Hollingsworth & Vose Company (Salaried) Savings 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 (Salaried) Savings Plan is a benefit plan reported by Hollingsworth & Vose Company under EIN 04-1446700 and plan number 008. The latest loaded filing year is 2023. The filing reports 867 participants and $109,906,116 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
008
Plan type
2
Location
East Walpole, MA
Latest filing year
2023
Participants
867
End-of-year plan assets
$109,906,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023867H, C20241014090133NAL0026868977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,906,116
Total liabilities (EOY)
$0
Net assets (EOY)
$109,906,116
Net assets (BOY)
$96,633,850

Income & contributions

Employer contributions
$2,237,512
Participant contributions
$5,631,895
Total contributions
$7,885,135
Total income / additions
$25,335,523

Expenses & distributions

Benefits paid
$11,874,285
Administrative expenses
$74,553
Total expenses
$12,089,609
Net increase / (decrease)
$13,245,914

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$63,069$02023
Strategic Advisors, Inc.ADVISOR$11,484not reported in the loaded dataset2023

Related Form 5500 pages