Plan5500

Holt International 401k Plan — Form 5500 plan (Holt International Childrens Services, 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 International 401k Plan is a benefit plan reported by Holt International Childrens Services, Inc. under EIN 23-7257390 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $8,185,946 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.2MPlan net assets, end of year$8,182,005
Participants186Covered participants reported
Assets / participant$44KComputed: assets ÷ participants$44,010 (computed)
Provider compensation$43K3 Schedule C provider row(s)$42,957
Plan sponsor
Holt International Childrens Services, Inc.
EIN
23-7257390
Plan number
001
Plan type
2
Location
Eugene, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    186 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$3.9K
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$369.9K
Participant$462.9K
Full reported line items

Net assets

Total assets (EOY)
$8,185,946
Total liabilities (EOY)
$3,941
Net assets (EOY)
$8,182,005
Net assets (BOY)
$7,863,231

Income & contributions

Employer contributions
$369,869
Participant contributions
$462,869
Total contributions
$845,495
Total income / additions
$1,889,776

Expenses & distributions

Benefits paid
$1,528,045
Administrative expenses
$42,957
Total expenses
$1,571,002
Net increase / (decrease)
$318,774
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors LLC$23.1K
    INVESTMENT ADVISOR · Direct $23.1K
  2. 2
    Empower Annuity Insurance Company O$17K
    RECORDKEEPER · Direct $17K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$2.9K
    INVESTMENT MGMT · Direct $2.9K

What to inspect next

Frequently asked questions

Who sponsors the Holt International 401k Plan?
Holt International 401k Plan is reported as sponsored by Holt International Childrens Services, Inc. (EIN 23-7257390, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Holt International 401k Plan?
The latest Form 5500 filing year loaded for Holt International 401k Plan is 2023.
How many participants does Holt International 401k Plan report?
Holt International 401k Plan reports 186 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Holt International 401k Plan?
Holt International 401k Plan reports $8,185,946 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages