2023 Form 5500 filing — Holthouse Carlin & Van Trigt Llp 401(K) Plan And Trust Ii
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 20241009123317NAL0010603587001) for Holthouse Carlin & Van Trigt Llp 401(K) Plan And Trust Ii, reported by Holthouse Carlin & Van Trigt Llp under EIN 95-4345526 and plan number 003. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123317NAL0010603587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holthouse Carlin & Van Trigt Llp
- EIN
- 95-4345526
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,938,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,938,884
- Employer contributions
- $1,709,222
- Participant contributions
- $5,508,514
- Total income / additions
- $18,288,271
- Benefits paid
- $5,339,415
- Administrative expenses
- $9,992
- Total expenses
- $5,349,407
- Net increase / (decrease)
- $12,938,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,151 | $0 |