1618 Holding, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (1618 Holding, 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, 1618 Holding, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by 1618 Holding, LLC under EIN 84-4331551 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $4,325,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
1618 Holding, LLC
EIN
84-4331551
Plan number
001
Plan type
2
Location
Maitland, FL
Latest filing year
2023
Participants
108
End-of-year plan assets
$4,325,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H, C20250717120838NAL0000257665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,325,658
Total liabilities (EOY)
$0
Net assets (EOY)
$4,325,658
Net assets (BOY)
$3,958,632

Income & contributions

Employer contributions
$163,818
Participant contributions
$339,846
Total contributions
$560,968
Total income / additions
$1,253,106

Expenses & distributions

Benefits paid
$843,949
Administrative expenses
$42,131
Total expenses
$886,080
Net increase / (decrease)
$367,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$39,617$02023
Raymond James Financial Services AdSERVICE PROVIDER$0$17,3912023
Adp, Inc.RECORD KEEPER$50$02023

Related Form 5500 pages