Holly Hill Academy Money Purchase Plan — Form 5500 plan (Holly Hill Academy, 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, Holly Hill Academy Money Purchase Plan is a benefit plan reported by Holly Hill Academy, Inc. under EIN 57-0524386 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $1,067,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holly Hill Academy, Inc.
- EIN
- 57-0524386
- Plan number
- 001
- Plan type
- 2
- Location
- Holly Hill, SC
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $1,067,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20250331141941NAL0006385745001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,067,045
- Net assets (EOY)
- $1,067,045
- Net assets (BOY)
- $937,904
Income & contributions
- Employer contributions
- $5,669
- Total income / additions
- $156,425
Expenses & distributions
- Benefits paid
- $27,284
- Total expenses
- $27,284
- Net increase / (decrease)
- $129,141
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.