2023 Form 5500 filing — Holt Construction Corp, Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731151311NAL0034342832001) for Holt Construction Corp, Retirement Savings Plan, reported by Holt Construction Corp. under EIN 13-1758574 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731151311NAL0034342832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holt Construction Corp.
- EIN
- 13-1758574
- Plan number
- 003
- Location
- Pearl River, NY
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,148,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,148,968
- Employer contributions
- $817,790
- Participant contributions
- $2,069,101
- Total income / additions
- $6,341,077
- Benefits paid
- $1,993,030
- Administrative expenses
- $15,695
- Total expenses
- $2,008,725
- Net increase / (decrease)
- $4,332,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc. | CONTRACT ADMINISTRATOR | $8,593 | $6,650 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,400 | $0 |