Holman Enterprises Supplemental Retirement And Savings Plan — Form 5500 plan (Holman Automotive 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, Holman Enterprises Supplemental Retirement And Savings Plan is a benefit plan reported by Holman Automotive Group, Inc. under EIN 21-0610247 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,177 participants and $588,196,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holman Automotive Group, Inc.
- EIN
- 21-0610247
- Plan number
- 002
- Plan type
- 2
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 7,177
- End-of-year plan assets
- $588,196,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,177 | H, C | 20241015182639NAL0050884560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $588,196,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $588,196,474
- Net assets (BOY)
- $473,938,227
Income & contributions
- Employer contributions
- $10,181,518
- Participant contributions
- $45,228,629
- Total contributions
- $60,185,467
- Total income / additions
- $147,511,644
Expenses & distributions
- Benefits paid
- $32,561,842
- Administrative expenses
- $461,175
- Total expenses
- $33,253,397
- Net increase / (decrease)
- $114,258,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $346,900 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $287,890 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$173,615 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holman Automotive Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Laurel, NJ
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation