Holiday Builders, Inc. 401(K) 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. 401(K) Plan And Trust is a benefit plan reported by Holiday Builders, Inc. under EIN 59-2326805 and plan number 002. The latest loaded filing year is 2023. The filing reports 251 participants and $4,864,164 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
002
Plan type
2
Location
Melbourne, FL
Latest filing year
2023
Participants
251
End-of-year plan assets
$4,864,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241013132503NAL0014091507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,864,164
Total liabilities (EOY)
$0
Net assets (EOY)
$4,864,164
Net assets (BOY)
$3,783,463

Income & contributions

Participant contributions
$788,382
Total contributions
$1,093,747
Total income / additions
$1,758,229

Expenses & distributions

Benefits paid
$354,673
Administrative expenses
$14,177
Total expenses
$677,528
Net increase / (decrease)
$1,080,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,230$02023
Stifel Nicolaus & Company IncOTHER SERVICES$0$1,7452023

Related Form 5500 pages