Holtec International Profit Sharing Plan And Trust — Form 5500 plan (Holtec International)

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, Holtec International Profit Sharing Plan And Trust is a benefit plan reported by Holtec International under EIN 20-4598433 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,490 participants and $106,116,118 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holtec International
EIN
20-4598433
Plan number
001
Plan type
2
Location
Camden, NJ
Latest filing year
2023
Participants
1,490
End-of-year plan assets
$106,116,118

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,490H, C20241015193507NAL0017119843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,116,118
Total liabilities (EOY)
$0
Net assets (EOY)
$106,116,118
Net assets (BOY)
$76,978,323

Income & contributions

Employer contributions
$8,738,909
Participant contributions
$11,351,103
Total contributions
$22,806,469
Total income / additions
$37,918,304

Expenses & distributions

Benefits paid
$8,511,468
Administrative expenses
$218,556
Total expenses
$8,780,509
Net increase / (decrease)
$29,137,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$118,025$02023
Newport Capital GroupINVESTMENT ADVISORY$100,531$272023

Related Form 5500 pages