2023 Form 5500 filing — Hollins Management Group, Inc.401(K) 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 20241014095225NAL0026957025001) for Hollins Management Group, Inc.401(K) Plan, reported by Hollins Management Group, Inc. under EIN 20-5854881 and plan number 001. It reports 1,995 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095225NAL0026957025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hollins Management Group, Inc.
- EIN
- 20-5854881
- Plan number
- 001
- Location
- Upland, CA
- Participants
- 1,995
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,873,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,873,460
- Participant contributions
- $2,142,439
- Total income / additions
- $3,075,105
- Benefits paid
- $732,334
- Administrative expenses
- $142,802
- Total expenses
- $892,346
- Net increase / (decrease)
- $2,182,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,827 | $0 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $43,473 | $2,582 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $21,567 | $62 |