2023 Form 5500 filing — Holt And Bugbee Company Retirement Savings Plan
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 20240911134900NAL0008582833001) for Holt And Bugbee Company Retirement Savings Plan, reported by Holt And Bugbee Company under EIN 04-1448200 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911134900NAL0008582833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holt And Bugbee Company
- EIN
- 04-1448200
- Plan number
- 001
- Location
- Tewksbury, MA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,423,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,423,362
- Employer contributions
- $180,465
- Participant contributions
- $501,514
- Total income / additions
- $2,232,731
- Benefits paid
- $286,006
- Administrative expenses
- $3,225
- Total expenses
- $289,231
- Net increase / (decrease)
- $1,943,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $3,225 | $0 |