Holladay Property Services Midwest Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Holladay Property Services Midwest 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, Holladay Property Services Midwest Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Holladay Property Services Midwest Inc. under EIN 52-2128493 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $17,222,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holladay Property Services Midwest Inc.
- EIN
- 52-2128493
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $17,222,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20241007153734NAL0031340706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,222,966
- Total liabilities (EOY)
- $114,450
- Net assets (EOY)
- $17,108,516
- Net assets (BOY)
- $14,257,191
Income & contributions
- Employer contributions
- $248,461
- Participant contributions
- $1,885,204
- Total contributions
- $2,256,061
- Total income / additions
- $4,686,274
Expenses & distributions
- Benefits paid
- $1,699,715
- Administrative expenses
- $20,784
- Total expenses
- $1,834,949
- Net increase / (decrease)
- $2,851,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Services | RECORDKEEPER | $38,233 | not reported in the loaded dataset | 2023 |
| Retirement Plan Concepts & Services | SERVICE PROVIDER | $7,646 | not reported in the loaded dataset | 2023 |