2023 Form 5500 filing — Holiday Builders, Inc. 401(K) 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 20241013132503NAL0014091507001) for Holiday Builders, Inc. 401(K) Plan And Trust, reported by Holiday Builders, Inc. under EIN 59-2326805 and plan number 002. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013132503NAL0014091507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holiday Builders, Inc.
- EIN
- 59-2326805
- Plan number
- 002
- Location
- Melbourne, FL
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,864,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,864,164
- Participant contributions
- $788,382
- Total income / additions
- $1,758,229
- Benefits paid
- $354,673
- Administrative expenses
- $14,177
- Total expenses
- $677,528
- Net increase / (decrease)
- $1,080,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,230 | $0 |
| Stifel Nicolaus & Company Inc | OTHER SERVICES | $0 | $1,745 |