Hollingsworth & Vose Company Retirement Plan — Form 5500 plan (Hollingsworth & Vose Company)
Plain-English plan 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, Hollingsworth & Vose Company Retirement Plan is a benefit plan reported by Hollingsworth & Vose Company under EIN 04-1446700 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $89,272,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hollingsworth & Vose Company
- EIN
- 04-1446700
- Plan number
- 001
- Plan type
- 2
- Location
- East Walpole, MA
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $89,272,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20250121161331NAL0005569456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,272,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,272,935
- Net assets (BOY)
- $72,153,378
Income & contributions
- Employer contributions
- $6,270,000
- Total contributions
- $6,270,000
- Total income / additions
- $22,021,869
Expenses & distributions
- Benefits paid
- $4,351,829
- Administrative expenses
- $550,483
- Total expenses
- $4,902,312
- Net increase / (decrease)
- $17,119,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Oper Co | ADMIN/ CONSULTING | $114,209 | not reported in the loaded dataset | 2023 |
| Bank Of America N.A. | TRUSTEE | $30,858 | not reported in the loaded dataset | 2023 |