Holaday Circuits, Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Holaday Circuits, Incorporated)
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, Holaday Circuits, Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Holaday Circuits, Incorporated under EIN 41-1269067 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $17,679,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holaday Circuits, Incorporated
- EIN
- 41-1269067
- Plan number
- 001
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $17,679,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241004140315NAL0011504097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,679,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,679,725
- Net assets (BOY)
- $16,349,671
Income & contributions
- Employer contributions
- $43,519
- Participant contributions
- $431,135
- Total contributions
- $474,654
- Total income / additions
- $2,762,641
Expenses & distributions
- Benefits paid
- $1,420,365
- Administrative expenses
- $4,148
- Total expenses
- $1,432,587
- Net increase / (decrease)
- $1,330,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,147 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holaday Circuits, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation