Holden Industries, Inc. Retirement Plan — Form 5500 plan (Holden Industries, Inc.)

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, Holden Industries, Inc. Retirement Plan is a benefit plan reported by Holden Industries, Inc. under EIN 20-0876409 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,664 participants and $76,991,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holden Industries, Inc.
EIN
20-0876409
Plan number
001
Plan type
2
Location
Deerfield, IL
Latest filing year
2023
Participants
1,664
End-of-year plan assets
$76,991,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,664H, C20241014110224NAL0014806467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,991,599
Total liabilities (EOY)
$0
Net assets (EOY)
$76,991,599
Net assets (BOY)
$61,574,896

Income & contributions

Employer contributions
$176,453
Participant contributions
$6,682,900
Total contributions
$13,231,699
Total income / additions
$23,310,727

Expenses & distributions

Benefits paid
$7,613,908
Administrative expenses
$269,600
Total expenses
$7,894,024
Net increase / (decrease)
$15,416,703

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$178,386$02023
Strategic Advisors, Inc.ADVISOR$15,568not reported in the loaded dataset2023

Related Form 5500 pages