Joseph Holt Plastering, Inc. 401k Profit Sharing Plan — Form 5500 plan (Joseph Holt Plastering, Inc.)

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, Joseph Holt Plastering, Inc. 401k Profit Sharing Plan is a benefit plan reported by Joseph Holt Plastering, Inc. under EIN 20-2533580 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $1,560,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joseph Holt Plastering, Inc.
EIN
20-2533580
Plan number
001
Plan type
2
Location
Corona, CA
Latest filing year
2023
Participants
327
End-of-year plan assets
$1,560,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20241015122137NAL0028398833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,560,218
Total liabilities (EOY)
$0
Net assets (EOY)
$1,560,218
Net assets (BOY)
$1,327,874

Income & contributions

Employer contributions
$60,910
Participant contributions
$120,104
Total contributions
$181,014
Total income / additions
$367,391

Expenses & distributions

Benefits paid
$124,350
Administrative expenses
$10,697
Total expenses
$135,047
Net increase / (decrease)
$232,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$10,694$02023
Lpl Financial CorpOTHER SERVICES$0$4,8472023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages