Holding Company Of The Villages, Inc. Employees Savings Plan — Form 5500 plan (Holding Company Of The Villages, 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, Holding Company Of The Villages, Inc. Employees Savings Plan is a benefit plan reported by Holding Company Of The Villages, Inc. under EIN 20-4647993 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,503 participants and $87,285,080 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$87.3MPlan net assets, end of year$87,285,080
Participants4.5KCovered participants reported4,503
Assets / participant$19.4KComputed: assets ÷ participants$19,384 (computed)
Provider compensation$177.8K1 Schedule C provider row(s)$177,803
- Plan sponsor
- Holding Company Of The Villages, Inc.
- EIN
- 20-4647993
- Plan number
- 001
- Plan type
- 2
- Location
- Middleton, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,503 | H, C | 20250411091435NAL0026022529001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$87.3M total assets
Net assets$87.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $87,285,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,285,080
- Net assets (BOY)
- $90,508,130
Income & contributions
- Employer contributions
- $2,012,018
- Participant contributions
- $7,646,605
- Total contributions
- $10,206,065
- Total income / additions
- $24,957,657
Expenses & distributions
- Benefits paid
- $9,404,035
- Administrative expenses
- $177,803
- Total expenses
- $9,581,176
- Net increase / (decrease)
- $15,376,481
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $177,803 | $0 | 2023 |