How many benefit plans does The Holt Group, Inc. report on Form 5500?

The Holt Group, Inc. (EIN 20-5096515) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Holt Group, Inc.?

The Employer Identification Number (EIN) reported for The Holt Group, Inc. is 20-5096515.

What is the latest Form 5500 filing year for The Holt Group, Inc.?

The latest loaded Form 5500 filing year for The Holt Group, Inc. is 2023.

The Holt Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Holt Group, Inc. (EIN 20-5096515) is a plan sponsor located in Vancouver, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-5096515
Location: Vancouver, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,212,735
Total reported liabilities (EOY): $66,798
Total reported net assets (EOY): $8,145,937

Contributions & income

Employer contributions: $761,028
Participant contributions: $967,333
Total income / additions: $2,669,255

Expenses & distributions

Benefits paid / distributions: $317,917
Total expenses: $358,442
Net increase / (decrease): $2,310,813

Coverage

Total reported participants: 316
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Holt Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Holt Homes, Inc. 401k Plan	001	170	$8,212,735	2023
The Holt Group Inc. Employee Benefits Plan	502	146	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Holt Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Holt Homes, Inc. 401k Plan	170	H, C	20241014094315NAL0044024976001
2023	The Holt Group Inc. Employee Benefits Plan	146	—	20241224102720NAL0006381315001