Plan5500

Holmes Retirement Plan 401(K) — Form 5500 plan (Holmes Building Materials, 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, Holmes Retirement Plan 401(K) is a benefit plan reported by Holmes Building Materials, LLC under EIN 72-0635776 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $5,759,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holmes Building Materials, LLC
EIN
72-0635776
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
154
End-of-year plan assets
$5,759,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241014124241NAL0014939603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,759,842
Total liabilities (EOY)
$0
Net assets (EOY)
$5,759,842
Net assets (BOY)
$4,567,440

Income & contributions

Employer contributions
$232,170
Participant contributions
$422,677
Total contributions
$654,847
Total income / additions
$1,403,425

Expenses & distributions

Benefits paid
$201,945
Administrative expenses
$9,078
Total expenses
$211,023
Net increase / (decrease)
$1,192,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$24,170$5812023
Sentinel Pension & PayrollTPA$10,732not reported in the loaded dataset2023
Ny Life Securities, LLCINVESTMENT ADVISORY$0$10,0712023

Related Form 5500 pages