Holthouse Carlin & Van Trigt Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Holthouse Carlin & Van Trigt Llp (EIN 95-4345526) is a plan sponsor located in Los Angeles, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4345526
Location
Los Angeles, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$153,844,838
Total reported liabilities (EOY)
$16
Total reported net assets (EOY)
$153,844,822

Contributions & income

Employer contributions
$4,220,841
Participant contributions
$8,452,536
Total income / additions
$39,006,440

Expenses & distributions

Benefits paid / distributions
$10,352,289
Total expenses
$10,363,848
Net increase / (decrease)
$28,642,592

Coverage

Total reported participants
1,727
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Holthouse Carlin & Van Trigt Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Holthouse Carlin & Van Trigt Llp 401(K) Plan & Trust001262$89,905,9542023
Holthouse Carlin & Van Trigt Llp 401(K) Plan And Trust Ii003737$63,938,8842023
Holthouse Carlin & Van Trigt Llp Welfare Benefit Plan501728not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Holthouse Carlin & Van Trigt Llp
YearPlanParticipantsSchedulesFiling
2023Holthouse Carlin & Van Trigt Llp 401(K) Plan & Trust262H, C20241009122532NAL0019160881001
2023Holthouse Carlin & Van Trigt Llp 401(K) Plan And Trust Ii737H, C20241009123317NAL0010603587001
2023Holthouse Carlin & Van Trigt Llp Welfare Benefit Plan728C20250414222503NAL0001104307001

Related Form 5500 pages