Holt Homes, Inc. 401k Plan — Form 5500 plan (The Holt Group, 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, Holt Homes, Inc. 401k Plan is a benefit plan reported by The Holt Group, Inc. under EIN 20-5096515 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $8,212,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Holt Group, Inc.
- EIN
- 20-5096515
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $8,212,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241014094315NAL0044024976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,212,735
- Total liabilities (EOY)
- $66,798
- Net assets (EOY)
- $8,145,937
- Net assets (BOY)
- $5,835,124
Income & contributions
- Employer contributions
- $761,028
- Participant contributions
- $967,333
- Total contributions
- $1,737,492
- Total income / additions
- $2,669,255
Expenses & distributions
- Benefits paid
- $317,917
- Administrative expenses
- $40,525
- Total expenses
- $358,442
- Net increase / (decrease)
- $2,310,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,024 | $0 | 2023 |
| Zuna, LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists | TPA | $2,333 | $6,706 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,248 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Holt Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Zuna, LLC — Schedule C compensation
- Pension Plan Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation