Holthouse Carlin & Van Trigt Llp 401(K) Plan And Trust Ii — 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 And Trust Ii is a benefit plan reported by Holthouse Carlin & Van Trigt Llp under EIN 95-4345526 and plan number 003. The latest loaded filing year is 2023. The filing reports 737 participants and $63,938,884 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
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $63,938,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20241009123317NAL0010603587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,938,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,938,884
- Net assets (BOY)
- $53,113,099
Income & contributions
- Employer contributions
- $1,709,222
- Participant contributions
- $5,508,514
- Total contributions
- $7,587,764
- Total income / additions
- $18,288,271
Expenses & distributions
- Benefits paid
- $5,339,415
- Administrative expenses
- $9,992
- Total expenses
- $5,349,407
- Net increase / (decrease)
- $12,938,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,151 | $0 | 2023 |