Holland Affiliated Employer Retirement Plan — Form 5500 plan (Holland Advisory Services 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, Holland Affiliated Employer Retirement Plan is a benefit plan reported by Holland Advisory Services Inc. under EIN 59-3389161 and plan number 002. The latest loaded filing year is 2023. The filing reports 32 participants and $3,160,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holland Advisory Services Inc.
- EIN
- 59-3389161
- Plan number
- 002
- Plan type
- 2
- Location
- Ormond Beach, FL
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $3,160,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240605103331NAL0042631138001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,160,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,160,664
- Net assets (BOY)
- $3,319,759
Income & contributions
- Employer contributions
- $54,958
- Participant contributions
- $177,021
- Total income / additions
- $934,267
Expenses & distributions
- Benefits paid
- $1,089,007
- Administrative expenses
- $2,225
- Total expenses
- $1,093,362
- Net increase / (decrease)
- -$159,095
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.