Holt & Associates, Pllc 401k — Form 5500 plan (Holt And Associates, Pllc)
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, Holt & Associates, Pllc 401k is a benefit plan reported by Holt And Associates, Pllc under EIN 64-0886275 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $1,516,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holt And Associates, Pllc
- EIN
- 64-0886275
- Plan number
- 001
- Plan type
- 2
- Location
- Laurel, MS
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $1,516,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240730161507NAL0012035139004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,516,255
- Net assets (EOY)
- $1,516,255
- Net assets (BOY)
- $1,128,537
Income & contributions
- Employer contributions
- $41,807
- Participant contributions
- $76,615
- Total income / additions
- $389,870
Expenses & distributions
- Administrative expenses
- $2,152
- Total expenses
- $2,152
- Net increase / (decrease)
- $387,718
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.