2023 Form 5500 filing — Holmes Retirement Plan 401(K)
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 20241014124241NAL0014939603001) for Holmes Retirement Plan 401(K), reported by Holmes Building Materials, LLC under EIN 72-0635776 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124241NAL0014939603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holmes Building Materials, LLC
- EIN
- 72-0635776
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,759,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,759,842
- Employer contributions
- $232,170
- Participant contributions
- $422,677
- Total income / additions
- $1,403,425
- Benefits paid
- $201,945
- Administrative expenses
- $9,078
- Total expenses
- $211,023
- Net increase / (decrease)
- $1,192,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $24,170 | $581 |
| Sentinel Pension & Payroll | TPA | $10,732 | not reported in the loaded dataset |
| Ny Life Securities, LLC | INVESTMENT ADVISORY | $0 | $10,071 |