2023 Form 5500 filing — M. Holland Company 401(K) Profit Sharing Plan And Trust
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 20240808121929NAL0010972562001) for M. Holland Company 401(K) Profit Sharing Plan And Trust, reported by M. Holland Company under EIN 36-2246768 and plan number 002. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808121929NAL0010972562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M. Holland Company
- EIN
- 36-2246768
- Plan number
- 002
- Location
- Northbrook, IL
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,692,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,692,843
- Employer contributions
- $1,143,717
- Participant contributions
- $3,594,171
- Total income / additions
- $14,777,785
- Benefits paid
- $4,969,157
- Administrative expenses
- $79,403
- Total expenses
- $5,048,560
- Net increase / (decrease)
- $9,729,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $44,029 | not reported in the loaded dataset |
| Harbor Financial Resources, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $28,107 |
| Corient Private Wealth LLC | INVESTMENT ADVISOR | $5,274 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $45 | $0 |