Original filing (PDF)20260122080023NAL0004457761001

TIM HOLLADAY

Name: TIM HOLLADAY — TIM HOLLADAY 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: TIM HOLLADAY

Form 5500-SF

FILING_RECEIVED

TIM HOLLADAY 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIM HOLLADAY.

Plan sponsor

Name

TIM HOLLADAY

EIN

59-3325069

Address

7127 U.S. HWY 19 · NEW PORT RICHEY, FL · 34652

Phone

(727) 847-3838

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2H · Partial participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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