Plan5500

Holz Motors, Inc. 401k Savings Plan — Form 5500 plan (Holz Motors, 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, Holz Motors, Inc. 401k Savings Plan is a benefit plan reported by Holz Motors, Inc under EIN 39-0792093 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $13,137,522 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holz Motors, Inc
EIN
39-0792093
Plan number
002
Plan type
2
Location
Hales Corners, WI
Latest filing year
2023
Participants
163
End-of-year plan assets
$13,137,522

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241010115144NAL0033968848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,137,522
Total liabilities (EOY)
$0
Net assets (EOY)
$13,137,522
Net assets (BOY)
$12,434,006

Income & contributions

Employer contributions
$250,596
Participant contributions
$612,469
Total contributions
$874,513
Total income / additions
$2,698,560

Expenses & distributions

Benefits paid
$2,242,390
Administrative expenses
$29,477
Total expenses
$2,271,867
Net increase / (decrease)
$426,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$15,753not reported in the loaded dataset2023
Wipfli LlpNONE$12,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages