2023 Form 5500 filing — Holley Performance Products, Inc Retirement Accumulation 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 20241015162151NAL0016867363001) for Holley Performance Products, Inc Retirement Accumulation Plan, reported by Holley Performance Products, Inc under EIN 61-1291482 and plan number 003. It reports 2,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162151NAL0016867363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holley Performance Products, Inc
- EIN
- 61-1291482
- Plan number
- 003
- Location
- Bowling Green, KY
- Participants
- 2,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,637,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,637,050
- Employer contributions
- $3,144,942
- Participant contributions
- $5,105,945
- Total income / additions
- $21,125,179
- Benefits paid
- $12,313,632
- Administrative expenses
- $254,460
- Total expenses
- $12,638,529
- Net increase / (decrease)
- $8,486,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/INANCIAL ADVI | $205,039 | $0 |
| Adp, Inc. | RECORD KEEPER | $47,541 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |