Civic Intelligence

BOLD NEW MOM, LLC

Plan context: BOLD NEW MOM, LLC DEFINED BENEFIT PLAN

EIN 82-4005327 • Carlsbad, CA • 8 filings • 2 plans

2806 Esturion CTCarlsbad, CA 92009
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$3,527,484

2025 Contributions

$284,345

Historical Graphs

Total Assets Over Time

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

$3,527,484$1,763,742$0202220242025YearValue
$3,527,484Latest year 2025

Participants Over Time

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

740202220242025YearValue
7Latest year 2025

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
202527$3,527,484$284,345$40,621iApproximate average salary by contribution assumption: employee only about $1,015,518 at 4% or $677,012 at 6%; with 50% employer match about $677,012 at 4% or $451,341 at 6%; with 100% employer match about $507,759 at 4% or $338,506 at 6%.
BOLD NEW MOM, LLC DEFINED BENEFIT PLAN-7$2,134,733$151,050$21,579iApproximate average salary by contribution assumption: employee only about $539,464 at 4% or $359,643 at 6%; with 50% employer match about $359,643 at 4% or $239,762 at 6%; with 100% employer match about $269,732 at 4% or $179,821 at 6%.
BOLD NEW MOM, LLC 401(K) PLAN-7$1,392,751$133,295$19,042iApproximate average salary by contribution assumption: employee only about $476,054 at 4% or $317,369 at 6%; with 50% employer match about $317,369 at 4% or $211,579 at 6%; with 100% employer match about $238,027 at 4% or $158,685 at 6%.
202427$2,773,442$232,765$33,252iApproximate average salary by contribution assumption: employee only about $831,304 at 4% or $554,202 at 6%; with 50% employer match about $554,202 at 4% or $369,468 at 6%; with 100% employer match about $415,652 at 4% or $277,101 at 6%.
BOLD NEW MOM, LLC DEFINED BENEFIT PLAN-7$1,723,483$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
BOLD NEW MOM, LLC 401(K) PLAN-7$1,049,959$122,765$17,538iApproximate average salary by contribution assumption: employee only about $438,446 at 4% or $292,298 at 6%; with 50% employer match about $292,298 at 4% or $194,865 at 6%; with 100% employer match about $219,223 at 4% or $146,149 at 6%.
202326$2,169,150$258,455$43,076iApproximate average salary by contribution assumption: employee only about $1,076,896 at 4% or $717,931 at 6%; with 50% employer match about $717,931 at 4% or $478,620 at 6%; with 100% employer match about $538,448 at 4% or $358,965 at 6%.
BOLD NEW MOM, LLC DEFINED BENEFIT PLAN-6$1,389,544$162,817$27,136iApproximate average salary by contribution assumption: employee only about $678,404 at 4% or $452,269 at 6%; with 50% employer match about $452,269 at 4% or $301,513 at 6%; with 100% employer match about $339,202 at 4% or $226,135 at 6%.
BOLD NEW MOM, LLC 401(K) PLAN-6$779,606$95,638$15,940iApproximate average salary by contribution assumption: employee only about $398,492 at 4% or $265,661 at 6%; with 50% employer match about $265,661 at 4% or $177,107 at 6%; with 100% employer match about $199,246 at 4% or $132,831 at 6%.
202224$1,595,226$421,709$105,427iApproximate average salary by contribution assumption: employee only about $2,635,681 at 4% or $1,757,121 at 6%; with 50% employer match about $1,757,121 at 4% or $1,171,414 at 6%; with 100% employer match about $1,317,841 at 4% or $878,560 at 6%.
BOLD NEW MOM, LLC DEFINED BENEFIT PLAN-4$1,053,806$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
BOLD NEW MOM, LLC 401(K) PLAN-4$541,420$71,709$17,927iApproximate average salary by contribution assumption: employee only about $448,181 at 4% or $298,788 at 6%; with 50% employer match about $298,788 at 4% or $199,192 at 6%; with 100% employer match about $224,091 at 4% or $149,394 at 6%.
BOLD NEW MOM, LLC | EIN 82-4005327 | 2025 Form 5500 Company Profile