Holley Performance Products, Inc Retirement Accumulation Plan — Form 5500 plan (Holley Performance Products, 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, Holley Performance Products, Inc Retirement Accumulation Plan is a benefit plan reported by Holley Performance Products, Inc under EIN 61-1291482 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,091 participants and $82,637,050 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holley Performance Products, Inc
EIN
61-1291482
Plan number
003
Plan type
2
Location
Bowling Green, KY
Latest filing year
2023
Participants
2,091
End-of-year plan assets
$82,637,050

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,091H, C20241015162151NAL0016867363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,637,050
Total liabilities (EOY)
$0
Net assets (EOY)
$82,637,050
Net assets (BOY)
$74,150,400

Income & contributions

Employer contributions
$3,144,942
Participant contributions
$5,105,945
Total contributions
$8,657,136
Total income / additions
$21,125,179

Expenses & distributions

Benefits paid
$12,313,632
Administrative expenses
$254,460
Total expenses
$12,638,529
Net increase / (decrease)
$8,486,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/INANCIAL ADVI$205,039$02023
Adp, Inc.RECORD KEEPER$47,541$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages