Bolton Inc.
Plan context: Bolton Inc. 401(K) Plan
EIN 99-0254572 • Kailua Kona, HI • 20 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
30
2023 Assets
$2,989,442
2023 Contributions
$308,591
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 30 | $2,989,442 | $308,591 | $10,286iApproximate average salary by contribution assumption: employee only about $257,159 at 4% or $171,439 at 6%; with 50% employer match about $171,439 at 4% or $114,293 at 6%; with 100% employer match about $128,580 at 4% or $85,720 at 6%. |
| Bolton Inc. 401(K) Plan | - | 30 | $2,989,442 | $308,591 | $10,286iApproximate average salary by contribution assumption: employee only about $257,159 at 4% or $171,439 at 6%; with 50% employer match about $171,439 at 4% or $114,293 at 6%; with 100% employer match about $128,580 at 4% or $85,720 at 6%. |
| 2022 | 1 | 33 | $2,442,883 | $240,752 | $7,296iApproximate average salary by contribution assumption: employee only about $182,388 at 4% or $121,592 at 6%; with 50% employer match about $121,592 at 4% or $81,061 at 6%; with 100% employer match about $91,194 at 4% or $60,796 at 6%. |
| Bolton Inc. 401(K) Plan | - | 33 | $2,442,883 | $240,752 | $7,296iApproximate average salary by contribution assumption: employee only about $182,388 at 4% or $121,592 at 6%; with 50% employer match about $121,592 at 4% or $81,061 at 6%; with 100% employer match about $91,194 at 4% or $60,796 at 6%. |
| 2021 | 1 | 35 | $2,710,907 | $221,235 | $6,321iApproximate average salary by contribution assumption: employee only about $158,025 at 4% or $105,350 at 6%; with 50% employer match about $105,350 at 4% or $70,233 at 6%; with 100% employer match about $79,013 at 4% or $52,675 at 6%. |
| Bolton Inc. 401(K) Plan | - | 35 | $2,710,907 | $221,235 | $6,321iApproximate average salary by contribution assumption: employee only about $158,025 at 4% or $105,350 at 6%; with 50% employer match about $105,350 at 4% or $70,233 at 6%; with 100% employer match about $79,013 at 4% or $52,675 at 6%. |
| 2020 | 1 | 33 | $2,740,373 | $224,812 | $6,812iApproximate average salary by contribution assumption: employee only about $170,312 at 4% or $113,541 at 6%; with 50% employer match about $113,541 at 4% or $75,694 at 6%; with 100% employer match about $85,156 at 4% or $56,771 at 6%. |
| Bolton Inc. 401(K) Plan | - | 33 | $2,740,373 | $224,812 | $6,812iApproximate average salary by contribution assumption: employee only about $170,312 at 4% or $113,541 at 6%; with 50% employer match about $113,541 at 4% or $75,694 at 6%; with 100% employer match about $85,156 at 4% or $56,771 at 6%. |
| 2019 | 1 | 39 | $2,558,454 | $234,795 | $6,020iApproximate average salary by contribution assumption: employee only about $150,510 at 4% or $100,340 at 6%; with 50% employer match about $100,340 at 4% or $66,893 at 6%; with 100% employer match about $75,255 at 4% or $50,170 at 6%. |
| Bolton Inc. 401(K) Plan | - | 39 | $2,558,454 | $234,795 | $6,020iApproximate average salary by contribution assumption: employee only about $150,510 at 4% or $100,340 at 6%; with 50% employer match about $100,340 at 4% or $66,893 at 6%; with 100% employer match about $75,255 at 4% or $50,170 at 6%. |
| 2018 | 1 | 43 | $2,433,254 | $224,599 | $5,223iApproximate average salary by contribution assumption: employee only about $130,581 at 4% or $87,054 at 6%; with 50% employer match about $87,054 at 4% or $58,036 at 6%; with 100% employer match about $65,290 at 4% or $43,527 at 6%. |
| Bolton Inc. 401(K) Plan | - | 43 | $2,433,254 | $224,599 | $5,223iApproximate average salary by contribution assumption: employee only about $130,581 at 4% or $87,054 at 6%; with 50% employer match about $87,054 at 4% or $58,036 at 6%; with 100% employer match about $65,290 at 4% or $43,527 at 6%. |
| 2017 | 1 | 41 | $2,461,683 | $220,662 | $5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%. |
| Bolton Inc. 401(K) Plan | - | 41 | $2,461,683 | $220,662 | $5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%. |
| 2016 | 1 | 40 | $2,044,384 | $193,604 | $4,840iApproximate average salary by contribution assumption: employee only about $121,003 at 4% or $80,668 at 6%; with 50% employer match about $80,668 at 4% or $53,779 at 6%; with 100% employer match about $60,501 at 4% or $40,334 at 6%. |
| Bolton Inc. 401(K) Plan | - | 40 | $2,044,384 | $193,604 | $4,840iApproximate average salary by contribution assumption: employee only about $121,003 at 4% or $80,668 at 6%; with 50% employer match about $80,668 at 4% or $53,779 at 6%; with 100% employer match about $60,501 at 4% or $40,334 at 6%. |
| 2015 | 1 | 33 | $1,720,698 | $157,214 | $4,764iApproximate average salary by contribution assumption: employee only about $119,102 at 4% or $79,401 at 6%; with 50% employer match about $79,401 at 4% or $52,934 at 6%; with 100% employer match about $59,551 at 4% or $39,701 at 6%. |
| Bolton Inc. 401(K) Plan | - | 33 | $1,720,698 | $157,214 | $4,764iApproximate average salary by contribution assumption: employee only about $119,102 at 4% or $79,401 at 6%; with 50% employer match about $79,401 at 4% or $52,934 at 6%; with 100% employer match about $59,551 at 4% or $39,701 at 6%. |
| 2014 | 1 | 31 | $1,681,166 | $155,073 | $5,002iApproximate average salary by contribution assumption: employee only about $125,059 at 4% or $83,373 at 6%; with 50% employer match about $83,373 at 4% or $55,582 at 6%; with 100% employer match about $62,529 at 4% or $41,686 at 6%. |
| Bolton Inc. 401(K) Plan | - | 31 | $1,681,166 | $155,073 | $5,002iApproximate average salary by contribution assumption: employee only about $125,059 at 4% or $83,373 at 6%; with 50% employer match about $83,373 at 4% or $55,582 at 6%; with 100% employer match about $62,529 at 4% or $41,686 at 6%. |
| 2013 | 1 | 29 | $1,489,462 | $166,863 | $5,754iApproximate average salary by contribution assumption: employee only about $143,847 at 4% or $95,898 at 6%; with 50% employer match about $95,898 at 4% or $63,932 at 6%; with 100% employer match about $71,924 at 4% or $47,949 at 6%. |
| Bolton Inc. 401(K) Plan | - | 29 | $1,489,462 | $166,863 | $5,754iApproximate average salary by contribution assumption: employee only about $143,847 at 4% or $95,898 at 6%; with 50% employer match about $95,898 at 4% or $63,932 at 6%; with 100% employer match about $71,924 at 4% or $47,949 at 6%. |
| 2012 | 1 | 28 | $1,178,623 | $130,694 | $4,668iApproximate average salary by contribution assumption: employee only about $116,691 at 4% or $77,794 at 6%; with 50% employer match about $77,794 at 4% or $51,863 at 6%; with 100% employer match about $58,346 at 4% or $38,897 at 6%. |
| Bolton Inc. 401(K) Plan | - | 28 | $1,178,623 | $130,694 | $4,668iApproximate average salary by contribution assumption: employee only about $116,691 at 4% or $77,794 at 6%; with 50% employer match about $77,794 at 4% or $51,863 at 6%; with 100% employer match about $58,346 at 4% or $38,897 at 6%. |
| 2011 | 1 | 31 | $965,651 | $127,882 | $4,125iApproximate average salary by contribution assumption: employee only about $103,131 at 4% or $68,754 at 6%; with 50% employer match about $68,754 at 4% or $45,836 at 6%; with 100% employer match about $51,565 at 4% or $34,377 at 6%. |
