Holowicki Enterprises Profit Sharing Plan — Form 5500 plan (Holowicki Enterprises Dba Mcdonalds)
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, Holowicki Enterprises Profit Sharing Plan is a benefit plan reported by Holowicki Enterprises Dba Mcdonalds under EIN 31-1177272 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $3,646,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holowicki Enterprises Dba Mcdonalds
- EIN
- 31-1177272
- Plan number
- 001
- Plan type
- 2
- Location
- Hilliard, OH
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $3,646,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20241003082815NAL0005584915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,646,367
- Total liabilities (EOY)
- $4,545
- Net assets (EOY)
- $3,641,822
- Net assets (BOY)
- $2,862,405
Income & contributions
- Employer contributions
- $144,972
- Participant contributions
- $296,514
- Total contributions
- $441,486
- Total income / additions
- $877,551
Expenses & distributions
- Benefits paid
- $66,084
- Administrative expenses
- $32,050
- Total expenses
- $98,134
- Net increase / (decrease)
- $779,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Budros Ruhlin & Roe Inc | INVESTMENT ADVISOR | $16,446 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $14,854 | $0 | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $750 | $69 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holowicki Enterprises Dba Mcdonalds
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Hilliard, OH
- Budros Ruhlin & Roe Inc — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation