Hollis Seunarine Mdpa LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Hollis Seunarine Mdpa LLC)
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, Hollis Seunarine Mdpa LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Hollis Seunarine Mdpa LLC under EIN 52-1105414 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $14,374,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hollis Seunarine Mdpa LLC
- EIN
- 52-1105414
- Plan number
- 001
- Plan type
- 2
- Location
- Hunt Valley, MD
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $14,374,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241010153544NAL0010199875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,374,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,374,182
- Net assets (BOY)
- $11,975,380
Income & contributions
- Employer contributions
- $375,015
- Participant contributions
- $879,626
- Total contributions
- $1,254,641
- Total income / additions
- $3,284,862
Expenses & distributions
- Benefits paid
- $828,949
- Administrative expenses
- $57,111
- Total expenses
- $886,060
- Net increase / (decrease)
- $2,398,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $46,323 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $9,818 | not reported in the loaded dataset | 2023 |