Holzhauer 401(K) And Profit Sharing Plan — Form 5500 plan (Holzhauer Auto & Truck Sales, 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, Holzhauer 401(K) And Profit Sharing Plan is a benefit plan reported by Holzhauer Auto & Truck Sales, Inc. under EIN 37-1027077 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $3,912,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holzhauer Auto & Truck Sales, Inc.
- EIN
- 37-1027077
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, IL
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $3,912,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241015101246NAL0029219153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,912,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,912,723
- Net assets (BOY)
- $3,192,091
Income & contributions
- Employer contributions
- $35,519
- Participant contributions
- $468,888
- Total contributions
- $504,407
- Total income / additions
- $1,075,431
Expenses & distributions
- Benefits paid
- $330,150
- Administrative expenses
- $24,649
- Total expenses
- $354,799
- Net increase / (decrease)
- $720,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $19,934 | $0 | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $3,269 | not reported in the loaded dataset | 2023 |
| July Business Services, LLC | TPA | $1,446 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holzhauer Auto & Truck Sales, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Nashville, IL
- Lincoln National Corporation — Schedule C compensation
- Stadion Money Management — Schedule C compensation
- July Business Services, LLC — Schedule C compensation