Holsum Incorporated — 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, Holsum Incorporated (EIN 85-0164944) is a plan sponsor located in Roswell, NM with 1 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
85-0164944
Location
Roswell, NM
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,076,239
Total reported liabilities (EOY)
$4,562
Total reported net assets (EOY)
$7,071,677

Contributions & income

Total income / additions
$1,402,852

Expenses & distributions

Benefits paid / distributions
$236,215
Total expenses
$348,184
Net increase / (decrease)
$1,054,668

Coverage

Total reported participants
245
Plans with financial statements
1
Plans with provider compensation
0

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

Holsum Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Retirement Plan For Employees Of Holsum Incorporated001142$7,076,2392023
Holsum, Inc. Employees Health & Welfare Plan501103not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Holsum Incorporated
YearPlanParticipantsSchedulesFiling
2023Retirement Plan For Employees Of Holsum Incorporated142H20241011083200NAL0021526369001
2023Holsum, Inc. Employees Health & Welfare Plan10320250306144412NAL0020645506001

Related Form 5500 pages