Holthouse Carlin & Van Trigt Llp 401(K) Plan & Trust — Form 5500 plan (Holthouse Carlin & Van Trigt Llp)
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, Holthouse Carlin & Van Trigt Llp 401(K) Plan & Trust is a benefit plan reported by Holthouse Carlin & Van Trigt Llp under EIN 95-4345526 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $89,905,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holthouse Carlin & Van Trigt Llp
- EIN
- 95-4345526
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $89,905,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241009122532NAL0019160881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,905,954
- Total liabilities (EOY)
- $16
- Net assets (EOY)
- $89,905,938
- Net assets (BOY)
- $72,089,131
Income & contributions
- Employer contributions
- $2,511,619
- Participant contributions
- $2,944,022
- Total contributions
- $6,566,269
- Total income / additions
- $20,718,169
Expenses & distributions
- Benefits paid
- $5,012,874
- Administrative expenses
- $1,567
- Total expenses
- $5,014,441
- Net increase / (decrease)
- $15,703,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $1,567 | $0 | 2023 |