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, Hollstadt Consulting Retirement Savings Plan is a benefit plan reported by Hollstadt & Associates, Inc. under EIN 41-1673112 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $14,538,301 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,538,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,538,301
- Net assets (BOY)
- $12,163,924
Income & contributions
- Employer contributions
- $208,152
- Participant contributions
- $752,286
- Total contributions
- $960,438
- Total income / additions
- $3,301,305
Expenses & distributions
- Benefits paid
- $857,143
- Administrative expenses
- $50,661
- Total expenses
- $926,928
- Net increase / (decrease)
- $2,374,377