2023 Form 5500 filing — Holliday Rock Co., Inc. 401(K) 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 20241009181236NAL0033631936001) for Holliday Rock Co., Inc. 401(K) Profit Sharing Plan, reported by Holliday Rock Co., Inc. under EIN 95-2105161 and plan number 003. It reports 634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009181236NAL0033631936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holliday Rock Co., Inc.
- EIN
- 95-2105161
- Plan number
- 003
- Location
- Upland, CA
- Participants
- 634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,506,016
- Total liabilities (EOY)
- $10,571
- Net assets (EOY)
- $27,495,445
- Employer contributions
- $1,363,465
- Participant contributions
- $1,898,905
- Total income / additions
- $7,227,049
- Benefits paid
- $2,308,742
- Administrative expenses
- $73,667
- Total expenses
- $2,391,551
- Net increase / (decrease)
- $4,835,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $45,634 | $0 |
| Capital Group Retirement Plan Svs | RECORDKEEPER | $29,822 | $0 |
| National Pension Services Corp | CONTRACT ADMINISTRATOR | $3,400 | $0 |