Holiday World Retirement Savings Plan — Form 5500 plan (Holiday World Of Houston, Lp)

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 World Retirement Savings Plan is a benefit plan reported by Holiday World Of Houston, Lp under EIN 76-0514084 and plan number 002. The latest loaded filing year is 2023. The filing reports 397 participants and $7,377,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holiday World Of Houston, Lp
EIN
76-0514084
Plan number
002
Plan type
2
Location
Katy, TX
Latest filing year
2023
Participants
397
End-of-year plan assets
$7,377,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20240813154734NAL0010648913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,377,046
Total liabilities (EOY)
$0
Net assets (EOY)
$7,377,046
Net assets (BOY)
$6,329,818

Income & contributions

Employer contributions
$162,337
Participant contributions
$562,447
Total contributions
$724,784
Total income / additions
$1,741,139

Expenses & distributions

Benefits paid
$662,432
Administrative expenses
$31,479
Total expenses
$693,911
Net increase / (decrease)
$1,047,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTHIRD PARTY ADMINISTRATOR$30,131not reported in the loaded dataset2023

Related Form 5500 pages