2023 Form 5500 filing — Holt Companies Retirement 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 20241014135021NAL0027466737001) for Holt Companies Retirement Plan, reported by B. D. Holt Company under EIN 74-1389993 and plan number 001. It reports 4,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135021NAL0027466737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B. D. Holt Company
- EIN
- 74-1389993
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 4,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $432,733,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $432,733,351
- Employer contributions
- $20,622,981
- Participant contributions
- $24,307,177
- Total income / additions
- $114,369,080
- Benefits paid
- $40,689,567
- Administrative expenses
- $408,851
- Total expenses
- $41,311,791
- Net increase / (decrease)
- $73,057,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $213,171 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $193,880 | $0 |
| Qdro Consultants Company, LLC | NONE | $1,800 | not reported in the loaded dataset |