2023 Form 5500 filing — Holden Insurance Agency, Inc. Employee Stock Ownership Plan And 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 20241011133109NAL0038856000001) for Holden Insurance Agency, Inc. Employee Stock Ownership Plan And Trust, reported by Holden Insurance Agency, Inc. under EIN 39-0849775 and plan number 003. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011133109NAL0038856000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holden Insurance Agency, Inc.
- EIN
- 39-0849775
- Plan number
- 003
- Location
- Superior, WI
- Participants
- 51
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,029,374
- Total liabilities (EOY)
- $546,411
- Net assets (EOY)
- $1,482,963
- Employer contributions
- $60,000
- Participant contributions
- $0
- Total income / additions
- $207,060
- Benefits paid
- $600,944
- Administrative expenses
- $0
- Total expenses
- $600,944
- Net increase / (decrease)
- -$393,884
- Schedule source
- Schedule I