Holden Insurance Agency, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Holden Insurance Agency, 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, Holden Insurance Agency, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Holden Insurance Agency, Inc. under EIN 39-0849775 and plan number 003. The latest loaded filing year is 2023. The filing reports 51 participants and $2,029,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holden Insurance Agency, Inc.
- EIN
- 39-0849775
- Plan number
- 003
- Plan type
- 2
- Location
- Superior, WI
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $2,029,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20241011133109NAL0038856000001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,029,374
- Total liabilities (EOY)
- $546,411
- Net assets (EOY)
- $1,482,963
- Net assets (BOY)
- $1,876,847
Income & contributions
- Employer contributions
- $60,000
- Participant contributions
- $0
- Total income / additions
- $207,060
Expenses & distributions
- Benefits paid
- $600,944
- Administrative expenses
- $0
- Total expenses
- $600,944
- Net increase / (decrease)
- -$393,884
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.