Hollydell, Inc. Retirement Plan — Form 5500 plan (Hollydell, 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, Hollydell, Inc. Retirement Plan is a benefit plan reported by Hollydell, Inc. under EIN 21-0699002 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $8,629,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hollydell, Inc.
EIN
21-0699002
Plan number
001
Plan type
2
Location
Hurfville, NJ
Latest filing year
2023
Participants
128
End-of-year plan assets
$8,629,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250411085950NAL0037963760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,629,607
Total liabilities (EOY)
$0
Net assets (EOY)
$8,629,607
Net assets (BOY)
$7,798,428

Income & contributions

Employer contributions
$250,065
Participant contributions
$395,516
Total contributions
$645,581
Total income / additions
$1,535,381

Expenses & distributions

Benefits paid
$691,649
Administrative expenses
$12,553
Total expenses
$704,202
Net increase / (decrease)
$831,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCOTHER SERVICES$0$15,4302023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$10,580$02023
Legacy Retirement Solutions, LLCCONTRACT ADMINISTRATOR$1,975$3,0862023

Related Form 5500 pages