2023 Form 5500 filing — Holowicki Enterprises Profit Sharing 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 20241003082815NAL0005584915001) for Holowicki Enterprises Profit Sharing Plan, reported by Holowicki Enterprises Dba Mcdonalds under EIN 31-1177272 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003082815NAL0005584915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holowicki Enterprises Dba Mcdonalds
- EIN
- 31-1177272
- Plan number
- 001
- Location
- Hilliard, OH
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,646,367
- Total liabilities (EOY)
- $4,545
- Net assets (EOY)
- $3,641,822
- Employer contributions
- $144,972
- Participant contributions
- $296,514
- Total income / additions
- $877,551
- Benefits paid
- $66,084
- Administrative expenses
- $32,050
- Total expenses
- $98,134
- Net increase / (decrease)
- $779,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Budros Ruhlin & Roe Inc | INVESTMENT ADVISOR | $16,446 | not reported in the loaded dataset |
| Transamerica Life Insurance Co. | RECORDKEEPER | $14,854 | $0 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $750 | $69 |