2023 Form 5500 filing — Highlands Residential Mortgage, Ltd. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913103116NAL0011508385001) for Highlands Residential Mortgage, Ltd. 401(K) Plan, reported by Highlands Residential Mortgage under EIN 75-2269700 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913103116NAL0011508385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highlands Residential Mortgage
- EIN
- 75-2269700
- Plan number
- 001
- Location
- Allen, TX
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,907,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,907,464
- Employer contributions
- $344,032
- Participant contributions
- $3,102,838
- Total income / additions
- $7,473,324
- Benefits paid
- $4,293,404
- Administrative expenses
- $111,078
- Total expenses
- $4,432,334
- Net increase / (decrease)
- $3,040,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $66,553 | $0 |
| Wells Fargo | N/A | $44,523 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |