Holcomb Corporation 401(K) Plan — Form 5500 plan (The Holcomb Corporation)
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, Holcomb Corporation 401(K) Plan is a benefit plan reported by The Holcomb Corporation under EIN 94-2452549 and plan number 004. The latest loaded filing year is 2023. The filing reports 240 participants and $2,546,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Holcomb Corporation
- EIN
- 94-2452549
- Plan number
- 004
- Plan type
- 2
- Location
- Aptos, CA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $2,546,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241120122301NAL0002441971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,546,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,546,311
- Net assets (BOY)
- $2,254,493
Income & contributions
- Employer contributions
- $2,540
- Participant contributions
- $44,987
- Total contributions
- $47,527
- Total income / additions
- $446,996
Expenses & distributions
- Benefits paid
- $138,185
- Administrative expenses
- $15,496
- Total expenses
- $155,178
- Net increase / (decrease)
- $291,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,942 | $0 | 2023 |
| Star LLC | ADVISOR | $5,754 | not reported in the loaded dataset | 2023 |