Plan5500

Holt Companies Retirement Plan — Form 5500 plan (B. D. Holt Company)

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 Companies Retirement Plan is a benefit plan reported by B. D. Holt Company under EIN 74-1389993 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,173 participants and $432,733,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B. D. Holt Company
EIN
74-1389993
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
4,173
End-of-year plan assets
$432,733,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,173H, C20241014135021NAL0027466737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$432,733,351
Total liabilities (EOY)
$0
Net assets (EOY)
$432,733,351
Net assets (BOY)
$359,676,062

Income & contributions

Employer contributions
$20,622,981
Participant contributions
$24,307,177
Total contributions
$52,274,717
Total income / additions
$114,369,080

Expenses & distributions

Benefits paid
$40,689,567
Administrative expenses
$408,851
Total expenses
$41,311,791
Net increase / (decrease)
$73,057,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$213,171not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$193,880$02023
Qdro Consultants Company, LLCNONE$1,800not reported in the loaded dataset2023

Related Form 5500 pages