2023 Form 5500 filing — Holz Motors, Inc. 401k 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 20241010115144NAL0033968848001) for Holz Motors, Inc. 401k Savings Plan, reported by Holz Motors, Inc under EIN 39-0792093 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115144NAL0033968848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holz Motors, Inc
- EIN
- 39-0792093
- Plan number
- 002
- Location
- Hales Corners, WI
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,137,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,137,522
- Employer contributions
- $250,596
- Participant contributions
- $612,469
- Total income / additions
- $2,698,560
- Benefits paid
- $2,242,390
- Administrative expenses
- $29,477
- Total expenses
- $2,271,867
- Net increase / (decrease)
- $426,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $15,753 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $12,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |