2023 Form 5500 filing — Holiday Wholesale, Inc. Profit Sharing & 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 20241213092409NAL0020575568001) for Holiday Wholesale, Inc. Profit Sharing & 401(K) Plan, reported by Holiday Wholesale, Inc. under EIN 39-1029235 and plan number 001. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213092409NAL0020575568001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Holiday Wholesale, Inc.
- EIN
- 39-1029235
- Plan number
- 001
- Location
- Wisconsin Dells, WI
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,121,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,121,950
- Employer contributions
- $439,987
- Participant contributions
- $866,514
- Total income / additions
- $4,514,691
- Benefits paid
- $1,810,012
- Administrative expenses
- $100,665
- Total expenses
- $1,910,677
- Net increase / (decrease)
- $2,604,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John F. Suby & Associates, Sc | NONE | $58,294 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $29,821 | not reported in the loaded dataset |
| Premier Retirement Partners LLC | NONE | $12,550 | not reported in the loaded dataset |