2023 Form 5500 filing — Highlights Family Of Companies Retirement 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 20241008082808NAL0016332977001) for Highlights Family Of Companies Retirement Plan, reported by Highlights For Children, Inc. under EIN 31-4358280 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008082808NAL0016332977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highlights For Children, Inc.
- EIN
- 31-4358280
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,159,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,159,532
- Employer contributions
- $1,685,888
- Participant contributions
- $4,223,346
- Total income / additions
- $16,801,632
- Benefits paid
- $13,290,267
- Administrative expenses
- $96,553
- Total expenses
- $13,386,820
- Net increase / (decrease)
- $3,414,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,365 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Clark Schaefer Hackett | ACCOUNTANT/AUDITOR | $16,189 | not reported in the loaded dataset |