Holt Construction Corp, Retirement Savings Plan — Form 5500 plan (Holt Construction Corp.)

Plain-English plan 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, Holt Construction Corp, Retirement Savings Plan is a benefit plan reported by Holt Construction Corp. under EIN 13-1758574 and plan number 003. The latest loaded filing year is 2023. The filing reports 275 participants and $24,148,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holt Construction Corp.
EIN
13-1758574
Plan number
003
Plan type
2
Location
Pearl River, NY
Latest filing year
2023
Participants
275
End-of-year plan assets
$24,148,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20240731151311NAL0034342832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,148,968
Total liabilities (EOY)
$0
Net assets (EOY)
$24,148,968
Net assets (BOY)
$19,816,616

Income & contributions

Employer contributions
$817,790
Participant contributions
$2,069,101
Total contributions
$3,119,616
Total income / additions
$6,341,077

Expenses & distributions

Benefits paid
$1,993,030
Administrative expenses
$15,695
Total expenses
$2,008,725
Net increase / (decrease)
$4,332,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services Inc.CONTRACT ADMINISTRATOR$8,593$6,6502023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,400$02023

Related Form 5500 pages