2023 Form 5500 filing — Holt Farms 401k 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 20241010222929NAL0021836289001) for Holt Farms 401k Profit Sharing Plan, reported by Holt Farms, LLC under EIN 32-0299218 and plan number 001. It reports 148 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)$5.8MReported net assets$5,755,439
Participants148
Provider compensation$6.1K1 Schedule C row(s)$6,096
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010222929NAL0021836289001
Plan sponsor
Holt Farms, LLC
EIN
32-0299218
Plan number
001
Location
Enterprise, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$46.8K
Benefits paid / distributions$40.5K
Contributions
Employer$223.6K
Participant$314K
Full reported line items
Total assets (EOY)
$5,755,439
Total liabilities (EOY)
$0
Net assets (EOY)
$5,755,439
Employer contributions
$223,643
Participant contributions
$313,973
Total income / additions
$1,362,177
Benefits paid
$40,548
Administrative expenses
$6,208
Total expenses
$46,756
Net increase / (decrease)
$1,315,421
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010222929NAL0021836289001 cover?
It is the 2023 Form 5500 filing for Holt Farms 401k Profit Sharing Plan, reported by Holt Farms, LLC (EIN 32-0299218).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages