Plan Snapshot
- Plan Sponsor: Bolte Real Estate INC & Bolte Insurance INC.
- Sponsor EIN: 341699686
- Sponsor Address: 134 EAST SECOND STREET, PORT CLINTON, OH, 43452
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.2M | $14,606 | $35,818 |
| 2023 | 3 | $971,668 | $16,087 | $33,973 |
| 2022 | 3 | $773,472 | $14,576 | $31,085 |