2023 Form 5500 filing — Holder Construction Group, LLC Profit Sharing And 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 20240930124030NAL0010163696001) for Holder Construction Group, LLC Profit Sharing And 401(K) Plan, reported by Holder Construction Group, LLC under EIN 58-2535136 and plan number 001. It reports 2,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930124030NAL0010163696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holder Construction Group, LLC
- EIN
- 58-2535136
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 2,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,722,499
- Net assets (EOY)
- $193,722,499
- Employer contributions
- $5,500,000
- Participant contributions
- $15,359,941
- Total income / additions
- $46,193,321
- Benefits paid
- $6,456,954
- Administrative expenses
- $819,577
- Total expenses
- $7,276,531
- Net increase / (decrease)
- $38,916,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $409,938 | not reported in the loaded dataset |
| Pension Financial Services, Inc. | not reported in the loaded dataset | $199,376 | $3,083 |
| Brinker Capital Investments | not reported in the loaded dataset | $109,018 | not reported in the loaded dataset |
| Iron-Co-Fid-Comprehensive | not reported in the loaded dataset | $68,459 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | not reported in the loaded dataset | $17,115 | not reported in the loaded dataset |
| Carr Riggs & Ingram Cpa | not reported in the loaded dataset | $15,695 | not reported in the loaded dataset |