BOLGER & O'HEARN, INC. PROFIT SHARING PLAN

[ EIN: 04-2454566 | Plan No. 001 ]

Form 5500 records indicate that BOLGER & O'HEARN, INC. PROFIT SHARING PLAN is a 401(k) plan sponsored by BOLGER & O'HEARN, INC.. The plan is classified as a Large Plan with 30 participants and assets totaling $8,485,082 for the 2023 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: BOLGER & O'HEARN, INC.

Location: 47 SLADE STREET, FALL RIVER, MA 02724

EIN: 042454566

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 30

Total Assets: $8,485,082

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