| Plan Name | THE HOLDEN COMPANY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE HOLDEN COMPANY |
| Employer identification number (EIN): | 474975977 |
| NAIC Classification: | 423500 |
Additional information about THE HOLDEN COMPANY
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 2015-08-31 |
| Company Identification Number: | 0795428 |
| Legal Registered Office Address: |
1728 ARLINGTON ROAD RICHMOND United States of America (USA) 23230 |
More information about THE HOLDEN COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | ROB RACINE | |||
| 001 | 2022-07-01 | ||||
| 001 | 2022-07-01 | ROB RACINE | |||
| 001 | 2021-07-01 | ||||
| 001 | 2021-07-01 | ROB RACINE | |||
| 001 | 2020-07-01 | ||||
| 001 | 2019-07-01 | ||||
| 001 | 2018-07-01 | ||||
| 001 | 2017-07-01 | ||||
| 001 | 2017-07-01 | ||||
| 001 | 2017-07-01 | ROBERT A RACINE JR | |||
| 001 | 2016-07-01 | ROBERT A. RACINE JR. | ROBERT A. RACINE JR. | 2018-04-12 | |
| 001 | 2016-07-01 | ROBERT A. RACINE JR. | 2019-03-29 | ||
| 001 | 2015-09-01 | ROBERT A RACINE JR | ROBERT A RACINE JR | 2017-02-14 |
| Measure | Date | Value |
|---|---|---|
| 2023 : THE HOLDEN COMPANY 401(K) PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-06-30 | $0 |
| Total plan liabilities at beginning of year | 2023-06-30 | $0 |
| Total income from all sources | 2023-06-30 | $567,192 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $0 |
| Total plan assets at end of year | 2023-06-30 | $989,667 |
| Total plan assets at beginning of year | 2023-06-30 | $422,475 |
| Value of fidelity bond covering the plan | 2023-06-30 | $80,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $20,430 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $537,814 |
| Noncash contributions received | 2023-06-30 | $0 |
| Net income (gross income less expenses) | 2023-06-30 | $567,192 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $989,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $422,475 |
| Assets. Value of employer securities | 2023-06-30 | $854,764 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $8,948 |
| Value of certain deemed distributions of participant loans | 2023-06-30 | $0 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $0 |
| 2022 : THE HOLDEN COMPANY 401(K) PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-06-30 | $0 |
| Total plan liabilities at end of year | 2022-06-30 | $0 |
| Total plan liabilities at beginning of year | 2022-06-30 | $0 |
| Total income from all sources | 2022-06-30 | $-20,196 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $0 |
| Total plan assets at end of year | 2022-06-30 | $422,475 |
| Total plan assets at beginning of year | 2022-06-30 | $442,671 |
| Value of fidelity bond covering the plan | 2022-06-30 | $80,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $12,315 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $-38,556 |
| Noncash contributions received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-20,196 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $422,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $442,671 |
| Assets. Value of employer securities | 2022-06-30 | $339,770 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $6,045 |
| Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $0 |
| 2021 : THE HOLDEN COMPANY 401(K) PLAN 2021 401k financial data | ||
| Transfers to/from the plan | 2021-06-30 | $0 |
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $128,302 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $0 |
| Total plan assets at end of year | 2021-06-30 | $442,671 |
| Total plan assets at beginning of year | 2021-06-30 | $314,369 |
| Value of fidelity bond covering the plan | 2021-06-30 | $80,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $10,076 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $113,692 |
| Noncash contributions received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $128,302 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $442,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $314,369 |
| Assets. Value of employer securities | 2021-06-30 | $373,632 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $4,534 |
| Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $0 |
| 2020 : THE HOLDEN COMPANY 401(K) PLAN 2020 401k financial data | ||
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $32,491 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $314,369 |
| Total plan assets at beginning of year | 2020-06-30 | $281,878 |
| Value of fidelity bond covering the plan | 2020-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $6,280 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $79,000 |
| Other income received | 2020-06-30 | $-56,729 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $32,491 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $314,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $281,878 |
| Assets. Value of employer securities | 2020-06-30 | $276,744 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $3,940 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
| 2019 : THE HOLDEN COMPANY 401(K) PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-06-30 | $-116,614 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $281,878 |
| Total plan assets at beginning of year | 2019-06-30 | $398,492 |
| Value of fidelity bond covering the plan | 2019-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $4,064 |
| Other income received | 2019-06-30 | $-123,726 |
| Net income (gross income less expenses) | 2019-06-30 | $-116,614 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $281,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $398,492 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-06-30 | $416 |
| Assets. Value of employer securities | 2019-06-30 | $265,898 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $3,048 |
| 2018 : THE HOLDEN COMPANY 401(K) PLAN 2018 401k financial data | ||
| Transfers to/from the plan | 2018-06-30 | $0 |
| Total plan liabilities at end of year | 2018-06-30 | $0 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $147,123 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $0 |
| Total plan assets at end of year | 2018-06-30 | $398,492 |
| Total plan assets at beginning of year | 2018-06-30 | $251,369 |
| Value of fidelity bond covering the plan | 2018-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $3,985 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $190,000 |
| Other income received | 2018-06-30 | $-50,033 |
| Noncash contributions received | 2018-06-30 | $0 |
| Net income (gross income less expenses) | 2018-06-30 | $147,123 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $398,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $251,369 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-06-30 | $416 |
| Assets. Value of employer securities | 2018-06-30 | $391,639 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $3,171 |
| Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
| Value of corrective distributions | 2018-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $0 |
| 2017 : THE HOLDEN COMPANY 401(K) PLAN 2017 401k financial data | ||
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $-93,734 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
| Total plan assets at end of year | 2017-06-30 | $251,226 |
| Total plan assets at beginning of year | 2017-06-30 | $344,960 |
| Value of fidelity bond covering the plan | 2017-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $415 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $-94,426 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $-93,734 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $251,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $344,960 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-06-30 | $346 |
| Assets. Value of employer securities | 2017-06-30 | $250,534 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $277 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : THE HOLDEN COMPANY 401(K) PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $344,960 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $344,960 |
| Total plan assets at beginning of year | 2016-06-30 | $0 |
| Value of fidelity bond covering the plan | 2016-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $447,786 |
| Other income received | 2016-06-30 | $-102,826 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $344,960 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $344,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $0 |
| Assets. Value of employer securities | 2016-06-30 | $344,960 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| 2022: THE HOLDEN COMPANY 401(K) PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE HOLDEN COMPANY 401(K) PLAN 2021 form 5500 responses | ||
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE HOLDEN COMPANY 401(K) PLAN 2020 form 5500 responses | ||
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE HOLDEN COMPANY 401(K) PLAN 2019 form 5500 responses | ||
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE HOLDEN COMPANY 401(K) PLAN 2018 form 5500 responses | ||
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE HOLDEN COMPANY 401(K) PLAN 2017 form 5500 responses | ||
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE HOLDEN COMPANY 401(K) PLAN 2016 form 5500 responses | ||
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE HOLDEN COMPANY 401(K) PLAN 2015 form 5500 responses | ||
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | First time form 5500 has been submitted | Yes |
| 2015-09-01 | Submission has been amended | No |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |