571,517 | $3,180,815 | $12,281iApproximate average salary by contribution assumption: employee only about $307,028 at 4% or $204,686 at 6%; with 50% employer match about $204,686 at 4% or $136,457 at 6%; with 100% employer match about $153,514 at 4% or $102,343 at 6%. |
| The Bolles School Retirement Plan | - | 259 | $65,571,517 | $3,180,815 | $12,281iApproximate average salary by contribution assumption: employee only about $307,028 at 4% or $204,686 at 6%; with 50% employer match about $204,686 at 4% or $136,457 at 6%; with 100% employer match about $153,514 at 4% or $102,343 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 247 | - | - | - |
| 2019 | 2 | 261 | $51,726,698 | $3,321,160 | $12,725iApproximate average salary by contribution assumption: employee only about $318,119 at 4% or $212,079 at 6%; with 50% employer match about $212,079 at 4% or $141,386 at 6%; with 100% employer match about $159,059 at 4% or $106,040 at 6%. |
| The Bolles School Retirement Plan | - | 261 | $51,726,698 | $3,321,160 | $12,725iApproximate average salary by contribution assumption: employee only about $318,119 at 4% or $212,079 at 6%; with 50% employer match about $212,079 at 4% or $141,386 at 6%; with 100% employer match about $159,059 at 4% or $106,040 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 255 | - | - | - |
| 2018 | 2 | 261 | $46,309,074 | $2,817,176 | $10,794iApproximate average salary by contribution assumption: employee only about $269,844 at 4% or $179,896 at 6%; with 50% employer match about $179,896 at 4% or $119,931 at 6%; with 100% employer match about $134,922 at 4% or $89,948 at 6%. |
| The Bolles School Retirement Plan | - | 261 | $46,309,074 | $2,817,176 | $10,794iApproximate average salary by contribution assumption: employee only about $269,844 at 4% or $179,896 at 6%; with 50% employer match about $179,896 at 4% or $119,931 at 6%; with 100% employer match about $134,922 at 4% or $89,948 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 253 | - | - | - |
| 2017 | 2 | 263 | $43,625,310 | $2,557,810 | $9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%. |
| The Bolles School Retirement Plan | - | 263 | $43,625,310 | $2,557,810 | $9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 252 | - | - | - |
| 2016 | 2 | 250 | $39,496,086 | $2,466,082 | $9,864iApproximate average salary by contribution assumption: employee only about $246,608 at 4% or $164,405 at 6%; with 50% employer match about $164,405 at 4% or $109,604 at 6%; with 100% employer match about $123,304 at 4% or $82,203 at 6%. |
| The Bolles School Retirement Plan | - | 250 | $39,496,086 | $2,466,082 | $9,864iApproximate average salary by contribution assumption: employee only about $246,608 at 4% or $164,405 at 6%; with 50% employer match about $164,405 at 4% or $109,604 at 6%; with 100% employer match about $123,304 at 4% or $82,203 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 240 | - | - | - |
| 2015 | 2 | 252 | $35,409,672 | $2,502,652 | $9,931iApproximate average salary by contribution assumption: employee only about $248,279 at 4% or $165,519 at 6%; with 50% employer match about $165,519 at 4% or $110,346 at 6%; with 100% employer match about $124,139 at 4% or $82,760 at 6%. |
| The Bolles School Retirement Plan | - | 252 | $35,409,672 | $2,502,652 | $9,931iApproximate average salary by contribution assumption: employee only about $248,279 at 4% or $165,519 at 6%; with 50% employer match about $165,519 at 4% or $110,346 at 6%; with 100% employer match about $124,139 at 4% or $82,760 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 240 | - | - | - |
| 2014 | 2 | 258 | $34,905,004 | $2,585,714 | $10,022iApproximate average salary by contribution assumption: employee only about $250,554 at 4% or $167,036 at 6%; with 50% employer match about $167,036 at 4% or $111,357 at 6%; with 100% employer match about $125,277 at 4% or $83,518 at 6%. |
| The Bolles School Retirement Plan | - | 258 | $34,905,004 | $2,585,714 | $10,022iApproximate average salary by contribution assumption: employee only about $250,554 at 4% or $167,036 at 6%; with 50% employer match about $167,036 at 4% or $111,357 at 6%; with 100% employer match about $125,277 at 4% or $83,518 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 233 | - | - | - |
| 2013 | 2 | 249 | $32,827,168 | $2,845,861 | $11,429iApproximate average salary by contribution assumption: employee only about $285,729 at 4% or $190,486 at 6%; with 50% employer match about $190,486 at 4% or $126,991 at 6%; with 100% employer match about $142,865 at 4% or $95,243 at 6%. |
| The Bolles School Retirement Plan | - | 249 | $32,827,168 | $2,845,861 | $11,429iApproximate average salary by contribution assumption: employee only about $285,729 at 4% or $190,486 at 6%; with 50% employer match about $190,486 at 4% or $126,991 at 6%; with 100% employer match about $142,865 at 4% or $95,243 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 228 | - | - | - |
| 2012 | 2 | 251 | $28,378,753 | $2,442,758 | $9,732iApproximate average salary by contribution assumption: employee only about $243,303 at 4% or $162,202 at 6%; with 50% employer match about $162,202 at 4% or $108,134 at 6%; with 100% employer match about $121,651 at 4% or $81,101 at 6%. |
| The Bolles School Retirement Plan | - | 251 | $28,378,753 | $2,442,758 | $9,732iApproximate average salary by contribution assumption: employee only about $243,303 at 4% or $162,202 at 6%; with 50% employer match about $162,202 at 4% or $108,134 at 6%; with 100% employer match about $121,651 at 4% or $81,101 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 223 | - | - | - |
| 2011 | 2 | 242 | $23,653,618 | $2,439,195 | $10,079iApproximate average salary by contribution assumption: employee only about $251,983 at 4% or $167,989 at 6%; with 50% employer match about $167,989 at 4% or $111,992 at 6%; with 100% employer match about $125,991 at 4% or $83,994 at 6%. |
| The Bolles School Retirement Plan | - | 242 | $23,653,618 | $2,439,195 | $10,079iApproximate average salary by contribution assumption: employee only about $251,983 at 4% or $167,989 at 6%; with 50% employer match about $167,989 at 4% or $111,992 at 6%; with 100% employer match about $125,991 at 4% or $83,994 at 6%. |
| The Bolles School Welfare Benefits Plan | - | 222 | - | - | - |
| 2010 | 4 | 246 | $21,273,985 | $2,494,781 | $10,141iApproximate average salary by contribution assumption: employee only about $253,535 at 4% or $169,023 at 6%; with 50% employer match about $169,023 at 4% or $112,682 at 6%; with 100% employer match about $126,767 at 4% or $84,512 at 6%. |
| The Bolles School Retirement Plan | - | 246 | $21,273,985 | $2,494,781 | $10,141iApproximate average salary by contribution assumption: employee only about $253,535 at 4% or $169,023 at 6%; with 50% employer match about $169,023 at 4% or $112,682 at 6%; with 100% employer match about $126,767 at 4% or $84,512 at 6%. |
| The Bolles School Insurance Group | - | 243 | - | - | - |
| THE BOLLES SCHOOL WELFARE BENEFIT PLAN | - | 225 | - | - | - |
| THE BOLLES SCHOOL VISION PLAN | - | 104 | - | - | - |
| 2009 | 2 | 249 | $18,372,980 | $2,582,040 | $10,370iApproximate average salary by contribution assumption: employee only about $259,241 at 4% or $172,827 at 6%; with 50% employer match about $172,827 at 4% or $115,218 at 6%; with 100% employer match about $129,620 at 4% or $86,414 at 6%. |
| The Bolles School Retirement Plan | - | 242 | $18,372,980 | $2,582,040 | $10,670iApproximate average salary by contribution assumption: employee only about $266,740 at 4% or $177,826 at 6%; with 50% employer match about $177,826 at 4% or $118,551 at 6%; with 100% employer match about $133,370 at 4% or $88,913 at 6%. |
| The Bolles School Insurance Group | - | 249 | - | - | - |
| 2008 | 2 | 242 | $0 | $0 | - |
| The Bolles School Insurance Group | - | 242 | - | - | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| 2007 | 2 | 239 | $0 | $0 | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| The Bolles School Insurance Group | - | 239 | - | - | - |
| 2006 | 2 | 231 | $0 | $0 | - |
| The Bolles School Insurance Group | - | 231 | - | - | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| 2005 | 2 | 238 | $0 | $0 | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| The Bolles School Insurance Group | - | 238 | - | - | - |
| 2004 | 2 | 242 | $0 | $0 | - |
| The Bolles School Insurance Group | - | 242 | - | - | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 251 | $0 | $0 | - |
| The Bolles School Insurance Group | - | 251 | - | - | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 224 | $0 | $0 | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| The Bolles School Insurance Group | - | 224 | - | - | - |
| 2001 | 2 | 230 | $0 | $0 | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| The Bolles School Insurance Group | - | 230 | - | - | - |
| 2000 | 2 | 240 | $0 | $0 | - |
| The Bolles School Insurance Group | - | 240 | - | - | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| 1999 | 2 | 234 | $0 | $0 | - |
| The Bolles School Retirement Plan | - | 0 | - | - | - |
| The Bolles School Insurance Group | - | 234 | - | - | - |