2023 Form 5500 filing — Holt & Associates, Pllc 401k
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730161507NAL0012035139004) for Holt & Associates, Pllc 401k, reported by Holt And Associates, Pllc under EIN 64-0886275 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730161507NAL0012035139004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holt And Associates, Pllc
- EIN
- 64-0886275
- Plan number
- 001
- Location
- Laurel, MS
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,516,255
- Net assets (EOY)
- $1,516,255
- Employer contributions
- $41,807
- Participant contributions
- $76,615
- Total income / additions
- $389,870
- Administrative expenses
- $2,152
- Total expenses
- $2,152
- Net increase / (decrease)
- $387,718
- Schedule source
- Schedule I