M. Holland Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (M. Holland Company)
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, M. Holland Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by M. Holland Company under EIN 36-2246768 and plan number 002. The latest loaded filing year is 2023. The filing reports 374 participants and $66,692,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M. Holland Company
- EIN
- 36-2246768
- Plan number
- 002
- Plan type
- 2
- Location
- Northbrook, IL
- Latest filing year
- 2023
- Participants
- 374
- End-of-year plan assets
- $66,692,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20240808121929NAL0010972562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,692,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,692,843
- Net assets (BOY)
- $56,963,618
Income & contributions
- Employer contributions
- $1,143,717
- Participant contributions
- $3,594,171
- Total contributions
- $4,895,549
- Total income / additions
- $14,777,785
Expenses & distributions
- Benefits paid
- $4,969,157
- Administrative expenses
- $79,403
- Total expenses
- $5,048,560
- Net increase / (decrease)
- $9,729,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $44,029 | not reported in the loaded dataset | 2023 |
| Harbor Financial Resources, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $28,107 | 2023 |
| Corient Private Wealth LLC | INVESTMENT ADVISOR | $5,274 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $45 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M. Holland Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northbrook, IL
- Alliance Pension Consultants, LLC — Schedule C compensation
- Harbor Financial Resources, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation