2023 Form 5500 filing — Holland Partner Group Operations, LLC 401(K) 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 20240923175350NAL0015879552001) for Holland Partner Group Operations, LLC 401(K) Plan, reported by Holland Partner Group Operations, LLC under EIN 90-0806782 and plan number 001. It reports 1,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923175350NAL0015879552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holland Partner Group Operations, LLC
- EIN
- 90-0806782
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 1,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,964,883
- Total liabilities (EOY)
- $1,222
- Net assets (EOY)
- $61,963,661
- Employer contributions
- $2,885,297
- Participant contributions
- $5,482,427
- Total income / additions
- $16,680,094
- Benefits paid
- $5,270,447
- Administrative expenses
- $200,694
- Total expenses
- $5,471,141
- Net increase / (decrease)
- $11,208,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial | INVESTMENT ADVISOR | $47,085 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $34,866 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $10,019 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,925 | $0 |