2023 Form 5500 filing — Holcomb Corporation 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 20241120122301NAL0002441971001) for Holcomb Corporation 401(K) Plan, reported by The Holcomb Corporation under EIN 94-2452549 and plan number 004. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120122301NAL0002441971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Holcomb Corporation
- EIN
- 94-2452549
- Plan number
- 004
- Location
- Aptos, CA
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,546,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,546,311
- Employer contributions
- $2,540
- Participant contributions
- $44,987
- Total income / additions
- $446,996
- Benefits paid
- $138,185
- Administrative expenses
- $15,496
- Total expenses
- $155,178
- Net increase / (decrease)
- $291,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,942 | $0 |
| Star LLC | ADVISOR | $5,754 | not reported in the loaded dataset |