2023 Form 5500 filing — Holladay Property Services Midwest Inc. 401(K) Profit Sharing 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 20241007153734NAL0031340706001) for Holladay Property Services Midwest Inc. 401(K) Profit Sharing Plan, reported by Holladay Property Services Midwest Inc. under EIN 52-2128493 and plan number 001. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007153734NAL0031340706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holladay Property Services Midwest Inc.
- EIN
- 52-2128493
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,222,966
- Total liabilities (EOY)
- $114,450
- Net assets (EOY)
- $17,108,516
- Employer contributions
- $248,461
- Participant contributions
- $1,885,204
- Total income / additions
- $4,686,274
- Benefits paid
- $1,699,715
- Administrative expenses
- $20,784
- Total expenses
- $1,834,949
- Net increase / (decrease)
- $2,851,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Services | RECORDKEEPER | $38,233 | not reported in the loaded dataset |
| Retirement Plan Concepts & Services | SERVICE PROVIDER | $7,646 | not reported in the loaded dataset |