Holliday Rock Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Holliday Rock Co., 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, Holliday Rock Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Holliday Rock Co., Inc. under EIN 95-2105161 and plan number 003. The latest loaded filing year is 2023. The filing reports 634 participants and $27,506,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holliday Rock Co., Inc.
EIN
95-2105161
Plan number
003
Plan type
2
Location
Upland, CA
Latest filing year
2023
Participants
634
End-of-year plan assets
$27,506,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023634H, C20241009181236NAL0033631936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,506,016
Total liabilities (EOY)
$10,571
Net assets (EOY)
$27,495,445
Net assets (BOY)
$22,659,947

Income & contributions

Employer contributions
$1,363,465
Participant contributions
$1,898,905
Total contributions
$3,359,904
Total income / additions
$7,227,049

Expenses & distributions

Benefits paid
$2,308,742
Administrative expenses
$73,667
Total expenses
$2,391,551
Net increase / (decrease)
$4,835,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement Inc.INVESTMENT ADVISOR$45,634$02023
Capital Group Retirement Plan SvsRECORDKEEPER$29,822$02023
National Pension Services CorpCONTRACT ADMINISTRATOR$3,400$02023

Related Form 5500 pages