2023 Form 5500 filing — Holt Homes, Inc. 401k 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 20241014094315NAL0044024976001) for Holt Homes, Inc. 401k Plan, reported by The Holt Group, Inc. under EIN 20-5096515 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094315NAL0044024976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Holt Group, Inc.
- EIN
- 20-5096515
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,212,735
- Total liabilities (EOY)
- $66,798
- Net assets (EOY)
- $8,145,937
- Employer contributions
- $761,028
- Participant contributions
- $967,333
- Total income / additions
- $2,669,255
- Benefits paid
- $317,917
- Administrative expenses
- $40,525
- Total expenses
- $358,442
- Net increase / (decrease)
- $2,310,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,024 | $0 |
| Zuna, LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Pension Plan Specialists | TPA | $2,333 | $6,706 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,248 | not reported in the loaded dataset |