| Bolton Inc. 401(K) Plan | - | 31 | $965,651 | $127,882 | $4,125iApproximate average salary by contribution assumption: employee only about $103,131 at 4% or $68,754 at 6%; with 50% employer match about $68,754 at 4% or $45,836 at 6%; with 100% employer match about $51,565 at 4% or $34,377 at 6%. |
| 2010 | 1 | 38 | $1,010,164 | $130,868 | $3,444iApproximate average salary by contribution assumption: employee only about $86,097 at 4% or $57,398 at 6%; with 50% employer match about $57,398 at 4% or $38,265 at 6%; with 100% employer match about $43,049 at 4% or $28,699 at 6%. |
| Bolton Inc. 401(K) Plan | - | 38 | $1,010,164 | $130,868 | $3,444iApproximate average salary by contribution assumption: employee only about $86,097 at 4% or $57,398 at 6%; with 50% employer match about $57,398 at 4% or $38,265 at 6%; with 100% employer match about $43,049 at 4% or $28,699 at 6%. |
| 2005 | 1 | 33 | $128,896 | $29,400 | $891iApproximate average salary by contribution assumption: employee only about $22,273 at 4% or $14,848 at 6%; with 50% employer match about $14,848 at 4% or $9,899 at 6%; with 100% employer match about $11,136 at 4% or $7,424 at 6%. |
| BOLTON, INC. 401K PLAN | - | 33 | $128,896 | $29,400 | $891iApproximate average salary by contribution assumption: employee only about $22,273 at 4% or $14,848 at 6%; with 50% employer match about $14,848 at 4% or $9,899 at 6%; with 100% employer match about $11,136 at 4% or $7,424 at 6%. |
| 2004 | 1 | 28 | $95,488 | $18,542 | $662iApproximate average salary by contribution assumption: employee only about $16,555 at 4% or $11,037 at 6%; with 50% employer match about $11,037 at 4% or $7,358 at 6%; with 100% employer match about $8,278 at 4% or $5,518 at 6%. |
| BOLTON, INC. 401K PLAN | - | 28 | $95,488 | $18,542 | $662iApproximate average salary by contribution assumption: employee only about $16,555 at 4% or $11,037 at 6%; with 50% employer match about $11,037 at 4% or $7,358 at 6%; with 100% employer match about $8,278 at 4% or $5,518 at 6%. |
| 2003 | 1 | 29 | $73,794 | $6,428 | $222iApproximate average salary by contribution assumption: employee only about $5,541 at 4% or $3,694 at 6%; with 50% employer match about $3,694 at 4% or $2,463 at 6%; with 100% employer match about $2,771 at 4% or $1,847 at 6%. |
| BOLTON, INC. 401K PLAN | - | 29 | $73,794 | $6,428 | $222iApproximate average salary by contribution assumption: employee only about $5,541 at 4% or $3,694 at 6%; with 50% employer match about $3,694 at 4% or $2,463 at 6%; with 100% employer match about $2,771 at 4% or $1,847 at 6%. |
| 2002 | 1 | 28 | $57,075 | $10,154 | $363iApproximate average salary by contribution assumption: employee only about $9,066 at 4% or $6,044 at 6%; with 50% employer match about $6,044 at 4% or $4,029 at 6%; with 100% employer match about $4,533 at 4% or $3,022 at 6%. |
| BOLTON, INC. 401K PLAN | - | 28 | $57,075 | $10,154 | $363iApproximate average salary by contribution assumption: employee only about $9,066 at 4% or $6,044 at 6%; with 50% employer match about $6,044 at 4% or $4,029 at 6%; with 100% employer match about $4,533 at 4% or $3,022 at 6%. |
| 2001 | 1 | 29 | $68,870 | $23,759 | $819iApproximate average salary by contribution assumption: employee only about $20,482 at 4% or $13,655 at 6%; with 50% employer match about $13,655 at 4% or $9,103 at 6%; with 100% employer match about $10,241 at 4% or $6,827 at 6%. |
| BOLTON, INC. 401K PLAN | - | 29 | $68,870 | $23,759 | $819iApproximate average salary by contribution assumption: employee only about $20,482 at 4% or $13,655 at 6%; with 50% employer match about $13,655 at 4% or $9,103 at 6%; with 100% employer match about $10,241 at 4% or $6,827 at 6%. |
| 2000 | 1 | 13 | $0 | $0 | - |
| BOLTON, INC. 401K PLAN | - | 13 | - | - | - |