2023 Form 5500 filing — Holman Enterprises Supplemental Retirement And Savings 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 20241015182639NAL0050884560001) for Holman Enterprises Supplemental Retirement And Savings Plan, reported by Holman Automotive Group, Inc. under EIN 21-0610247 and plan number 002. It reports 7,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182639NAL0050884560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holman Automotive Group, Inc.
- EIN
- 21-0610247
- Plan number
- 002
- Location
- Mount Laurel, NJ
- Participants
- 7,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $588,196,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $588,196,474
- Employer contributions
- $10,181,518
- Participant contributions
- $45,228,629
- Total income / additions
- $147,511,644
- Benefits paid
- $32,561,842
- Administrative expenses
- $461,175
- Total expenses
- $33,253,397
- Net increase / (decrease)
- $114,258,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $346,900 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $287,890 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$173,615 | $0 |