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, Holton Brothers, Inc. Retirement Savings Plan is a benefit plan reported by Holton Brothers, Inc. under EIN 39-1199866 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $9,079,151 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,079,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,079,151
- Net assets (BOY)
- $7,938,331
Income & contributions
- Employer contributions
- $218,209
- Participant contributions
- $333,371
- Total contributions
- $551,580
- Total income / additions
- $1,625,867
Expenses & distributions
- Benefits paid
- $445,544
- Administrative expenses
- $39,503
- Total expenses
- $485,047
- Net increase / (decrease)
- $1,140,820