Holiday Builders, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Holiday Builders, 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 Builders, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Holiday Builders, Inc. under EIN 59-2326805 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $219,263,504 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holiday Builders, Inc.
EIN
59-2326805
Plan number
001
Plan type
2
Location
Melbourne, FL
Latest filing year
2023
Participants
249
End-of-year plan assets
$219,263,504

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H20241013134019NAL0025862465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$219,263,504
Total liabilities (EOY)
$20,379,179
Net assets (EOY)
$198,884,325
Net assets (BOY)
$122,273,551

Income & contributions

Employer contributions
$4,462,000
Total contributions
$4,462,000
Total income / additions
$81,495,607

Expenses & distributions

Benefits paid
$4,425,029
Administrative expenses
$510
Total expenses
$4,884,833
Net increase / (decrease)
$76,610,774

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages