2023 Form 5500 filing — The Holding Company 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 20241010111645NAL0009941219001) for The Holding Company 401(K) Plan, reported by Nations Holding Company under EIN 48-1181732 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111645NAL0009941219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nations Holding Company
- EIN
- 48-1181732
- Plan number
- 001
- Location
- Merriam, KS
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,910,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,910,650
- Employer contributions
- $97,480
- Participant contributions
- $465,813
- Total income / additions
- $1,689,974
- Benefits paid
- $455,877
- Administrative expenses
- $63,084
- Total expenses
- $518,961
- Net increase / (decrease)
- $1,171,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $37,371 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $15,187 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $10,526 | not reported in the loaded dataset |