Original filing (PDF)20250604150413NAL0007918931001

HOLT LUMBER, INC.

Name: HOLT LUMBER, INC. — HOLT LUMBER, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HOLT LUMBER, INC.

Form 5500-SF

FILING_RECEIVED

HOLT LUMBER, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 HOLT LUMBER, INC..

Plan sponsor

Name

HOLT LUMBER, INC.

EIN

94-1498317

Address

5151 N. PALM AVE. SUITE 920 · FRESNO, CA · 93704

Phone

(559) 224-7656

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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