2023 Form 5500 filing — Holthouse Carlin & Van Trigt Llp 401(K) Plan & Trust
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 20241009122532NAL0019160881001) for Holthouse Carlin & Van Trigt Llp 401(K) Plan & Trust, reported by Holthouse Carlin & Van Trigt Llp under EIN 95-4345526 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$89.9MReported net assets$89,905,938
Participants262
Provider compensation$1.6K1 Schedule C row(s)$1,567
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009122532NAL0019160881001
- Plan sponsor
- Holthouse Carlin & Van Trigt Llp
- EIN
- 95-4345526
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$89.9M total assets
Net assets$89.9MLiabilities$16
Full reported line items
- Total assets (EOY)
- $89,905,954
- Total liabilities (EOY)
- $16
- Net assets (EOY)
- $89,905,938
- Employer contributions
- $2,511,619
- Participant contributions
- $2,944,022
- Total income / additions
- $20,718,169
- Benefits paid
- $5,012,874
- Administrative expenses
- $1,567
- Total expenses
- $5,014,441
- Net increase / (decrease)
- $15,703,728
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $1,567 | $0 |