Bolton Partners, Inc.

Boston, MA

Massachusetts

Registered In

07/28/2005

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Bolton Partners, Inc. at 2 Nd Floor, Boston, Ma 02210 lists Robert G. Bolton and Donald K. Waksmunski of Baltimore, MD as associates.

Registered In: Massachusetts
Incorporation Date: 07/28/2005
Registration Type: Foreign
Foreign Jurisdiction: Maryland
Company Type: Foreign Corporation
Status: Inactive
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National Registered Agents, Inc. Registered Agent	2 ND FLOOR, BOSTON, MA 02210
Robert G. Bolton President	575 S CHARLES ST STE 500, BALTIMORE, MD 21201
Donald K. Waksmunski Vice President	575 S CHARLES ST STE 500, BALTIMORE, MD 21201
Thomas B. Lowman Director	575 S CHARLES ST STE 500, BALTIMORE, MD 21201
Robert G. Bolton Director	575 S CHARLES ST STE 500, BALTIMORE, MD 21201
Donald K. Waksmunski Secretary	575 S CHARLES ST STE 500, BALTIMORE, MD 21201
Robert G. Bolton TREASURER	575 S CHARLES ST STE 500, BALTIMORE, MD 21201

2 ND FLOOR, BOSTON, MA 02210 View Map

Financial Information for Bolton Partners, Inc.

Form 5500

BOLTON PARTNERS, INC.

36 S Charles ST STE 1000, Baltimore, Md 21201 (443) 573-3928 EIN:52-1231144 Plan Admin:James Downing

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY148 / 153 Assets BOY/EOY$46,523,253 / $38,398,227	2022	BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	148 / 153	$46,523,253 / $38,398,227
2022	Plan NameBOLTON PARTNERS INC. LIFE AND DISABILITY PLAN Plan #501 Participants BOY/EOY103 / 0 Assets BOY/EOY$0 / $0	2022	BOLTON PARTNERS INC. LIFE AND DISABILITY PLAN - Plan #501	103 / 0	$0 / $0
2022	Plan NameBOLTON PARTNERS, INC. ANCILLARY BENEFIT PLAN Plan #502 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0	2022	BOLTON PARTNERS, INC. ANCILLARY BENEFIT PLAN - Plan #502	100 / 0	$0 / $0
2021	Plan NameBOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY146 / 147 Assets BOY/EOY$39,365,340 / $46,523,253	2021	BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	146 / 147	$39,365,340 / $46,523,253
2021	Plan NameBOLTON PARTNERS INC. LIFE AND DISABILITY PLAN Plan #501 Participants BOY/EOY106 / 0 Assets BOY/EOY$0 / $0	2021	BOLTON PARTNERS INC. LIFE AND DISABILITY PLAN - Plan #501	106 / 0	$0 / $0
2020	Plan NameBOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY144 / 144 Assets BOY/EOY$33,110,075 / $39,365,340	2020	BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	144 / 144	$33,110,075 / $39,365,340
2020	Plan NameBOLTON PARTNERS INC. LIFE AND DISABILITY PLAN Plan #501 Participants BOY/EOY107 / 0 Assets BOY/EOY$0 / $0	2020	BOLTON PARTNERS INC. LIFE AND DISABILITY PLAN - Plan #501	107 / 0	$0 / $0
2019	Plan NameBOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY140 / 144 Assets BOY/EOY$25,794,509 / $33,110,075	2019	BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	140 / 144	$25,794,509 / $33,110,075
2019	Plan NameBOLTON PARTNERS INC. LIFE AND DISABILITY PLAN Plan #501 Participants BOY/EOY111 / 0 Assets BOY/EOY$0 / $0	2019	BOLTON PARTNERS INC. LIFE AND DISABILITY PLAN - Plan #501	111 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BOLTON PARTNERS INC

36 S Charles St Ste 1000, BALTIMORE, MD 21201-3105 Industry:Human Resources Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$2,436,760 Forgiven$2,480,822 LenderBank of America, National Association Jobs110	04/27/2020	$2,436,760	$2,480,822	Bank of America, National Association	110

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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