Hollins Management Group, Inc.401(K) Plan — Form 5500 plan (Hollins Management 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, Hollins Management Group, Inc.401(K) Plan is a benefit plan reported by Hollins Management Group, Inc. under EIN 20-5854881 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,995 participants and $6,873,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hollins Management Group, Inc.
- EIN
- 20-5854881
- Plan number
- 001
- Plan type
- 2
- Location
- Upland, CA
- Latest filing year
- 2023
- Participants
- 1,995
- End-of-year plan assets
- $6,873,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,995 | H, C | 20241014095225NAL0026957025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,873,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,873,460
- Net assets (BOY)
- $4,690,701
Income & contributions
- Participant contributions
- $2,142,439
- Total contributions
- $2,167,270
- Total income / additions
- $3,075,105
Expenses & distributions
- Benefits paid
- $732,334
- Administrative expenses
- $142,802
- Total expenses
- $892,346
- Net increase / (decrease)
- $2,182,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,827 | $0 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $43,473 | $2,582 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $21,567 | $62 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hollins Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Upland, CA
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation