Holiday Wholesale, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Holiday Wholesale, 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, Holiday Wholesale, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Holiday Wholesale, Inc. under EIN 39-1029235 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $24,121,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holiday Wholesale, Inc.
- EIN
- 39-1029235
- Plan number
- 001
- Plan type
- 3
- Location
- Wisconsin Dells, WI
- Latest filing year
- 2023
- Participants
- 705
- End-of-year plan assets
- $24,121,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 705 | H, C | 20241213092409NAL0020575568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,121,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,121,950
- Net assets (BOY)
- $21,517,936
Income & contributions
- Employer contributions
- $439,987
- Participant contributions
- $866,514
- Total contributions
- $1,324,154
- Total income / additions
- $4,514,691
Expenses & distributions
- Benefits paid
- $1,810,012
- Administrative expenses
- $100,665
- Total expenses
- $1,910,677
- Net increase / (decrease)
- $2,604,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John F. Suby & Associates, Sc | NONE | $58,294 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $29,821 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners LLC | NONE | $12,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holiday Wholesale, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wisconsin Dells, WI
- John F. Suby & Associates, Sc — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation