Retirement Plan For Employees Of Holsum Incorporated — Form 5500 plan (Holsum Incorporated)
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, Retirement Plan For Employees Of Holsum Incorporated is a benefit plan reported by Holsum Incorporated under EIN 85-0164944 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $7,076,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holsum Incorporated
- EIN
- 85-0164944
- Plan number
- 001
- Plan type
- 2
- Location
- Roswell, NM
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $7,076,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H | 20241011083200NAL0021526369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,076,239
- Total liabilities (EOY)
- $4,562
- Net assets (EOY)
- $7,071,677
- Net assets (BOY)
- $6,017,009
Income & contributions
- Total income / additions
- $1,402,852
Expenses & distributions
- Benefits paid
- $236,215
- Administrative expenses
- $111,969
- Total expenses
- $348,184
- Net increase / (decrease)
- $1,054,668
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.