Original filing (PDF)20240610165720NAL0014655539001

JAMES A. HOLT

Name: JAMES A. HOLT — HOLT FINANCIAL SERVICES CASH BALANCE PLAN, Form 5500 (2023)
Creator: JAMES A. HOLT

Form 5500-SF

FILING_RECEIVED

HOLT FINANCIAL SERVICES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES A. HOLT.

Plan sponsor

Name

JAMES A. HOLT

EIN

91-1821835

Address

1350 TREAT BLVD · SUITE 290 · WALNUT CREEK, CA · 94597

Phone

(925) 280-8700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-01

Filed

2024-06-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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