Holt And Bugbee Company Retirement Savings Plan — Form 5500 plan (Holt And Bugbee 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, Holt And Bugbee Company Retirement Savings Plan is a benefit plan reported by Holt And Bugbee Company under EIN 04-1448200 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $14,423,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holt And Bugbee Company
- EIN
- 04-1448200
- Plan number
- 001
- Plan type
- 2
- Location
- Tewksbury, MA
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $14,423,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20240911134900NAL0008582833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,423,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,423,362
- Net assets (BOY)
- $12,479,862
Income & contributions
- Employer contributions
- $180,465
- Participant contributions
- $501,514
- Total contributions
- $681,979
- Total income / additions
- $2,232,731
Expenses & distributions
- Benefits paid
- $286,006
- Administrative expenses
- $3,225
- Total expenses
- $289,231
- Net increase / (decrease)
- $1,943,500
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $3,225 | $0 | 2023 |