2023 Form 5500 filing — Holding Company Of The Villages, Inc. Employees Savings 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 20250411091435NAL0026022529001) for Holding Company Of The Villages, Inc. Employees Savings Plan, reported by Holding Company Of The Villages, Inc. under EIN 20-4647993 and plan number 001. It reports 4,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$87.3MReported net assets$87,285,080
Participants4.5K4,503
Provider compensation$177.8K1 Schedule C row(s)$177,803
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250411091435NAL0026022529001
- Plan sponsor
- Holding Company Of The Villages, Inc.
- EIN
- 20-4647993
- Plan number
- 001
- Location
- Middleton, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$87.3M total assets
Net assets$87.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $87,285,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,285,080
- Employer contributions
- $2,012,018
- Participant contributions
- $7,646,605
- Total income / additions
- $24,957,657
- Benefits paid
- $9,404,035
- Administrative expenses
- $177,803
- Total expenses
- $9,581,176
- Net increase / (decrease)
- $15,376,481
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $177,803 | $0 |