2023 Form 5500 filing — Holzhauer 401(K) And 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 20241015101246NAL0029219153001) for Holzhauer 401(K) And Profit Sharing Plan, reported by Holzhauer Auto & Truck Sales, Inc. under EIN 37-1027077 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101246NAL0029219153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holzhauer Auto & Truck Sales, Inc.
- EIN
- 37-1027077
- Plan number
- 001
- Location
- Nashville, IL
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,912,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,912,723
- Employer contributions
- $35,519
- Participant contributions
- $468,888
- Total income / additions
- $1,075,431
- Benefits paid
- $330,150
- Administrative expenses
- $24,649
- Total expenses
- $354,799
- Net increase / (decrease)
- $720,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $19,934 | $0 |
| Stadion Money Management | SERVICE PROVIDER | $3,269 | not reported in the loaded dataset |
| July Business Services, LLC | TPA | $1,446 | not reported in the loaded dataset |