Holden Farms, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Holden Farms, 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 Farms, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Holden Farms, Inc. under EIN 41-0979973 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $14,419,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holden Farms, Inc.
- EIN
- 41-0979973
- Plan number
- 001
- Plan type
- 2
- Location
- Northfield, MN
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $14,419,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250207095500NAL0023709344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,419,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,419,086
- Net assets (BOY)
- $14,421,802
Income & contributions
- Employer contributions
- $536,922
- Participant contributions
- $489,989
- Total contributions
- $1,110,675
- Total income / additions
- $4,998,229
Expenses & distributions
- Benefits paid
- $4,941,408
- Administrative expenses
- $59,537
- Total expenses
- $5,000,945
- Net increase / (decrease)
- -$2,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Murray Financial Group LLC Dba Isc | INVESTMENT ADVISOR | $35,220 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,942 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holden Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Northfield, MN
- Murray Financial Group LLC Dba Isc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation